SAM
Secure Asset Management’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
34,463
-17,999
| -34% | -$668K | 0.24% | 107 |
|
|
2025
Q1 | $2.07M | Buy |
52,462
+7,130
| +16% | +$282K | 0.42% | 75 |
|
|
2024
Q4 | $1.65M | Buy |
45,332
+4,920
| +12% | +$179K | 0.25% | 98 |
|
|
2024
Q3 | $1.56M | Buy |
40,412
+2,157
| +6% | +$83.2K | 0.26% | 99 |
|
|
2024
Q2 | $1.43M | Buy |
38,255
+1,248
| +3% | +$46.6K | 0.27% | 90 |
|
|
2024
Q1 | $1.37M | Buy |
37,007
+2,065
| +6% | +$76.5K | 0.32% | 85 |
|
|
2023
Q4 | $1.31M | Buy |
+34,942
| New | +$1.31M | 0.35% | 69 |
|