OneDigital 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 | $517K | Sell |
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|
2025
Q1 | $551K | Sell |
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|
2024
Q4 | $501K | Buy |
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|
2024
Q3 | $580K | Sell |
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|
2024
Q2 | $516K | Buy |
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|
2024
Q1 | $445K | Buy |
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|
2023
Q4 | $440K | Buy |
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|
2023
Q3 | $374K | Buy |
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|
2023
Q2 | $410K | Buy |
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|
2023
Q1 | $415K | Sell |
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|
2022
Q4 | $434K | Sell |
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|
2022
Q3 | $379K | Buy |
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|
2022
Q2 | $347K | Sell |
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|
2022
Q1 | $428K | Sell |
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|
2021
Q4 | $714K | Buy |
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|
2021
Q3 | $631K | Buy |
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|
2021
Q2 | $370K | Buy |
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|
2021
Q1 | $204K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $58K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $147K | Hold |
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|
2018
Q2 | $142K | Hold |
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|
2018
Q1 | $137K | Hold |
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|
2017
Q4 | $152K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $11K | Buy |
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