Fiduciary 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 | $647K | Sell |
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|
2025
Q1 | $940K | Buy |
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|
2024
Q4 | $397K | Hold |
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|
2024
Q3 | $421K | Sell |
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|
2024
Q2 | $431K | Sell |
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|
2024
Q1 | $470K | Sell |
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|
2023
Q4 | $573K | Sell |
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|
2023
Q3 | $546K | Sell |
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|
2023
Q2 | $653K | Hold |
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|
2023
Q1 | $714K | Sell |
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|
2022
Q4 | $829K | Hold |
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|
2022
Q3 | $718K | Hold |
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|
2022
Q2 | $796K | Hold |
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|
2022
Q1 | $888K | Sell |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $930K | Sell |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $947K | Sell |
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|
2020
Q4 | $1.16M | Sell |
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|
2020
Q3 | $1.01M | Hold |
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|
2020
Q2 | $1.06M | Hold |
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|
2020
Q1 | $1.02M | Buy |
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|
2019
Q4 | $500K | Sell |
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|
2019
Q3 | $487K | Hold |
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|
2019
Q2 | $449K | Sell |
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|
2019
Q1 | $442K | Sell |
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|
2018
Q4 | $449K | Sell |
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|
2018
Q3 | $495K | Sell |
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|
2018
Q2 | $498K | Hold |
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|
2018
Q1 | $482K | Hold |
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|
2017
Q4 | $555K | Sell |
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|
2017
Q3 | $481K | Sell |
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|
2017
Q2 | $489K | Hold |
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|
2017
Q1 | $472K | Buy |
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|
2016
Q4 | $433K | Hold |
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|
2016
Q3 | $439K | Buy |
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|
2016
Q2 | $461K | Hold |
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|
2016
Q1 | $412K | Sell |
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|
2015
Q4 | $419K | Buy |
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|
2015
Q3 | $357K | Sell |
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|
2015
Q2 | $366K | Sell |
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|
2015
Q1 | $421K | Sell |
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|
2014
Q4 | $454K | Sell |
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|
2014
Q3 | $426K | Hold |
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|
2014
Q2 | $474K | Sell |
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|
2014
Q1 | $528K | Hold |
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|
2013
Q4 | $497K | Hold |
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|
2013
Q3 | $521K | Sell |
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|
2013
Q2 | $728K | Buy |
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