Mitchell McLeod Pugh & Williams’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $296K | Hold |
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|
2025
Q2 | $273K | Hold |
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|
2025
Q1 | $291K | Hold |
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|
2024
Q4 | $272K | Hold |
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|
2024
Q3 | $325K | Hold |
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|
2024
Q2 | $291K | Hold |
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|
2024
Q1 | $279K | Hold |
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|
2023
Q4 | $311K | Hold |
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|
2023
Q3 | $284K | Hold |
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|
2023
Q2 | $310K | Hold |
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|
2023
Q1 | $349K | Hold |
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|
2022
Q4 | $364K | Sell |
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|
2022
Q3 | $317K | Buy |
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|
2022
Q2 | $333K | Hold |
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|
2022
Q1 | $356K | Hold |
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|
2021
Q4 | $431K | Hold |
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|
2021
Q3 | $354K | Hold |
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|
2021
Q2 | $333K | Hold |
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|
2021
Q1 | $338K | Hold |
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|
2020
Q4 | $324K | Sell |
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|
2020
Q3 | $348K | Hold |
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|
2020
Q2 | $382K | Hold |
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|
2020
Q1 | $403K | Hold |
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|
2019
Q4 | $412K | Hold |
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|
2019
Q3 | $423K | Hold |
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|
2019
Q2 | $405K | Sell |
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|
2019
Q1 | $449K | Hold |
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|
2018
Q4 | $395K | Hold |
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|
2018
Q3 | $355K | Hold |
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|
2018
Q2 | $323K | Hold |
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|
2018
Q1 | $308K | Hold |
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|
2017
Q4 | $375K | Hold |
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|
2017
Q3 | $316K | Hold |
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|
2017
Q2 | $305K | Hold |
|
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|
2017
Q1 | $297K | Hold |
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|
2016
Q4 | $281K | Hold |
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|
2016
Q3 | $266K | Hold |
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|
2016
Q2 | $289K | Hold |
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|
2016
Q1 | $221K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $203K | Hold |
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|
2014
Q4 | $204K | Buy |
|