Delta 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 | $20.8K | Hold |
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|
2025
Q1 | $22.1K | Hold |
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|
2024
Q4 | $20.3K | Hold |
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|
2024
Q3 | $21.6K | Sell |
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|
2024
Q2 | $35.8K | Hold |
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|
2024
Q1 | $35.6K | Sell |
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|
2023
Q4 | $47.1K | Hold |
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|
2023
Q3 | $43.3K | Sell |
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|
2023
Q2 | $68.7K | Hold |
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|
2023
Q1 | $75.2K | Sell |
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|
2022
Q4 | $108K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $177K | Hold |
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|
2021
Q3 | $152K | Hold |
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|
2021
Q2 | $151K | Hold |
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|
2021
Q1 | $148K | Hold |
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|
2020
Q4 | $156K | Hold |
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|
2020
Q3 | $133K | Hold |
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|
2020
Q2 | $139K | Hold |
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|
2020
Q1 | $134K | Sell |
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|
2019
Q4 | $347K | Hold |
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|
2019
Q3 | $332K | Hold |
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|
2019
Q2 | $306K | Hold |
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|
2019
Q1 | $270K | Hold |
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|
2018
Q4 | $253K | Sell |
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|
2018
Q3 | $288K | Hold |
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|
2018
Q2 | $274K | Hold |
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|
2018
Q1 | $266K | Hold |
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|
2017
Q4 | $306K | Buy |
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|
2017
Q3 | $246K | Hold |
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|
2017
Q2 | $246K | Hold |
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|
2017
Q1 | $238K | Hold |
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|
2016
Q4 | $222K | Hold |
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|
2016
Q3 | $226K | Hold |
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|
2016
Q2 | $264K | Hold |
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|
2016
Q1 | $235K | Hold |
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|
2015
Q4 | $221K | Hold |
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|
2015
Q3 | $196K | Hold |
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|
2015
Q2 | $181K | Sell |
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|
2015
Q1 | $198K | Hold |
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|
2014
Q4 | $200K | Hold |
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|
2014
Q3 | $176K | Hold |
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|
2014
Q2 | $197K | Hold |
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|
2014
Q1 | $188K | Sell |
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|
2013
Q4 | $180K | Hold |
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|
2013
Q3 | $189K | Hold |
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|
2013
Q2 | $191K | Buy |
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