Larson Financial Group’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 | $17.2K | Hold |
426
| – | – | ﹤0.01% | 1933 |
|
|
2025
Q4 | $16.3K | Buy |
426
+9
| +2% | +$354 | ﹤0.01% | 1830 |
|
|
2025
Q3 | $16.6K | Sell |
417
-6
| -1% | -$229 | ﹤0.01% | 1745 |
|
|
2025
Q2 | $15.7K | Buy |
423
+337
| +392% | +$13.1K | ﹤0.01% | 1595 |
|
|
2025
Q1 | $3.4K | Buy |
86
+81
| +1,620% | +$2.98K | ﹤0.01% | 1994 |
|
|
2024
Q4 | $182 | Sell |
5
-8
| -62% | -$310 | ﹤0.01% | 2467 |
|
|
2024
Q3 | $501 | Buy |
13
+8
| +160% | +$314 | ﹤0.01% | 2129 |
|
|
2024
Q2 | $187 | Buy |
5
+1
| +25% | +$37 | ﹤0.01% | 2091 |
|
|
2024
Q1 | $148 | Sell |
4
-1,200
| -100% | -$43.5K | ﹤0.01% | 1666 |
|
|
2023
Q4 | $45K | Buy |
1,204
+4
| +0.3% | +$140 | ﹤0.01% | 677 |
|
|
2023
Q3 | $41.2K | Buy |
+1,200
| New | +$46.5K | ﹤0.01% | 665 |
|
|
2023
Q2 | – | Sell |
-138
| Closed | -$6.02K | – | 1635 |
|
|
2023
Q1 | $6.02K | Hold |
138
| – | – | ﹤0.01% | 1044 |
|
|
2022
Q4 | $6.59K | Hold |
138
| – | – | ﹤0.01% | 973 |
|
|
2022
Q3 | $6K | Hold |
138
| – | – | ﹤0.01% | 935 |
|
|
2022
Q2 | $6K | Buy |
+138
| New | +$6.41K | ﹤0.01% | 852 |
|
|
2021
Q2 | – | Sell |
-11
| Closed | – | – | 959 |
|
|
2021
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 941 |
|
|
2020
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 735 |
|
|
2020
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 854 |
|
|
2020
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 775 |
|
|
2020
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 672 |
|
|
2019
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 555 |
|
|
2019
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 633 |
|
|
2019
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 579 |
|
|
2019
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 554 |
|
|
2018
Q4 | $0 | Buy |
+11
| New | +$381 | ﹤0.01% | 521 |
|
Other funds holding WTRG
VPM
VCM
