Wealth Enhancement Advisory Services’s American States Water AWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $892K | Buy |
11,565
+6,097
| +112% | +$470K | ﹤0.01% | 1813 |
|
|
2025
Q1 | $430K | Buy |
5,468
+104
| +2% | +$8.18K | ﹤0.01% | 2145 |
|
|
2024
Q4 | $417K | Buy |
5,364
+957
| +22% | +$74.4K | ﹤0.01% | 2104 |
|
|
2024
Q3 | $367K | Buy |
4,407
+744
| +20% | +$62K | ﹤0.01% | 2025 |
|
|
2024
Q2 | $266K | Buy |
3,663
+328
| +10% | +$23.8K | ﹤0.01% | 2064 |
|
|
2024
Q1 | $241K | Buy |
3,335
+53
| +2% | +$3.83K | ﹤0.01% | 2065 |
|
|
2023
Q4 | $264K | Sell |
3,282
-142
| -4% | -$11.4K | ﹤0.01% | 1899 |
|
|
2023
Q3 | $269K | Buy |
+3,424
| New | +$269K | ﹤0.01% | 1799 |
|