SageView Advisory Group’s American Water Works AWK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$840K Sell
2025
Q1
$923K Sell
2024
Q4
$812K Buy
2024
Q3
$942K Sell
2024
Q2
$879K Buy
2024
Q1
$762K Sell
2023
Q4
$985K Buy
2023
Q3
$708K Buy
2023
Q2
$810K Buy
2023
Q1
$661K Buy