Oak Thistle LLC’s Essential Utilities WTRG Stock Holding History

Oak Thistle LLC’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$464K	Sell
2025 Q1	$1.13M	Buy
2024 Q4	–	Sell
2024 Q3	$1.26M	Buy
2022 Q4	–	Sell
2022 Q3	$217K	Buy
2022 Q2	–	Sell
2022 Q1	$492K	Buy