SJS Investment Consulting’s American States Water AWR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $230 | Sell |
3
-3
| -50% | -$230 | ﹤0.01% | 1338 |
|
2025
Q1 | $473 | Buy |
6
+1
| +20% | +$79 | ﹤0.01% | 1265 |
|
2024
Q4 | $389 | Sell |
5
-2
| -29% | -$156 | ﹤0.01% | 1325 |
|
2024
Q3 | $584 | Buy |
7
+1
| +17% | +$83 | ﹤0.01% | 1267 |
|
2024
Q2 | $436 | Hold |
6
| – | – | ﹤0.01% | 1337 |
|
2024
Q1 | $434 | Buy |
6
+1
| +20% | +$72 | ﹤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% | -$174 | ﹤0.01% | 1208 |
|
2023
Q1 | $623 | Sell |
7
-1
| -13% | -$89 | ﹤0.01% | 1076 |
|
2022
Q4 | $740 | Buy |
8
+5
| +167% | +$463 | ﹤0.01% | 1077 |
|
2022
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1050 |
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 722 |
|