SOA Wealth Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.39K | Sell |
159
-4
| -2% | -$157 | ﹤0.01% | 637 |
|
|
2025
Q4 | $6.27K | Sell |
163
-121
| -43% | -$4.76K | ﹤0.01% | 645 |
|
|
2025
Q3 | $11.3K | Buy |
284
+3
| +1% | +$114 | ﹤0.01% | 592 |
|
|
2025
Q2 | $10.4K | Sell |
281
-158
| -36% | -$6.15K | ﹤0.01% | 592 |
|
|
2025
Q1 | $17.3K | Buy |
439
+4
| +0.9% | +$147 | ﹤0.01% | 493 |
|
|
2024
Q4 | $15.8K | Sell |
435
-277
| -39% | -$10.8K | ﹤0.01% | 491 |
|
|
2024
Q3 | $27.4K | Buy |
712
+2
| +0.3% | +$79 | 0.01% | 404 |
|
|
2024
Q2 | $26.5K | Buy |
710
+5
| +0.7% | +$185 | 0.01% | 395 |
|
|
2024
Q1 | $26.1K | Sell |
705
-2,201
| -76% | -$79.8K | 0.01% | 399 |
|
|
2023
Q4 | $109K | Buy |
2,906
+24
| +0.8% | +$838 | 0.02% | 226 |
|
|
2023
Q3 | $98.9K | Sell |
2,882
-1,588
| -36% | -$61.5K | 0.02% | 227 |
|
|
2023
Q2 | $178K | Buy |
4,470
+32
| +0.7% | +$1.34K | 0.04% | 173 |
|
|
2023
Q1 | $194K | Buy |
4,438
+30
| +0.7% | +$1.35K | 0.05% | 159 |
|
|
2022
Q4 | $210K | Buy |
4,408
+3,335
| +311% | +$151K | 0.06% | 144 |
|
|
2022
Q3 | $44K | Buy |
1,073
+404
| +60% | +$19.6K | 0.01% | 284 |
|
|
2022
Q2 | $30K | Buy |
669
+4
| +0.6% | +$186 | 0.01% | 324 |
|
|
2022
Q1 | $34K | Buy |
665
+4
| +0.6% | +$193 | 0.01% | 367 |
|
|
2021
Q4 | $35K | Buy |
661
+3
| +0.5% | +$146 | 0.01% | 355 |
|
|
2021
Q3 | $30K | Buy |
658
+4
| +0.6% | +$194 | 0.01% | 386 |
|
|
2021
Q2 | $29K | Buy |
654
+3
| +0.5% | +$141 | 0.01% | 396 |
|
|
2021
Q1 | $29K | Buy |
651
+4
| +0.6% | +$181 | 0.01% | 344 |
|
|
2020
Q4 | $31K | Buy |
+647
| New | +$28.7K | 0.01% | 329 |
|
Other funds holding WTRG
VPM
VCM
