SS&H Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $442K | Hold |
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|
2025
Q2 | $411K | Hold |
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|
2025
Q1 | $438K | Hold |
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|
2024
Q4 | $403K | Hold |
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|
2024
Q3 | $427K | Hold |
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|
2024
Q2 | $413K | Hold |
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|
2024
Q1 | $410K | Hold |
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|
2023
Q4 | $414K | Hold |
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|
2023
Q3 | $380K | Buy |
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|
2023
Q1 | $527K | Sell |
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|
2022
Q4 | $624K | Hold |
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|
2022
Q3 | $541K | Hold |
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|
2022
Q2 | $599K | Hold |
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|
2022
Q1 | $668K | Buy |
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