Aaron Wealth Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $237K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $366K | Buy |
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|
2022
Q4 | $400K | Sell |
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|
2022
Q3 | $429K | Buy |
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|
2022
Q2 | $468K | Sell |
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|
2022
Q1 | $11.2M | Buy |
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|
2021
Q4 | $603K | Buy |
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|
2021
Q3 | $498K | Buy |
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|
2021
Q2 | $487K | Sell |
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|
2021
Q1 | $482K | Buy |
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|
2020
Q4 | $508K | Buy |
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