Red Door Wealth Management’s Essential Utilities WTRG Stock Holding History

Red Door Wealth Management’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$540K	Hold
2025 Q2	$502K	Hold
2025 Q1	$535K	Hold
2024 Q4	$491K	Buy
2021 Q3	–	Sell
2021 Q2	$17K	Buy
2020 Q3	–	Sell
2020 Q2	$15K	Hold
2020 Q1	$15K	Buy