Vista Investment Partners’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Hold |
3,500
| – | – | 0.08% | 135 |
|
|
2025
Q1 | $275K | Hold |
3,500
| – | – | 0.08% | 137 |
|
|
2024
Q4 | $272K | Hold |
3,500
| – | – | 0.08% | 137 |
|
|
2024
Q3 | $292K | Hold |
3,500
| – | – | 0.09% | 128 |
|
|
2024
Q2 | $254K | Hold |
3,500
| – | – | 0.08% | 133 |
|
|
2024
Q1 | $253K | Sell |
3,500
-179
| -5% | -$12.9K | 0.09% | 125 |
|
|
2023
Q4 | $296K | Buy |
+3,679
| New | +$296K | 0.11% | 114 |
|