Brighton Jones LLC’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
$501K Sell
13,483
-4,646
-26% -$173K 0.01% 532
2025
Q1
$717K Buy
18,129
+566
+3% +$22.4K 0.02% 311
2024
Q4
$638K Buy
+17,563
New +$638K 0.02% 340