Everett Harris & Co’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	$557K	Hold	15,000	–	–	0.01%	212
2025 Q1	$593K	Buy	15,000 +2,000	+15%	+$79.1K	0.01%	197
2024 Q4	$472K	Buy	+13,000	New	+$472K	0.01%	199