KWMG
King Wealth Management Group’s American States Water AWR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $537K | Hold |
7,000
| – | – | 0.07% | 95 |
|
2025
Q1 | $551K | Hold |
7,000
| – | – | 0.08% | 89 |
|
2024
Q4 | $544K | Hold |
7,000
| – | – | 0.08% | 87 |
|
2024
Q3 | $583K | Hold |
7,000
| – | – | 0.09% | 79 |
|
2024
Q2 | $508K | Hold |
7,000
| – | – | 0.08% | 85 |
|
2024
Q1 | $506K | Hold |
7,000
| – | – | 0.09% | 82 |
|
2023
Q4 | $563K | Hold |
7,000
| – | – | 0.11% | 74 |
|
2023
Q3 | $551K | Hold |
7,000
| – | – | 0.12% | 71 |
|
2023
Q2 | $609K | Hold |
7,000
| – | – | 0.12% | 70 |
|
2023
Q1 | $622K | Hold |
7,000
| – | – | 0.14% | 70 |
|
2022
Q4 | $648K | Hold |
7,000
| – | – | 0.16% | 70 |
|
2022
Q3 | $546K | Hold |
7,000
| – | – | 0.14% | 74 |
|
2022
Q2 | $571K | Hold |
7,000
| – | – | 0.14% | 74 |
|
2022
Q1 | $623K | Hold |
7,000
| – | – | 0.12% | 78 |
|
2021
Q4 | $724K | Hold |
7,000
| – | – | 0.13% | 78 |
|
2021
Q3 | $599K | Hold |
7,000
| – | – | 0.12% | 88 |
|
2021
Q2 | $557K | Hold |
7,000
| – | – | 0.11% | 90 |
|
2021
Q1 | $529K | Hold |
7,000
| – | – | 0.12% | 88 |
|
2020
Q4 | $557K | Hold |
7,000
| – | – | 0.13% | 86 |
|
2020
Q3 | $525K | Hold |
7,000
| – | – | 0.14% | 84 |
|
2020
Q2 | $550K | Hold |
7,000
| – | – | 0.16% | 78 |
|
2020
Q1 | $572K | Hold |
7,000
| – | – | 0.25% | 61 |
|
2019
Q4 | $606K | Hold |
7,000
| – | – | 0.16% | 59 |
|
2019
Q3 | $629K | Hold |
7,000
| – | – | 0.18% | 59 |
|
2019
Q2 | $527K | Hold |
7,000
| – | – | 0.16% | 66 |
|
2019
Q1 | $499K | Hold |
7,000
| – | – | 0.16% | 68 |
|
2018
Q4 | $469K | Hold |
7,000
| – | – | 0.17% | 65 |
|
2018
Q3 | $428K | Hold |
7,000
| – | – | 0.13% | 77 |
|
2018
Q2 | $400K | Hold |
7,000
| – | – | 0.14% | 75 |
|
2018
Q1 | $371K | Hold |
7,000
| – | – | 0.13% | 82 |
|
2017
Q4 | $405K | Hold |
7,000
| – | – | 0.14% | 80 |
|
2017
Q3 | $345K | Hold |
7,000
| – | – | 0.13% | 89 |
|
2017
Q2 | $332K | Hold |
7,000
| – | – | 0.13% | 90 |
|
2017
Q1 | $310K | Hold |
7,000
| – | – | 0.13% | 90 |
|
2016
Q4 | $319K | Hold |
7,000
| – | – | 0.14% | 85 |
|
2016
Q3 | $280K | Hold |
7,000
| – | – | 0.14% | 89 |
|
2016
Q2 | $306K | Hold |
7,000
| – | – | 0.16% | 73 |
|
2016
Q1 | $275K | Hold |
7,000
| – | – | 0.15% | 78 |
|
2015
Q4 | $294K | Hold |
7,000
| – | – | 0.16% | 77 |
|
2015
Q3 | $290K | Hold |
7,000
| – | – | 0.18% | 78 |
|
2015
Q2 | $262K | Hold |
7,000
| – | – | 0.14% | 88 |
|
2015
Q1 | $279K | Hold |
7,000
| – | – | 0.16% | 77 |
|
2014
Q4 | $264K | Hold |
7,000
| – | – | 0.14% | 98 |
|
2014
Q3 | $212K | Hold |
7,000
| – | – | 0.13% | 100 |
|
2014
Q2 | $230K | Hold |
7,000
| – | – | 0.14% | 101 |
|
2014
Q1 | $226K | Sell |
7,000
-17,200
| -71% | -$555K | 0.16% | 89 |
|
2013
Q4 | $695K | Hold |
24,200
| – | – | 0.4% | 61 |
|
2013
Q3 | $667K | Buy |
24,200
+12,100
| +100% | +$333K | 0.43% | 54 |
|
2013
Q2 | $649K | Buy |
+12,100
| New | +$649K | 0.45% | 54 |
|