NORTHCAPE WEALTH MANAGEMENT, LLC AWK Holdings History
NORTHCAPE WEALTH MANAGEMENT, LLC's American Water Works Co Inc Holding Summary
As of 2025-03-31, NORTHCAPE WEALTH MANAGEMENT, LLC held 14,143.00 shares of American Water Works Co Inc(AWK), totaling $2.09 Mil. This investment constitutes 0.67% of their stock portfolio, and NORTHCAPE WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding American Water Works Co Inc(AWK) stock.
The initial trade took place in 2021Q4. And since then NORTHCAPE WEALTH MANAGEMENT, LLC has made 9 purchases of AWK, at an average price of $154.83, for a total of 21,430.00 shares. In addition, there have been 4 sales at an average price of $135.03 for 7,287.00 shares. Based on historical transaction data and AWK's current price of $137.92, NORTHCAPE WEALTH MANAGEMENT, LLC's estimated gain on his AWK holdings is $-383,527.50, reflecting a -11.56% gain to date.
NORTHCAPE WEALTH MANAGEMENT, LLC AWK ($137.92) Holding Chart
NORTHCAPE WEALTH MANAGEMENT, LLC AWK ($137.92) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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