Phoenix Financial’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 | $330K | Sell |
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|
2025
Q2 | $349K | Sell |
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|
2025
Q1 | $399K | Sell |
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|
2024
Q4 | $365K | Sell |
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|
2024
Q3 | $450K | Sell |
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|
2024
Q2 | $446K | Buy |
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|
2024
Q1 | $418K | Buy |
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|
2023
Q4 | $364K | Sell |
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|
2023
Q3 | $352K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $370K | Buy |
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|
2022
Q4 | $373K | Sell |
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|
2022
Q3 | $347K | Sell |
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|
2022
Q2 | $392K | Sell |
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|
2022
Q1 | $489K | Sell |
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|
2021
Q4 | $585K | Sell |
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|
2021
Q3 | $567K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $293K | Buy |
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|
2020
Q4 | $203K | Buy |
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