Wulff, Hansen & Co’s California Water Service CWT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $985K | Sell |
21,655
-220
| -1% | -$10K | 0.84% | 40 |
|
|
2025
Q1 | $1.06M | Buy |
21,875
+1,235
| +6% | +$59.8K | 0.97% | 32 |
|
|
2024
Q4 | $936K | Sell |
20,640
-60
| -0.3% | -$2.72K | 0.89% | 34 |
|
|
2024
Q3 | $1.12M | Sell |
20,700
-1,030
| -5% | -$55.8K | 1.02% | 32 |
|
|
2024
Q2 | $1.05M | Sell |
21,730
-855
| -4% | -$41.5K | 1.04% | 30 |
|
|
2024
Q1 | $1.05M | Hold |
22,585
| – | – | 1.05% | 33 |
|
|
2023
Q4 | $1.17M | Hold |
22,585
| – | – | 1.3% | 28 |
|
|
2023
Q3 | $1.07M | Hold |
22,585
| – | – | 1.25% | 29 |
|
|
2023
Q2 | $1.17M | Hold |
22,585
| – | – | 1.31% | 24 |
|
|
2023
Q1 | $1.31M | Hold |
22,585
| – | – | 1.5% | 25 |
|
|
2022
Q4 | $1.37M | Hold |
22,585
| – | – | 1.66% | 26 |
|
|
2022
Q3 | $1.19M | Hold |
22,585
| – | – | 1.49% | 28 |
|
|
2022
Q2 | $1.26M | Sell |
22,585
-20
| -0.1% | -$1.11K | 1.42% | 28 |
|
|
2022
Q1 | $1.34M | Sell |
22,605
-260
| -1% | -$15.4K | 1.28% | 30 |
|
|
2021
Q4 | $1.64M | Buy |
+22,865
| New | +$1.64M | 1.42% | 26 |
|