Bessemer Group’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 | $45K | Buy |
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|
2025
Q2 | $29K | Buy |
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|
2025
Q1 | $28K | Sell |
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|
2024
Q4 | $56K | Buy |
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|
2024
Q3 | $31K | Buy |
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|
2024
Q2 | $15K | Hold |
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|
2024
Q1 | $15K | Sell |
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|
2023
Q4 | $1.81M | Sell |
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|
2023
Q3 | $1.75M | Sell |
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|
2023
Q2 | $2.04M | Buy |
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|
2023
Q1 | $2.23M | Buy |
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|
2022
Q4 | $2.43M | Buy |
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|
2022
Q3 | $2.1M | Sell |
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|
2022
Q2 | $2.4M | Buy |
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|
2022
Q1 | $175K | Sell |
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|
2021
Q4 | $188K | Buy |
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|
2021
Q3 | $158K | Hold |
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|
2021
Q2 | $157K | Buy |
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|
2021
Q1 | $10K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $21K | Hold |
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|
2017
Q2 | $21K | Buy |
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|
2017
Q1 | $20K | Buy |
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|
2016
Q4 | $15K | Hold |
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|
2016
Q3 | $15K | Hold |
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|
2016
Q2 | $18K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1K | Buy |
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