Jones Financial Companies’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $99.9K | Buy |
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|
2025
Q2 | $104K | Buy |
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|
2025
Q1 | $63.1K | Buy |
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|
2024
Q4 | $42.1K | Buy |
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|
2024
Q3 | $15K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $32.2K | Hold |
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|
2023
Q3 | $31.5K | Hold |
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|
2023
Q2 | $34.8K | Hold |
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|
2023
Q1 | $35.6K | Sell |
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|
2022
Q4 | $46K | Hold |
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|
2022
Q3 | $39K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $58K | Sell |
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|
2021
Q4 | $102K | Buy |
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