Obermeyer Wealth Partners’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-6,350	Closed	-$218K	–	226
2023 Q3	$218K	Hold	6,350	–	–	0.02%	197
2023 Q2	$253K	Hold	6,350	–	–	0.02%	179
2023 Q1	$277K	Hold	6,350	–	–	0.02%	173
2022 Q4	$303K	Hold	6,350	–	–	0.02%	160
2022 Q3	$263K	Hold	6,350	–	–	0.02%	166
2022 Q2	$291K	Hold	6,350	–	–	0.02%	148
2022 Q1	$325K	Hold	6,350	–	–	0.02%	164
2021 Q4	$341K	Hold	6,350	–	–	0.02%	157
2021 Q3	$293K	Hold	6,350	–	–	0.02%	173
2021 Q2	$290K	Hold	6,350	–	–	0.02%	173
2021 Q1	$284K	Buy	6,350 +1,394	+28%	+$62.9K	0.02%	169
2020 Q4	$234K	Buy	+4,956	New	+$220K	0.02%	139
2020 Q3	–	Sell	-4,956	Closed	-$209K	–	153
2020 Q2	$209K	Hold	4,956	–	–	0.02%	129
2020 Q1	$202K	Hold	4,956	–	–	0.02%	115
2019 Q4	$233K	Hold	4,956	–	–	0.02%	116
2019 Q3	$222K	Hold	4,956	–	–	0.02%	114
2019 Q2	$205K	Buy	+4,956	New	+$193K	0.02%	113