SVWAG
Sound View Wealth Advisors Group’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
1,619
+4
| +0.2% | +$556 | 0.02% | 386 |
|
|
2025
Q1 | $238K | Sell |
1,615
-300
| -16% | -$44.3K | 0.02% | 369 |
|
|
2024
Q4 | $238K | Sell |
1,915
-49
| -2% | -$6.1K | 0.02% | 375 |
|
|
2024
Q3 | $287K | Buy |
1,964
+49
| +3% | +$7.17K | 0.02% | 340 |
|
|
2024
Q2 | $247K | Buy |
1,915
+66
| +4% | +$8.53K | 0.03% | 330 |
|
|
2024
Q1 | $226K | Buy |
1,849
+52
| +3% | +$6.36K | 0.02% | 344 |
|
|
2023
Q4 | $237K | Buy |
1,797
+109
| +6% | +$14.4K | 0.03% | 344 |
|
|
2023
Q3 | $209K | Sell |
1,688
-34
| -2% | -$4.21K | 0.03% | 347 |
|
|
2023
Q2 | $246K | Sell |
1,722
-4
| -0.2% | -$571 | 0.03% | 315 |
|
|
2023
Q1 | $253K | Sell |
1,726
-71
| -4% | -$10.4K | 0.03% | 310 |
|
|
2022
Q4 | $237K | Buy |
+1,797
| New | +$237K | 0.03% | 344 |
|
|
2022
Q3 | – | Sell |
-1,625
| Closed | -$242K | – | 270 |
|
|
2022
Q2 | $242K | Sell |
1,625
-500
| -24% | -$74.5K | 0.05% | 249 |
|
|
2022
Q1 | $352K | Buy |
2,125
+200
| +10% | +$33.1K | 0.07% | 216 |
|
|
2021
Q4 | $364K | Buy |
1,925
+285
| +17% | +$53.9K | 0.07% | 209 |
|
|
2021
Q3 | $277K | Hold |
1,640
| – | – | 0.06% | 241 |
|
|
2021
Q2 | $253K | Sell |
1,640
-730
| -31% | -$113K | 0.05% | 249 |
|
|
2021
Q1 | $355K | Hold |
2,370
| – | – | 0.08% | 189 |
|
|
2020
Q4 | $364K | Hold |
2,370
| – | – | 0.09% | 179 |
|
|
2020
Q3 | $343K | Hold |
2,370
| – | – | 0.09% | 178 |
|
|
2020
Q2 | $305K | Hold |
2,370
| – | – | 0.09% | 183 |
|
|
2020
Q1 | $283K | Hold |
2,370
| – | – | 0.1% | 168 |
|
|
2019
Q4 | $291K | Sell |
2,370
-10
| -0.4% | -$1.23K | 0.08% | 195 |
|
|
2019
Q3 | $296K | Hold |
2,380
| – | – | 0.09% | 192 |
|
|
2019
Q2 | $276K | Buy |
+2,380
| New | +$276K | 0.08% | 207 |
|