Morton Brown Family Wealth’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.4K | Hold |
700
| – | – | 0.03% | 84 |
|
|
2025
Q1 | $103K | Hold |
700
| – | – | 0.04% | 79 |
|
|
2024
Q4 | $87.1K | Hold |
700
| – | – | 0.03% | 88 |
|
|
2024
Q3 | $102K | Hold |
700
| – | – | 0.04% | 75 |
|
|
2024
Q2 | $98.9K | Hold |
700
| – | – | 0.04% | 73 |
|
|
2024
Q1 | $85.5K | Hold |
700
| – | – | 0.04% | 72 |
|
|
2023
Q4 | $92.4K | Hold |
700
| – | – | 0.04% | 74 |
|
|
2023
Q3 | $86.7K | Hold |
700
| – | – | 0.04% | 63 |
|
|
2023
Q2 | $99.9K | Hold |
700
| – | – | 0.05% | 61 |
|
|
2023
Q1 | $103K | Hold |
700
| – | – | 0.06% | 62 |
|
|
2022
Q4 | $107K | Hold |
700
| – | – | 0.07% | 60 |
|
|
2022
Q3 | $91K | Hold |
700
| – | – | 0.07% | 57 |
|
|
2022
Q2 | $104K | Hold |
700
| – | – | 0.08% | 52 |
|
|
2022
Q1 | $116K | Hold |
700
| – | – | 0.09% | 53 |
|
|
2021
Q4 | $132K | Buy |
+700
| New | +$132K | 0.1% | 50 |
|