California Water Service shares owned by Creative Planning
Quarter-by-quarter ownership of California Water Service (CWT) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in California Water Service
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All positions including California Water Service held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in California Water Service by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $818k | 15k | 54.22 |
| 2024-06-30 | $849k | 18k | 48.49 |
| 2024-03-31 | $957k | 21k | 46.48 |
| 2023-12-31 | $1.3M | 24k | 51.87 |
| 2023-09-30 | $902k | 19k | 47.30 |
| 2023-06-30 | $1.1M | 21k | 51.63 |
| 2023-03-31 | $1.1M | 20k | 58.20 |
| 2022-12-31 | $1.8M | 29k | 60.64 |
| 2022-09-30 | $1.1M | 21k | 52.71 |
| 2022-06-30 | $1.1M | 19k | 55.53 |
| 2022-03-31 | $1.1M | 19k | 59.26 |
| 2021-12-31 | $1.2M | 17k | 71.87 |
| 2021-09-30 | $991k | 17k | 58.92 |
| 2021-06-30 | $983k | 18k | 55.55 |
| 2021-03-31 | $719k | 13k | 56.35 |
| 2020-12-31 | $685k | 13k | 54.05 |
| 2020-09-30 | $480k | 11k | 43.44 |
| 2020-06-30 | $519k | 11k | 47.68 |
| 2020-03-31 | $548k | 11k | 50.35 |
| 2019-12-31 | $579k | 11k | 51.52 |
| 2019-09-30 | $601k | 11k | 52.94 |
| 2019-06-30 | $541k | 11k | 50.67 |
| 2019-03-31 | $854k | 16k | 54.28 |
| 2018-12-31 | $738k | 16k | 47.64 |
| 2018-09-30 | $663k | 15k | 42.92 |
| 2018-06-30 | $634k | 16k | 38.92 |
| 2018-03-31 | $607k | 16k | 37.27 |
| 2017-12-31 | $704k | 16k | 45.36 |
| 2017-09-30 | $558k | 15k | 38.18 |
| 2017-06-30 | $366k | 9.9k | 36.80 |
| 2017-03-31 | $355k | 9.9k | 35.85 |
| 2016-12-31 | $331k | 9.8k | 33.87 |
| 2016-09-30 | $313k | 9.8k | 32.06 |
| 2016-06-30 | $248k | 7.1k | 34.99 |
| 2016-03-31 | $216k | 8.1k | 26.70 |
| 2015-12-31 | $184k | 7.9k | 23.32 |
| 2015-09-30 | $180k | 8.1k | 22.13 |
| 2015-03-31 | $190k | 7.7k | 24.57 |
| 2014-12-31 | $169k | 6.9k | 24.59 |
| 2014-09-30 | $159k | 7.1k | 22.48 |
| 2014-06-30 | $177k | 7.3k | 24.25 |
| 2014-03-31 | $194k | 8.1k | 23.92 |
| 2013-12-31 | $243k | 11k | 23.12 |
| 2013-09-30 | $195k | 9.6k | 20.28 |
| 2013-06-30 | $94k | 4.8k | 19.53 |
| 2012-12-31 | $88k | 4.8k | 18.29 |
| 2012-09-30 | $90k | 4.8k | 18.70 |
| 2012-06-30 | $19k | 1.0k | 18.77 |