Personal CFO Solutions’s American Water Works AWK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$250K Sell
1,798
-56
-3% -$7.79K 0.05% 390
2025
Q1
$274K Buy
1,854
+68
+4% +$10K 0.06% 341
2024
Q4
$222K Sell
1,786
-1,742
-49% -$217K 0.04% 417
2024
Q3
$516K Sell
3,528
-22
-0.6% -$3.22K 0.07% 256
2024
Q2
$459K Buy
3,550
+1,648
+87% +$213K 0.07% 264
2024
Q1
$232K Buy
+1,902
New +$232K 0.04% 478