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Total Wealth Planning & Management’s American Water Works AWK Stock Holding History

Total Wealth Planning & Management’s Portfolio AWK Stock Details AWK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$341K Sell
2,450
-19
-0.8% -$2.64K 0.28% 124
2025
Q1 		$364K Buy
2,469
+24
+1% +$3.54K 0.35% 94
2024
Q4 		$304K Buy
+2,445
New +$304K 0.28% 115