D.A. Davidson & Co’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 | $589K | Buy |
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|
2025
Q2 | $548K | Sell |
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|
2025
Q1 | $594K | Buy |
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|
2024
Q4 | $503K | Sell |
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|
2024
Q3 | $606K | Buy |
|
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|
2024
Q2 | $571K | Sell |
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|
2024
Q1 | $584K | Sell |
|
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|
2023
Q4 | $688K | Sell |
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|
2023
Q3 | $647K | Sell |
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|
2023
Q2 | $798K | Sell |
|
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|
2023
Q1 | $892K | Sell |
|
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $919K | Sell |
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|
2022
Q2 | $1.38M | Sell |
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|
2022
Q1 | $1.56M | Sell |
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|
2021
Q4 | $1.72M | Buy |
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|
2021
Q3 | $1.43M | Buy |
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|
2021
Q2 | $1.37M | Buy |
|
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|
2021
Q1 | $1.24M | Buy |
|
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|
2020
Q4 | $577K | Sell |
|
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|
2020
Q3 | $523K | Sell |
|
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|
2020
Q2 | $592K | Sell |
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|
2020
Q1 | $715K | Sell |
|
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|
2019
Q4 | $834K | Buy |
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|
2019
Q3 | $726K | Buy |
|
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|
2019
Q2 | $653K | Sell |
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|
2019
Q1 | $831K | Buy |
|
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|
2018
Q4 | $727K | Sell |
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|
2018
Q3 | $791K | Buy |
|
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|
2018
Q2 | $754K | Buy |
|
|||||
|
2018
Q1 | $705K | Buy |
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|
2017
Q4 | $807K | Sell |
|
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|
2017
Q3 | $691K | Buy |
|
|||||
|
2017
Q2 | $674K | Sell |
|
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|
2017
Q1 | $670K | Sell |
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|
2016
Q4 | $646K | Sell |
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|
2016
Q3 | $664K | Sell |
|
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|
2016
Q2 | $972K | Buy |
|
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|
2016
Q1 | $856K | Buy |
|
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|
2015
Q4 | $736K | Buy |
|
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|
2015
Q3 | $653K | Buy |
|
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|
2015
Q2 | $590K | Sell |
|
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|
2015
Q1 | $642K | Sell |
|
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|
2014
Q4 | $663K | Sell |
|
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|
2014
Q3 | $591K | Buy |
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|
2014
Q2 | $512K | Buy |
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|
2014
Q1 | $271K | Buy |
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|
2013
Q4 | $211K | Buy |
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|
2013
Q3 | $179K | Buy |
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|
2013
Q2 | $152K | Buy |
|