Ritholtz Wealth Management’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Buy |
4,794
+296
| +7% | +$22.7K | 0.01% | 730 |
|
|
2025
Q1 | $354K | Sell |
4,498
-826
| -16% | -$65K | 0.01% | 695 |
|
|
2024
Q4 | $414K | Sell |
5,324
-150
| -3% | -$11.7K | 0.01% | 613 |
|
|
2024
Q3 | $456K | Sell |
5,474
-99
| -2% | -$8.25K | 0.01% | 587 |
|
|
2024
Q2 | $404K | Sell |
5,573
-841
| -13% | -$61K | 0.01% | 577 |
|
|
2024
Q1 | $463K | Buy |
6,414
+7
| +0.1% | +$506 | 0.02% | 541 |
|
|
2023
Q4 | $515K | Buy |
6,407
+205
| +3% | +$16.5K | 0.02% | 486 |
|
|
2023
Q3 | $488K | Buy |
+6,202
| New | +$488K | 0.02% | 462 |
|