Crossmark Global Holdings’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 | $734K | Sell |
18,229
-70
| -0.4% | -$2.75K | 0.01% | 708 |
|
|
2025
Q4 | $702K | Buy |
18,299
+201
| +1% | +$7.91K | 0.01% | 721 |
|
|
2025
Q3 | $722K | Buy |
18,098
+14
| +0.1% | +$534 | 0.01% | 744 |
|
|
2025
Q2 | $672K | Buy |
18,084
+323
| +2% | +$12.6K | 0.01% | 760 |
|
|
2025
Q1 | $702K | Sell |
17,761
-83
| -0.5% | -$3.05K | 0.01% | 728 |
|
|
2024
Q4 | $648K | Sell |
17,844
-622
| -3% | -$24.1K | 0.01% | 730 |
|
|
2024
Q3 | $712K | Buy |
18,466
+34
| +0.2% | +$1.34K | 0.01% | 720 |
|
|
2024
Q2 | $688K | Sell |
18,432
-987
| -5% | -$36.6K | 0.01% | 713 |
|
|
2024
Q1 | $719K | Buy |
19,419
+336
| +2% | +$12.2K | 0.01% | 726 |
|
|
2023
Q4 | $713K | Sell |
19,083
-1,041
| -5% | -$36.3K | 0.01% | 706 |
|
|
2023
Q3 | $686K | Hold |
20,124
| – | – | 0.02% | 692 |
|
|
2023
Q2 | $848K | Sell |
20,124
-921
| -4% | -$38.6K | 0.02% | 642 |
|
|
2023
Q1 | $919K | Sell |
21,045
-571
| -3% | -$25.8K | 0.02% | 608 |
|
|
2022
Q4 | $1.03M | Buy |
21,616
+183
| +0.9% | +$8.28K | 0.03% | 561 |
|
|
2022
Q3 | $887K | Sell |
21,433
-290
| -1% | -$14K | 0.02% | 575 |
|
|
2022
Q2 | $996K | Sell |
21,723
-100
| -0.5% | -$4.64K | 0.03% | 567 |
|
|
2022
Q1 | $1.12M | Buy |
21,823
+430
| +2% | +$20.8K | 0.02% | 581 |
|
|
2021
Q4 | $1.15M | Buy |
21,393
+3,780
| +21% | +$184K | 0.03% | 579 |
|
|
2021
Q3 | $812K | Buy |
17,613
+10
| +0.1% | +$484 | 0.02% | 680 |
|
|
2021
Q2 | $804K | Sell |
17,603
-147
| -0.8% | -$6.9K | 0.02% | 684 |
|
|
2021
Q1 | $794K | Buy |
17,750
+50
| +0.3% | +$2.26K | 0.02% | 681 |
|
|
2020
Q4 | $837K | Sell |
17,700
-480
| -3% | -$21.3K | 0.02% | 620 |
|
|
2020
Q3 | $732K | Sell |
18,180
-30
| -0.2% | -$1.29K | 0.02% | 630 |
|
|
2020
Q2 | $769K | Buy |
18,210
+1,460
| +9% | +$61.7K | 0.02% | 614 |
|
|
2020
Q1 | $682K | Sell |
16,750
-70
| -0.4% | -$3.3K | 0.02% | 567 |
|
|
2019
Q4 | $790K | Buy |
16,820
+40
| +0.2% | +$1.8K | 0.02% | 629 |
|
|
2019
Q3 | $752K | Sell |
16,780
-720
| -4% | -$30.9K | 0.02% | 624 |
|
|
2019
Q2 | $724K | Buy |
17,500
+103
| +0.6% | +$4.01K | 0.02% | 651 |
|
|
2019
Q1 | $634K | Sell |
17,397
-785
| -4% | -$27.7K | 0.02% | 703 |
|
|
2018
Q4 | $622K | Sell |
18,182
-1,047
| -5% | -$36.3K | 0.02% | 669 |
|
|
2018
Q3 | $710K | Buy |
19,229
+2,030
| +12% | +$75.1K | 0.02% | 742 |
|
|
2018
Q2 | $605K | Sell |
17,199
-830
| -5% | -$28.4K | 0.02% | 827 |
|
|
2018
Q1 | $614K | Sell |
18,029
-2,117
| -11% | -$73.7K | 0.02% | 806 |
|
|
2017
Q4 | $790K | Buy |
20,146
+1,117
| +6% | +$40.7K | 0.02% | 736 |
|
|
2017
Q3 | $632K | Buy |
+19,029
| New | +$638K | 0.02% | 816 |
|
|
2016
Q3 | $632K | Buy |
+19,029
| New | +$617K | 0.02% | 816 |
|
Other funds holding WTRG
VPM
VCM
