Stanley-Laman Group’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
6,144
+1,016
| +20% | +$37.7K | 0.03% | 269 |
|
|
2025
Q1 | $203K | Buy |
+5,128
| New | +$203K | 0.03% | 273 |
|
|
2020
Q1 | – | Sell |
-31,655
| Closed | -$1.49M | – | 331 |
|
|
2019
Q4 | $1.49M | Sell |
31,655
-234
| -0.7% | -$11K | 0.35% | 85 |
|
|
2019
Q3 | $1.43M | Sell |
31,889
-2,998
| -9% | -$134K | 0.35% | 81 |
|
|
2019
Q2 | $1.44M | Buy |
34,887
+1,069
| +3% | +$44.2K | 0.35% | 81 |
|
|
2019
Q1 | $1.23M | Buy |
33,818
+1,464
| +5% | +$53.3K | 0.3% | 98 |
|
|
2018
Q4 | $1.11M | Buy |
32,354
+996
| +3% | +$34K | 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% | +$69.3K | 0.24% | 118 |
|
|
2018
Q1 | $987K | Buy |
28,975
+1,962
| +7% | +$66.8K | 0.22% | 121 |
|
|
2017
Q4 | $1.06M | Sell |
27,013
-1,023
| -4% | -$40.1K | 0.23% | 120 |
|
|
2017
Q3 | $931K | Buy |
28,036
+1,781
| +7% | +$59.1K | 0.25% | 102 |
|
|
2017
Q2 | $874K | Buy |
26,255
+255
| +1% | +$8.49K | 0.24% | 93 |
|
|
2017
Q1 | $836K | Sell |
26,000
-655
| -2% | -$21.1K | 0.23% | 110 |
|
|
2016
Q4 | $801K | Buy |
+26,655
| New | +$801K | 0.25% | 129 |
|