Inspire Investing’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
2026 Q1	$522K	Buy	6,904 +340	+5%	+$25.1K	0.03%	502
2025 Q4	$476K	Buy	6,564 +276	+4%	+$20.3K	0.04%	346
2025 Q3	$461K	Buy	6,288 +1,072	+21%	+$79.8K	0.04%	366
2025 Q2	$400K	Buy	5,216 +768	+17%	+$60.3K	0.04%	335
2025 Q1	$350K	Sell	4,448 -809	-15%	-$61K	0.04%	345
2024 Q4	$409K	Buy	5,257 +206	+4%	+$17.2K	0.05%	361
2024 Q3	$421K	Buy	5,051 +116	+2%	+$9.36K	0.04%	360
2024 Q2	$358K	Sell	4,935 -91	-2%	-$6.57K	0.04%	371
2024 Q1	$363K	Buy	5,026 +140	+3%	+$10.4K	0.04%	431
2023 Q4	$393K	Buy	4,886 +889	+22%	+$71.1K	0.04%	420
2023 Q3	$315K	Buy	3,997 +295	+8%	+$25.1K	0.04%	411
2023 Q2	$322K	Buy	3,702 +527	+17%	+$47.2K	0.04%	408
2023 Q1	$282K	Buy	3,175 +569	+22%	+$52K	0.04%	406
2022 Q4	$241K	Sell	2,606 -118	-4%	-$10.8K	0.03%	357
2022 Q3	$212K	Buy	2,724 +41	+2%	+$3.48K	0.03%	342
2022 Q2	$219K	Sell	2,683 -109	-4%	-$8.76K	0.03%	339
2022 Q1	$249K	Buy	2,792 +230	+9%	+$20.5K	0.03%	368
2021 Q4	$265K	Sell	2,562 -334	-12%	-$31.5K	0.03%	335
2021 Q3	$248K	Buy	+2,896	New	+$255K	0.03%	362
2020 Q3	–	Sell	-3,320	Closed	-$261K	–	442
2020 Q2	$261K	Buy	3,320 +251	+8%	+$20K	0.09%	263
2020 Q1	$251K	Buy	3,069 +746	+32%	+$64K	0.1%	272
2019 Q4	$201K	Sell	2,323 -119	-5%	-$10.5K	0.07%	278
2019 Q3	$219K	Buy	+2,442	New	+$205K	0.08%	255
2018 Q1	–	Sell	-1,189	Closed	-$69K	–	247
2017 Q4	$69K	Buy	+1,189	New	+$65.1K	0.06%	225