Larson Financial Group’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 | $15.7K | Buy |
423
+337
| +392% | +$12.5K | ﹤0.01% | 1586 |
|
|
2025
Q1 | $3.4K | Buy |
86
+81
| +1,620% | +$3.2K | ﹤0.01% | 1980 |
|
|
2024
Q4 | $182 | Sell |
5
-8
| -62% | -$291 | ﹤0.01% | 2455 |
|
|
2024
Q3 | $501 | Buy |
13
+8
| +160% | +$308 | ﹤0.01% | 2112 |
|
|
2024
Q2 | $187 | Buy |
5
+1
| +25% | +$37 | ﹤0.01% | 2084 |
|
|
2024
Q1 | $148 | Sell |
4
-1,200
| -100% | -$44.4K | ﹤0.01% | 1661 |
|
|
2023
Q4 | $45K | Buy |
1,204
+4
| +0.3% | +$149 | ﹤0.01% | 676 |
|
|
2023
Q3 | $41.2K | Buy |
+1,200
| New | +$41.2K | ﹤0.01% | 665 |
|
|
2023
Q2 | – | Sell |
-138
| Closed | -$6.02K | – | 1628 |
|
|
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 | +$6K | ﹤0.01% | 852 |
|
|
2021
Q2 | – | Sell |
-11
| Closed | – | – | 956 |
|
|
2021
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 936 |
|
|
2020
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 732 |
|
|
2020
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 844 |
|
|
2020
Q2 | $0 | Hold |
11
| – | – | ﹤0.01% | 765 |
|
|
2020
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 670 |
|
|
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 | – | ﹤0.01% | 521 |
|