Loring Wolcott & Coolidge Fiduciary 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
Q3 | $1.1M | Sell |
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|
2025
Q2 | $1.17M | Hold |
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|
2025
Q1 | $1.24M | Hold |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.28M | Hold |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.07M | Hold |
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $1.13M | Hold |
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|
2023
Q2 | $1.3M | Hold |
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|
2023
Q1 | $1.33M | Buy |
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|
2022
Q4 | $321K | Sell |
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|
2022
Q3 | $275K | Hold |
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|
2022
Q2 | $314K | Sell |
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|
2022
Q1 | $352K | Hold |
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|
2021
Q4 | $402K | Hold |
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|
2021
Q3 | $360K | Hold |
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|
2021
Q2 | $328K | Sell |
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|
2021
Q1 | $322K | Buy |
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|
2020
Q4 | $328K | Buy |
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|
2020
Q3 | $294K | Hold |
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|
2020
Q2 | $261K | Hold |
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|
2020
Q1 | $243K | Buy |
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|
2019
Q4 | $248K | Sell |
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|
2019
Q3 | $325K | Buy |
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|
2019
Q2 | $235K | Sell |
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|
2019
Q1 | $263K | Hold |
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|
2018
Q4 | $229K | Buy |
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|
2018
Q3 | $2K | Hold |
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|
2018
Q2 | $2K | Hold |
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|
2018
Q1 | $2K | Hold |
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|
2017
Q4 | $2K | Hold |
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|
2017
Q3 | $2K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $7K | Buy |
|