Ownership history in SkyOak Wealth, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which SkyOak Wealth, LLC reported a position in AMERICAN STS WTR CO (AWR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 37,033 | -193 | -0.5% | 0.48% | $2.7M | $71.98 |
| 2025 Q3 | REDUCED | 37,226 | -374 | -1.0% | 0.52% | $2.7M | $72.32 |
| 2025 Q2 | REDUCED | 37,600 | -125 | -0.3% | 0.58% | $2.9M | $75.11 |
| 2025 Q1 | REDUCED | 37,725 | -722 | -1.9% | 0.65% | $3.0M | $76.64 |
| 2024 Q4 | REDUCED | 38,447 | -664 | -1.7% | 0.64% | $3.0M | $75.23 |
| 2024 Q3 | UNCHANGED | 39,111 | — | 0% | 0.72% | $3.3M | $80.17 |
| 2024 Q2 | REDUCED | 39,111 | -785 | -2.0% | 0.66% | $2.8M | $69.46 |
| 2024 Q1 | REDUCED | 39,896 | -377 | -0.9% | 0.69% | $2.9M | $68.77 |
| 2023 Q4 | ADDED | 40,273 | +25 | +0.1% | 0.84% | $3.2M | $76.13 |
| 2023 Q3 | REDUCED | 40,248 | -446 | -1.1% | 0.93% | $3.2M | $74.07 |
As of 2025 Q4 — sorted by position size