GEA
Glen Eagle Advisors’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
9,427
+1
| +0% | +$37 | 0.05% | 194 |
|
|
2025
Q1 | $373K | Sell |
9,426
-100
| -1% | -$3.95K | 0.06% | 177 |
|
|
2024
Q4 | $346K | Sell |
9,526
-436
| -4% | -$15.8K | 0.06% | 181 |
|
|
2024
Q3 | $384K | Sell |
9,962
-435
| -4% | -$16.8K | 0.06% | 169 |
|
|
2024
Q2 | $388K | Sell |
10,397
-2,079
| -17% | -$77.6K | 0.07% | 160 |
|
|
2024
Q1 | $462K | Sell |
12,476
-905
| -7% | -$33.5K | 0.09% | 151 |
|
|
2023
Q4 | $500K | Sell |
13,381
-589
| -4% | -$22K | 0.1% | 139 |
|
|
2023
Q3 | $480K | Sell |
13,970
-1,748
| -11% | -$60K | 0.11% | 141 |
|
|
2023
Q2 | $627K | Sell |
15,718
-5,277
| -25% | -$211K | 0.14% | 119 |
|
|
2023
Q1 | $916K | Sell |
20,995
-300
| -1% | -$13.1K | 0.23% | 86 |
|
|
2022
Q4 | $1.02M | Sell |
21,295
-758
| -3% | -$36.2K | 0.28% | 75 |
|
|
2022
Q3 | $913K | Sell |
22,053
-571
| -3% | -$23.6K | 0.27% | 78 |
|
|
2022
Q2 | $1.04M | Buy |
22,624
+2,325
| +11% | +$107K | 0.28% | 76 |
|
|
2022
Q1 | $1.04M | Buy |
20,299
+160
| +0.8% | +$8.18K | 0.27% | 80 |
|
|
2021
Q4 | $1.08M | Buy |
20,139
+1,464
| +8% | +$78.6K | 0.28% | 80 |
|
|
2021
Q3 | $861K | Buy |
18,675
+2,965
| +19% | +$137K | 0.25% | 84 |
|
|
2021
Q2 | $718K | Buy |
15,710
+735
| +5% | +$33.6K | 0.22% | 101 |
|
|
2021
Q1 | $670K | Buy |
14,975
+609
| +4% | +$27.3K | 0.23% | 99 |
|
|
2020
Q4 | $679K | Sell |
14,366
-3,290
| -19% | -$156K | 0.27% | 78 |
|
|
2020
Q3 | $711K | Buy |
17,656
+571
| +3% | +$23K | 0.32% | 71 |
|
|
2020
Q2 | $722K | Buy |
17,085
+4,009
| +31% | +$169K | 0.37% | 57 |
|
|
2020
Q1 | $532K | Sell |
13,076
-7,966
| -38% | -$324K | 0.37% | 67 |
|
|
2019
Q4 | $988K | Buy |
21,042
+1,056
| +5% | +$49.6K | 0.53% | 49 |
|
|
2019
Q3 | $898K | Buy |
19,986
+428
| +2% | +$19.2K | 0.59% | 43 |
|
|
2019
Q2 | $809K | Buy |
19,558
+262
| +1% | +$10.8K | 0.55% | 47 |
|
|
2019
Q1 | $703K | Buy |
19,296
+2,367
| +14% | +$86.3K | 0.51% | 48 |
|
|
2018
Q4 | $579K | Buy |
16,929
+1,398
| +9% | +$47.8K | 0.49% | 49 |
|
|
2018
Q3 | $573K | Buy |
15,531
+1,562
| +11% | +$57.6K | 0.41% | 58 |
|
|
2018
Q2 | $491K | Buy |
13,969
+1,177
| +9% | +$41.4K | 0.39% | 65 |
|
|
2018
Q1 | $436K | Sell |
12,792
-173
| -1% | -$5.89K | 0.36% | 68 |
|
|
2017
Q4 | $509K | Buy |
12,965
+600
| +5% | +$23.5K | 0.44% | 57 |
|
|
2017
Q3 | $410K | Buy |
12,365
+9,533
| +337% | +$316K | 0.38% | 60 |
|
|
2017
Q2 | $94.3K | Hold |
2,832
| – | – | 0.08% | 173 |
|
|
2017
Q1 | $91K | Buy |
2,832
+875
| +45% | +$28.1K | 0.08% | 167 |
|
|
2016
Q4 | $58.8K | Buy |
+1,957
| New | +$58.8K | 0.05% | 186 |
|