OHWA
Oak Hill Wealth Advisors’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Hold |
2,800
| – | – | 0.04% | 139 |
|
|
2025
Q1 | $220K | Hold |
2,800
| – | – | 0.05% | 131 |
|
|
2024
Q4 | $218K | Buy |
+2,800
| New | +$218K | 0.05% | 128 |
|
|
2024
Q3 | – | Sell |
-2,800
| Closed | -$203K | – | 15 |
|
|
2024
Q2 | $203K | Buy |
+2,800
| New | +$203K | 0.06% | 112 |
|
|
2024
Q1 | – | Sell |
-3,400
| Closed | -$273K | – | 15 |
|
|
2023
Q4 | $273K | Hold |
3,400
| – | – | 0.09% | 86 |
|
|
2023
Q3 | $268K | Hold |
3,400
| – | – | 0.1% | 85 |
|
|
2023
Q2 | $296K | Hold |
3,400
| – | – | 0.11% | 83 |
|
|
2023
Q1 | $302K | Hold |
3,400
| – | – | 0.12% | 87 |
|
|
2022
Q4 | $315K | Buy |
+3,400
| New | +$315K | 0.13% | 82 |
|