Cambiar Investors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.39M | Sell |
84,226
-20,034
| -19% | -$789K | 0.16% | 80 |
|
|
2025
Q4 | $4M | Sell |
104,260
-22,188
| -18% | -$873K | 0.18% | 88 |
|
|
2025
Q3 | $5.05M | Sell |
126,448
-79,300
| -39% | -$3.02M | 0.23% | 75 |
|
|
2025
Q2 | $7.64M | Sell |
205,748
-38,581
| -16% | -$1.5M | 0.32% | 86 |
|
|
2025
Q1 | $9.66M | Sell |
244,329
-24,024
| -9% | -$882K | 0.41% | 65 |
|
|
2024
Q4 | $9.75M | Sell |
268,353
-37,098
| -12% | -$1.44M | 0.39% | 74 |
|
|
2024
Q3 | $11.8M | Sell |
305,451
-1,554
| -0.5% | -$61.1K | 0.45% | 72 |
|
|
2024
Q2 | $11.5M | Sell |
307,005
-2,469
| -0.8% | -$91.6K | 0.45% | 72 |
|
|
2024
Q1 | $11.5M | Buy |
309,474
+5,956
| +2% | +$216K | 0.43% | 81 |
|
|
2023
Q4 | $11.3M | Buy |
303,518
+75,708
| +33% | +$2.64M | 0.45% | 76 |
|
|
2023
Q3 | $7.82M | Buy |
227,810
+6,289
| +3% | +$244K | 0.33% | 87 |
|
|
2023
Q2 | $8.84M | Buy |
221,521
+19,540
| +10% | +$820K | 0.37% | 82 |
|
|
2023
Q1 | $8.82M | Buy |
201,981
+14,310
| +8% | +$646K | 0.38% | 80 |
|
|
2022
Q4 | $8.96M | Sell |
187,671
-12,349
| -6% | -$559K | 0.41% | 65 |
|
|
2022
Q3 | $8.28M | Sell |
200,020
-237
| -0.1% | -$11.5K | 0.42% | 60 |
|
|
2022
Q2 | $9.18M | Sell |
200,257
-157
| -0.1% | -$7.29K | 0.41% | 62 |
|
|
2022
Q1 | $10.2M | Sell |
200,414
-902
| -0.4% | -$43.5K | 0.39% | 59 |
|
|
2021
Q4 | $10.8M | Sell |
201,316
-6,835
| -3% | -$332K | 0.37% | 57 |
|
|
2021
Q3 | $9.59M | Sell |
208,151
-2,257
| -1% | -$109K | 0.33% | 69 |
|
|
2021
Q2 | $9.62M | Buy |
210,408
+17,817
| +9% | +$836K | 0.31% | 76 |
|
|
2021
Q1 | $8.62M | Buy |
192,591
+55,251
| +40% | +$2.49M | 0.3% | 72 |
|
|
2020
Q4 | $6.5M | Buy |
137,340
+375
| +0.3% | +$16.7K | 0.25% | 75 |
|
|
2020
Q3 | $5.51M | Buy |
136,965
+23,668
| +21% | +$1.02M | 0.25% | 67 |
|
|
2020
Q2 | $4.79M | Buy |
113,297
+1,823
| +2% | +$77K | 0.22% | 71 |
|
|
2020
Q1 | $4.54M | Buy |
111,474
+299
| +0.3% | +$14.1K | 0.23% | 60 |
|
|
2019
Q4 | $5.22M | Buy |
111,175
+3,580
| +3% | +$161K | 0.17% | 74 |
|
|
2019
Q3 | $4.82M | Sell |
107,595
-20,635
| -16% | -$886K | 0.15% | 67 |
|
|
2019
Q2 | $5.3M | Sell |
128,230
-578
| -0.4% | -$22.5K | 0.14% | 65 |
|
|
2019
Q1 | $4.69M | Sell |
128,808
-984
| -0.8% | -$34.7K | 0.11% | 76 |
|
|
2018
Q4 | $4.44M | Buy |
129,792
+1,842
| +1% | +$63.9K | 0.1% | 76 |
|
|
2018
Q3 | $4.72M | Sell |
127,950
-2,077
| -2% | -$76.8K | 0.09% | 111 |
|
|
2018
Q2 | $4.57M | Buy |
130,027
+1,135
| +0.9% | +$38.9K | 0.08% | 114 |
|
|
2018
Q1 | $4.39M | Buy |
128,892
+19,634
| +18% | +$684K | 0.07% | 110 |
|
|
2017
Q4 | $4.29M | Sell |
109,258
-13,988
| -11% | -$510K | 0.07% | 119 |
|
|
2017
Q3 | $4.09M | Buy |
123,246
+2,711
| +2% | +$90.8K | 0.06% | 120 |
|
|
2017
Q2 | $4.01M | Buy |
120,535
+1,472
| +1% | +$48.3K | 0.06% | 118 |
|
|
2017
Q1 | $3.83M | Buy |
+119,063
| New | +$3.66M | 0.06% | 111 |
|
Other funds holding WTRG
VPM
VCM
