PIM
Pullen Investment Management’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Sell |
12,139
-148
| -1% | -$5.5K | 0.27% | 85 |
|
|
2025
Q1 | $486K | Buy |
12,287
+2,138
| +21% | +$84.5K | 0.31% | 88 |
|
|
2024
Q4 | $369K | Sell |
10,149
-1,659
| -14% | -$60.3K | 0.24% | 95 |
|
|
2024
Q3 | $455K | Sell |
11,808
-38
| -0.3% | -$1.47K | 0.33% | 81 |
|
|
2024
Q2 | $442K | Buy |
11,846
+5,273
| +80% | +$197K | 0.37% | 80 |
|
|
2024
Q1 | $244K | Buy |
+6,573
| New | +$244K | 0.21% | 95 |
|