Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s California Water Service CWT Stock Holding History

Kovitz Investment Group Partners’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.67M Sell
36,810
-1,628
-4% -$74K 0.01% 682
2025
Q1 		$1.86M Buy
38,438
+373
+1% +$18.1K 0.01% 594
2024
Q4 		$1.73M Sell
38,065
-2,164
-5% -$98.3K 0.01% 599
2024
Q3 		$2.15M Buy
+40,229
New +$2.15M 0.02% 483