Wealth Architects’s California Water Service CWT Stock Holding History

Wealth Architects’s Portfolio CWT Stock Details CWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$306K	Sell	6,755 -306	-4%	-$13.7K	0.03%	180
2025 Q4	$306K	Sell	7,061 -174	-2%	-$7.93K	0.03%	180
2025 Q3	$332K	Buy	7,235 +287	+4%	+$13.2K	0.03%	169
2025 Q2	$316K	Buy	6,948 +47	+0.7%	+$2.25K	0.03%	169
2025 Q1	$334K	Buy	6,901 +328	+5%	+$14.9K	0.04%	174
2024 Q4	$298K	Sell	6,573 -9	-0.1%	-$454	0.03%	168
2024 Q3	$357K	Buy	6,582 +86	+1%	+$4.56K	0.04%	151
2024 Q2	$315K	Buy	6,496 +41	+0.6%	+$1.99K	0.04%	156
2024 Q1	$300K	Sell	6,455 -146	-2%	-$6.84K	0.04%	159
2023 Q4	$342K	Buy	6,601 +18	+0.3%	+$905	0.05%	138
2023 Q3	$311K	Buy	6,583 +88	+1%	+$4.46K	0.05%	140
2023 Q2	$335K	Sell	6,495 -76	-1%	-$4.27K	0.06%	138
2023 Q1	$382K	Hold	6,571	–	–	0.07%	126
2022 Q4	$398K	Sell	6,571 -1	-0%	-$60	0.08%	116
2022 Q3	$346K	Buy	6,572 +50	+0.8%	+$2.93K	0.07%	120
2022 Q2	$362K	Sell	6,522 -51	-0.8%	-$2.75K	0.07%	123
2022 Q1	$390K	Buy	6,573 +101	+2%	+$6.09K	0.07%	132
2021 Q4	$465K	Buy	6,472 +8	+0.1%	+$514	0.08%	117
2021 Q3	$381K	Sell	6,464 -228	-3%	-$14K	0.07%	122
2021 Q2	$372K	Buy	6,692 +190	+3%	+$11K	0.07%	115
2021 Q1	$366K	Buy	6,502 +65	+1%	+$3.6K	0.08%	107
2020 Q4	$348K	Sell	6,437 -1	-0%	-$49	0.08%	104
2020 Q3	$280K	Sell	6,438 -148	-2%	-$6.89K	0.08%	111
2020 Q2	$314K	Hold	6,586	–	–	0.09%	106
2020 Q1	$331K	Hold	6,586	–	–	0.11%	90
2019 Q4	$340K	Buy	6,586 +19	+0.3%	+$992	0.1%	87
2019 Q3	$348K	Hold	6,567	–	–	0.11%	85
2019 Q2	$332K	Hold	6,567	–	–	0.1%	88
2019 Q1	$356K	Hold	6,567	–	–	0.11%	83
2018 Q4	$313K	Hold	6,567	–	–	0.11%	83
2018 Q3	$282K	Hold	6,567	–	–	0.09%	105
2018 Q2	$256K	Hold	6,567	–	–	0.08%	102
2018 Q1	$245K	Hold	6,567	–	–	0.08%	105
2017 Q4	$298K	Hold	6,567	–	–	0.1%	97
2017 Q3	$251K	Hold	6,567	–	–	0.09%	108
2017 Q2	$241K	Buy	+6,567	New	+$235K	0.09%	101