Key Financial Inc’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 | $881K | Buy |
23,718
+42
| +0.2% | +$1.56K | 0.18% | 109 |
|
|
2025
Q1 | $936K | Buy |
23,676
+40
| +0.2% | +$1.58K | 0.2% | 89 |
|
|
2024
Q4 | $858K | Buy |
23,636
+39
| +0.2% | +$1.42K | 0.2% | 101 |
|
|
2024
Q3 | $910K | Buy |
23,597
+40
| +0.2% | +$1.54K | 0.2% | 92 |
|
|
2024
Q2 | $879K | Buy |
23,557
+65
| +0.3% | +$2.43K | 0.21% | 85 |
|
|
2024
Q1 | $870K | Buy |
23,492
+41
| +0.2% | +$1.52K | 0.22% | 83 |
|
|
2023
Q4 | $876K | Buy |
23,451
+156
| +0.7% | +$5.83K | 0.24% | 82 |
|
|
2023
Q3 | $800K | Buy |
23,295
+2
| +0% | +$69 | 0.27% | 75 |
|
|
2023
Q2 | $930K | Buy |
23,293
+429
| +2% | +$17.1K | 0.31% | 66 |
|
|
2023
Q1 | $998K | Sell |
22,864
-70
| -0.3% | -$3.06K | 0.36% | 54 |
|
|
2022
Q4 | $949K | Hold |
22,934
| – | – | 0.45% | 46 |
|
|
2022
Q3 | $949K | Buy |
22,934
+103
| +0.5% | +$4.26K | 0.45% | 46 |
|
|
2022
Q2 | $1.08M | Buy |
22,831
+4,409
| +24% | +$209K | 0.59% | 31 |
|
|
2022
Q1 | $942K | Buy |
18,422
+4,103
| +29% | +$210K | 0.47% | 38 |
|
|
2021
Q4 | $769K | Hold |
14,319
| – | – | 0.39% | 51 |
|
|
2021
Q3 | $660K | Hold |
14,319
| – | – | 0.37% | 51 |
|
|
2021
Q2 | $703K | Sell |
14,319
-122
| -0.8% | -$5.99K | 0.39% | 50 |
|
|
2021
Q1 | $646K | Buy |
14,441
+122
| +0.9% | +$5.46K | 0.43% | 46 |
|
|
2020
Q4 | $677K | Hold |
14,319
| – | – | 0.5% | 39 |
|
|
2020
Q3 | $576K | Sell |
14,319
-1,250
| -8% | -$50.3K | 0.59% | 39 |
|
|
2020
Q2 | $649K | Hold |
15,569
| – | – | 0.74% | 32 |
|
|
2020
Q1 | $670K | Buy |
+15,569
| New | +$670K | 0.69% | 25 |
|