Farmers & Merchants Investments Inc’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 | $7.61K | Buy |
205
+20
| +11% | +$743 | ﹤0.01% | 794 |
|
|
2025
Q1 | $7.31K | Buy |
185
+85
| +85% | +$3.36K | ﹤0.01% | 772 |
|
|
2024
Q4 | $3.63K | Hold |
100
| – | – | ﹤0.01% | 888 |
|
|
2024
Q3 | $3.86K | Hold |
100
| – | – | ﹤0.01% | 878 |
|
|
2024
Q2 | $3.73K | Sell |
100
-4
| -4% | -$149 | ﹤0.01% | 855 |
|
|
2024
Q1 | $3.85K | Hold |
104
| – | – | ﹤0.01% | 821 |
|
|
2023
Q4 | $3.88K | Sell |
104
-510
| -83% | -$19K | ﹤0.01% | 807 |
|
|
2023
Q3 | $21.1K | Buy |
614
+507
| +474% | +$17.4K | ﹤0.01% | 494 |
|
|
2023
Q2 | $4.27K | Hold |
107
| – | – | ﹤0.01% | 789 |
|
|
2023
Q1 | $4.67K | Hold |
107
| – | – | ﹤0.01% | 739 |
|
|
2022
Q4 | $5.11K | Sell |
107
-3
| -3% | -$143 | ﹤0.01% | 760 |
|
|
2022
Q3 | $5K | Buy |
+110
| New | +$5K | ﹤0.01% | 759 |
|
|
2015
Q3 | – | Sell |
-250
| Closed | -$6K | – | 755 |
|
|
2015
Q2 | $6K | Sell |
250
-125
| -33% | -$3K | ﹤0.01% | 599 |
|
|
2015
Q1 | $10K | Hold |
375
| – | – | ﹤0.01% | 509 |
|
|
2014
Q4 | $10K | Hold |
375
| – | – | ﹤0.01% | 500 |
|
|
2014
Q3 | $9K | Buy |
+375
| New | +$9K | ﹤0.01% | 534 |
|