Key Financial Inc’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.02M	Buy	25,209 +1,407	+6%	+$55.4K	0.18%	104
2025 Q4	$913K	Buy	23,802 +43	+0.2%	+$1.69K	0.17%	109
2025 Q3	$922K	Buy	23,759 +41	+0.2%	+$1.56K	0.17%	111
2025 Q2	$881K	Buy	23,718 +42	+0.2%	+$1.64K	0.18%	109
2025 Q1	$936K	Buy	23,676 +40	+0.2%	+$1.47K	0.2%	89
2024 Q4	$858K	Buy	23,636 +39	+0.2%	+$1.51K	0.2%	101
2024 Q3	$910K	Buy	23,597 +40	+0.2%	+$1.57K	0.2%	92
2024 Q2	$879K	Buy	23,557 +65	+0.3%	+$2.41K	0.21%	85
2024 Q1	$870K	Buy	23,492 +41	+0.2%	+$1.49K	0.22%	83
2023 Q4	$876K	Buy	23,451 +156	+0.7%	+$5.45K	0.24%	82
2023 Q3	$800K	Buy	23,295 +2	+0%	+$77	0.27%	75
2023 Q2	$930K	Buy	23,293 +429	+2%	+$18K	0.31%	66
2023 Q1	$998K	Sell	22,864 -70	-0.3%	-$3.16K	0.36%	54
2022 Q4	$949K	Hold	22,934	–	–	0.45%	46
2022 Q3	$949K	Buy	22,934 +103	+0.5%	+$4.99K	0.45%	46
2022 Q2	$1.08M	Buy	22,831 +4,409	+24%	+$205K	0.59%	31
2022 Q1	$942K	Buy	18,422 +4,103	+29%	+$198K	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%	-$5.72K	0.39%	50
2021 Q1	$646K	Buy	14,441 +122	+0.9%	+$5.51K	0.43%	46
2020 Q4	$677K	Hold	14,319	–	–	0.5%	39
2020 Q3	$576K	Sell	14,319 -1,250	-8%	-$53.7K	0.59%	39
2020 Q2	$649K	Hold	15,569	–	–	0.74%	32
2020 Q1	$670K	Buy	+15,569	New	+$735K	0.69%	25