Advisors Asset Management’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
Q2 | $1.08M | Buy |
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|
2025
Q1 | $648K | Sell |
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|
2024
Q4 | $697K | Sell |
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|
2024
Q3 | $754K | Sell |
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|
2024
Q2 | $1M | Buy |
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|
2024
Q1 | $901K | Sell |
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|
2023
Q4 | $930K | Buy |
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|
2023
Q3 | $785K | Sell |
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|
2023
Q2 | $957K | Buy |
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|
2023
Q1 | $991K | Buy |
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|
2022
Q4 | $937K | Buy |
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|
2022
Q3 | $668K | Buy |
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|
2022
Q2 | $581K | Buy |
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|
2022
Q1 | $404K | Buy |
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|
2021
Q4 | $262K | Buy |
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|
2021
Q3 | $124K | Buy |
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|
2021
Q2 | $108K | Sell |
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|
2021
Q1 | $109K | Hold |
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|
2020
Q4 | $115K | Sell |
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|
2020
Q3 | $102K | Sell |
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|
2020
Q2 | $109K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $104K | Buy |
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|
2019
Q3 | $57K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $22K | Sell |
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|
2018
Q2 | $81K | Sell |
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|
2018
Q1 | $84K | Sell |
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|
2017
Q4 | $100K | Sell |
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|
2017
Q3 | $91K | Sell |
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|
2017
Q2 | $153K | Sell |
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|
2017
Q1 | $164K | Sell |
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|
2016
Q4 | $268K | Sell |
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|
2016
Q3 | $317K | Sell |
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|
2016
Q2 | $516K | Sell |
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|
2016
Q1 | $480K | Sell |
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|
2015
Q4 | $864K | Buy |
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|
2015
Q3 | $745K | Buy |
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|
2015
Q2 | $627K | Sell |
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|
2015
Q1 | $718K | Sell |
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|
2014
Q4 | $808K | Sell |
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|
2014
Q3 | $759K | Buy |
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|
2014
Q2 | $711K | Buy |
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|
2014
Q1 | $609K | Buy |
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|
2013
Q4 | $466K | Sell |
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|
2013
Q3 | $561K | Sell |
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|
2013
Q2 | $624K | Buy |
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