Meeder Advisory Services’s American States Water AWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$317K	Sell	4,197 -3,716	-47%	-$274K	0.01%	506
2025 Q4	$574K	Buy	7,913 +4,502	+132%	+$331K	0.02%	368
2025 Q3	$250K	Sell	3,411 -406	-11%	-$30.2K	0.01%	534
2025 Q2	$293K	Buy	+3,817	New	+$300K	0.02%	490
2025 Q1	–	Sell	-2,668	Closed	-$207K	–	576
2024 Q4	$207K	Buy	2,668 +7	+0.3%	+$583	0.01%	534
2024 Q3	$222K	Sell	2,661 -156	-6%	-$12.6K	0.01%	508
2024 Q2	$204K	Buy	+2,817	New	+$203K	0.01%	489
2023 Q4	–	Sell	-3,281	Closed	-$258K	–	425
2023 Q3	$258K	Sell	3,281 -1,108	-25%	-$94.4K	0.03%	349
2023 Q2	$382K	Sell	4,389 -678	-13%	-$60.7K	0.04%	320
2023 Q1	$450K	Sell	5,067 -585	-10%	-$53.5K	0.05%	293
2022 Q4	$523K	Buy	+5,652	New	+$515K	0.07%	258