O'Shaughnessy Asset Management’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Buy |
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|
2025
Q1 | $403K | Sell |
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|
2024
Q4 | $423K | Buy |
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|
2024
Q3 | $430K | Buy |
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|
2024
Q2 | $355K | Buy |
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|
2024
Q1 | $248K | Buy |
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|
2023
Q4 | $237K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $21K | Buy |
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|
2015
Q4 | $21K | Buy |
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|
2015
Q3 | $19K | Sell |
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|
2015
Q2 | $42K | Hold |
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|
2015
Q1 | $45K | Sell |
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|
2014
Q4 | $43K | Buy |
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