Wealth Architects, LLC California Water Service Group Transaction History

Wealth Architects, LLC

$846 Million
Q1 2025

A detailed history of Wealth Architects, LLC transactions in California Water Service Group stock. As of the latest transaction made, Wealth Architects, LLC holds 6,901 shares of CWT stock, worth $318,412. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,901

Previous 2,530 172.77%

Holding current value

$318,412

Previous $122,000 173.77%

% of portfolio

0.04%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$41.88 - $48.46 $183,057 - $211,818	4,371 Added 172.77%	6,901 $334,000
Q1 2025 May 12, 2025	SELL	$41.88 - $48.46 $169,320 - $195,923	-4,043 Reduced 61.51%	2,530 $122,000
Q4 2024 Feb 10, 2025	SELL	$45.33 - $54.6 $407 - $491	-9 Reduced 0.14%	6,573 $297,000
Q3 2024 Oct 31, 2024	BUY	$47.83 - $55.5 $4,113 - $4,773	86 Added 1.32%	6,582 $356,000
Q2 2024 Aug 08, 2024	BUY	$43.77 - $53.3 $1,794 - $2,185	41 Added 0.64%	6,496 $314,000
Q1 2024 May 13, 2024	SELL	$45.09 - $51.89 $6,583 - $7,575	-146 Reduced 2.21%	6,455 $300,000
Q4 2023 Feb 14, 2024	BUY	$46.28 - $53.91 $833 - $970	18 Added 0.27%	6,601 $342,000
Q3 2023 Nov 09, 2023	BUY	$46.66 - $53.49 $4,106 - $4,707	88 Added 1.35%	6,583 $311,000
Q2 2023 Aug 02, 2023	SELL	$49.9 - $61.12 $3,792 - $4,645	-76 Reduced 1.16%	6,495 $335,000
Q4 2022 Feb 09, 2023	SELL	$51.69 - $65.53 $51 - $65	-1 Reduced 0.02%	6,571 $398,000
Q3 2022 Oct 24, 2022	BUY	$52.69 - $63.7 $2,634 - $3,185	50 Added 0.77%	6,572 $346,000
Q2 2022 Jul 29, 2022	SELL	$48.76 - $61.72 $2,486 - $3,147	-51 Reduced 0.78%	6,522 $362,000
Q1 2022 May 17, 2022	BUY	$55.97 - $71.87 $5,652 - $7,258	101 Added 1.56%	6,573 $390,000
Q4 2021 Jan 19, 2022	BUY	$58.78 - $71.86 $470 - $574	8 Added 0.12%	6,472 $465,000
Q3 2021 Nov 09, 2021	SELL	$56.07 - $65.82 $12,783 - $15,006	-228 Reduced 3.41%	6,464 $380,000
Q2 2021 Aug 09, 2021	BUY	$55.26 - $61.35 $10,499 - $11,656	190 Added 2.92%	6,692 $372,000
Q1 2021 Apr 29, 2021	BUY	$52.59 - $60.27 $3,418 - $3,917	65 Added 1.01%	6,502 $366,000
Q4 2020 Jan 28, 2021	SELL	$44.57 - $54.29 $44 - $54	-1 Reduced 0.02%	6,437 $348,000
Q3 2020 Nov 09, 2020	SELL	$41.66 - $50.54 $6,165 - $7,479	-148 Reduced 2.25%	6,438 $280,000
Q4 2019 Jan 28, 2020	BUY	$49.33 - $56.1 $937 - $1,065	19 Added 0.29%	6,586 $340,000
Q2 2017 Aug 10, 2017	BUY	N/A	6,567	6,567 $241,000

Others Institutions Holding CWT

# of Institutions

350

Shares Held

50.8M

Call Options Held

Put Options Held

4.3K

View Full List

About CALIFORNIA WATER SERVICE GROUP

Ticker CWT
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 54,824,000
Market Cap $2.53B
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...

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Wealth Architects, LLC California Water Service Group Transaction History