O'Shaughnessy Asset Management’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 | $1.33M | Sell |
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|
2025
Q1 | $1.43M | Buy |
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|
2024
Q4 | $1.29M | Sell |
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|
2024
Q3 | $1.65M | Sell |
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|
2024
Q2 | $1.68M | Buy |
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|
2024
Q1 | $1.38M | Buy |
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|
2023
Q4 | $357K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $13K | Sell |
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|
2021
Q2 | $29K | Buy |
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|
2021
Q1 | $24K | Buy |
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|
2020
Q4 | $10K | Buy |
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|
2020
Q3 | $8K | Buy |
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|
2020
Q2 | $2K | Buy |
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|
2020
Q1 | $0 | Sell |
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|
2019
Q4 | $1K | Buy |
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