Forvis Mazars Wealth 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 | $388K | Buy |
10,453
+15
| +0.1% | +$557 | 0.01% | 327 |
|
|
2025
Q1 | $413K | Sell |
10,438
-1,394
| -12% | -$55.1K | 0.01% | 311 |
|
|
2024
Q4 | $430K | Hold |
11,832
| – | – | 0.01% | 331 |
|
|
2024
Q3 | $456K | Buy |
11,832
+1,394
| +13% | +$53.8K | 0.01% | 328 |
|
|
2024
Q2 | $390K | Sell |
10,438
-299
| -3% | -$11.2K | 0.01% | 324 |
|
|
2024
Q1 | $398K | Buy |
10,737
+84
| +0.8% | +$3.11K | 0.01% | 318 |
|
|
2023
Q4 | $398K | Buy |
10,653
+90
| +0.9% | +$3.36K | 0.01% | 303 |
|
|
2023
Q3 | $363K | Buy |
10,563
+126
| +1% | +$4.33K | 0.01% | 309 |
|
|
2023
Q2 | $417K | Sell |
10,437
-364
| -3% | -$14.5K | 0.01% | 316 |
|
|
2023
Q1 | $471K | Hold |
10,801
| – | – | 0.02% | 274 |
|
|
2022
Q4 | $516K | Hold |
10,801
| – | – | 0.02% | 258 |
|
|
2022
Q3 | $447K | Sell |
10,801
-1
| -0% | -$41 | 0.02% | 266 |
|
|
2022
Q2 | $495K | Buy |
+10,802
| New | +$495K | 0.02% | 254 |
|