Retirement Guys Formula’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.03M | Buy |
7,419
+275
| +4% | +$38.3K | 0.39% | 91 |
|
2025
Q1 | $1.05M | Buy |
7,144
+1,420
| +25% | +$209K | 0.52% | 75 |
|
2024
Q4 | $713K | Buy |
5,724
+430
| +8% | +$53.5K | 0.36% | 85 |
|
2024
Q3 | $774K | Buy |
5,294
+172
| +3% | +$25.2K | 0.36% | 80 |
|
2024
Q2 | $662K | Sell |
5,122
-144
| -3% | -$18.6K | 0.32% | 84 |
|
2024
Q1 | $644K | Buy |
+5,266
| New | +$644K | 0.31% | 85 |
|