Waverly 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
Q2 | $11.2M | Buy |
|
|||||
|
2025
Q1 | $11.7M | Buy |
|
|||||
|
2024
Q4 | $9.25M | Sell |
|
|||||
|
2024
Q3 | $11.4M | Buy |
|
|||||
|
2024
Q2 | $8.77M | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $645K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $5K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $456K | Hold |
|
|||||
|
2013
Q3 | $446K | Hold |
|
|||||
|
2013
Q2 | $445K | Buy |
|