Great Valley Advisor Group’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 | $316K | Buy |
|
|||||
|
2025
Q1 | $335K | Sell |
|
|||||
|
2024
Q4 | $325K | Buy |
|
|||||
|
2024
Q3 | $344K | Buy |
|
|||||
|
2024
Q2 | $332K | Buy |
|
|||||
|
2024
Q1 | $329K | Buy |
|
|||||
|
2023
Q4 | $330K | Sell |
|
|||||
|
2023
Q3 | $324K | Buy |
|
|||||
|
2023
Q2 | $375K | Sell |
|
|||||
|
2023
Q1 | $415K | Hold |
|
|||||
|
2022
Q4 | $454K | Sell |
|
|||||
|
2022
Q3 | $441K | Sell |
|
|||||
|
2022
Q2 | $501K | Buy |
|
|||||
|
2022
Q1 | $500K | Buy |
|
|||||
|
2021
Q4 | $523K | Sell |
|
|||||
|
2021
Q3 | $462K | Sell |
|
|||||
|
2021
Q2 | $472K | Buy |
|
|||||
|
2021
Q1 | $445K | Sell |
|
|||||
|
2020
Q4 | $485K | Buy |
|
|||||
|
2020
Q3 | $413K | Buy |
|
|||||
|
2020
Q2 | $433K | Buy |
|
|||||
|
2020
Q1 | $389K | Buy |
|
|||||
|
2019
Q4 | $448K | Sell |
|
|||||
|
2019
Q3 | $484K | Sell |
|
|||||
|
2019
Q2 | $446K | Buy |
|
|||||
|
2019
Q1 | $328K | Hold |
|
|||||
|
2018
Q4 | $308K | Buy |
|