Blue Bell Private Wealth Management’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
Q2 | $176K | Sell |
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|
2025
Q1 | $828K | Hold |
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|
2024
Q4 | $760K | Sell |
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|
2024
Q3 | $819K | Sell |
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|
2024
Q2 | $799K | Sell |
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|
2024
Q1 | $797K | Hold |
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|
2023
Q4 | $803K | Buy |
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|
2023
Q3 | $118K | Sell |
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|
2023
Q2 | $892K | Buy |
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|
2023
Q1 | $817K | Sell |
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|
2022
Q4 | $997K | Sell |
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|
2022
Q3 | $881K | Sell |
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|
2022
Q2 | $990K | Hold |
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|
2022
Q1 | $1.1M | Buy |
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|
2021
Q4 | $199K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $349K | Buy |
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|
2016
Q2 | $392K | Hold |
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|
2016
Q1 | $349K | Hold |
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|
2015
Q4 | $327K | Sell |
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|
2015
Q3 | $300K | Hold |
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|
2015
Q2 | $277K | Hold |
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|
2015
Q1 | $298K | Buy |
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|
2014
Q4 | $301K | Hold |
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|
2014
Q3 | $266K | Hold |
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|
2014
Q2 | $296K | Hold |
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|
2014
Q1 | $283K | Sell |
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|
2013
Q4 | $287K | Buy |
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