Hoertkorn Richard Charles’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
Q2 | $18K | Sell |
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|
2025
Q1 | $27.5K | Sell |
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|
2024
Q4 | $62.5K | Sell |
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|
2024
Q3 | $83.3K | Sell |
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|
2024
Q2 | $85.3K | Hold |
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|
2024
Q1 | $84.9K | Hold |
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|
2023
Q4 | $94.5K | Hold |
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|
2023
Q3 | $92.4K | Hold |
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|
2023
Q2 | $102K | Hold |
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|
2023
Q1 | $104K | Hold |
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|
2022
Q4 | $109K | Hold |
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|
2022
Q3 | $92K | Hold |
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|
2022
Q2 | $96K | Hold |
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|
2022
Q1 | $105K | Sell |
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|
2021
Q4 | $124K | Hold |
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|
2021
Q3 | $103K | Hold |
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|
2021
Q2 | $95K | Sell |
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|
2021
Q1 | $95K | Hold |
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|
2020
Q4 | $100K | Sell |
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|
2020
Q3 | $96K | Hold |
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|
2020
Q2 | $100K | Hold |
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|
2020
Q1 | $104K | Sell |
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|
2019
Q4 | $118K | Hold |
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|
2019
Q3 | $122K | Sell |
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|
2019
Q2 | $104K | Sell |
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|
2019
Q1 | $100K | Sell |
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|
2018
Q4 | $114K | Hold |
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|
2018
Q3 | $104K | Sell |
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|
2018
Q2 | $109K | Hold |
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|
2018
Q1 | $101K | Hold |
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|
2017
Q4 | $110K | Sell |
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|
2017
Q3 | $97K | Sell |
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|
2017
Q2 | $94K | Sell |
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|
2017
Q1 | $91K | Hold |
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|
2016
Q4 | $93K | Hold |
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|
2016
Q3 | $82K | Sell |
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|
2016
Q2 | $91K | Sell |
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|
2016
Q1 | $84K | Sell |
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|
2015
Q4 | $91K | Sell |
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|
2015
Q3 | $92K | Sell |
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|
2015
Q2 | $85K | Sell |
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|
2015
Q1 | $92K | Hold |
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|
2014
Q4 | $87K | Hold |
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|
2014
Q3 | $70K | Hold |
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|
2014
Q2 | $77K | Sell |
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|
2014
Q1 | $76K | Hold |
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|
2013
Q4 | $67K | Buy |
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