Lowe Brockenbrough & Co’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $213K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $211K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $206K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $209K | Hold |
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|
2023
Q4 | $211K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $225K | Hold |
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|
2023
Q1 | $247K | Hold |
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|
2022
Q4 | $270K | Hold |
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|
2022
Q3 | $234K | Hold |
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|
2022
Q2 | $259K | Hold |
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|
2022
Q1 | $289K | Sell |
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|
2021
Q4 | $314K | Hold |
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|
2021
Q3 | $270K | Hold |
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|
2021
Q2 | $267K | Sell |
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|
2021
Q1 | $284K | Hold |
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|
2020
Q4 | $300K | Hold |
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|
2020
Q3 | $256K | Hold |
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|
2020
Q2 | $268K | Hold |
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|
2020
Q1 | $258K | Hold |
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|
2019
Q4 | $298K | Sell |
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|
2019
Q3 | $314K | Hold |
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|
2019
Q2 | $290K | Hold |
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|
2019
Q1 | $255K | Buy |
|