Wealthspire Advisors (New York)’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
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|
2025
Q1 | $221K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $289K | Sell |
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|
2024
Q2 | $277K | Buy |
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|
2024
Q1 | $207K | Sell |
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|
2023
Q4 | $257K | Sell |
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|
2023
Q3 | $259K | Buy |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $288K | Sell |
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|
2022
Q4 | $337K | Buy |
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|
2022
Q3 | $267K | Sell |
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|
2022
Q2 | $313K | Buy |
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|
2022
Q1 | $254K | Sell |
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|
2021
Q4 | $344K | Sell |
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|
2021
Q3 | $415K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $838K | Buy |
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|
2020
Q4 | $594K | Buy |
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|
2020
Q3 | $526K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $5K | Buy |
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