Carson Wealth (CWM LLC)’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $583K | Buy |
15,687
+3,940
| +34% | +$146K | ﹤0.01% | 1521 |
|
|
2025
Q1 | $464K | Sell |
11,747
-1,965
| -14% | -$77.6K | ﹤0.01% | 1474 |
|
|
2024
Q4 | $498K | Buy |
13,712
+1,717
| +14% | +$62.4K | ﹤0.01% | 1383 |
|
|
2024
Q3 | $463K | Buy |
11,995
+1,397
| +13% | +$53.9K | ﹤0.01% | 1345 |
|
|
2024
Q2 | $396K | Sell |
10,598
-6
| -0.1% | -$224 | ﹤0.01% | 1281 |
|
|
2024
Q1 | $393K | Buy |
10,604
+640
| +6% | +$23.7K | ﹤0.01% | 1219 |
|
|
2023
Q4 | $372K | Buy |
9,964
+6,108
| +158% | +$228K | ﹤0.01% | 1173 |
|
|
2023
Q3 | $132K | Buy |
3,856
+933
| +32% | +$31.9K | ﹤0.01% | 1486 |
|
|
2023
Q2 | $117K | Sell |
2,923
-3,285
| -53% | -$131K | ﹤0.01% | 1497 |
|
|
2023
Q1 | $271K | Buy |
6,208
+855
| +16% | +$37.3K | ﹤0.01% | 1087 |
|
|
2022
Q4 | $255K | Buy |
5,353
+1,580
| +42% | +$75.3K | ﹤0.01% | 1014 |
|
|
2022
Q3 | $156K | Buy |
3,773
+215
| +6% | +$8.89K | ﹤0.01% | 1147 |
|
|
2022
Q2 | $163K | Buy |
3,558
+2,773
| +353% | +$127K | ﹤0.01% | 1128 |
|
|
2022
Q1 | $40K | Sell |
785
-420
| -35% | -$21.4K | ﹤0.01% | 1705 |
|
|
2021
Q4 | $65K | Buy |
+1,205
| New | +$65K | ﹤0.01% | 1472 |
|
|
2021
Q2 | $15K | Hold |
332
| – | – | ﹤0.01% | 1937 |
|
|
2021
Q1 | $15K | Hold |
332
| – | – | ﹤0.01% | 1937 |
|
|
2020
Q4 | $15K | Hold |
332
| – | – | ﹤0.01% | 1937 |
|
|
2020
Q3 | $15K | Hold |
332
| – | – | ﹤0.01% | 1937 |
|
|
2020
Q2 | $15K | Hold |
332
| – | – | ﹤0.01% | 1937 |
|
|
2020
Q1 | $15K | Hold |
332
| – | – | ﹤0.01% | 1937 |
|
|
2019
Q4 | $15K | Hold |
332
| – | – | ﹤0.01% | 1937 |
|
|
2019
Q3 | $15K | Hold |
332
| – | – | ﹤0.01% | 1937 |
|
|
2019
Q2 | $15K | Hold |
332
| – | – | ﹤0.01% | 1937 |
|
|
2019
Q1 | $15K | Sell |
332
-67,616
| -100% | -$3.05M | ﹤0.01% | 1937 |
|
|
2018
Q4 | $2.32M | Buy |
67,948
+58,334
| +607% | +$1.99M | 0.06% | 265 |
|
|
2018
Q3 | $355K | Buy |
9,614
+9,424
| +4,960% | +$348K | 0.01% | 417 |
|
|
2018
Q2 | $7K | Buy |
+190
| New | +$7K | ﹤0.01% | 1117 |
|
|
2017
Q4 | – | Sell |
-100
| Closed | -$3K | – | 1598 |
|
|
2017
Q3 | $3K | Sell |
100
-533
| -84% | -$16K | ﹤0.01% | 1235 |
|
|
2017
Q2 | $21K | Sell |
633
-164
| -21% | -$5.44K | ﹤0.01% | 624 |
|
|
2017
Q1 | $26K | Buy |
797
+722
| +963% | +$23.6K | ﹤0.01% | 562 |
|
|
2016
Q4 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 1007 |
|