Sequoia Financial Advisors’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 | $669K | Buy |
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|
2025
Q1 | $521K | Sell |
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|
2024
Q4 | $442K | Buy |
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|
2024
Q3 | $486K | Buy |
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|
2024
Q2 | $380K | Buy |
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|
2024
Q1 | $291K | Sell |
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|
2023
Q4 | $472K | Buy |
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|
2023
Q3 | $278K | Sell |
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|
2023
Q2 | $321K | Buy |
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|
2023
Q1 | $266K | Buy |
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|
2022
Q4 | $270K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $287K | Sell |
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|
2022
Q1 | $344K | Buy |
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|
2021
Q4 | $256K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $382K | Buy |
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|
2021
Q1 | $255K | Sell |
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|
2020
Q4 | $262K | Buy |
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|
2020
Q3 | $247K | Buy |
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|
2020
Q2 | $201K | Buy |
|