Forvis Mazars Wealth Advisors’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 | $417K | Hold |
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|
2025
Q2 | $388K | Buy |
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|
2025
Q1 | $413K | Sell |
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|
2024
Q4 | $430K | Hold |
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|
2024
Q3 | $456K | Buy |
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|
2024
Q2 | $390K | Sell |
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|
2024
Q1 | $398K | Buy |
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|
2023
Q4 | $398K | Buy |
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|
2023
Q3 | $363K | Buy |
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|
2023
Q2 | $417K | Sell |
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|
2023
Q1 | $471K | Hold |
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|
2022
Q4 | $516K | Hold |
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|
2022
Q3 | $447K | Sell |
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|
2022
Q2 | $495K | Buy |
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