LAS
LWM Advisory Services’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Sell |
3,626
-170
| -4% | -$23.6K | 0.35% | 50 |
|
|
2025
Q1 | $560K | Sell |
3,796
-30
| -0.8% | -$4.42K | 0.39% | 47 |
|
|
2024
Q4 | $476K | Hold |
3,826
| – | – | 0.33% | 55 |
|
|
2024
Q3 | $560K | Buy |
3,826
+826
| +28% | +$121K | 0.41% | 41 |
|
|
2024
Q2 | $387K | Sell |
3,000
-826
| -22% | -$107K | 0.33% | 55 |
|
|
2024
Q1 | $468K | Buy |
3,826
+160
| +4% | +$19.6K | 0.38% | 50 |
|
|
2023
Q4 | $484K | Sell |
3,666
-75
| -2% | -$9.9K | 0.43% | 42 |
|
|
2023
Q3 | $460K | Hold |
3,741
| – | – | 0.49% | 37 |
|
|
2023
Q2 | $533K | Sell |
3,741
-29
| -0.8% | -$4.13K | 0.56% | 32 |
|
|
2023
Q1 | $553K | Hold |
3,770
| – | – | 0.59% | 33 |
|
|
2022
Q4 | $574K | Sell |
3,770
-286
| -7% | -$43.5K | 0.63% | 33 |
|
|
2022
Q3 | $539K | Buy |
4,056
+29
| +0.7% | +$3.85K | 0.61% | 48 |
|
|
2022
Q2 | $600K | Buy |
+4,027
| New | +$600K | 0.72% | 38 |
|