HB Wealth 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 | $563K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $447K | Buy |
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|
2024
Q4 | $397K | Buy |
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|
2024
Q3 | $388K | Buy |
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|
2024
Q2 | $363K | Buy |
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|
2024
Q1 | $358K | Sell |
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|
2023
Q4 | $364K | Buy |
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|
2023
Q3 | $316K | Sell |
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|
2023
Q2 | $394K | Sell |
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|
2023
Q1 | $447K | Buy |
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|
2022
Q4 | $433K | Buy |
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|
2022
Q3 | $373K | Sell |
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|
2022
Q2 | $414K | Buy |
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|
2022
Q1 | $458K | Buy |
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|
2021
Q4 | $477K | Buy |
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