Key Financial Inc’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $28.2K | Hold |
203
| – | – | 0.01% | 615 |
|
2025
Q1 | $29.9K | Hold |
203
| – | – | 0.01% | 575 |
|
2024
Q4 | $25.3K | Hold |
203
| – | – | 0.01% | 599 |
|
2024
Q3 | $29.7K | Buy |
203
+3
| +2% | +$439 | 0.01% | 568 |
|
2024
Q2 | $25.8K | Hold |
200
| – | – | 0.01% | 589 |
|
2024
Q1 | $24.4K | Sell |
200
-75
| -27% | -$9.17K | 0.01% | 573 |
|
2023
Q4 | $36.3K | Buy |
275
+200
| +267% | +$26.4K | 0.01% | 478 |
|
2023
Q3 | $9.29K | Hold |
75
| – | – | ﹤0.01% | 731 |
|
2023
Q2 | $10.7K | Hold |
75
| – | – | ﹤0.01% | 704 |
|
2023
Q1 | $11K | Hold |
75
| – | – | ﹤0.01% | 656 |
|
2022
Q4 | $9.76K | Hold |
75
| – | – | ﹤0.01% | 633 |
|
2022
Q3 | $10K | Hold |
75
| – | – | ﹤0.01% | 625 |
|
2022
Q2 | $12K | Hold |
75
| – | – | 0.01% | 582 |
|
2022
Q1 | $12K | Hold |
75
| – | – | 0.01% | 581 |
|
2021
Q4 | $14K | Hold |
75
| – | – | 0.01% | 533 |
|
2021
Q3 | $13K | Hold |
75
| – | – | 0.01% | 526 |
|
2021
Q2 | $13K | Buy |
+75
| New | +$13K | 0.01% | 520 |
|