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Wellspring Financial Advisors’s American Water Works AWK Stock Holding History

Wellspring Financial Advisors’s Portfolio AWK Stock Details AWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,707
Closed -$212K – 142
2024
Q4 		$212K Sell
1,707
-198
-10% -$24.6K 0.02% 130
2024
Q3 		$279K Buy
+1,905
New +$279K 0.03% 117