Bank Julius Baer & 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
Q3 | $172K | Hold |
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|
2025
Q2 | $160K | Hold |
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|
2025
Q1 | $170K | Sell |
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|
2024
Q4 | $389K | Buy |
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|
2024
Q3 | $413K | Sell |
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|
2024
Q2 | $399K | Sell |
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|
2024
Q1 | $396K | Hold |
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|
2023
Q4 | $400K | Sell |
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|
2023
Q3 | $372K | Buy |
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|
2023
Q2 | $419K | Sell |
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|
2023
Q1 | $467K | Hold |
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|
2022
Q4 | $511K | Buy |
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|
2022
Q3 | $436K | Sell |
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|
2022
Q2 | $491K | Hold |
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|
2022
Q1 | $547K | Hold |
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|
2021
Q4 | $574K | Hold |
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|
2021
Q3 | $493K | Hold |
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|
2021
Q2 | $489K | Hold |
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|
2021
Q1 | $479K | Hold |
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|
2020
Q4 | $506K | Hold |
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|
2020
Q3 | $431K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $594K | Buy |
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