Dorsey & Whitney Trust’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 | $411K | Buy |
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|
2025
Q1 | $359K | Sell |
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|
2024
Q4 | $340K | Buy |
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|
2024
Q3 | $338K | Buy |
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|
2024
Q2 | $316K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $230K | Sell |
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|
2023
Q1 | $257K | Hold |
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|
2022
Q4 | $282K | Sell |
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|
2022
Q3 | $249K | Buy |
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|
2022
Q2 | $272K | Buy |
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|
2022
Q1 | $304K | Hold |
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|
2021
Q4 | $318K | Sell |
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|
2021
Q3 | $320K | Hold |
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|
2021
Q2 | $317K | Sell |
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|
2021
Q1 | $313K | Sell |
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|
2020
Q4 | $334K | Buy |
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|
2020
Q3 | $210K | Buy |
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|
2020
Q2 | $218K | Sell |
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|
2020
Q1 | $212K | Hold |
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|
2019
Q4 | $243K | Sell |
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|
2019
Q3 | $234K | Buy |
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|
2019
Q2 | $203K | Buy |
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