Focus Partners Wealth’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
$959K Buy
2025
Q1
$882K Sell
2024
Q4
$859K Buy
2024
Q3
$757K Buy
2024
Q2
$258K Buy