O'Brien Greene & Co’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 | $301K | Hold |
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|
2025
Q1 | $321K | Hold |
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|
2024
Q4 | $295K | Hold |
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|
2024
Q3 | $313K | Sell |
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|
2024
Q2 | $415K | Hold |
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|
2024
Q1 | $412K | Hold |
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|
2023
Q4 | $415K | Hold |
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|
2023
Q3 | $382K | Hold |
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|
2023
Q2 | $444K | Sell |
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|
2023
Q1 | $489K | Hold |
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|
2022
Q4 | $535K | Sell |
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|
2022
Q3 | $1.89M | Buy |
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|
2022
Q2 | $743K | Hold |
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|
2022
Q1 | $829K | Hold |
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|
2021
Q4 | $871K | Hold |
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|
2021
Q3 | $747K | Hold |
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|
2021
Q2 | $741K | Sell |
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|
2021
Q1 | $746K | Sell |
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|
2020
Q4 | $790K | Sell |
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|
2020
Q3 | $675K | Sell |
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|
2020
Q2 | $723K | Hold |
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|
2020
Q1 | $696K | Hold |
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|
2019
Q4 | $804K | Sell |
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|
2019
Q3 | $783K | Hold |
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|
2019
Q2 | $723K | Buy |
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|
2019
Q1 | $270K | Hold |
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|
2018
Q4 | $254K | Buy |
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