West Branch Capital’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
Q3 | $10K | Hold |
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|
2025
Q2 | $10K | Sell |
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|
2025
Q1 | $25.4K | Sell |
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|
2024
Q4 | $39K | Hold |
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|
2024
Q3 | $45.8K | Hold |
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|
2024
Q2 | $40.4K | Hold |
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|
2024
Q1 | $38.3K | Hold |
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|
2023
Q4 | $41.3K | Hold |
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|
2023
Q3 | $38.8K | Hold |
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|
2023
Q2 | $44.7K | Hold |
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|
2023
Q1 | $45.9K | Hold |
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|
2022
Q4 | $47.7K | Hold |
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|
2022
Q3 | $41K | Sell |
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|
2022
Q2 | $51K | Hold |
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|
2022
Q1 | $57K | Sell |
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|
2021
Q4 | $78K | Buy |
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|
2021
Q3 | $60K | Hold |
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|
2021
Q2 | $54K | Buy |
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