American Water Works shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of American Water Works (AWK) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in American Water Works
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Quarterly reported holdings in American Water Works by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $522k | 3.8k | 139.19 |
| 2025-06-30 | $522k | 3.8k | 139.11 |
| 2025-03-31 | $553k | 3.8k | 147.52 |
| 2024-12-31 | $467k | 3.8k | 124.49 |
| 2024-09-30 | $548k | 3.8k | 146.24 |
| 2024-06-30 | $488k | 3.8k | 130.01 |
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