RFS
Richardson Financial Services’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Sell |
4,440
-30
| -0.7% | -$4.28K | 0.43% | 63 |
|
|
2025
Q1 | $659K | Hold |
4,470
| – | – | 0.5% | 49 |
|
|
2024
Q4 | $555K | Buy |
4,470
+20
| +0.4% | +$2.49K | 0.39% | 70 |
|
|
2024
Q3 | $575K | Hold |
4,450
| – | – | 0.37% | 72 |
|
|
2024
Q2 | $575K | Sell |
4,450
-156
| -3% | -$20.1K | 0.41% | 67 |
|
|
2024
Q1 | $563K | Buy |
4,606
+711
| +18% | +$86.9K | 0.4% | 72 |
|
|
2023
Q4 | $514K | Buy |
+3,895
| New | +$514K | 0.45% | 67 |
|