WANY
Wealthspire Advisors (New York)’s American Water Works AWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
1,522
+26
| +2% | +$3.62K | ﹤0.01% | 777 |
|
|
2025
Q1 | $221K | Buy |
+1,496
| New | +$221K | ﹤0.01% | 715 |
|
|
2024
Q4 | – | Sell |
-1,980
| Closed | -$289K | – | 796 |
|
|
2024
Q3 | $289K | Sell |
1,980
-162
| -8% | -$23.7K | ﹤0.01% | 628 |
|
|
2024
Q2 | $277K | Buy |
2,142
+451
| +27% | +$58.2K | ﹤0.01% | 556 |
|
|
2024
Q1 | $207K | Sell |
1,691
-255
| -13% | -$31.2K | ﹤0.01% | 596 |
|
|
2023
Q4 | $257K | Sell |
1,946
-144
| -7% | -$19K | ﹤0.01% | 562 |
|
|
2023
Q3 | $259K | Buy |
2,090
+229
| +12% | +$28.4K | ﹤0.01% | 511 |
|
|
2023
Q2 | $266K | Sell |
1,861
-106
| -5% | -$15.1K | ﹤0.01% | 474 |
|
|
2023
Q1 | $288K | Sell |
1,967
-242
| -11% | -$35.4K | ﹤0.01% | 449 |
|
|
2022
Q4 | $337K | Buy |
2,209
+157
| +8% | +$23.9K | 0.01% | 438 |
|
|
2022
Q3 | $267K | Sell |
2,052
-52
| -2% | -$6.77K | 0.01% | 432 |
|
|
2022
Q2 | $313K | Buy |
2,104
+569
| +37% | +$84.6K | 0.01% | 391 |
|
|
2022
Q1 | $254K | Sell |
1,535
-286
| -16% | -$47.3K | 0.01% | 378 |
|
|
2021
Q4 | $344K | Sell |
1,821
-631
| -26% | -$119K | 0.01% | 394 |
|
|
2021
Q3 | $415K | Buy |
+2,452
| New | +$415K | 0.01% | 395 |
|
|
2021
Q2 | – | Sell |
-5,587
| Closed | -$838K | – | 391 |
|
|
2021
Q1 | $838K | Buy |
5,587
+1,714
| +44% | +$257K | 0.02% | 291 |
|
|
2020
Q4 | $594K | Buy |
3,873
+242
| +7% | +$37.1K | 0.02% | 275 |
|
|
2020
Q3 | $526K | Buy |
+3,631
| New | +$526K | 0.03% | 173 |
|
|
2019
Q1 | – | Sell |
-60
| Closed | -$5K | – | 109 |
|
|
2018
Q4 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 636 |
|