Alan B. Lancz & Associates’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
Q3 | $510K | Buy |
|
|||||
|
2025
Q2 | $360K | Buy |
|
|||||
|
2023
Q4 | $203K | Sell |
|
|||||
|
2023
Q3 | $204K | Hold |
|
|||||
|
2023
Q2 | $237K | Sell |
|
|||||
|
2023
Q1 | $272K | Hold |
|
|||||
|
2022
Q4 | $304K | Hold |
|
|||||
|
2022
Q3 | $258K | Hold |
|
|||||
|
2022
Q2 | $324K | Hold |
|
|||||
|
2022
Q1 | $319K | Hold |
|
|||||
|
2021
Q4 | $335K | Buy |
|