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 |
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|
2025
Q1 | $295K | Hold |
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|
2024
Q4 | $291K | Hold |
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|
2024
Q3 | $312K | Hold |
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|
2024
Q2 | $272K | Hold |
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|
2024
Q1 | $271K | Hold |
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|
2023
Q4 | $302K | Hold |
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|
2023
Q3 | $295K | Sell |
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|
2023
Q2 | $396K | Sell |
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|
2023
Q1 | $476K | Hold |
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|
2022
Q4 | $496K | Sell |
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|
2022
Q3 | $460K | Sell |
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|
2022
Q2 | $506K | Hold |
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|
2022
Q1 | $552K | Hold |
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|
2021
Q4 | $642K | Sell |
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|
2021
Q3 | $573K | Hold |
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|
2021
Q2 | $533K | Hold |
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|
2021
Q1 | $507K | Sell |
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|
2020
Q4 | $538K | Sell |
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|
2020
Q3 | $519K | Hold |
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|
2020
Q2 | $544K | Hold |
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|
2020
Q1 | $566K | Hold |
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|
2019
Q4 | $600K | Sell |
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|
2019
Q3 | $640K | Hold |
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|
2019
Q2 | $536K | Sell |
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|
2019
Q1 | $513K | Sell |
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|
2018
Q4 | $495K | Sell |
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|
2018
Q3 | $458K | Sell |
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|
2018
Q2 | $434K | Sell |
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|
2018
Q1 | $419K | Hold |
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|
2017
Q4 | $457K | Sell |
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|
2017
Q3 | $408K | Hold |
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|
2017
Q2 | $393K | Hold |
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|
2017
Q1 | $367K | Hold |
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|
2016
Q4 | $378K | Buy |
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|
2015
Q3 | $459K | Hold |
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|
2015
Q2 | $415K | Hold |
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|
2015
Q1 | $442K | Hold |
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|
2014
Q4 | $418K | Buy |
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