Mitchell Sinkler & Starr’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 | $512K | Sell |
|
|||||
|
2025
Q2 | $489K | Sell |
|
|||||
|
2025
Q1 | $549K | Sell |
|
|||||
|
2024
Q4 | $522K | Sell |
|
|||||
|
2024
Q3 | $599K | Buy |
|
|||||
|
2024
Q2 | $623K | Sell |
|
|||||
|
2024
Q1 | $693K | Sell |
|
|||||
|
2023
Q4 | $1.46M | Buy |
|
|||||
|
2023
Q3 | $1.11M | Buy |
|
|||||
|
2023
Q2 | $885K | Sell |
|
|||||
|
2023
Q1 | $980K | Buy |
|
|||||
|
2022
Q4 | $935K | Buy |
|
|||||
|
2022
Q3 | $740K | Buy |
|
|||||
|
2022
Q2 | $699K | Hold |
|
|||||
|
2022
Q1 | $780K | Buy |
|
|||||
|
2021
Q4 | $775K | Sell |
|
|||||
|
2021
Q3 | $693K | Sell |
|
|||||
|
2021
Q2 | $759K | Sell |
|
|||||
|
2021
Q1 | $758K | Sell |
|
|||||
|
2020
Q4 | $832K | Buy |
|
|||||
|
2020
Q3 | $679K | Buy |
|
|||||
|
2020
Q2 | $706K | Hold |
|
|||||
|
2020
Q1 | $680K | Sell |
|
|||||
|
2019
Q4 | $795K | Buy |
|
|||||
|
2019
Q3 | $744K | Buy |
|
|||||
|
2019
Q2 | $677K | Sell |
|
|||||
|
2019
Q1 | $662K | Sell |
|
|||||
|
2018
Q4 | $649K | Sell |
|
|||||
|
2018
Q3 | $733K | Sell |
|
|||||
|
2018
Q2 | $769K | Sell |
|
|||||
|
2018
Q1 | $954K | Sell |
|
|||||
|
2017
Q4 | $1.41M | Hold |
|
|||||
|
2017
Q3 | $1.19M | Hold |
|
|||||
|
2017
Q2 | $1.2M | Sell |
|
|||||
|
2017
Q1 | $1.24M | Sell |
|
|||||
|
2016
Q4 | $1.57M | Sell |
|
|||||
|
2016
Q3 | $1.67M | Sell |
|
|||||
|
2016
Q2 | $1.98M | Sell |
|
|||||
|
2016
Q1 | $1.79M | Sell |
|
|||||
|
2015
Q4 | $1.72M | Sell |
|
|||||
|
2015
Q3 | $1.94M | Hold |
|
|||||
|
2015
Q2 | $1.79M | Sell |
|
|||||
|
2015
Q1 | $2.01M | Sell |
|
|||||
|
2014
Q4 | $2.2M | Hold |
|
|||||
|
2014
Q3 | $1.94M | Sell |
|
|||||
|
2014
Q2 | $2.27M | Hold |
|
|||||
|
2014
Q1 | $2.18M | Sell |
|
|||||
|
2013
Q4 | $2.17M | Sell |
|
|||||
|
2013
Q3 | $2.47M | Sell |
|
|||||
|
2013
Q2 | $3.57M | Buy |
|