First Horizon 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 | $10.1K | Sell |
273
-363
| -57% | -$13.5K | ﹤0.01% | 1677 |
|
|
2025
Q1 | $25.1K | Buy |
636
+62
| +11% | +$2.45K | ﹤0.01% | 1228 |
|
|
2024
Q4 | $20.8K | Sell |
574
-199
| -26% | -$7.23K | ﹤0.01% | 1316 |
|
|
2024
Q3 | $29.8K | Buy |
773
+294
| +61% | +$11.3K | ﹤0.01% | 1212 |
|
|
2024
Q2 | $17.9K | Buy |
479
+256
| +115% | +$9.56K | ﹤0.01% | 1321 |
|
|
2024
Q1 | $8.26K | Buy |
223
+6
| +3% | +$222 | ﹤0.01% | 1655 |
|
|
2023
Q4 | $8.1K | Buy |
217
+212
| +4,240% | +$7.92K | ﹤0.01% | 1665 |
|
|
2023
Q3 | $171 | Sell |
5
-97
| -95% | -$3.32K | ﹤0.01% | 2361 |
|
|
2023
Q2 | $4.07K | Buy |
102
+92
| +920% | +$3.67K | ﹤0.01% | 1862 |
|
|
2023
Q1 | $436 | Sell |
10
-14
| -58% | -$610 | ﹤0.01% | 2409 |
|
|
2022
Q4 | $1.15K | Sell |
24
-210
| -90% | -$10K | ﹤0.01% | 2203 |
|
|
2022
Q3 | $9K | Sell |
234
-22
| -9% | -$846 | ﹤0.01% | 1567 |
|
|
2022
Q2 | $11K | Buy |
256
+236
| +1,180% | +$10.1K | ﹤0.01% | 1552 |
|
|
2022
Q1 | $1K | Buy |
20
+10
| +100% | +$500 | ﹤0.01% | 1663 |
|
|
2021
Q4 | $1K | Sell |
10
-8
| -44% | -$800 | ﹤0.01% | 2180 |
|
|
2021
Q3 | $1K | Sell |
18
-4,083
| -100% | -$227K | ﹤0.01% | 2206 |
|
|
2021
Q2 | $187K | Hold |
4,101
| – | – | 0.01% | 417 |
|
|
2021
Q1 | $184K | Hold |
4,101
| – | – | 0.01% | 393 |
|
|
2020
Q4 | $194K | Buy |
4,101
+1
| +0% | +$47 | 0.01% | 327 |
|
|
2020
Q3 | $165K | Hold |
4,100
| – | – | 0.01% | 330 |
|
|
2020
Q2 | $173K | Hold |
4,100
| – | – | 0.01% | 318 |
|
|
2020
Q1 | $167K | Buy |
+4,100
| New | +$167K | 0.02% | 309 |
|