Wealthcare Advisory Partners’s American States Water AWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$543K Hold
2025
Q2
$568K Buy
2025
Q1
$582K Buy
2024
Q4
$575K Buy
2024
Q3
$616K Sell
2024
Q2
$537K Buy
2024
Q1
$534K Buy
2021
Q2
Sell
2021
Q1
$1K Buy