HighTower Advisors’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 | $3.56M | Sell |
95,978
-3,836
| -4% | -$142K | ﹤0.01% | 1255 |
|
|
2025
Q1 | $3.95M | Sell |
99,814
-1,759
| -2% | -$69.5K | 0.01% | 1154 |
|
|
2024
Q4 | $3.69M | Buy |
101,573
+3,859
| +4% | +$140K | 0.01% | 1189 |
|
|
2024
Q3 | $3.78M | Buy |
97,714
+3,501
| +4% | +$135K | 0.01% | 1163 |
|
|
2024
Q2 | $3.52M | Buy |
94,213
+27,448
| +41% | +$1.02M | 0.01% | 1153 |
|
|
2024
Q1 | $2.48M | Sell |
66,765
-5,764
| -8% | -$214K | ﹤0.01% | 1323 |
|
|
2023
Q4 | $2.71M | Sell |
72,529
-4,585
| -6% | -$171K | ﹤0.01% | 1269 |
|
|
2023
Q3 | $2.63M | Buy |
77,114
+16,496
| +27% | +$563K | ﹤0.01% | 1227 |
|
|
2023
Q2 | $2.42M | Sell |
60,618
-1,257
| -2% | -$50.2K | ﹤0.01% | 1239 |
|
|
2023
Q1 | $2.7M | Sell |
61,875
-1,515
| -2% | -$66.2K | 0.01% | 1123 |
|
|
2022
Q4 | $3.03M | Sell |
63,390
-5,134
| -7% | -$245K | 0.01% | 1058 |
|
|
2022
Q3 | $2.83M | Buy |
68,524
+11,956
| +21% | +$494K | 0.01% | 1041 |
|
|
2022
Q2 | $2.6M | Buy |
56,568
+1,878
| +3% | +$86.2K | 0.01% | 1111 |
|
|
2022
Q1 | $2.79M | Sell |
54,690
-1,524
| -3% | -$77.8K | 0.01% | 1186 |
|
|
2021
Q4 | $3.02M | Sell |
56,214
-624
| -1% | -$33.6K | 0.01% | 1138 |
|
|
2021
Q3 | $2.62M | Buy |
56,838
+1,990
| +4% | +$91.8K | 0.01% | 1115 |
|
|
2021
Q2 | $2.51M | Sell |
54,848
-37,253
| -40% | -$1.7M | 0.01% | 1111 |
|
|
2021
Q1 | $4.13M | Buy |
92,101
+43,092
| +88% | +$1.93M | 0.01% | 816 |
|
|
2020
Q4 | $2.32M | Buy |
49,009
+5,615
| +13% | +$266K | 0.01% | 841 |
|
|
2020
Q3 | $1.75M | Buy |
43,394
+2,753
| +7% | +$111K | 0.01% | 939 |
|
|
2020
Q2 | $1.71M | Sell |
40,641
-503
| -1% | -$21.2K | 0.01% | 872 |
|
|
2020
Q1 | $1.67M | Buy |
41,144
+1,513
| +4% | +$61.6K | 0.01% | 807 |
|
|
2019
Q4 | $1.86M | Sell |
39,631
-335
| -0.8% | -$15.7K | 0.01% | 876 |
|
|
2019
Q3 | $1.79M | Sell |
39,966
-1,751
| -4% | -$78.6K | 0.01% | 924 |
|
|
2019
Q2 | $1.72M | Buy |
41,717
+3,754
| +10% | +$155K | 0.01% | 960 |
|
|
2019
Q1 | $1.39M | Buy |
37,963
+325
| +0.9% | +$11.9K | 0.01% | 999 |
|
|
2018
Q4 | $1.29M | Sell |
37,638
-461
| -1% | -$15.8K | 0.01% | 934 |
|
|
2018
Q3 | $1.41M | Buy |
38,099
+2,276
| +6% | +$84.2K | 0.01% | 977 |
|
|
2018
Q2 | $1.26M | Sell |
35,823
-208
| -0.6% | -$7.33K | 0.01% | 1020 |
|
|
2018
Q1 | $1.23M | Sell |
36,031
-1,633
| -4% | -$55.7K | 0.01% | 994 |
|
|
2017
Q4 | $1.48M | Sell |
37,664
-3,132
| -8% | -$123K | 0.01% | 927 |
|
|
2017
Q3 | $1.35M | Buy |
40,796
+205
| +0.5% | +$6.78K | 0.01% | 964 |
|
|
2017
Q2 | $1.35M | Buy |
40,591
+1,980
| +5% | +$65.9K | 0.01% | 944 |
|
|
2017
Q1 | $1.24M | Buy |
38,611
+2,140
| +6% | +$68.7K | 0.01% | 939 |
|
|
2016
Q4 | $1.1M | Buy |
36,471
+3,298
| +10% | +$99.2K | 0.01% | 937 |
|
|
2016
Q3 | $1.01M | Sell |
33,173
-1,991
| -6% | -$60.6K | 0.01% | 909 |
|
|
2016
Q2 | $1.26M | Sell |
35,164
-1,635
| -4% | -$58.4K | 0.02% | 779 |
|
|
2016
Q1 | $1.17M | Buy |
36,799
+806
| +2% | +$25.7K | ﹤0.01% | 897 |
|
|
2015
Q4 | $1.07M | Buy |
35,993
+4,943
| +16% | +$147K | 0.01% | 929 |
|
|
2015
Q3 | $823K | Buy |
+31,050
| New | +$823K | 0.01% | 971 |
|
|
2015
Q2 | – | Sell |
-28,097
| Closed | -$740K | – | 1732 |
|
|
2015
Q1 | $740K | Buy |
28,097
+416
| +2% | +$11K | 0.01% | 928 |
|
|
2014
Q4 | $739K | Sell |
27,681
-64
| -0.2% | -$1.71K | 0.01% | 913 |
|
|
2014
Q3 | $653K | Buy |
27,745
+5,685
| +26% | +$134K | 0.01% | 929 |
|
|
2014
Q2 | $578K | Buy |
22,060
+2,252
| +11% | +$59K | 0.01% | 1003 |
|
|
2014
Q1 | $497K | Buy |
19,808
+472
| +2% | +$11.8K | 0.01% | 984 |
|
|
2013
Q4 | $456K | Buy |
19,336
+4,221
| +28% | +$99.5K | 0.01% | 995 |
|
|
2013
Q3 | $374K | Buy |
15,115
+216
| +1% | +$5.35K | 0.01% | 939 |
|
|
2013
Q2 | $373K | Buy |
+14,899
| New | +$373K | 0.01% | 904 |
|