GW&K Investment Management’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 | $26.6M | Sell |
716,387
-14,315
| -2% | -$532K | 0.24% | 164 |
|
|
2025
Q1 | $28.9M | Buy |
730,702
+4,905
| +0.7% | +$194K | 0.27% | 151 |
|
|
2024
Q4 | $26.4M | Sell |
725,797
-24,556
| -3% | -$892K | 0.22% | 168 |
|
|
2024
Q3 | $28.9M | Buy |
750,353
+139,831
| +23% | +$5.39M | 0.25% | 167 |
|
|
2024
Q2 | $22.8M | Buy |
610,522
+61,299
| +11% | +$2.29M | 0.21% | 186 |
|
|
2024
Q1 | $20.3M | Buy |
549,223
+548,973
| +219,589% | +$20.3M | 0.18% | 190 |
|
|
2023
Q4 | $9K | Buy |
250
+105
| +72% | +$3.78K | ﹤0.01% | 721 |
|
|
2023
Q3 | $5K | Hold |
145
| – | – | ﹤0.01% | 804 |
|
|
2023
Q2 | $6K | Hold |
145
| – | – | ﹤0.01% | 777 |
|
|
2023
Q1 | $6K | Hold |
145
| – | – | ﹤0.01% | 416 |
|
|
2022
Q4 | $7K | Hold |
145
| – | – | ﹤0.01% | 381 |
|
|
2022
Q3 | $6K | Hold |
145
| – | – | ﹤0.01% | 375 |
|
|
2022
Q2 | $7K | Hold |
145
| – | – | ﹤0.01% | 532 |
|
|
2022
Q1 | $7K | Buy |
+145
| New | +$7K | ﹤0.01% | 490 |
|