Bridgewater 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 | $1.99M | Buy |
54,423
+627
| +1% | +$23K | 0.15% | 78 |
|
|
2025
Q1 | $2.19M | Buy |
53,796
+6,462
| +14% | +$263K | 0.19% | 67 |
|
|
2024
Q4 | $1.61M | Sell |
47,334
-8
| -0% | -$273 | 0.17% | 69 |
|
|
2024
Q3 | $1.82M | Sell |
47,342
-11
| -0% | -$424 | 0.19% | 67 |
|
|
2024
Q2 | $1.92M | Buy |
47,353
+283
| +0.6% | +$11.5K | 0.24% | 61 |
|
|
2024
Q1 | $1.74M | Buy |
47,070
+6,743
| +17% | +$250K | 0.26% | 59 |
|
|
2023
Q4 | $1.51M | Sell |
40,327
-48
| -0.1% | -$1.79K | 0.23% | 63 |
|
|
2023
Q3 | $1.39M | Buy |
40,375
+48
| +0.1% | +$1.65K | 0.22% | 64 |
|
|
2023
Q2 | $1.61M | Hold |
40,327
| – | – | 0.32% | 56 |
|
|
2023
Q1 | $1.76M | Buy |
40,327
+8,969
| +29% | +$391K | 0.38% | 53 |
|
|
2022
Q4 | $1.5M | Sell |
31,358
-24
| -0.1% | -$1.15K | 0.36% | 58 |
|
|
2022
Q3 | $1.3M | Buy |
31,382
+13
| +0% | +$538 | 0.36% | 57 |
|
|
2022
Q2 | $1.44M | Sell |
31,369
-11
| -0% | -$504 | 0.3% | 57 |
|
|
2022
Q1 | $1.6M | Buy |
31,380
+1,935
| +7% | +$98.9K | 0.39% | 54 |
|
|
2021
Q4 | $1.58M | Buy |
+29,445
| New | +$1.58M | 0.35% | 60 |
|