Meeder Advisory Services’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
+3,817
| New | +$293K | 0.02% | 490 |
|
|
2025
Q1 | – | Sell |
-2,668
| Closed | -$207K | – | 576 |
|
|
2024
Q4 | $207K | Buy |
2,668
+7
| +0.3% | +$544 | 0.01% | 534 |
|
|
2024
Q3 | $222K | Sell |
2,661
-156
| -6% | -$13K | 0.01% | 508 |
|
|
2024
Q2 | $204K | Buy |
+2,817
| New | +$204K | 0.01% | 489 |
|
|
2023
Q4 | – | Sell |
-3,281
| Closed | -$258K | – | 425 |
|
|
2023
Q3 | $258K | Sell |
3,281
-1,108
| -25% | -$87.2K | 0.03% | 349 |
|
|
2023
Q2 | $382K | Sell |
4,389
-678
| -13% | -$59K | 0.04% | 320 |
|
|
2023
Q1 | $450K | Sell |
5,067
-585
| -10% | -$52K | 0.05% | 293 |
|
|
2022
Q4 | $523K | Buy |
+5,652
| New | +$523K | 0.07% | 258 |
|