Koss-Olinger Consulting’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	$996K	Sell	26,816 -816	-3%	-$30.3K	0.08%	122
2025 Q1	$1.09M	Buy	27,632 +16,622	+151%	+$657K	0.09%	111
2024 Q4	$400K	Buy	+11,010	New	+$400K	0.04%	144