Axxcess Wealth Management’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 | $792K | Sell |
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|
2025
Q1 | $854K | Sell |
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|
2024
Q4 | $846K | Sell |
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|
2024
Q3 | $911K | Buy |
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|
2024
Q2 | $882K | Sell |
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|
2024
Q1 | $905K | Buy |
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|
2023
Q4 | $912K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $214K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $442K | Sell |
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|
2021
Q4 | $558K | Buy |
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