EP Wealth Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
8,492
+189
| +2% | +$7.02K | ﹤0.01% | 989 |
|
|
2025
Q1 | $328K | Sell |
8,303
-926
| -10% | -$36.6K | ﹤0.01% | 872 |
|
|
2024
Q4 | $335K | Sell |
9,229
-354
| -4% | -$12.9K | ﹤0.01% | 827 |
|
|
2024
Q3 | $370K | Buy |
9,583
+3
| +0% | +$116 | ﹤0.01% | 787 |
|
|
2024
Q2 | $358K | Buy |
9,580
+1,005
| +12% | +$37.5K | ﹤0.01% | 607 |
|
|
2024
Q1 | $318K | Buy |
8,575
+2,427
| +39% | +$89.9K | ﹤0.01% | 609 |
|
|
2023
Q4 | $230K | Sell |
6,148
-587
| -9% | -$21.9K | ﹤0.01% | 683 |
|
|
2023
Q3 | $231K | Sell |
6,735
-21,984
| -77% | -$755K | ﹤0.01% | 623 |
|
|
2023
Q2 | $273K | Buy |
+28,719
| New | +$273K | ﹤0.01% | 582 |
|