JFS Wealth Advisors’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.04K | Buy |
65
+11
| +20% | +$1.53K | ﹤0.01% | 898 |
|
|
2025
Q1 | $7.97K | Buy |
54
+4
| +8% | +$590 | ﹤0.01% | 955 |
|
|
2024
Q4 | $6.23K | Buy |
50
+3
| +6% | +$374 | ﹤0.01% | 1038 |
|
|
2024
Q3 | $6.87K | Buy |
47
+7
| +18% | +$1.02K | ﹤0.01% | 995 |
|
|
2024
Q2 | $5.17K | Sell |
40
-1
| -2% | -$129 | ﹤0.01% | 1054 |
|
|
2024
Q1 | $5.01K | Sell |
41
-9
| -18% | -$1.1K | ﹤0.01% | 1098 |
|
|
2023
Q4 | $6.6K | Buy |
50
+30
| +150% | +$3.96K | ﹤0.01% | 945 |
|
|
2023
Q3 | $2.48K | Sell |
20
-25
| -56% | -$3.1K | ﹤0.01% | 1281 |
|
|
2023
Q2 | $6.42K | Hold |
45
| – | – | ﹤0.01% | 899 |
|
|
2023
Q1 | $6.59K | Sell |
45
-9
| -17% | -$1.32K | ﹤0.01% | 885 |
|
|
2022
Q4 | $8.23K | Sell |
54
-1
| -2% | -$152 | ﹤0.01% | 780 |
|
|
2022
Q3 | $7K | Sell |
55
-14
| -20% | -$1.78K | ﹤0.01% | 841 |
|
|
2022
Q2 | $10K | Buy |
69
+30
| +77% | +$4.35K | ﹤0.01% | 752 |
|
|
2022
Q1 | $6K | Buy |
39
+23
| +144% | +$3.54K | ﹤0.01% | 949 |
|
|
2021
Q4 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 910 |
|
|
2015
Q3 | – | Sell |
-82
| Closed | -$4K | – | 481 |
|
|
2015
Q2 | $4K | Hold |
82
| – | – | ﹤0.01% | 417 |
|
|
2015
Q1 | $4K | Sell |
82
-54
| -40% | -$2.63K | ﹤0.01% | 425 |
|
|
2014
Q4 | $7K | Buy |
136
+54
| +66% | +$2.78K | ﹤0.01% | 402 |
|
|
2014
Q3 | $4K | Hold |
82
| – | – | ﹤0.01% | 391 |
|
|
2014
Q2 | $4K | Buy |
+82
| New | +$4K | ﹤0.01% | 387 |
|