B. Metzler seel. Sohn & Co’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
Q4 | $597K | Hold |
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|
2025
Q3 | $621K | Buy |
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|
2025
Q2 | $416K | Buy |
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|
2025
Q1 | $225K | Hold |
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|
2024
Q4 | $207K | Hold |
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|
2024
Q3 | $219K | Hold |
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|
2024
Q2 | $212K | Buy |
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|
2024
Q1 | $202K | Hold |
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|
2023
Q4 | $204K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $217K | Hold |
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|
2023
Q1 | $238K | Hold |
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|
2022
Q4 | $260K | Sell |
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|
2022
Q3 | $370K | Buy |
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|
2022
Q2 | $397K | Sell |
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|
2022
Q1 | $534K | Buy |
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|
2021
Q4 | $448K | Buy |
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|
2021
Q3 | $332K | Hold |
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|
2021
Q2 | $329K | Hold |
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|
2021
Q1 | $322K | Hold |
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|
2020
Q4 | $335K | Buy |
|