SVB Wealth’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 | – | Sell |
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|
2025
Q1 | $306K | Sell |
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|
2024
Q4 | $447K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $466K | Sell |
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|
2024
Q1 | $514K | Sell |
|
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|
2023
Q4 | $577K | Sell |
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|
2023
Q3 | $598K | Sell |
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|
2023
Q2 | $735K | Sell |
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|
2023
Q1 | $765K | Sell |
|
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $685K | Buy |
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|
2022
Q2 | $688K | Buy |
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|
2022
Q1 | $762K | Buy |
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|
2021
Q4 | $814K | Sell |
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|
2021
Q3 | $778K | Buy |
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|
2021
Q2 | $691K | Sell |
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|
2021
Q1 | $673K | Sell |
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|
2020
Q4 | $753K | Sell |
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|
2020
Q3 | $789K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $219K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $213K | Hold |
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|
2014
Q4 | $210K | Buy |
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