Integrated Wealth Concepts’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 | $928K | Buy |
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|
2025
Q1 | $394K | Sell |
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|
2024
Q4 | $421K | Buy |
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|
2024
Q3 | $441K | Sell |
|
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|
2024
Q2 | $417K | Sell |
|
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|
2024
Q1 | $402K | Buy |
|
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|
2023
Q4 | $371K | Sell |
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|
2023
Q3 | $403K | Sell |
|
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|
2023
Q2 | $478K | Buy |
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|
2023
Q1 | $427K | Buy |
|
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|
2022
Q4 | $235K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $248K | Buy |
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|
2022
Q1 | $256K | Sell |
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|
2021
Q4 | $304K | Buy |
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|
2021
Q3 | $257K | Buy |
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|
2021
Q2 | $226K | Buy |
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