A detailed history of Atria Wealth Solutions, Inc. transactions in California Water Service Group stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 5,563 shares of CWT stock, worth $268,804. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,563
Previous 9,591 42.0%
Holding current value
$268,804
Previous $497,000 48.09%
% of portfolio
0.0%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$45.09 - $51.89 $181,622 - $209,012
-4,028 Reduced 42.0%
5,563 $258,000
Q4 2023

Feb 02, 2024

BUY
$46.28 - $53.91 $186,415 - $217,149
4,028 Added 72.41%
9,591 $497,000
Q2 2023

Aug 03, 2023

BUY
$49.9 - $61.12 $31,087 - $38,077
623 Added 12.61%
5,563 $287,000
Q1 2023

Aug 22, 2023

SELL
$54.47 - $63.92 $163 - $191
-3 Reduced 0.05%
5,560 $323,000
Q1 2023

Jun 14, 2023

SELL
$54.47 - $63.92 $33,771 - $39,630
-620 Reduced 11.15%
4,940 $287,000
Q1 2023

May 10, 2023

BUY
$54.47 - $63.92 $33,771 - $39,630
620 Added 12.55%
5,560 $323,000
Q4 2022

Aug 30, 2023

SELL
$51.69 - $65.53 $32,202 - $40,825
-623 Reduced 11.2%
4,940 $299,000
Q2 2022

Aug 15, 2022

BUY
$48.76 - $61.72 $19,504 - $24,688
400 Added 8.81%
4,940 $274,000
Q1 2022

May 16, 2022

BUY
$55.97 - $71.87 $254,103 - $326,289
4,540 New
4,540 $269,000

Others Institutions Holding CWT

About CALIFORNIA WATER SERVICE GROUP


  • Ticker CWT
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Water
  • Shares Outstandng 54,824,000
  • Market Cap $2.65B
  • Description
  • California Water Service Group, through its subsidiaries, provides water utility and other related services in California, Washington, New Mexico, Hawaii, and Texas. The company is involved in the production, purchase, storage, treatment, testing, distribution, and sale of water for domestic, industrial, public, and irrigation uses, as well as f...
More about CWT
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.