Philadelphia Trust Company’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
Q3 | $1.1M | Sell |
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|
2025
Q2 | $1.03M | Hold |
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|
2025
Q1 | $1.09M | Hold |
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|
2024
Q4 | $1M | Hold |
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|
2024
Q3 | $1.07M | Hold |
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|
2024
Q2 | $1.03M | Hold |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $405K | Sell |
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|
2023
Q3 | $426K | Hold |
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|
2023
Q2 | $495K | Hold |
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|
2023
Q1 | $541K | Sell |
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|
2022
Q4 | $702K | Sell |
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|
2022
Q3 | $658K | Hold |
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|
2022
Q2 | $729K | Sell |
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|
2022
Q1 | $831K | Buy |
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|
2021
Q4 | $870K | Buy |
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|
2021
Q3 | $744K | Hold |
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|
2021
Q2 | $738K | Hold |
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|
2021
Q1 | $722K | Hold |
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|
2020
Q4 | $763K | Sell |
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|
2020
Q3 | $690K | Hold |
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|
2020
Q2 | $724K | Sell |
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|
2020
Q1 | $801K | Sell |
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|
2019
Q4 | $923K | Sell |
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|
2019
Q3 | $972K | Hold |
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|
2019
Q2 | $897K | Sell |
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|
2019
Q1 | $826K | Hold |
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|
2018
Q4 | $775K | Hold |
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|
2018
Q3 | $837K | Buy |
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|
2018
Q2 | $713K | Buy |
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|
2018
Q1 | $598K | Hold |
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|
2017
Q4 | $688K | Sell |
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|
2017
Q3 | $588K | Sell |
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|
2017
Q2 | $623K | Hold |
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|
2017
Q1 | $602K | Buy |
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|
2016
Q4 | $561K | Sell |
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|
2016
Q3 | $615K | Hold |
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|
2016
Q2 | $720K | Sell |
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|
2016
Q1 | $1.92M | Sell |
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|
2015
Q4 | $3.31M | Sell |
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|
2015
Q3 | $3.85M | Buy |
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|
2015
Q2 | $166K | Sell |
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|
2015
Q1 | $4.54M | Buy |
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|
2014
Q4 | $4.31M | Sell |
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|
2014
Q3 | $3.81M | Buy |
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|
2014
Q2 | $4.21M | Buy |
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|
2014
Q1 | $3.71M | Buy |
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|
2013
Q4 | $516K | Hold |
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|
2013
Q3 | $541K | Sell |
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|
2013
Q2 | $548K | Buy |
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