Sage Mountain Advisors’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Buy |
2,893
+263
| +10% | +$36.6K | 0.03% | 272 |
|
|
2025
Q1 | $388K | Buy |
+2,630
| New | +$388K | 0.03% | 261 |
|
|
2024
Q4 | – | Sell |
-2,569
| Closed | -$376K | – | 477 |
|
|
2024
Q3 | $376K | Sell |
2,569
-102
| -4% | -$14.9K | 0.03% | 245 |
|
|
2024
Q2 | $345K | Buy |
+2,671
| New | +$345K | 0.03% | 229 |
|