Lantz Financial’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
$1.85M Buy
13,305
+5,594
+73% +$778K 0.46% 63
2025
Q1
$1.14M Sell
7,711
-365
-5% -$53.8K 0.31% 85
2024
Q4
$1.01M Buy
+8,076
New +$1.01M 0.27% 89