HCR Wealth Advisors’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $967K | Buy |
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|
2025
Q2 | $880K | Buy |
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|
2025
Q1 | $857K | Sell |
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|
2024
Q4 | $855K | Sell |
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|
2024
Q3 | $965K | Buy |
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|
2024
Q2 | $839K | Sell |
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|
2024
Q1 | $836K | Sell |
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|
2023
Q4 | $977K | Buy |
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|
2023
Q3 | $919K | Sell |
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|
2023
Q2 | $1.35M | Buy |
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|
2023
Q1 | $1.37M | Sell |
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|
2022
Q4 | $1.51M | Sell |
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|
2022
Q3 | $1.33M | Sell |
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|
2022
Q2 | $1.39M | Sell |
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|
2022
Q1 | $1.53M | Sell |
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|
2021
Q4 | $1.99M | Sell |
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|
2021
Q3 | $1.71M | Sell |
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|
2021
Q2 | $1.59M | Buy |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $1.73M | Buy |
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|
2020
Q3 | $1.63M | Sell |
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|
2020
Q2 | $1.7M | Buy |
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|
2020
Q1 | $1.73M | Sell |
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|
2019
Q4 | $1.89M | Buy |
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|
2019
Q3 | $1.97M | Buy |
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|
2019
Q2 | $1.61M | Buy |
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|
2019
Q1 | $1.22M | Sell |
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|
2018
Q4 | $1.48M | Buy |
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|
2018
Q3 | $1.35M | Buy |
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|
2018
Q2 | $1.25M | Buy |
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|
2018
Q1 | $1.06M | Buy |
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|
2017
Q4 | $1.14M | Buy |
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|
2017
Q3 | $956K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $769K | Sell |
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|
2016
Q4 | $900K | Buy |
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