Obermeyer Wealth Partners’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
Q3 | $317K | Hold |
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|
2025
Q2 | $317K | Buy |
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|
2025
Q1 | $325K | Sell |
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|
2024
Q4 | $388K | Hold |
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|
2024
Q3 | $456K | Hold |
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|
2024
Q2 | $402K | Buy |
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|
2024
Q1 | $358K | Hold |
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|
2023
Q4 | $387K | Sell |
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|
2023
Q3 | $367K | Hold |
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|
2023
Q2 | $423K | Hold |
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|
2023
Q1 | $434K | Sell |
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|
2022
Q4 | $477K | Buy |
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|
2022
Q3 | $390K | Hold |
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|
2022
Q2 | $446K | Hold |
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|
2022
Q1 | $496K | Hold |
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|
2021
Q4 | $566K | Buy |
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|
2021
Q3 | $501K | Hold |
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|
2021
Q2 | $457K | Sell |
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|
2021
Q1 | $543K | Buy |
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