Moneta Group Investment Advisors’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 | $614K | Buy |
|
|||||
|
2025
Q1 | $640K | Buy |
|
|||||
|
2024
Q4 | $526K | Sell |
|
|||||
|
2024
Q3 | $633K | Sell |
|
|||||
|
2024
Q2 | $579K | Buy |
|
|||||
|
2024
Q1 | $529K | Sell |
|
|||||
|
2023
Q4 | $604K | Buy |
|
|||||
|
2023
Q3 | $502K | Buy |
|
|||||
|
2023
Q2 | $299K | Hold |
|
|||||
|
2023
Q1 | $307K | Buy |
|
|||||
|
2022
Q4 | $282K | Sell |
|
|||||
|
2022
Q3 | $371K | Sell |
|
|||||
|
2022
Q2 | $484K | Buy |
|
|||||
|
2022
Q1 | $456K | Buy |
|
|||||
|
2021
Q4 | $275K | Buy |
|
|||||
|
2021
Q3 | $240K | Sell |
|
|||||
|
2021
Q2 | $347K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $259K | Buy |
|
|||||
|
2020
Q3 | $243K | Sell |
|
|||||
|
2020
Q2 | $216K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $507K | Buy |
|
|||||
|
2018
Q1 | $79K | Sell |
|
|||||
|
2017
Q4 | $88K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $91K | Buy |
|