SageView Advisory Group’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $840K | Sell |
6,058
-200
| -3% | -$27.7K | 0.03% | 268 |
|
|
2025
Q1 | $923K | Sell |
6,258
-261
| -4% | -$38.5K | 0.04% | 240 |
|
|
2024
Q4 | $812K | Buy |
6,519
+77
| +1% | +$9.59K | 0.03% | 253 |
|
|
2024
Q3 | $942K | Sell |
6,442
-363
| -5% | -$53.1K | 0.05% | 208 |
|
|
2024
Q2 | $879K | Buy |
6,805
+568
| +9% | +$73.4K | 0.04% | 243 |
|
|
2024
Q1 | $762K | Sell |
6,237
-1,677
| -21% | -$205K | 0.04% | 240 |
|
|
2023
Q4 | $985K | Buy |
7,914
+2,194
| +38% | +$273K | 0.04% | 254 |
|
|
2023
Q3 | $708K | Buy |
5,720
+47
| +0.8% | +$5.82K | 0.04% | 268 |
|
|
2023
Q2 | $810K | Buy |
5,673
+1,163
| +26% | +$166K | 0.05% | 262 |
|
|
2023
Q1 | $661K | Buy |
+4,510
| New | +$661K | 0.04% | 273 |
|