California Water Service shares owned by Asset Planning
Quarter-by-quarter ownership of California Water Service (CWT) shares owned by Asset Planning
from 13F filings
Historical chart of Asset Planning investment in California Water Service
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Quarterly reported holdings in California Water Service by Asset Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $207k | 4.5k | 45.89 |
| 2025-06-30 | $205k | 4.5k | 45.48 |
| 2025-03-31 | $218k | 4.5k | 48.46 |
| 2024-12-31 | $204k | 4.5k | 45.33 |