Johnson Investment Counsel’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 | $278K | Buy |
|
|||||
|
2025
Q1 | $281K | Buy |
|
|||||
|
2024
Q4 | $258K | Sell |
|
|||||
|
2024
Q3 | $285K | Sell |
|
|||||
|
2024
Q2 | $294K | Buy |
|
|||||
|
2024
Q1 | $292K | Buy |
|
|||||
|
2023
Q4 | $294K | Buy |
|
|||||
|
2023
Q3 | $270K | Buy |
|
|||||
|
2023
Q2 | $314K | Sell |
|
|||||
|
2023
Q1 | $345K | Buy |
|
|||||
|
2022
Q4 | $375K | Buy |
|
|||||
|
2022
Q3 | $325K | Buy |
|
|||||
|
2022
Q2 | $315K | Buy |
|
|||||
|
2022
Q1 | $333K | Buy |
|
|||||
|
2021
Q4 | $345K | Sell |
|
|||||
|
2021
Q3 | $324K | Buy |
|
|||||
|
2021
Q2 | $321K | Sell |
|
|||||
|
2021
Q1 | $324K | Buy |
|
|||||
|
2020
Q4 | $342K | Buy |
|
|||||
|
2020
Q3 | $291K | Sell |
|
|||||
|
2020
Q2 | $313K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $348K | Buy |
|
|||||
|
2019
Q3 | $332K | Sell |
|
|||||
|
2019
Q2 | $309K | Buy |
|
|||||
|
2019
Q1 | $239K | Sell |
|
|||||
|
2018
Q4 | $267K | Buy |
|
|||||
|
2018
Q3 | $242K | Buy |
|
|||||
|
2018
Q2 | $230K | Buy |
|
|||||
|
2018
Q1 | $223K | Sell |
|
|||||
|
2017
Q4 | $267K | Buy |
|
|||||
|
2017
Q3 | $217K | Buy |
|
|||||
|
2017
Q2 | $218K | Sell |
|
|||||
|
2017
Q1 | $217K | Sell |
|
|||||
|
2016
Q4 | $208K | Buy |
|
|||||
|
2016
Q3 | $204K | Buy |
|
|||||
|
2016
Q2 | $239K | Buy |
|
|||||
|
2016
Q1 | $213K | Buy |
|
|||||
|
2015
Q4 | $200K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $211K | Hold |
|
|||||
|
2014
Q4 | $214K | Buy |
|