Lombard Odier Asset Management (Switzerland)’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 | $598K | Hold |
16,089
| – | – | 0.03% | 266 |
|
|
2025
Q1 | $636K | Hold |
16,089
| – | – | 0.04% | 244 |
|
|
2024
Q4 | $584K | Hold |
16,089
| – | – | 0.04% | 235 |
|
|
2024
Q3 | $621K | Buy |
+16,089
| New | +$621K | 0.05% | 218 |
|
|
2022
Q1 | – | Sell |
-4,149
| Closed | -$223K | – | 398 |
|
|
2021
Q4 | $223K | Buy |
+4,149
| New | +$223K | 0.01% | 359 |
|
|
2021
Q3 | – | Sell |
-5,236
| Closed | -$239K | – | 482 |
|
|
2021
Q2 | $239K | Buy |
+5,236
| New | +$239K | 0.01% | 464 |
|