Independent Advisor Alliance’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 | $322K | Buy |
|
|||||
|
2025
Q1 | $282K | Sell |
|
|||||
|
2024
Q4 | $241K | Buy |
|
|||||
|
2024
Q3 | $231K | Sell |
|
|||||
|
2024
Q2 | $303K | Buy |
|
|||||
|
2024
Q1 | $269K | Sell |
|
|||||
|
2023
Q4 | $376K | Sell |
|
|||||
|
2023
Q3 | $397K | Sell |
|
|||||
|
2023
Q2 | $567K | Sell |
|
|||||
|
2023
Q1 | $670K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $726K | Sell |
|
|||||
|
2022
Q2 | $859K | Buy |
|
|||||
|
2022
Q1 | $938K | Buy |
|
|||||
|
2021
Q4 | $432K | Buy |
|
|||||
|
2021
Q3 | $372K | Buy |
|
|||||
|
2021
Q2 | $317K | Sell |
|
|||||
|
2021
Q1 | $309K | Sell |
|
|||||
|
2020
Q4 | $318K | Sell |
|
|||||
|
2020
Q3 | $303K | Sell |
|
|||||
|
2020
Q2 | $278K | Sell |
|
|||||
|
2020
Q1 | $271K | Sell |
|
|||||
|
2019
Q4 | $1.23M | Buy |
|
|||||
|
2019
Q3 | $1.1M | Sell |
|
|||||
|
2019
Q2 | $1.05M | Buy |
|
|||||
|
2019
Q1 | $937K | Buy |
|