Inspire Investing’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Buy |
5,216
+768
| +17% | +$58.9K | 0.04% | 335 |
|
|
2025
Q1 | $350K | Sell |
4,448
-809
| -15% | -$63.7K | 0.04% | 345 |
|
|
2024
Q4 | $409K | Buy |
5,257
+206
| +4% | +$16K | 0.05% | 361 |
|
|
2024
Q3 | $421K | Buy |
5,051
+116
| +2% | +$9.66K | 0.04% | 360 |
|
|
2024
Q2 | $358K | Sell |
4,935
-91
| -2% | -$6.61K | 0.04% | 371 |
|
|
2024
Q1 | $363K | Buy |
5,026
+140
| +3% | +$10.1K | 0.04% | 431 |
|
|
2023
Q4 | $393K | Buy |
4,886
+889
| +22% | +$71.5K | 0.04% | 420 |
|
|
2023
Q3 | $315K | Buy |
3,997
+295
| +8% | +$23.2K | 0.04% | 411 |
|
|
2023
Q2 | $322K | Buy |
3,702
+527
| +17% | +$45.8K | 0.04% | 408 |
|
|
2023
Q1 | $282K | Buy |
3,175
+569
| +22% | +$50.6K | 0.04% | 407 |
|
|
2022
Q4 | $241K | Sell |
2,606
-118
| -4% | -$10.9K | 0.03% | 357 |
|
|
2022
Q3 | $212K | Buy |
2,724
+41
| +2% | +$3.19K | 0.03% | 342 |
|
|
2022
Q2 | $219K | Sell |
2,683
-109
| -4% | -$8.9K | 0.03% | 339 |
|
|
2022
Q1 | $249K | Buy |
2,792
+230
| +9% | +$20.5K | 0.03% | 368 |
|
|
2021
Q4 | $265K | Sell |
2,562
-334
| -12% | -$34.5K | 0.03% | 335 |
|
|
2021
Q3 | $248K | Buy |
+2,896
| New | +$248K | 0.03% | 362 |
|
|
2020
Q3 | – | Sell |
-3,320
| Closed | -$261K | – | 442 |
|
|
2020
Q2 | $261K | Buy |
3,320
+251
| +8% | +$19.7K | 0.09% | 263 |
|
|
2020
Q1 | $251K | Buy |
3,069
+746
| +32% | +$61K | 0.1% | 272 |
|
|
2019
Q4 | $201K | Sell |
2,323
-119
| -5% | -$10.3K | 0.07% | 278 |
|
|
2019
Q3 | $219K | Buy |
+2,442
| New | +$219K | 0.08% | 255 |
|
|
2018
Q1 | – | Sell |
-1,189
| Closed | -$69K | – | 247 |
|
|
2017
Q4 | $69K | Buy |
+1,189
| New | +$69K | 0.06% | 225 |
|