Wealth Architects’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Buy |
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|
2025
Q1 | $334K | Buy |
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|
2024
Q4 | $298K | Sell |
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|
2024
Q3 | $357K | Buy |
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|
2024
Q2 | $315K | Buy |
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|
2024
Q1 | $300K | Sell |
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|
2023
Q4 | $342K | Buy |
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|
2023
Q3 | $311K | Buy |
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|
2023
Q2 | $335K | Sell |
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|
2023
Q1 | $382K | Hold |
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|
2022
Q4 | $398K | Sell |
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|
2022
Q3 | $346K | Buy |
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|
2022
Q2 | $362K | Sell |
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|
2022
Q1 | $390K | Buy |
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|
2021
Q4 | $465K | Buy |
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|
2021
Q3 | $381K | Sell |
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|
2021
Q2 | $372K | Buy |
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|
2021
Q1 | $366K | Buy |
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|
2020
Q4 | $348K | Sell |
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|
2020
Q3 | $280K | Sell |
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|
2020
Q2 | $314K | Hold |
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|
2020
Q1 | $331K | Hold |
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|
2019
Q4 | $340K | Buy |
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|
2019
Q3 | $348K | Hold |
|
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|
2019
Q2 | $332K | Hold |
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|
2019
Q1 | $356K | Hold |
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|
2018
Q4 | $313K | Hold |
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|
2018
Q3 | $282K | Hold |
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|
2018
Q2 | $256K | Hold |
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|
2018
Q1 | $245K | Hold |
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|
2017
Q4 | $298K | Hold |
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|
2017
Q3 | $251K | Hold |
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|
2017
Q2 | $241K | Buy |
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