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
2025
Q3
$318K Sell
2025
Q2
$367K Buy
2025
Q1
$354K Sell
2024
Q4
$414K Sell
2024
Q3
$456K Sell
2024
Q2
$404K Sell
2024
Q1
$463K Buy
2023
Q4
$515K Buy
2023
Q3
$488K Buy