A detailed history of Modera Wealth Management, LLC transactions in American States Water CO stock. As of the latest transaction made, Modera Wealth Management, LLC holds 2,499 shares of AWR stock, worth $196,496. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,499
Holding current value
$196,496
% of portfolio
0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$71.55 - $85.38 $178,803 - $213,364
2,499 New
2,499 $207,000
Q1 2023

May 05, 2023

SELL
$83.81 - $98.76 $85,821 - $101,130
-1,024 Reduced 29.1%
2,495 $221,000
Q2 2022

Jul 27, 2022

BUY
$71.43 - $92.76 $41,215 - $53,522
577 Added 19.61%
3,519 $287,000
Q1 2022

May 03, 2022

SELL
$83.13 - $102.8 $52,039 - $64,352
-626 Reduced 17.54%
2,942 $262,000
Q4 2021

Feb 04, 2022

BUY
$85.58 - $103.44 $305,349 - $369,073
3,568 New
3,568 $369,000

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 $2.91B
  • 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 Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, 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 Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.