SSWM
Strait & Sound Wealth Management’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Sell |
2,024
-62
| -3% | -$8.63K | 0.12% | 119 |
|
|
2025
Q1 | $308K | Hold |
2,086
| – | – | 0.14% | 116 |
|
|
2024
Q4 | $260K | Hold |
2,086
| – | – | 0.12% | 124 |
|
|
2024
Q3 | $305K | Hold |
2,086
| – | – | 0.15% | 105 |
|
|
2024
Q2 | $269K | Sell |
2,086
-65
| -3% | -$8.4K | 0.14% | 121 |
|
|
2024
Q1 | $253K | Hold |
2,151
| – | – | 0.14% | 112 |
|
|
2023
Q4 | $276K | Hold |
2,151
| – | – | 0.17% | 101 |
|
|
2023
Q3 | $266K | Hold |
2,151
| – | – | 0.23% | 102 |
|
|
2023
Q2 | $307K | Hold |
2,151
| – | – | 0.3% | 72 |
|
|
2023
Q1 | $315K | Buy |
2,151
+57
| +3% | +$8.35K | 0.31% | 77 |
|
|
2022
Q4 | $329K | Buy |
+2,094
| New | +$329K | 0.36% | 70 |
|