Costello Asset 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 | $3.78M | Sell |
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|
2025
Q1 | $4.13M | Buy |
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|
2024
Q4 | $3.42M | Sell |
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|
2024
Q3 | $3.91M | Sell |
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|
2024
Q2 | $3.8M | Sell |
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|
2024
Q1 | $3.91M | Sell |
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|
2023
Q4 | $4.15M | Sell |
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|
2023
Q3 | $3.9M | Sell |
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|
2023
Q2 | $4.53M | Buy |
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|
2023
Q1 | $3.42M | Sell |
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|
2022
Q4 | $3.8M | Buy |
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|
2022
Q3 | $3.3M | Sell |
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|
2022
Q2 | $3.72M | Buy |
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|
2022
Q1 | $2.5M | Buy |
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|
2021
Q4 | $951K | Buy |
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|
2021
Q3 | $807K | Buy |
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|
2021
Q2 | $791K | Sell |
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|
2021
Q1 | $844K | Buy |
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|
2020
Q4 | $866K | Buy |
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|
2020
Q3 | $697K | Buy |
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|
2020
Q2 | $562K | Buy |
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|
2019
Q3 | $609K | Sell |
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|
2019
Q2 | $565K | Buy |
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|
2019
Q1 | $498K | Sell |
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|
2018
Q4 | $638K | Buy |
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