HWA
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Heritage Wealth Advisors’s American Water Works AWK Stock Holding History

Heritage Wealth Advisors’s Portfolio AWK Stock Details AWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8
Closed -$996 – 584
2024
Q4 		$996 Buy
8
+2
+33% +$249 ﹤0.01% 574
2024
Q3 		$877 Buy
+6
New +$877 ﹤0.01% 574