Jones Financial Companies’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 | $13.9M | Buy |
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|
2025
Q1 | $12.5M | Buy |
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|
2024
Q4 | $8.73M | Buy |
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|
2024
Q3 | $7.04M | Buy |
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|
2024
Q2 | $4.77M | Buy |
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|
2024
Q1 | $3.2M | Buy |
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|
2023
Q4 | $2.01M | Buy |
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|
2023
Q3 | $35.7K | Sell |
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|
2023
Q2 | $165K | Buy |
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|
2023
Q1 | $45.4K | Hold |
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|
2022
Q4 | $50K | Buy |
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|
2022
Q3 | $13K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $32K | Hold |
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|
2021
Q1 | $31K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $6K | Buy |
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