LPL Financial’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
Q2 | $10.5M | Sell |
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|
2025
Q1 | $11.7M | Buy |
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|
2024
Q4 | $10.5M | Buy |
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|
2024
Q3 | $10.7M | Sell |
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|
2024
Q2 | $10.4M | Buy |
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|
2024
Q1 | $10.1M | Buy |
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|
2023
Q4 | $9.68M | Buy |
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|
2023
Q3 | $8.1M | Buy |
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|
2023
Q2 | $8.24M | Sell |
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|
2023
Q1 | $9.57M | Buy |
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|
2022
Q4 | $4.69M | Buy |
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|
2022
Q3 | $3.97M | Buy |
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|
2022
Q2 | $4.27M | Buy |
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|
2022
Q1 | $4.74M | Sell |
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|
2021
Q4 | $5.05M | Buy |
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|
2021
Q3 | $3.85M | Buy |
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|
2021
Q2 | $3.51M | Buy |
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|
2021
Q1 | $3.18M | Buy |
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|
2020
Q4 | $3.16M | Buy |
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|
2020
Q3 | $2.5M | Buy |
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|
2020
Q2 | $2.61M | Sell |
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|
2020
Q1 | $2.68M | Buy |
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|
2019
Q4 | $2.75M | Sell |
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|
2019
Q3 | $4.17M | Buy |
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|
2019
Q2 | $3.44M | Buy |
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|
2019
Q1 | $2.82M | Buy |
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|
2018
Q4 | $2.51M | Buy |
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|
2018
Q3 | $2.42M | Sell |
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|
2018
Q2 | $2.32M | Sell |
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|
2018
Q1 | $2.4M | Buy |
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|
2017
Q4 | $2.33M | Buy |
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|
2017
Q3 | $1.43M | Buy |
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|
2017
Q2 | $1.43M | Buy |
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|
2017
Q1 | $1.33M | Sell |
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|
2016
Q4 | $1.26M | Sell |
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|
2016
Q3 | $1.26M | Buy |
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|
2016
Q2 | $1.36M | Sell |
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|
2016
Q1 | $2.23M | Sell |
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|
2015
Q4 | $2.73M | Buy |
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|
2015
Q3 | $1.29M | Buy |
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|
2015
Q2 | $1.2M | Buy |
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|
2015
Q1 | $1.2M | Buy |
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|
2014
Q4 | $1.13M | Sell |
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|
2014
Q3 | $1.04M | Buy |
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|
2014
Q2 | $1.12M | Buy |
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|
2014
Q1 | $1.03M | Buy |
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|
2013
Q4 | $944K | Buy |
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|
2013
Q3 | $931K | Buy |
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|
2013
Q2 | $868K | Buy |
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