UIA
Ulland Investment Advisors’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5K | Hold |
35
| – | – | ﹤0.01% | 186 |
|
|
2025
Q1 | $5K | Hold |
35
| – | – | ﹤0.01% | 194 |
|
|
2024
Q4 | $4K | Hold |
35
| – | – | ﹤0.01% | 189 |
|
|
2024
Q3 | $5K | Hold |
35
| – | – | ﹤0.01% | 181 |
|
|
2024
Q2 | $5K | Hold |
35
| – | – | ﹤0.01% | 188 |
|
|
2024
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 199 |
|
|
2023
Q4 | $5K | Hold |
35
| – | – | 0.01% | 172 |
|
|
2023
Q3 | $4K | Hold |
35
| – | – | ﹤0.01% | 188 |
|
|
2023
Q2 | $5K | Hold |
35
| – | – | 0.01% | 184 |
|
|
2023
Q1 | $5K | Hold |
35
| – | – | 0.01% | 174 |
|
|
2022
Q4 | $5K | Hold |
35
| – | – | 0.01% | 179 |
|
|
2022
Q3 | $5K | Sell |
35
-100
| -74% | -$14.3K | 0.01% | 186 |
|
|
2022
Q2 | $20K | Hold |
135
| – | – | 0.02% | 144 |
|
|
2022
Q1 | $22K | Buy |
135
+100
| +286% | +$16.3K | 0.02% | 147 |
|
|
2021
Q4 | $7K | Buy |
+35
| New | +$7K | ﹤0.01% | 178 |
|