Stanley-Laman Group’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	–	Sell	-6,144	Closed	-$228K	–	324
2025 Q2	$228K	Buy	6,144 +1,016	+20%	+$39.6K	0.03%	269
2025 Q1	$203K	Buy	+5,128	New	+$188K	0.03%	273
2020 Q1	–	Sell	-31,655	Closed	-$1.49M	–	331
2019 Q4	$1.49M	Sell	31,655 -234	-0.7%	-$10.5K	0.35%	85
2019 Q3	$1.43M	Sell	31,889 -2,998	-9%	-$129K	0.35%	81
2019 Q2	$1.44M	Buy	34,887 +1,069	+3%	+$41.6K	0.35%	81
2019 Q1	$1.23M	Buy	33,818 +1,464	+5%	+$51.6K	0.3%	98
2018 Q4	$1.11M	Buy	32,354 +996	+3%	+$34.5K	0.31%	97
2018 Q3	$1.16M	Buy	31,358 +414	+1%	+$15.3K	0.28%	106
2018 Q2	$1.09M	Buy	30,944 +1,969	+7%	+$67.5K	0.24%	118
2018 Q1	$987K	Buy	28,975 +1,962	+7%	+$68.3K	0.22%	121
2017 Q4	$1.06M	Sell	27,013 -1,023	-4%	-$37.3K	0.23%	120
2017 Q3	$931K	Buy	28,036 +1,781	+7%	+$59.7K	0.25%	102
2017 Q2	$874K	Buy	26,255 +255	+1%	+$8.36K	0.24%	93
2017 Q1	$836K	Sell	26,000 -655	-2%	-$20.1K	0.23%	110
2016 Q4	$801K	Buy	+26,655	New	+$795K	0.25%	129