U.S. Capital Wealth 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
Q3 | – | Sell |
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|
2025
Q2 | $827K | Sell |
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|
2025
Q1 | $2.21M | Buy |
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|
2024
Q4 | $681K | Buy |
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|
2024
Q3 | $799K | Hold |
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|
2024
Q2 | $706K | Sell |
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|
2024
Q1 | $701K | Sell |
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|
2023
Q4 | $784K | Sell |
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|
2023
Q3 | $762K | Buy |
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|
2023
Q2 | $865K | Buy |
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|
2023
Q1 | $822K | Buy |
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|
2022
Q4 | $840K | Buy |
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|
2022
Q3 | $717K | Sell |
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|
2022
Q2 | $842K | Sell |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $1.01M | Buy |
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