MWM
Moran Wealth Management’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-23,209
| Closed | -$2.84M | – | 390 |
|
|
2024
Q1 | $2.84M | Sell |
23,209
-1,926
| -8% | -$235K | 0.09% | 230 |
|
|
2023
Q4 | $3.32M | Sell |
25,135
-2,840
| -10% | -$375K | 0.12% | 208 |
|
|
2023
Q3 | $3.46M | Sell |
27,975
-2,464
| -8% | -$305K | 0.13% | 180 |
|
|
2023
Q2 | $4.35M | Sell |
30,439
-6,187
| -17% | -$883K | 0.16% | 171 |
|
|
2023
Q1 | $5.37M | Sell |
36,626
-1,845
| -5% | -$270K | 0.2% | 151 |
|
|
2022
Q4 | $5.86M | Buy |
+38,471
| New | +$5.86M | 0.22% | 131 |
|