SHFA
SS&H Financial Advisors’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
10,112
-2,000
| -17% | -$278K | 0.47% | 50 |
|
|
2025
Q1 | $1.79M | Buy |
12,112
+2
| +0% | +$295 | 0.67% | 41 |
|
|
2024
Q4 | $1.51M | Buy |
12,110
+410
| +4% | +$51.1K | 0.55% | 47 |
|
|
2024
Q3 | $1.71M | Hold |
11,700
| – | – | 0.62% | 42 |
|
|
2024
Q2 | $1.51M | Hold |
11,700
| – | – | 0.59% | 44 |
|
|
2024
Q1 | $1.43M | Hold |
11,700
| – | – | 0.6% | 45 |
|
|
2023
Q4 | $1.54M | Sell |
11,700
-150
| -1% | -$19.8K | 0.65% | 45 |
|
|
2023
Q3 | $1.47M | Buy |
+11,850
| New | +$1.47M | 0.69% | 44 |
|
|
2023
Q1 | $1.93M | Hold |
13,175
| – | – | 0.88% | 32 |
|
|
2022
Q4 | $2.01M | Hold |
13,175
| – | – | 0.96% | 31 |
|
|
2022
Q3 | $1.72M | Hold |
13,175
| – | – | 0.89% | 31 |
|
|
2022
Q2 | $1.96M | Hold |
13,175
| – | – | 0.91% | 32 |
|
|
2022
Q1 | $2.18M | Buy |
+13,175
| New | +$2.18M | 0.85% | 37 |
|