Morgan Stanley’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 | $123M | Buy |
|
|||||
|
2025
Q1 | $128M | Sell |
|
|||||
|
2024
Q4 | $118M | Sell |
|
|||||
|
2024
Q3 | $126M | Buy |
|
|||||
|
2024
Q2 | $118M | Sell |
|
|||||
|
2024
Q1 | $120M | Sell |
|
|||||
|
2023
Q4 | $277M | Buy |
|
|||||
|
2023
Q3 | $76M | Buy |
|
|||||
|
2023
Q2 | $80M | Sell |
|
|||||
|
2023
Q1 | $90.6M | Buy |
|
|||||
|
2022
Q4 | $96M | Buy |
|
|||||
|
2022
Q3 | $62.2M | Sell |
|
|||||
|
2022
Q2 | $77.9M | Buy |
|
|||||
|
2022
Q1 | $46.1M | Buy |
|
|||||
|
2021
Q4 | $45.7M | Sell |
|
|||||
|
2021
Q3 | $66.5M | Buy |
|
|||||
|
2021
Q2 | $58.4M | Sell |
|
|||||
|
2021
Q1 | $65.9M | Sell |
|
|||||
|
2020
Q4 | $109M | Buy |
|
|||||
|
2020
Q3 | $89.5M | Buy |
|
|||||
|
2020
Q2 | $67.4M | Sell |
|
|||||
|
2020
Q1 | $67.2M | Sell |
|
|||||
|
2019
Q4 | $83.9M | Buy |
|
|||||
|
2019
Q3 | $78.5M | Buy |
|
|||||
|
2019
Q2 | $61.3M | Buy |
|
|||||
|
2019
Q1 | $29.2M | Sell |
|
|||||
|
2018
Q4 | $27.6M | Sell |
|
|||||
|
2018
Q3 | $30.3M | Sell |
|
|||||
|
2018
Q2 | $29.9M | Sell |
|
|||||
|
2018
Q1 | $33.9M | Sell |
|
|||||
|
2017
Q4 | $40.9M | Sell |
|
|||||
|
2017
Q3 | $36.7M | Buy |
|
|||||
|
2017
Q2 | $32.3M | Sell |
|
|||||
|
2017
Q1 | $34.1M | Buy |
|
|||||
|
2016
Q4 | $28.9M | Buy |
|
|||||
|
2016
Q3 | $28.5M | Buy |
|
|||||
|
2016
Q2 | $33M | Buy |
|
|||||
|
2016
Q1 | $25.9M | Sell |
|
|||||
|
2015
Q4 | $27.7M | Buy |
|
|||||
|
2015
Q3 | $24M | Sell |
|
|||||
|
2015
Q2 | $26.4M | Buy |
|
|||||
|
2015
Q1 | $25.5M | Sell |
|
|||||
|
2014
Q4 | $27.8M | Buy |
|
|||||
|
2014
Q3 | $22.4M | Sell |
|
|||||
|
2014
Q2 | $27.1M | Buy |
|
|||||
|
2014
Q1 | $21.5M | Sell |
|
|||||
|
2013
Q4 | $27.2M | Buy |
|
|||||
|
2013
Q3 | $16.5M | Sell |
|
|||||
|
2013
Q2 | $19.1M | Buy |
|