Allworth Financial’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 | $7.13M | Buy |
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|
2025
Q1 | $7.62M | Buy |
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|
2024
Q4 | $6.29M | Buy |
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|
2024
Q3 | $113K | Buy |
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|
2024
Q2 | $112K | Buy |
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|
2024
Q1 | $99.7K | Buy |
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|
2023
Q4 | $100K | Buy |
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|
2023
Q3 | $76.5K | Buy |
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|
2023
Q2 | $85.6K | Sell |
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|
2023
Q1 | $116K | Buy |
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|
2022
Q4 | $125K | Buy |
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|
2022
Q3 | $92K | Buy |
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|
2022
Q2 | $85K | Buy |
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|
2022
Q1 | $95K | Buy |
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|
2021
Q4 | $99K | Buy |
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|
2021
Q3 | $72K | Buy |
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|
2021
Q2 | $60K | Buy |
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|
2021
Q1 | $59K | Buy |
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|
2020
Q4 | $62K | Buy |
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|
2020
Q3 | $52K | Buy |
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|
2020
Q2 | $55K | Buy |
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|
2020
Q1 | $52K | Buy |
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|
2019
Q4 | $60K | Buy |
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|
2019
Q3 | $57K | Buy |
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|
2019
Q2 | $52K | Buy |
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|
2019
Q1 | $46K | Buy |
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|
2018
Q4 | $43K | Hold |
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|
2018
Q3 | $46K | Sell |
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|
2018
Q2 | $45K | Buy |
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|
2018
Q1 | $43K | Hold |
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|
2017
Q4 | $49K | Hold |
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|
2017
Q3 | $41K | Hold |
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|
2017
Q2 | $42K | Hold |
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|
2017
Q1 | $40K | Hold |
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|
2016
Q4 | $38K | Hold |
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|
2016
Q3 | $38K | Hold |
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|
2016
Q2 | $45K | Hold |
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|
2016
Q1 | $40K | Hold |
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|
2015
Q4 | $37K | Hold |
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|
2015
Q3 | $33K | Hold |
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|
2015
Q2 | $31K | Hold |
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|
2015
Q1 | $33K | Buy |
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