Kelly Lawrence W & Associates’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 | $204K | Hold |
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|
2025
Q2 | $213K | Hold |
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|
2025
Q1 | $219K | Hold |
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|
2024
Q4 | $216K | Hold |
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|
2024
Q3 | $232K | Hold |
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|
2024
Q2 | $202K | Hold |
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|
2024
Q1 | $201K | Hold |
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|
2023
Q4 | $224K | Hold |
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|
2023
Q3 | $219K | Hold |
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|
2023
Q2 | $243K | Hold |
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|
2023
Q1 | $247K | Hold |
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|
2022
Q4 | $257K | Hold |
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|
2022
Q3 | $217K | Hold |
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|
2022
Q2 | $227K | Hold |
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|
2022
Q1 | $247K | Hold |
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|
2021
Q4 | $288K | Hold |
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|
2021
Q3 | $238K | Hold |
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|
2021
Q2 | $221K | Hold |
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|
2021
Q1 | $210K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $208K | Hold |
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|
2020
Q2 | $219K | Hold |
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|
2020
Q1 | $227K | Hold |
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|
2019
Q4 | $241K | Hold |
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|
2019
Q3 | $250K | Hold |
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|
2019
Q2 | $209K | Hold |
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|
2019
Q1 | $198K | Hold |
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|
2018
Q4 | $186K | Hold |
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|
2018
Q3 | $170K | Hold |
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|
2018
Q2 | $159K | Hold |
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|
2018
Q1 | $148K | Hold |
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|
2017
Q4 | $161K | Hold |
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|
2017
Q3 | $137K | Hold |
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|
2017
Q2 | $132K | Hold |
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|
2017
Q1 | $123K | Sell |
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|
2016
Q4 | $231K | Hold |
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|
2016
Q3 | $203K | Hold |
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|
2016
Q2 | $223K | Hold |
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|
2016
Q1 | $200K | Hold |
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|
2015
Q4 | $213K | Hold |
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|
2015
Q3 | $210K | Hold |
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|
2015
Q2 | $190K | Hold |
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|
2015
Q1 | $203K | Hold |
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|
2014
Q4 | $191K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $169K | Hold |
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|
2014
Q1 | $164K | Hold |
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|
2013
Q4 | $146K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $136K | Buy |
|