First Pacific Financial’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
Q3 | $624K | Sell |
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|
2025
Q2 | $583K | Sell |
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|
2025
Q1 | $674K | Buy |
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|
2024
Q4 | $613K | Sell |
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|
2024
Q3 | $652K | Buy |
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|
2024
Q2 | $603K | Buy |
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|
2024
Q1 | $557K | Buy |
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|
2023
Q4 | $514K | Buy |
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|
2023
Q3 | $469K | Sell |
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|
2023
Q2 | $618K | Buy |
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|
2023
Q1 | $675K | Sell |
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|
2022
Q4 | $756K | Buy |
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|
2022
Q3 | $637K | Buy |
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|
2022
Q2 | $674K | Buy |
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|
2022
Q1 | $732K | Buy |
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|
2021
Q4 | $752K | Buy |
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|
2021
Q3 | $625K | Buy |
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|
2021
Q2 | $594K | Buy |
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|
2021
Q1 | $523K | Buy |
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|
2020
Q4 | $433K | Buy |
|