Birch Hill Investment Advisors’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	$278K	Hold	7,484	–	–	0.01%	172
2025 Q1	$296K	Sell	7,484 -360	-5%	-$14.2K	0.01%	164
2024 Q4	$285K	Hold	7,844	–	–	0.01%	167
2024 Q3	$303K	Hold	7,844	–	–	0.01%	155
2024 Q2	$293K	Hold	7,844	–	–	0.01%	152
2024 Q1	$291K	Sell	7,844 -409	-5%	-$15.2K	0.01%	149
2023 Q4	$308K	Hold	8,253	–	–	0.02%	136
2023 Q3	$283K	Hold	8,253	–	–	0.02%	138
2023 Q2	$329K	Hold	8,253	–	–	0.02%	130
2023 Q1	$360K	Hold	8,253	–	–	0.02%	130
2022 Q4	$394K	Buy	8,253 +360	+5%	+$17.2K	0.03%	125
2022 Q3	$327K	Hold	7,893	–	–	0.02%	123
2022 Q2	$362K	Hold	7,893	–	–	0.02%	126
2022 Q1	$404K	Sell	7,893 -818	-9%	-$41.9K	0.02%	128
2021 Q4	$468K	Buy	8,711 +2,045	+31%	+$110K	0.02%	127
2021 Q3	$307K	Hold	6,666	–	–	0.02%	146
2021 Q2	$305K	Hold	6,666	–	–	0.02%	140
2021 Q1	$298K	Hold	6,666	–	–	0.02%	134
2020 Q4	$315K	Hold	6,666	–	–	0.02%	128
2020 Q3	$268K	Hold	6,666	–	–	0.02%	128
2020 Q2	$282K	Hold	6,666	–	–	0.02%	125
2020 Q1	$271K	Hold	6,666	–	–	0.02%	115
2019 Q4	$313K	Hold	6,666	–	–	0.02%	124
2019 Q3	$299K	Hold	6,666	–	–	0.02%	124
2019 Q2	$276K	Hold	6,666	–	–	0.02%	129
2019 Q1	$243K	Hold	6,666	–	–	0.02%	132
2018 Q4	$228K	Hold	6,666	–	–	0.02%	131
2018 Q3	$246K	Hold	6,666	–	–	0.02%	139
2018 Q2	$235K	Hold	6,666	–	–	0.02%	132
2018 Q1	$227K	Hold	6,666	–	–	0.02%	133
2017 Q4	$262K	Hold	6,666	–	–	0.02%	119
2017 Q3	$221K	Hold	6,666	–	–	0.02%	123
2017 Q2	$222K	Hold	6,666	–	–	0.02%	120
2017 Q1	$214K	Hold	6,666	–	–	0.02%	124
2016 Q4	$200K	Hold	6,666	–	–	0.02%	125
2016 Q3	$203K	Hold	6,666	–	–	0.02%	124
2016 Q2	$238K	Hold	6,666	–	–	0.02%	121
2016 Q1	$212K	Buy	+6,666	New	+$212K	0.02%	123