Kovitz Investment Group Partners’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Buy |
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|
2025
Q1 | $597K | Sell |
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|
2024
Q4 | $519K | Sell |
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|
2024
Q3 | $428K | Buy |
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|
2024
Q2 | $336K | Sell |
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|
2024
Q1 | $368K | Buy |
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|
2023
Q4 | $218K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $212K | Hold |
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|
2022
Q4 | $221K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $282K | Buy |
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|
2021
Q3 | $302K | Sell |
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|
2021
Q2 | $283K | Hold |
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|
2021
Q1 | $276K | Buy |
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|
2020
Q4 | $282K | Sell |
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|
2020
Q3 | $266K | Hold |
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|
2020
Q2 | $236K | Buy |
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