Summit Trail Advisors’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $400K | Buy |
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|
2024
Q2 | $330K | Buy |
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|
2024
Q1 | $267K | Buy |
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|
2023
Q4 | $206K | Sell |
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|
2023
Q3 | $255K | Sell |
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|
2023
Q2 | $394K | Buy |
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|
2023
Q1 | $321K | Buy |
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|
2022
Q4 | $288K | Sell |
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | $292K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $188K | Buy |
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