Private 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 | $96.4K | Hold |
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|
2025
Q2 | $89.7K | Sell |
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|
2025
Q1 | $196K | Sell |
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|
2024
Q4 | $193K | Hold |
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|
2024
Q3 | $205K | Hold |
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|
2024
Q2 | $199K | Sell |
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|
2024
Q1 | $209K | Sell |
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|
2023
Q4 | $211K | Sell |
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|
2023
Q3 | $197K | Sell |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $251K | Hold |
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|
2022
Q4 | $275K | Sell |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | $260K | Hold |
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|
2022
Q1 | $290K | Hold |
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|
2021
Q4 | $305K | Hold |
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|
2021
Q3 | $262K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $228K | Buy |
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|
2018
Q3 | $246K | Sell |
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|
2018
Q2 | $240K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $49K | Hold |
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|
2014
Q2 | $55K | Hold |
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|
2014
Q1 | $52K | Hold |
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|
2013
Q4 | $49K | Hold |
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|
2013
Q3 | $51K | Sell |
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|
2013
Q2 | $52K | Buy |
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