Blossom Wealth Management’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 | $657K | Buy |
17,685
+70
| +0.4% | +$2.6K | 1.16% | 23 |
|
|
2025
Q1 | $696K | Buy |
17,615
+1,765
| +11% | +$69.8K | 1.4% | 23 |
|
|
2024
Q4 | $576K | Buy |
15,850
+1,070
| +7% | +$38.9K | 1.11% | 27 |
|
|
2024
Q3 | $570K | Buy |
14,780
+465
| +3% | +$17.9K | 1.15% | 27 |
|
|
2024
Q2 | $534K | Buy |
14,315
+80
| +0.6% | +$2.99K | 1.16% | 25 |
|
|
2024
Q1 | $527K | Buy |
14,235
+415
| +3% | +$15.4K | 1.27% | 24 |
|
|
2023
Q4 | $516K | Buy |
13,820
+931
| +7% | +$34.8K | 1.39% | 25 |
|
|
2023
Q3 | $442K | Buy |
12,889
+295
| +2% | +$10.1K | 1.42% | 25 |
|
|
2023
Q2 | $503K | Buy |
12,594
+425
| +3% | +$17K | 1.84% | 18 |
|
|
2023
Q1 | $531K | Buy |
12,169
+1,700
| +16% | +$74.2K | 2.16% | 15 |
|
|
2022
Q4 | $500K | Buy |
10,469
+50
| +0.5% | +$2.39K | 2.41% | 15 |
|
|
2022
Q3 | $431K | Buy |
10,419
+35
| +0.3% | +$1.45K | 2.43% | 15 |
|
|
2022
Q2 | $476K | Buy |
10,384
+510
| +5% | +$23.4K | 2.41% | 14 |
|
|
2022
Q1 | $505K | Buy |
9,874
+789
| +9% | +$40.4K | 2.28% | 15 |
|
|
2021
Q4 | $488K | Buy |
9,085
+660
| +8% | +$35.5K | 2.4% | 14 |
|
|
2021
Q3 | $388K | Buy |
+8,425
| New | +$388K | 2.31% | 19 |
|