Wealthfront Advisers’s American States Water AWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
3,115
+190
| +6% | +$14.6K | ﹤0.01% | 916 |
|
|
2025
Q1 | $230K | Buy |
2,925
+45
| +2% | +$3.54K | ﹤0.01% | 887 |
|
|
2024
Q4 | $224K | Buy |
2,880
+90
| +3% | +$7K | ﹤0.01% | 874 |
|
|
2024
Q3 | $232K | Buy |
+2,790
| New | +$232K | ﹤0.01% | 861 |
|
|
2024
Q1 | – | Sell |
-2,742
| Closed | -$221K | – | 868 |
|
|
2023
Q4 | $221K | Sell |
2,742
-41
| -1% | -$3.3K | ﹤0.01% | 827 |
|
|
2023
Q3 | $219K | Sell |
2,783
-26
| -0.9% | -$2.05K | ﹤0.01% | 804 |
|
|
2023
Q2 | $244K | Sell |
2,809
-14
| -0.5% | -$1.22K | ﹤0.01% | 794 |
|
|
2023
Q1 | $251K | Buy |
2,823
+94
| +3% | +$8.36K | ﹤0.01% | 774 |
|
|
2022
Q4 | $253K | Sell |
2,729
-12
| -0.4% | -$1.11K | ﹤0.01% | 740 |
|
|
2022
Q3 | $214K | Sell |
2,741
-6
| -0.2% | -$468 | ﹤0.01% | 743 |
|
|
2022
Q2 | $224K | Sell |
2,747
-118
| -4% | -$9.62K | ﹤0.01% | 739 |
|
|
2022
Q1 | $255K | Sell |
2,865
-12
| -0.4% | -$1.07K | ﹤0.01% | 729 |
|
|
2021
Q4 | $297K | Sell |
2,877
-8
| -0.3% | -$826 | ﹤0.01% | 684 |
|
|
2021
Q3 | $247K | Sell |
2,885
-71
| -2% | -$6.08K | ﹤0.01% | 653 |
|
|
2021
Q2 | $235K | Buy |
2,956
+104
| +4% | +$8.27K | ﹤0.01% | 598 |
|
|
2021
Q1 | $216K | Sell |
2,852
-199
| -7% | -$15.1K | ﹤0.01% | 536 |
|
|
2020
Q4 | $242K | Buy |
3,051
+86
| +3% | +$6.82K | ﹤0.01% | 505 |
|
|
2020
Q3 | $222K | Buy |
2,965
+79
| +3% | +$5.92K | ﹤0.01% | 493 |
|
|
2020
Q2 | $227K | Sell |
2,886
-109
| -4% | -$8.57K | ﹤0.01% | 485 |
|
|
2020
Q1 | $245K | Buy |
2,995
+58
| +2% | +$4.75K | ﹤0.01% | 411 |
|
|
2019
Q4 | $254K | Buy |
2,937
+48
| +2% | +$4.15K | ﹤0.01% | 463 |
|
|
2019
Q3 | $260K | Buy |
2,889
+22
| +0.8% | +$1.98K | ﹤0.01% | 441 |
|
|
2019
Q2 | $216K | Buy |
2,867
+16
| +0.6% | +$1.21K | ﹤0.01% | 473 |
|
|
2019
Q1 | $203K | Buy |
+2,851
| New | +$203K | ﹤0.01% | 474 |
|