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Whipplewood Advisors’s American Water Works AWK Stock Holding History

Whipplewood 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
Q2 		$33.1K Sell
238
-23
-9% -$3.2K 0.02% 387
2025
Q1 		$33.3K Buy
261
+35
+15% +$4.47K 0.02% 372
2024
Q4 		$28.1K Buy
+226
New +$28.1K 0.02% 397