Perigon Wealth Management’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 | $291K | Buy |
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|
2025
Q2 | $268K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $57K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $8K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $12K | Buy |
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|
2017
Q1 | $8K | Hold |
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|
2016
Q4 | $8K | Sell |
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|
2016
Q3 | $76K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $70K | Buy |
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