IFP Advisors’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
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|
2025
Q1 | $182K | Sell |
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|
2024
Q4 | $162K | Sell |
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|
2024
Q3 | $186K | Buy |
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|
2024
Q2 | $163K | Sell |
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|
2024
Q1 | $271K | Sell |
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|
2023
Q4 | $353K | Sell |
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|
2023
Q3 | $439K | Buy |
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|
2023
Q2 | $504K | Sell |
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|
2023
Q1 | $668K | Buy |
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|
2022
Q4 | $630K | Sell |
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|
2022
Q3 | $654K | Buy |
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|
2022
Q2 | $608K | Hold |
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|
2022
Q1 | $608K | Buy |
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|
2021
Q4 | $831K | Sell |
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|
2021
Q3 | $777K | Buy |
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|
2021
Q2 | $679K | Buy |
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|
2021
Q1 | $596K | Sell |
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|
2020
Q4 | $657K | Buy |
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|
2020
Q3 | $600K | Buy |
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|
2020
Q2 | $511K | Buy |
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|
2020
Q1 | $444K | Sell |
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|
2019
Q4 | $632K | Buy |
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|
2019
Q3 | $569K | Buy |
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|
2019
Q1 | $187K | Sell |
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|
2018
Q4 | $364K | Sell |
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|
2018
Q3 | $452K | Sell |
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|
2018
Q2 | $500K | Buy |
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|
2018
Q1 | $509K | Hold |
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|
2017
Q4 | $509K | Sell |
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|
2017
Q3 | $559K | Sell |
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|
2017
Q2 | $555K | Buy |
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|
2017
Q1 | $532K | Sell |
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|
2016
Q4 | $497K | Sell |
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|
2016
Q3 | $588K | Buy |
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|
2016
Q2 | $658K | Buy |
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|
2016
Q1 | $187K | Sell |
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|
2015
Q4 | $295K | Buy |
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