HM Payson & Co’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 | $4.65M | Buy |
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|
2025
Q2 | $4.32M | Buy |
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|
2025
Q1 | $4.58M | Buy |
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|
2024
Q4 | $4.2M | Sell |
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|
2024
Q3 | $4.48M | Sell |
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|
2024
Q2 | $4.38M | Buy |
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|
2024
Q1 | $4.34M | Sell |
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|
2023
Q4 | $4.62M | Sell |
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|
2023
Q3 | $4.26M | Sell |
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|
2023
Q2 | $5.38M | Buy |
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|
2023
Q1 | $5.85M | Sell |
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|
2022
Q4 | $6.41M | Sell |
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|
2022
Q3 | $5.59M | Sell |
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|
2022
Q2 | $6.2M | Hold |
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|
2022
Q1 | $6.91M | Hold |
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|
2021
Q4 | $7.26M | Hold |
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|
2021
Q3 | $6.23M | Buy |
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|
2021
Q2 | $5.97M | Sell |
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|
2021
Q1 | $5.87M | Hold |
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|
2020
Q4 | $6.2M | Sell |
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|
2020
Q3 | $5.43M | Sell |
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|
2020
Q2 | $5.71M | Sell |
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|
2020
Q1 | $5.6M | Buy |
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|
2019
Q4 | $6.46M | Sell |
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|
2019
Q3 | $6.18M | Sell |
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|
2019
Q2 | $5.7M | Sell |
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|
2019
Q1 | $5.08M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $5.33M | Sell |
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|
2018
Q2 | $5.11M | Buy |
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|
2018
Q1 | $4.69M | Hold |
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|
2017
Q4 | $5.41M | Sell |
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|
2017
Q3 | $4.75M | Sell |
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|
2017
Q2 | $4.78M | Sell |
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|
2017
Q1 | $4.64M | Sell |
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|
2016
Q4 | $4.41M | Hold |
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|
2016
Q3 | $4.48M | Hold |
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|
2016
Q2 | $5.24M | Sell |
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|
2016
Q1 | $4.98M | Sell |
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|
2015
Q4 | $4.69M | Buy |
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|
2015
Q3 | $4.16M | Sell |
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|
2015
Q2 | $3.88M | Sell |
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|
2015
Q1 | $4.2M | Buy |
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|
2014
Q4 | $4.24M | Sell |
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|
2014
Q3 | $3.76M | Buy |
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|
2014
Q2 | $4.17M | Sell |
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|
2014
Q1 | $4.28M | Sell |
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|
2013
Q4 | $4.12M | Sell |
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|
2013
Q3 | $4.37M | Sell |
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|
2013
Q2 | $4.49M | Buy |
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