Jeppson Wealth Management’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
Q3 | $214K | Hold |
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|
2025
Q2 | $214K | Hold |
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|
2025
Q1 | $227K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $235K | Hold |
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|
2024
Q2 | $208K | Sell |
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|
2024
Q1 | $203K | Hold |
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|
2023
Q4 | $219K | Sell |
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|
2023
Q3 | $215K | Hold |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $261K | Sell |
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|
2022
Q4 | $280K | Hold |
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|
2022
Q3 | $239K | Hold |
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|
2022
Q2 | $273K | Hold |
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|
2022
Q1 | $303K | Hold |
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|
2021
Q4 | $347K | Buy |
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|
2021
Q3 | $297K | Sell |
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|
2021
Q2 | $286K | Hold |
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|
2021
Q1 | $278K | Hold |
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|
2020
Q4 | $285K | Hold |
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|
2020
Q3 | $269K | Buy |
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