Haverford Trust Company’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 | $895K | Sell |
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|
2025
Q1 | $970K | Sell |
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|
2024
Q4 | $987K | Buy |
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|
2024
Q3 | $986K | Sell |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | $932K | Hold |
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|
2023
Q4 | $939K | Sell |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $1.23M | Sell |
|
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|
2022
Q4 | $1.37M | Sell |
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|
2022
Q3 | $1.42M | Sell |
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|
2022
Q2 | $1.72M | Sell |
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|
2022
Q1 | $2.05M | Buy |
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|
2021
Q4 | $2.14M | Sell |
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|
2021
Q3 | $2.06M | Buy |
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|
2021
Q2 | $1.57M | Buy |
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|
2021
Q1 | $1.19M | Buy |
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|
2020
Q4 | $1.21M | Sell |
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|
2020
Q3 | $1.09M | Buy |
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|
2020
Q2 | $904K | Hold |
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|
2020
Q1 | $871K | Buy |
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|
2019
Q4 | $998K | Sell |
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|
2019
Q3 | $1.04M | Sell |
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|
2019
Q2 | $988K | Buy |
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|
2019
Q1 | $861K | Sell |
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|
2018
Q4 | $850K | Buy |
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|
2018
Q3 | $861K | Buy |
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|
2018
Q2 | $678K | Sell |
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|
2018
Q1 | $699K | Buy |
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|
2017
Q4 | $729K | Sell |
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|
2017
Q3 | $649K | Hold |
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|
2017
Q2 | $651K | Buy |
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|
2017
Q1 | $364K | Sell |
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|
2016
Q4 | $386K | Buy |
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|
2016
Q3 | $333K | Buy |
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|
2016
Q2 | $295K | Buy |
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|
2016
Q1 | $243K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $201K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $212K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $559K | Sell |
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|
2013
Q3 | $624K | Buy |
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|
2013
Q2 | $539K | Buy |
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