Armstrong Advisory Group’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Hold |
7,839
| – | – | 0.02% | 165 |
|
|
2025
Q1 | $285K | Hold |
7,839
| – | – | 0.02% | 156 |
|
|
2024
Q4 | $285K | Hold |
7,839
| – | – | 0.02% | 156 |
|
|
2024
Q3 | $302K | Buy |
7,839
+100
| +1% | +$3.86K | 0.03% | 150 |
|
|
2024
Q2 | $289K | Hold |
7,739
| – | – | 0.03% | 145 |
|
|
2024
Q1 | $289K | Hold |
7,739
| – | – | 0.03% | 146 |
|
|
2023
Q4 | $289K | Hold |
7,739
| – | – | 0.03% | 146 |
|
|
2023
Q3 | $266K | Hold |
7,739
| – | – | 0.03% | 141 |
|
|
2023
Q2 | $309K | Buy |
7,739
+6,420
| +487% | +$256K | 0.03% | 126 |
|
|
2023
Q1 | $57.6K | Hold |
1,319
| – | – | 0.01% | 305 |
|
|
2022
Q4 | $63K | Buy |
+1,319
| New | +$63K | 0.01% | 281 |
|