Williams Jones Wealth Management’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
Q2
$2.22M Sell
2025
Q1
$2.35M Sell
2024
Q4
$2.18M Sell
2024
Q3
$2.61M Buy
2024
Q2
$2.3M Buy
2024
Q1
$2.17M Buy
2023
Q4
$2.33M Sell
2023
Q3
$2.4M Buy
2023
Q2
$2.77M Hold
2023
Q1
$2.84M Hold
2022
Q4
$2.96M Hold
2022
Q3
$2.52M Buy
2022
Q2
$2.85M Buy
2022
Q1
$3.15M Buy
2021
Q4
$3.54M Hold
2021
Q3
$3.17M Sell
2021
Q2
$2.89M Buy
2021
Q1
$2.78M Sell
2020
Q4
$2.94M Hold
2020
Q3
$2.77M Sell
2020
Q2
$2.53M Sell
2020
Q1
$2.41M Sell
2019
Q4
$2.55M Hold
2019
Q3
$2.58M Buy