Avantax Advisory Services’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 | $6.12M | Buy |
164,675
+14,729
| +10% | +$547K | 0.03% | 388 |
|
|
2025
Q1 | $5.93M | Buy |
149,946
+6,494
| +5% | +$257K | 0.04% | 368 |
|
|
2024
Q4 | $5.21M | Buy |
143,452
+9,116
| +7% | +$331K | 0.03% | 389 |
|
|
2024
Q3 | $5.18M | Buy |
134,336
+6,666
| +5% | +$257K | 0.03% | 385 |
|
|
2024
Q2 | $4.77M | Buy |
127,670
+11,233
| +10% | +$419K | 0.03% | 387 |
|
|
2024
Q1 | $4.31M | Buy |
116,437
+6,880
| +6% | +$255K | 0.04% | 339 |
|
|
2023
Q4 | $4.09M | Buy |
109,557
+4,341
| +4% | +$162K | 0.04% | 316 |
|
|
2023
Q3 | $3.61M | Buy |
105,216
+4,240
| +4% | +$146K | 0.04% | 314 |
|
|
2023
Q2 | $4.03M | Buy |
100,976
+87,746
| +663% | +$3.5M | 0.05% | 302 |
|
|
2023
Q1 | $577K | Buy |
13,230
+84
| +0.6% | +$3.67K | 0.01% | 851 |
|
|
2022
Q4 | $627K | Buy |
13,146
+157
| +1% | +$7.49K | 0.01% | 778 |
|
|
2022
Q3 | $537K | Buy |
12,989
+3,943
| +44% | +$163K | 0.01% | 742 |
|
|
2022
Q2 | $415K | Buy |
9,046
+30
| +0.3% | +$1.38K | 0.01% | 854 |
|
|
2022
Q1 | $460K | Buy |
9,016
+222
| +3% | +$11.3K | 0.01% | 817 |
|
|
2021
Q4 | $472K | Sell |
8,794
-275
| -3% | -$14.8K | 0.01% | 782 |
|
|
2021
Q3 | $419K | Sell |
9,069
-34
| -0.4% | -$1.57K | 0.01% | 782 |
|
|
2021
Q2 | $418K | Buy |
9,103
+219
| +2% | +$10.1K | 0.01% | 768 |
|
|
2021
Q1 | $396K | Buy |
8,884
+621
| +8% | +$27.7K | 0.01% | 693 |
|
|
2020
Q4 | $392K | Sell |
8,263
-13,197
| -61% | -$626K | 0.01% | 634 |
|
|
2020
Q3 | $862K | Buy |
21,460
+11,452
| +114% | +$460K | 0.01% | 580 |
|
|
2020
Q2 | $424K | Sell |
10,008
-1,732
| -15% | -$73.4K | 0.01% | 524 |
|
|
2020
Q1 | $477K | Sell |
11,740
-1,598
| -12% | -$64.9K | 0.01% | 447 |
|
|
2019
Q4 | $627K | Buy |
13,338
+4,424
| +50% | +$208K | 0.01% | 419 |
|
|
2019
Q3 | $401K | Buy |
8,914
+2,369
| +36% | +$107K | 0.02% | 361 |
|
|
2019
Q2 | $271K | Buy |
6,545
+25
| +0.4% | +$1.04K | 0.01% | 417 |
|
|
2019
Q1 | $238K | Sell |
6,520
-3,276
| -33% | -$120K | 0.01% | 418 |
|
|
2018
Q4 | $336K | Buy |
+9,796
| New | +$336K | 0.06% | 282 |
|