United Capital Financial 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 | $883K | Sell |
|
|||||
|
2025
Q2 | $924K | Buy |
|
|||||
|
2025
Q1 | $962K | Buy |
|
|||||
|
2024
Q4 | $683K | Sell |
|
|||||
|
2024
Q3 | $847K | Sell |
|
|||||
|
2024
Q2 | $764K | Buy |
|
|||||
|
2024
Q1 | $687K | Buy |
|
|||||
|
2023
Q4 | $643K | Buy |
|
|||||
|
2023
Q3 | $351K | Buy |
|
|||||
|
2023
Q2 | $363K | Buy |
|
|||||
|
2023
Q1 | $331K | Sell |
|
|||||
|
2022
Q4 | $436K | Sell |
|
|||||
|
2022
Q3 | $486K | Buy |
|
|||||
|
2022
Q2 | $496K | Sell |
|
|||||
|
2022
Q1 | $561K | Buy |
|
|||||
|
2021
Q4 | $563K | Sell |
|
|||||
|
2021
Q3 | $538K | Buy |
|
|||||
|
2021
Q2 | $443K | Buy |
|
|||||
|
2021
Q1 | $304K | Sell |
|
|||||
|
2020
Q4 | $321K | Sell |
|
|||||
|
2020
Q3 | $329K | Buy |
|
|||||
|
2020
Q2 | $248K | Sell |
|
|||||
|
2020
Q1 | $295K | Sell |
|
|||||
|
2019
Q4 | $474K | Buy |
|
|||||
|
2019
Q3 | $296K | Sell |
|
|||||
|
2019
Q2 | $575K | Buy |
|
|||||
|
2019
Q1 | $458K | Sell |
|
|||||
|
2018
Q4 | $483K | Buy |
|
|||||
|
2018
Q3 | $466K | Buy |
|
|||||
|
2018
Q2 | $321K | Sell |
|
|||||
|
2018
Q1 | $338K | Sell |
|
|||||
|
2017
Q4 | $445K | Buy |
|
|||||
|
2017
Q3 | $297K | Buy |
|
|||||
|
2017
Q2 | $261K | Buy |
|
|||||
|
2017
Q1 | $258K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $203K | Sell |
|
|||||
|
2016
Q2 | $258K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $535K | Buy |
|
|||||
|
2015
Q2 | $459K | Buy |
|
|||||
|
2015
Q1 | $502K | Buy |
|
|||||
|
2014
Q4 | $482K | Hold |
|
|||||
|
2014
Q3 | $436K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $353K | Buy |
|