Lido Advisors’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 | $1.03M | Sell |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $929K | Buy |
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|
2024
Q3 | $1M | Buy |
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|
2024
Q2 | $880K | Sell |
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|
2024
Q1 | $862K | Buy |
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|
2023
Q4 | $914K | Buy |
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|
2023
Q3 | $779K | Sell |
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|
2023
Q2 | $952K | Buy |
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|
2023
Q1 | $551K | Buy |
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|
2022
Q4 | $305K | Sell |
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|
2022
Q3 | $262K | Sell |
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|
2022
Q2 | $335K | Buy |
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|
2022
Q1 | $277K | Sell |
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|
2021
Q4 | $396K | Sell |
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|
2021
Q3 | $354K | Buy |
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|
2021
Q2 | $205K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $201K | Sell |
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|
2020
Q2 | $207K | Sell |
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|
2020
Q1 | $244K | Sell |
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|
2019
Q4 | $285K | Buy |
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|
2019
Q3 | $256K | Buy |
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|
2019
Q2 | $232K | Buy |
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