WA
Wealth Architects’s California Water Service CWT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Buy |
6,948
+47
| +0.7% | +$2.14K | 0.03% | 169 |
|
|
2025
Q1 | $334K | Buy |
6,901
+328
| +5% | +$15.9K | 0.04% | 174 |
|
|
2024
Q4 | $298K | Sell |
6,573
-9
| -0.1% | -$408 | 0.03% | 168 |
|
|
2024
Q3 | $357K | Buy |
6,582
+86
| +1% | +$4.66K | 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% | -$6.79K | 0.04% | 159 |
|
|
2023
Q4 | $342K | Buy |
6,601
+18
| +0.3% | +$934 | 0.05% | 138 |
|
|
2023
Q3 | $311K | Buy |
6,583
+88
| +1% | +$4.16K | 0.05% | 140 |
|
|
2023
Q2 | $335K | Sell |
6,495
-76
| -1% | -$3.92K | 0.06% | 138 |
|
|
2023
Q1 | $382K | Hold |
6,571
| – | – | 0.07% | 126 |
|
|
2022
Q4 | $398K | Sell |
6,571
-1
| -0% | -$61 | 0.08% | 116 |
|
|
2022
Q3 | $346K | Buy |
6,572
+50
| +0.8% | +$2.63K | 0.07% | 120 |
|
|
2022
Q2 | $362K | Sell |
6,522
-51
| -0.8% | -$2.83K | 0.07% | 123 |
|
|
2022
Q1 | $390K | Buy |
6,573
+101
| +2% | +$5.99K | 0.07% | 132 |
|
|
2021
Q4 | $465K | Buy |
6,472
+8
| +0.1% | +$575 | 0.08% | 117 |
|
|
2021
Q3 | $381K | Sell |
6,464
-228
| -3% | -$13.4K | 0.07% | 122 |
|
|
2021
Q2 | $372K | Buy |
6,692
+190
| +3% | +$10.6K | 0.07% | 115 |
|
|
2021
Q1 | $366K | Buy |
6,502
+65
| +1% | +$3.66K | 0.08% | 107 |
|
|
2020
Q4 | $348K | Sell |
6,437
-1
| -0% | -$54 | 0.08% | 104 |
|
|
2020
Q3 | $280K | Sell |
6,438
-148
| -2% | -$6.44K | 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% | +$981 | 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 | +$241K | 0.09% | 101 |
|