John G. Ullman & Associates’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	$9.88M	Buy	266,002 +5,100	+2%	+$189K	1.47%	14
2025 Q1	$10.3M	Sell	260,902 -21,148	-7%	-$836K	1.59%	15
2024 Q4	$10.2M	Buy	282,050 +69,928	+33%	+$2.54M	1.51%	14
2024 Q3	$8.18M	Buy	212,122 +116,422	+122%	+$4.49M	1.18%	23
2024 Q2	$3.57M	Buy	+95,700	New	+$3.57M	0.55%	57