Whittier Trust’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $36.3K | Hold |
|
|||||
|
2025
Q2 | $36.4K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $14.5K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $189K | Hold |
|
|||||
|
2023
Q2 | $207K | Hold |
|
|||||
|
2023
Q1 | $233K | Hold |
|
|||||
|
2022
Q4 | $243K | Hold |
|
|||||
|
2022
Q3 | $211K | Hold |
|
|||||
|
2022
Q2 | $222K | Hold |
|
|||||
|
2022
Q1 | $237K | Hold |
|
|||||
|
2021
Q4 | $287K | Hold |
|
|||||
|
2021
Q3 | $236K | Hold |
|
|||||
|
2021
Q2 | $222K | Hold |
|
|||||
|
2021
Q1 | $225K | Hold |
|
|||||
|
2020
Q4 | $216K | Hold |
|
|||||
|
2020
Q3 | $174K | Hold |
|
|||||
|
2020
Q2 | $191K | Hold |
|
|||||
|
2020
Q1 | $201K | Hold |
|
|||||
|
2019
Q4 | $206K | Hold |
|
|||||
|
2019
Q3 | $212K | Hold |
|
|||||
|
2019
Q2 | $203K | Hold |
|
|||||
|
2019
Q1 | $217K | Hold |
|
|||||
|
2018
Q4 | $191K | Buy |
|