Mark Sheptoff Financial Planning’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 | $1.45M | Sell |
|
|||||
|
2025
Q1 | $1.56M | Sell |
|
|||||
|
2024
Q4 | $1.36M | Sell |
|
|||||
|
2024
Q3 | $1.64M | Sell |
|
|||||
|
2024
Q2 | $1.46M | Sell |
|
|||||
|
2024
Q1 | $1.46M | Sell |
|
|||||
|
2023
Q4 | $2M | Sell |
|
|||||
|
2023
Q3 | $1.9M | Sell |
|
|||||
|
2023
Q2 | $2.47M | Hold |
|
|||||
|
2023
Q1 | $2.53M | Sell |
|
|||||
|
2022
Q4 | $2.65M | Hold |
|
|||||
|
2022
Q3 | $2.26M | Hold |
|
|||||
|
2022
Q2 | $2.58M | Sell |
|
|||||
|
2022
Q1 | $2.88M | Sell |
|
|||||
|
2021
Q4 | $3.38M | Buy |
|
|||||
|
2021
Q3 | $3.03M | Sell |
|
|||||
|
2021
Q2 | $2.82M | Buy |
|
|||||
|
2021
Q1 | $2.72M | Buy |
|
|||||
|
2020
Q4 | $2.75M | Buy |
|
|||||
|
2020
Q3 | $2.53M | Sell |
|
|||||
|
2020
Q2 | $2.34M | Sell |
|
|||||
|
2020
Q1 | $2.23M | Sell |
|
|||||
|
2019
Q4 | $2.32M | Buy |
|
|||||
|
2019
Q3 | $2.32M | Buy |
|
|||||
|
2019
Q2 | $2.12M | Buy |
|
|||||
|
2019
Q1 | $1.8M | Buy |
|
|||||
|
2018
Q4 | $1.42M | Sell |
|
|||||
|
2018
Q3 | $1.38M | Sell |
|
|||||
|
2018
Q2 | $1.37M | Buy |
|
|||||
|
2018
Q1 | $1.29M | Sell |
|
|||||
|
2017
Q4 | $1.48M | Hold |
|
|||||
|
2017
Q3 | $1.3M | Buy |
|
|||||
|
2017
Q2 | $1.24M | Sell |
|
|||||
|
2017
Q1 | $1.24M | Sell |
|
|||||
|
2016
Q4 | $1.17M | Buy |
|
|||||
|
2016
Q3 | $1.17M | Buy |
|
|||||
|
2016
Q2 | $1.21M | Buy |
|
|||||
|
2016
Q1 | $954K | Buy |
|
|||||
|
2015
Q4 | $767K | Sell |
|
|||||
|
2015
Q3 | $735K | Sell |
|
|||||
|
2015
Q2 | $698K | Sell |
|
|||||
|
2015
Q1 | $930K | Buy |
|
|||||
|
2014
Q4 | $775K | Hold |
|
|||||
|
2014
Q3 | $702K | Buy |
|
|||||
|
2014
Q2 | $709K | Buy |
|
|||||
|
2014
Q1 | $597K | Buy |
|