Oppenheimer & 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 | $324K | Sell |
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|
2025
Q1 | $386K | Buy |
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|
2024
Q4 | $311K | Sell |
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|
2024
Q3 | $400K | Sell |
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|
2024
Q2 | $396K | Buy |
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|
2024
Q1 | $270K | Buy |
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|
2023
Q4 | $239K | Sell |
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|
2023
Q3 | $231K | Hold |
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|
2023
Q2 | $268K | Sell |
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|
2023
Q1 | $582K | Buy |
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|
2022
Q4 | $422K | Buy |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $666K | Sell |
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|
2022
Q1 | $757K | Buy |
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|
2021
Q4 | $742K | Buy |
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|
2021
Q3 | $632K | Buy |
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|
2021
Q2 | $315K | Hold |
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|
2021
Q1 | $308K | Buy |
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|
2020
Q4 | $304K | Sell |
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|
2020
Q3 | $285K | Sell |
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|
2020
Q2 | $455K | Buy |
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|
2020
Q1 | $403K | Buy |
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|
2019
Q4 | $409K | Buy |
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|
2019
Q3 | $327K | Sell |
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|
2019
Q2 | $306K | Buy |
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|
2019
Q1 | $236K | Hold |
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|
2018
Q4 | $220K | Sell |
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|
2018
Q3 | $255K | Buy |
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|
2018
Q2 | $222K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $647K | Sell |
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|
2016
Q2 | $793K | Sell |
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|
2016
Q1 | $1.22M | Sell |
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|
2015
Q4 | $1.2M | Sell |
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|
2015
Q3 | $1.1M | Buy |
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|
2015
Q2 | $1M | Sell |
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|
2015
Q1 | $1.32M | Buy |
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|
2014
Q4 | $1.33M | Sell |
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|
2014
Q3 | $1.27M | Buy |
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|
2014
Q2 | $1.11M | Buy |
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|
2014
Q1 | $1.02M | Buy |
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|
2013
Q4 | $371K | Buy |
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