A detailed history of Ever Source Wealth Advisors, LLC transactions in American States Water CO stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 51 shares of AWR stock, worth $4,246. This represents 0.0% of its overall portfolio holdings.

Number of Shares
51
Previous 15 240.0%
Holding current value
$4,246
Previous $1,000 200.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$66.57 - $78.8 $2,396 - $2,836
36 Added 240.0%
51 $3,000
Q1 2024

Jun 11, 2024

SELL
$70.16 - $80.46 $3,437 - $3,942
-49 Reduced 76.56%
15 $1,000
Q4 2023

Feb 09, 2024

SELL
$76.39 - $84.19 $76,390 - $84,190
-1,000 Reduced 93.98%
64 $5,000
Q3 2023

Nov 03, 2023

BUY
$77.97 - $89.88 $311 - $359
4 Added 0.38%
1,064 $83,000
Q2 2023

Aug 04, 2023

SELL
$84.64 - $93.85 $9,648 - $10,698
-114 Reduced 9.71%
1,060 $92,000
Q1 2023

May 11, 2023

SELL
$83.81 - $98.76 $4,274 - $5,036
-51 Reduced 4.16%
1,174 $104,000
Q4 2022

Feb 09, 2023

BUY
$78.29 - $99.47 $704 - $895
9 Added 0.74%
1,225 $113,000
Q3 2022

Nov 07, 2022

BUY
$77.95 - $90.42 $8,262 - $9,584
106 Added 9.55%
1,216 $94,000
Q2 2022

Aug 01, 2022

BUY
$71.43 - $92.76 $69,144 - $89,791
968 Added 681.69%
1,110 $91,000
Q4 2021

Feb 07, 2022

BUY
$85.58 - $103.44 $12,152 - $14,688
142 New
142 $15,000

Others Institutions Holding AWR

About AMERICAN STATES WATER CO


  • Ticker AWR
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Water
  • Shares Outstandng 36,956,800
  • Market Cap $3.08B
  • Description
  • American States Water Company, through its subsidiaries, provides water and electric services to residential, commercial, industrial, and other customers in the United States. It operates through three segments: Water, Electric, and Contracted Services. The company purchases, produces, distributes, and sells water, as well as distributes electri...
More about AWR
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.