SHF
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Safe Harbor Fiduciary’s American Water Works AWK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$428K Buy
3,075
+81
+3% +$11.3K 0.4% 54
2025
Q1
$442K Sell
2,994
-19
-0.6% -$2.8K 0.46% 51
2024
Q4
$375K Buy
3,013
+116
+4% +$14.4K 0.38% 58
2024
Q3
$424K Buy
+2,897
New +$424K 0.4% 55