AI
Atom Investors’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.49M | Buy |
147,774
+4,043
| +3% | +$150K | 0.49% | 43 |
|
|
2025
Q1 | $5.68M | Buy |
143,731
+129,985
| +946% | +$5.14M | 0.7% | 28 |
|
|
2024
Q4 | $499K | Sell |
13,746
-216,598
| -94% | -$7.87M | 0.06% | 311 |
|
|
2024
Q3 | $8.88M | Sell |
230,344
-655
| -0.3% | -$25.3K | 0.93% | 14 |
|
|
2024
Q2 | $8.62M | Buy |
230,999
+105,922
| +85% | +$3.95M | 0.86% | 21 |
|
|
2024
Q1 | $4.63M | Sell |
125,077
-24,404
| -16% | -$904K | 0.58% | 42 |
|
|
2023
Q4 | $5.58M | Buy |
149,481
+50,348
| +51% | +$1.88M | 0.99% | 11 |
|
|
2023
Q3 | $3.4M | Buy |
99,133
+53,426
| +117% | +$1.83M | 0.78% | 17 |
|
|
2023
Q2 | $1.82M | Buy |
+45,707
| New | +$1.82M | 0.69% | 22 |
|
|
2021
Q2 | – | Sell |
-21,290
| Closed | -$953K | – | 333 |
|
|
2021
Q1 | $953K | Sell |
21,290
-1,835
| -8% | -$82.1K | 0.16% | 104 |
|
|
2020
Q4 | $1.09M | Sell |
23,125
-96,914
| -81% | -$4.58M | 0.11% | 172 |
|
|
2020
Q3 | $4.83M | Sell |
120,039
-34,487
| -22% | -$1.39M | 0.46% | 44 |
|
|
2020
Q2 | $6.53M | Sell |
154,526
-1,837
| -1% | -$77.6K | 0.43% | 33 |
|
|
2020
Q1 | $6.36M | Buy |
156,363
+29,587
| +23% | +$1.2M | 0.56% | 39 |
|
|
2019
Q4 | $5.95M | Sell |
126,776
-13,741
| -10% | -$645K | 0.49% | 67 |
|
|
2019
Q3 | $6.3M | Sell |
140,517
-14,686
| -9% | -$658K | 0.43% | 78 |
|
|
2019
Q2 | $6.42M | Buy |
155,203
+49,471
| +47% | +$2.05M | 0.42% | 76 |
|
|
2019
Q1 | $3.85M | Buy |
+105,732
| New | +$3.85M | 0.33% | 93 |
|