Private Wealth Management Group’s American Water Works AWK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.4K Hold
89
﹤0.01% 428
2025
Q1
$13.1K Buy
89
+18
+25% +$2.66K ﹤0.01% 395
2024
Q4
$8.84K Buy
71
+36
+103% +$4.48K ﹤0.01% 523
2024
Q3
$5.12K Buy
35
+1
+3% +$146 ﹤0.01% 727
2024
Q2
$4.39K Buy
34
+23
+209% +$2.97K ﹤0.01% 748
2024
Q1
$1.35K Sell
11
-7
-39% -$856 ﹤0.01% 1146
2023
Q4
$2.38K Buy
+18
New +$2.38K ﹤0.01% 904