Bernardo Wealth Planning’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	$432K	Buy	11,626 +296	+3%	+$11K	0.09%	75
2025 Q1	$448K	Buy	11,330 +879	+8%	+$34.8K	0.11%	71
2024 Q4	$356K	Buy	10,451 +3	+0%	+$102	0.09%	78
2024 Q3	$419K	Sell	10,448 -10,115	-49%	-$406K	0.1%	70
2024 Q2	$768K	Buy	20,563 +3	+0%	+$112	0.21%	46
2024 Q1	$762K	Sell	20,560 -289	-1%	-$10.7K	0.21%	46
2023 Q4	$779K	Buy	20,849 +255	+1%	+$9.52K	0.25%	47
2023 Q3	$707K	Sell	20,594 -301	-1%	-$10.3K	0.28%	44
2023 Q2	$834K	Hold	20,895	–	–	0.33%	38
2023 Q1	$912K	Hold	20,895	–	–	0.39%	35
2022 Q4	$997K	Hold	20,895	–	–	0.47%	36
2022 Q3	$854K	Hold	20,895	–	–	0.48%	34
2022 Q2	$958K	Hold	20,895	–	–	0.55%	33
2022 Q1	$1.07M	Buy	20,895 +2	+0%	+$102	0.53%	29
2021 Q4	$1.12M	Buy	20,893 +1	+0%	+$54	0.55%	28
2021 Q3	$962K	Sell	20,892 -224	-1%	-$10.3K	0.56%	30
2021 Q2	$965K	Sell	21,116 -2,047	-9%	-$93.5K	0.58%	31
2021 Q1	$1.04M	Sell	23,163 -2,626	-10%	-$117K	0.66%	27
2020 Q4	$1.22M	Buy	25,789 +3	+0%	+$142	0.47%	38
2020 Q3	$1.04M	Sell	25,786 -930	-3%	-$37.4K	0.47%	41
2020 Q2	$1.13M	Buy	26,716 +21	+0.1%	+$887	0.61%	34
2020 Q1	$1.09M	Buy	26,695 +491	+2%	+$20K	0.75%	36
2019 Q4	$1.23M	Hold	26,204	–	–	0.75%	36
2019 Q3	$1.17M	Hold	26,204	–	–	0.85%	30
2019 Q2	$1.08M	Hold	26,204	–	–	0.85%	31
2019 Q1	$955K	Sell	26,204 -1,400	-5%	-$51K	0.76%	33
2018 Q4	$944K	Buy	+27,604	New	+$944K	0.83%	30