Peoples Bank (Kansas)’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 | $579K | Sell |
15,586
-70
| -0.4% | -$2.6K | 0.39% | 74 |
|
|
2025
Q1 | $619K | Sell |
15,656
-790
| -5% | -$31.2K | 0.42% | 67 |
|
|
2024
Q4 | $597K | Sell |
16,446
-143
| -0.9% | -$5.19K | 0.41% | 69 |
|
|
2024
Q3 | $640K | Sell |
16,589
-203
| -1% | -$7.83K | 0.43% | 66 |
|
|
2024
Q2 | $627K | Sell |
16,792
-457
| -3% | -$17.1K | 0.49% | 54 |
|
|
2024
Q1 | $639K | Sell |
17,249
-2,525
| -13% | -$93.5K | 0.5% | 56 |
|
|
2023
Q4 | $738K | Sell |
19,774
-92
| -0.5% | -$3.44K | 0.59% | 51 |
|
|
2023
Q3 | $682K | Buy |
+19,866
| New | +$682K | 0.58% | 52 |
|