KWM
Kingsview Wealth Management’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Sell |
2,777
-555
| -17% | -$77.2K | 0.01% | 862 |
|
|
2025
Q1 | $492K | Sell |
3,332
-721
| -18% | -$106K | 0.01% | 727 |
|
|
2024
Q4 | $505K | Buy |
4,053
+616
| +18% | +$76.7K | 0.01% | 736 |
|
|
2024
Q3 | $503K | Sell |
3,437
-12
| -0.3% | -$1.76K | 0.01% | 719 |
|
|
2024
Q2 | $446K | Buy |
3,449
+28
| +0.8% | +$3.62K | 0.01% | 720 |
|
|
2024
Q1 | $418K | Buy |
3,421
+36
| +1% | +$4.4K | 0.01% | 717 |
|
|
2023
Q4 | $447K | Sell |
3,385
-238
| -7% | -$31.4K | 0.01% | 661 |
|
|
2023
Q3 | $449K | Buy |
3,623
+580
| +19% | +$71.8K | 0.02% | 646 |
|
|
2023
Q2 | $434K | Sell |
3,043
-447
| -13% | -$63.8K | 0.02% | 632 |
|
|
2023
Q1 | $511K | Sell |
3,490
-47
| -1% | -$6.89K | 0.02% | 569 |
|
|
2022
Q4 | $539K | Sell |
3,537
-293
| -8% | -$44.7K | 0.02% | 488 |
|
|
2022
Q3 | $499K | Sell |
3,830
-202
| -5% | -$26.3K | 0.02% | 506 |
|
|
2022
Q2 | $600K | Buy |
4,032
+44
| +1% | +$6.55K | 0.03% | 498 |
|
|
2022
Q1 | $660K | Sell |
3,988
-1,310
| -25% | -$217K | 0.03% | 515 |
|
|
2021
Q4 | $1M | Buy |
5,298
+558
| +12% | +$105K | 0.04% | 401 |
|
|
2021
Q3 | $801K | Buy |
4,740
+3,034
| +178% | +$513K | 0.04% | 430 |
|
|
2021
Q2 | $265K | Sell |
1,706
-37
| -2% | -$5.75K | 0.01% | 734 |
|
|
2021
Q1 | $262K | Buy |
1,743
+32
| +2% | +$4.81K | 0.01% | 681 |
|
|
2020
Q4 | $263K | Buy |
1,711
+2
| +0.1% | +$307 | 0.02% | 580 |
|
|
2020
Q3 | $248K | Buy |
1,709
+2
| +0.1% | +$290 | 0.02% | 517 |
|
|
2020
Q2 | $220K | Buy |
+1,707
| New | +$220K | 0.02% | 508 |
|