Private Advisor Group’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 | $2.85M | Buy |
|
|||||
|
2025
Q1 | $2.82M | Sell |
|
|||||
|
2024
Q4 | $3.11M | Sell |
|
|||||
|
2024
Q3 | $3.98M | Sell |
|
|||||
|
2024
Q2 | $3.93M | Sell |
|
|||||
|
2024
Q1 | $4.03M | Sell |
|
|||||
|
2023
Q4 | $4.15M | Sell |
|
|||||
|
2023
Q3 | $3.93M | Sell |
|
|||||
|
2023
Q2 | $4.98M | Sell |
|
|||||
|
2023
Q1 | $5.51M | Buy |
|
|||||
|
2022
Q4 | $1.25M | Sell |
|
|||||
|
2022
Q3 | $5.48M | Sell |
|
|||||
|
2022
Q2 | $6.21M | Sell |
|
|||||
|
2022
Q1 | $7.15M | Buy |
|
|||||
|
2021
Q4 | $6.63M | Sell |
|
|||||
|
2021
Q3 | $6.66M | Buy |
|
|||||
|
2021
Q2 | $5.17M | Buy |
|
|||||
|
2021
Q1 | $4.61M | Buy |
|
|||||
|
2020
Q4 | $4.63M | Buy |
|
|||||
|
2020
Q3 | $3.77M | Sell |
|
|||||
|
2020
Q2 | $3.97M | Buy |
|
|||||
|
2020
Q1 | $2.48M | Sell |
|
|||||
|
2019
Q4 | $3.68M | Buy |
|
|||||
|
2019
Q3 | $3.34M | Buy |
|
|||||
|
2019
Q2 | $2.74M | Sell |
|
|||||
|
2019
Q1 | $2.56M | Buy |
|
|||||
|
2018
Q4 | $2.24M | Buy |
|
|||||
|
2018
Q3 | $2.23M | Buy |
|
|||||
|
2018
Q2 | $1.55M | Buy |
|
|||||
|
2018
Q1 | $1.47M | Buy |
|
|||||
|
2017
Q4 | $1.58M | Sell |
|
|||||
|
2017
Q3 | $2.27M | Buy |
|
|||||
|
2017
Q2 | $2.1M | Buy |
|
|||||
|
2017
Q1 | $2.03M | Sell |
|
|||||
|
2016
Q4 | $2.1M | Buy |
|
|||||
|
2016
Q3 | $1.06M | Buy |
|
|||||
|
2016
Q2 | $976K | Buy |
|
|||||
|
2016
Q1 | $836K | Buy |
|
|||||
|
2015
Q4 | $742K | Sell |
|
|||||
|
2015
Q3 | $795K | Buy |
|
|||||
|
2015
Q2 | $697K | Sell |
|
|||||
|
2015
Q1 | $814K | Sell |
|
|||||
|
2014
Q4 | $831K | Sell |
|
|||||
|
2014
Q3 | $740K | Sell |
|
|||||
|
2014
Q2 | $826K | Buy |
|
|||||
|
2014
Q1 | $701K | Buy |
|
|||||
|
2013
Q4 | $625K | Buy |
|