Ritholtz Wealth Management’s American States Water AWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$307K	Sell	4,062 -381	-9%	-$28.1K	0.01%	964
2025 Q4	$322K	Buy	4,443 +106	+2%	+$7.8K	0.01%	861
2025 Q3	$318K	Sell	4,337 -457	-10%	-$34K	0.01%	819
2025 Q2	$367K	Buy	4,794 +296	+7%	+$23.2K	0.01%	730
2025 Q1	$354K	Sell	4,498 -826	-16%	-$62.2K	0.01%	695
2024 Q4	$414K	Sell	5,324 -150	-3%	-$12.5K	0.01%	614
2024 Q3	$456K	Sell	5,474 -99	-2%	-$7.99K	0.01%	588
2024 Q2	$404K	Sell	5,573 -841	-13%	-$60.7K	0.01%	578
2024 Q1	$463K	Buy	6,414 +7	+0.1%	+$522	0.02%	541
2023 Q4	$515K	Buy	6,407 +205	+3%	+$16.4K	0.02%	486
2023 Q3	$488K	Buy	+6,202	New	+$528K	0.02%	463