Lederer & Associates Investment Counsel’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,750
| Closed | -$295K | – | 85 |
|
|
2025
Q1 | $295K | Hold |
3,750
| – | – | 0.22% | 77 |
|
|
2024
Q4 | $291K | Hold |
3,750
| – | – | 0.2% | 80 |
|
|
2024
Q3 | $312K | Hold |
3,750
| – | – | 0.22% | 78 |
|
|
2024
Q2 | $272K | Hold |
3,750
| – | – | 0.2% | 81 |
|
|
2024
Q1 | $271K | Hold |
3,750
| – | – | 0.19% | 85 |
|
|
2023
Q4 | $302K | Hold |
3,750
| – | – | 0.22% | 82 |
|
|
2023
Q3 | $295K | Sell |
3,750
-802
| -18% | -$68.3K | 0.23% | 79 |
|
|
2023
Q2 | $396K | Sell |
4,552
-803
| -15% | -$71.9K | 0.3% | 76 |
|
|
2023
Q1 | $476K | Hold |
5,355
| – | – | 0.37% | 75 |
|
|
2022
Q4 | $496K | Sell |
5,355
-550
| -9% | -$50.1K | 0.41% | 73 |
|
|
2022
Q3 | $460K | Sell |
5,905
-300
| -5% | -$25.5K | 0.39% | 73 |
|
|
2022
Q2 | $506K | Hold |
6,205
| – | – | 0.39% | 73 |
|
|
2022
Q1 | $552K | Hold |
6,205
| – | – | 0.34% | 74 |
|
|
2021
Q4 | $642K | Sell |
6,205
-500
| -7% | -$47.1K | 0.37% | 72 |
|
|
2021
Q3 | $573K | Hold |
6,705
| – | – | 0.37% | 70 |
|
|
2021
Q2 | $533K | Hold |
6,705
| – | – | 0.35% | 67 |
|
|
2021
Q1 | $507K | Sell |
6,705
-60
| -0.9% | -$4.62K | 0.36% | 66 |
|
|
2020
Q4 | $538K | Sell |
6,765
-155
| -2% | -$11.9K | 0.41% | 60 |
|
|
2020
Q3 | $519K | Hold |
6,920
| – | – | 0.43% | 58 |
|
|
2020
Q2 | $544K | Hold |
6,920
| – | – | 0.51% | 55 |
|
|
2020
Q1 | $566K | Hold |
6,920
| – | – | 0.64% | 54 |
|
|
2019
Q4 | $600K | Sell |
6,920
-200
| -3% | -$17.7K | 0.52% | 56 |
|
|
2019
Q3 | $640K | Hold |
7,120
| – | – | 0.61% | 53 |
|
|
2019
Q2 | $536K | Sell |
7,120
-75
| -1% | -$5.4K | 0.49% | 55 |
|
|
2019
Q1 | $513K | Sell |
7,195
-195
| -3% | -$13.4K | 0.48% | 56 |
|
|
2018
Q4 | $495K | Sell |
7,390
-100
| -1% | -$6.42K | 0.53% | 54 |
|
|
2018
Q3 | $458K | Sell |
7,490
-100
| -1% | -$6.01K | 0.39% | 59 |
|
|
2018
Q2 | $434K | Sell |
7,590
-300
| -4% | -$16.6K | 0.39% | 60 |
|
|
2018
Q1 | $419K | Hold |
7,890
| – | – | 0.38% | 68 |
|
|
2017
Q4 | $457K | Sell |
7,890
-400
| -5% | -$21.9K | 0.41% | 59 |
|
|
2017
Q3 | $408K | Hold |
8,290
| – | – | 0.39% | 57 |
|
|
2017
Q2 | $393K | Hold |
8,290
| – | – | 0.38% | 62 |
|
|
2017
Q1 | $367K | Hold |
8,290
| – | – | 0.34% | 68 |
|
|
2016
Q4 | $378K | Buy |
+8,290
| New | +$346K | 0.38% | 62 |
|
|
2015
Q3 | $459K | Hold |
11,090
| – | – | 0.51% | 52 |
|
|
2015
Q2 | $415K | Hold |
11,090
| – | – | 0.43% | 55 |
|
|
2015
Q1 | $442K | Hold |
11,090
| – | – | 0.43% | 55 |
|
|
2014
Q4 | $418K | Buy |
+11,090
| New | +$381K | 0.41% | 57 |
|
Other funds holding AWR
Lederer & Associates Investment Counsel's AWR Position: Q2 2025 in Review
Lederer & Associates Investment Counsel sold out of American States Water (AWR) in Q2 2025, closing a stake of 3,750 shares — an estimated $295K sold.
Lederer & Associates Investment Counsel first reported a position in AWR in Q4 2014 and held it in 38 quarters. The position peaked at $642K in Q4 2021. 360 funds tracked by Wall St. Rank hold AWR as of Q2 2025.
- Lederer & Associates Investment Counsel reported no remaining American States Water position as of Q2 2025 after selling out during the quarter.
- Lederer & Associates Investment Counsel sold 3,750 American States Water shares in Q2 2025, an estimated $295K.
- Lederer & Associates Investment Counsel first reported a position in American States Water in Q4 2014 and held it in 38 quarters.
- Lederer & Associates Investment Counsel's American States Water position peaked at $642K in Q4 2021.
- 360 funds tracked by Wall St. Rank held American States Water as of Q2 2025.
Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2025, filed 14 Jul 2025.