First Pacific Financial’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 | $583K | Sell |
15,702
-1,336
| -8% | -$49.6K | 0.09% | 118 |
|
|
2025
Q1 | $674K | Buy |
17,038
+159
| +0.9% | +$6.29K | 0.14% | 92 |
|
|
2024
Q4 | $613K | Sell |
16,879
-23
| -0.1% | -$835 | 0.14% | 98 |
|
|
2024
Q3 | $652K | Buy |
16,902
+738
| +5% | +$28.5K | 0.15% | 94 |
|
|
2024
Q2 | $603K | Buy |
16,164
+1,135
| +8% | +$42.4K | 0.16% | 88 |
|
|
2024
Q1 | $557K | Buy |
15,029
+1,271
| +9% | +$47.1K | 0.16% | 89 |
|
|
2023
Q4 | $514K | Buy |
13,758
+104
| +0.8% | +$3.88K | 0.16% | 90 |
|
|
2023
Q3 | $469K | Sell |
13,654
-1,837
| -12% | -$63.1K | 0.21% | 85 |
|
|
2023
Q2 | $618K | Buy |
15,491
+36
| +0.2% | +$1.44K | 0.26% | 79 |
|
|
2023
Q1 | $675K | Sell |
15,455
-374
| -2% | -$16.3K | 0.31% | 72 |
|
|
2022
Q4 | $756K | Buy |
15,829
+431
| +3% | +$20.6K | 0.37% | 68 |
|
|
2022
Q3 | $637K | Buy |
15,398
+697
| +5% | +$28.8K | 0.37% | 68 |
|
|
2022
Q2 | $674K | Buy |
14,701
+386
| +3% | +$17.7K | 0.32% | 62 |
|
|
2022
Q1 | $732K | Buy |
14,315
+300
| +2% | +$15.3K | 0.38% | 57 |
|
|
2021
Q4 | $752K | Buy |
14,015
+455
| +3% | +$24.4K | 0.36% | 64 |
|
|
2021
Q3 | $625K | Buy |
13,560
+555
| +4% | +$25.6K | 0.33% | 68 |
|
|
2021
Q2 | $594K | Buy |
13,005
+1,328
| +11% | +$60.7K | 0.33% | 68 |
|
|
2021
Q1 | $523K | Buy |
11,677
+2,531
| +28% | +$113K | 0.33% | 66 |
|
|
2020
Q4 | $433K | Buy |
+9,146
| New | +$433K | 0.26% | 69 |
|