Kingswood Wealth Advisors’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 | $273K | Sell |
1,962
-200
| -9% | -$27.8K | 0.02% | 599 |
|
|
2025
Q1 | $319K | Hold |
2,162
| – | – | 0.03% | 526 |
|
|
2024
Q4 | $269K | Sell |
2,162
-1,498
| -41% | -$186K | 0.02% | 643 |
|
|
2024
Q3 | $535K | Sell |
3,660
-28
| -0.8% | -$4.1K | 0.04% | 440 |
|
|
2024
Q2 | $476K | Buy |
+3,688
| New | +$476K | 0.04% | 405 |
|
|
2024
Q1 | – | Sell |
-2,470
| Closed | -$326K | – | 622 |
|
|
2023
Q4 | $326K | Buy |
+2,470
| New | +$326K | 0.04% | 448 |
|
|
2023
Q3 | – | Sell |
-2,450
| Closed | -$350K | – | 423 |
|
|
2023
Q2 | $350K | Buy |
+2,450
| New | +$350K | 0.11% | 177 |
|