Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $249K | Buy |
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|
2025
Q4 | $210K | Sell |
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|
2025
Q3 | $235K | Sell |
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|
2025
Q2 | $318K | Sell |
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|
2025
Q1 | $342K | Sell |
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|
2024
Q4 | $292K | Sell |
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|
2024
Q3 | $365K | Sell |
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|
2024
Q2 | $337K | Buy |
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|
2024
Q1 | $295K | Sell |
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|
2023
Q4 | $330K | Sell |
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|
2023
Q3 | $454K | Buy |
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|
2023
Q2 | $393K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $372K | Buy |
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|
2020
Q4 | $249K | Buy |
|