Cozad 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
Q3 | $239K | Hold |
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|
2025
Q2 | $223K | Hold |
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|
2025
Q1 | $237K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $259K | Sell |
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|
2022
Q4 | $1.6M | Buy |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $992K | Sell |
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|
2021
Q2 | $1M | Sell |
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|
2021
Q1 | $999K | Buy |
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|
2020
Q4 | $213K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.06M | Buy |
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|
2020
Q1 | $203K | Buy |
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