Waldron Private Wealth’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
Q4 | – | Sell |
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|
2025
Q3 | $241K | Sell |
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|
2025
Q2 | $267K | Sell |
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|
2025
Q1 | $293K | Sell |
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|
2024
Q4 | $406K | Sell |
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|
2024
Q3 | $478K | Buy |
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|
2024
Q2 | $418K | Buy |
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|
2024
Q1 | $383K | Buy |
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|
2023
Q4 | $409K | Buy |
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|
2023
Q3 | $368K | Buy |
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|
2023
Q2 | $294K | Buy |
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $235K | Hold |
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|
2022
Q3 | $235K | Buy |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q4 | $314K | Buy |
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|
2021
Q3 | $280K | Buy |
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