Pacific Capital Wealth 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
Q3 | $329K | Hold |
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|
2025
Q2 | $331K | Sell |
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|
2025
Q1 | $464K | Hold |
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|
2024
Q4 | $392K | Hold |
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|
2024
Q3 | $460K | Hold |
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|
2024
Q2 | $407K | Sell |
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|
2024
Q1 | $390K | Hold |
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|
2023
Q4 | $421K | Sell |
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|
2023
Q3 | $406K | Hold |
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|
2023
Q2 | $468K | Hold |
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|
2023
Q1 | $481K | Hold |
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|
2022
Q4 | $500K | Sell |
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|
2022
Q3 | $441K | Hold |
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|
2022
Q2 | $504K | Buy |
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|
2022
Q1 | $561K | Hold |
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|
2021
Q4 | $640K | Buy |
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|
2021
Q3 | $572K | Hold |
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|
2021
Q2 | $522K | Hold |
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|
2021
Q1 | $508K | Sell |
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|
2020
Q4 | $550K | Hold |
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|
2020
Q3 | $519K | Sell |
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|
2020
Q2 | $475K | Sell |
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|
2020
Q1 | $450K | Sell |
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|
2019
Q4 | $465K | Buy |
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