Pathway Financial Advisers’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
32,181
-1,141
| -3% | -$42.4K | 0.39% | 82 |
|
|
2025
Q1 | $1.32M | Sell |
33,322
-165
| -0.5% | -$6.52K | 0.45% | 75 |
|
|
2024
Q4 | $1.22M | Sell |
33,487
-1,221,996
| -97% | -$44.4M | 0.41% | 76 |
|
|
2024
Q3 | $32.6K | Buy |
1,255,483
+1,227,010
| +4,309% | +$31.8K | 0.01% | 214 |
|
|
2024
Q2 | $1.06M | Buy |
28,473
+605
| +2% | +$22.6K | 0.38% | 83 |
|
|
2024
Q1 | $1.03M | Buy |
27,868
+2,406
| +9% | +$89.1K | 0.37% | 83 |
|
|
2023
Q4 | $951K | Sell |
25,462
-135
| -0.5% | -$5.04K | 0.36% | 83 |
|
|
2023
Q3 | $879K | Buy |
+25,597
| New | +$879K | 0.36% | 80 |
|
|
2023
Q1 | $934K | Buy |
21,393
+92
| +0.4% | +$4.02K | 0.38% | 80 |
|
|
2022
Q4 | $1.02M | Buy |
+21,301
| New | +$1.02M | 0.41% | 74 |
|