Pinnacle Bancorp’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 | $15.7K | Hold |
423
| – | – | ﹤0.01% | 645 |
|
|
2025
Q1 | $16.7K | Hold |
423
| – | – | 0.01% | 615 |
|
|
2024
Q4 | $15.4K | Hold |
423
| – | – | 0.01% | 625 |
|
|
2024
Q3 | $16.3K | Hold |
423
| – | – | ﹤0.01% | 611 |
|
|
2024
Q2 | $15.8K | Hold |
423
| – | – | ﹤0.01% | 597 |
|
|
2024
Q1 | $15.7K | Hold |
423
| – | – | ﹤0.01% | 588 |
|
|
2023
Q4 | $15.8K | Hold |
423
| – | – | 0.01% | 570 |
|
|
2023
Q3 | $14.5K | Hold |
423
| – | – | 0.01% | 552 |
|
|
2023
Q2 | $16.9K | Hold |
423
| – | – | 0.01% | 519 |
|
|
2023
Q1 | $18.5K | Hold |
423
| – | – | 0.01% | 511 |
|
|
2022
Q4 | $20K | Hold |
423
| – | – | 0.01% | 474 |
|
|
2022
Q3 | $18K | Hold |
423
| – | – | 0.01% | 474 |
|
|
2022
Q2 | $19K | Hold |
423
| – | – | 0.01% | 463 |
|
|
2022
Q1 | $22K | Hold |
423
| – | – | 0.01% | 454 |
|
|
2021
Q4 | $23K | Hold |
423
| – | – | 0.01% | 463 |
|
|
2021
Q3 | $19K | Hold |
423
| – | – | 0.01% | 494 |
|
|
2021
Q2 | $19K | Hold |
423
| – | – | 0.01% | 503 |
|
|
2021
Q1 | $19K | Hold |
423
| – | – | 0.01% | 504 |
|
|
2020
Q4 | $20K | Hold |
423
| – | – | 0.01% | 463 |
|
|
2020
Q3 | $17K | Buy |
+423
| New | +$17K | 0.01% | 462 |
|
|
2020
Q1 | – | Sell |
-423
| Closed | -$20K | – | 698 |
|
|
2019
Q4 | $20K | Hold |
423
| – | – | 0.01% | 439 |
|
|
2019
Q3 | $19K | Hold |
423
| – | – | 0.01% | 457 |
|
|
2019
Q2 | $17K | Hold |
423
| – | – | 0.01% | 468 |
|
|
2019
Q1 | $15K | Hold |
423
| – | – | 0.01% | 481 |
|
|
2018
Q4 | $14K | Buy |
+423
| New | +$14K | 0.01% | 488 |
|
|
2017
Q1 | $14K | Buy |
+423
| New | +$14K | 0.01% | 459 |
|