WFA of San Diego’s American States Water AWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$251K Buy
2024
Q3
$342K Hold
2024
Q2
$298K Buy
2023
Q3
$339K Hold
2023
Q2
$374K Sell
2023
Q1
$593K Sell
2022
Q4
$617K Buy
2022
Q3
$519K Buy
2022
Q2
$82K Buy
2022
Q1
Sell
2021
Q4
$685K Buy