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