SJS Investment Consulting’s American States Water AWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.46K	Buy	59 +38	+181%	+$2.8K	﹤0.01%	1068
2025 Q4	$1.52K	Buy	21 +19	+950%	+$1.4K	﹤0.01%	1189
2025 Q3	$147	Sell	2 -1	-33%	-$74	﹤0.01%	1529
2025 Q2	$230	Sell	3 -3	-50%	-$235	﹤0.01%	1338
2025 Q1	$473	Buy	6 +1	+20%	+$75	﹤0.01%	1265
2024 Q4	$389	Sell	5 -2	-29%	-$167	﹤0.01%	1325
2024 Q3	$584	Buy	7 +1	+17%	+$81	﹤0.01%	1267
2024 Q2	$436	Hold	6	–	–	﹤0.01%	1337
2024 Q1	$434	Buy	6 +1	+20%	+$75	﹤0.01%	1333
2023 Q4	$403	Hold	5	–	–	﹤0.01%	1310
2023 Q3	$394	Hold	5	–	–	﹤0.01%	1298
2023 Q2	$435	Sell	5 -2	-29%	-$179	﹤0.01%	1208
2023 Q1	$623	Sell	7 -1	-13%	-$91	﹤0.01%	1076
2022 Q4	$740	Buy	8 +5	+167%	+$456	﹤0.01%	1077
2022 Q3	$0	Buy	+3	New	+$255	﹤0.01%	1050
2022 Q1	$0	Buy	+1	New	+$89	﹤0.01%	724