Fifth Third 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
$300K Buy
8,077
+15
+0.2% +$557 0.01% 531
2025
Q1
$319K Buy
8,062
+30
+0.4% +$1.19K 0.02% 473
2024
Q4
$292K Hold
8,032
0.02% 500
2024
Q3
$310K Buy
8,032
+30
+0.4% +$1.16K 0.02% 452
2024
Q2
$299K Buy
+8,002
New +$299K 0.02% 413