A detailed history of True Wealth Design, LLC transactions in Sjw Group stock. As of the latest transaction made, True Wealth Design, LLC holds 42 shares of SJW stock, worth $2,177. This represents 0.0% of its overall portfolio holdings.

Number of Shares
42
Previous 123 65.85%
Holding current value
$2,177
Previous $6.39 Million 68.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

SELL
N/A
-81 Reduced 65.85%
42 $2.05 Million
Q2 2025

Aug 06, 2025

BUY
$50.1 - $56.8 $5,060 - $5,736
101 Added 459.09%
123 $6.39 Million
Q1 2025

May 13, 2025

SELL
$45.47 - $55.8 $6,502 - $7,979
-143 Reduced 86.67%
22 $1.2 Million
Q4 2024

Feb 14, 2025

BUY
$49.07 - $60.38 $8,096 - $9,962
165 New
165 $8.12 Million

Others Institutions Holding SJW

About SJW GROUP


  • Ticker SJW
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Water
  • Shares Outstandng 30,247,700
  • Market Cap $1.57B
  • Description
  • SJW Group, through its subsidiaries, provides water utility services in the United States. It engages in the production, purchase, storage, purification, distribution, wholesale, and retail sale of water and wastewater services. The company also provides non-tariffed services, including water system operations, maintenance agreements, and antenn...
More about SJW
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