Hanson & Doremus Investment Management’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 | $125K | Hold |
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|
2025
Q2 | $117K | Hold |
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|
2025
Q1 | $124K | Hold |
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|
2024
Q4 | $114K | Hold |
|
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|
2024
Q3 | $121K | Hold |
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|
2024
Q2 | $117K | Hold |
|
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|
2024
Q1 | $116K | Hold |
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|
2023
Q4 | $117K | Hold |
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|
2023
Q3 | $108K | Hold |
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|
2023
Q2 | $125K | Hold |
|
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|
2023
Q1 | $137K | Hold |
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|
2022
Q4 | $150K | Hold |
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|
2022
Q3 | $130K | Hold |
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|
2022
Q2 | $144K | Hold |
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|
2022
Q1 | $161K | Buy |
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|
2021
Q4 | $152K | Hold |
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|
2021
Q3 | $130K | Hold |
|
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|
2021
Q2 | $114K | Hold |
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|
2021
Q1 | $127K | Hold |
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|
2020
Q4 | $134K | Hold |
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|
2020
Q3 | $114K | Hold |
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|
2020
Q2 | $120K | Hold |
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|
2020
Q1 | $115K | Hold |
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|
2019
Q4 | $133K | Hold |
|
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|
2019
Q3 | $127K | Hold |
|
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|
2019
Q2 | $117K | Hold |
|
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|
2019
Q1 | $103K | Hold |
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|
2018
Q4 | $97K | Hold |
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|
2018
Q3 | $104K | Hold |
|
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|
2018
Q2 | $100K | Hold |
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|
2018
Q1 | $96K | Hold |
|
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|
2017
Q4 | $111K | Hold |
|
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|
2017
Q3 | $94K | Hold |
|
|||||
|
2017
Q2 | $94K | Hold |
|
|||||
|
2017
Q1 | $91K | Hold |
|
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|
2016
Q4 | $85K | Hold |
|
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|
2016
Q3 | $86K | Hold |
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|
2016
Q2 | $101K | Hold |
|
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|
2016
Q1 | $90K | Hold |
|
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|
2015
Q4 | $84K | Hold |
|
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|
2015
Q3 | $75K | Hold |
|
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|
2015
Q2 | $69K | Hold |
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|
2015
Q1 | $75K | Hold |
|
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|
2014
Q4 | $76K | Hold |
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|
2014
Q3 | $67K | Hold |
|
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|
2014
Q2 | $74K | Hold |
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|
2014
Q1 | $71K | Hold |
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|
2013
Q4 | $67K | Sell |
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|
2013
Q3 | $91K | Hold |
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|
2013
Q2 | $92K | Buy |
|