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 |
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|
2025
Q2 | $228K | Buy |
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|
2025
Q1 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.49M | Sell |
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|
2019
Q3 | $1.43M | Sell |
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|
2019
Q2 | $1.44M | Buy |
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|
2019
Q1 | $1.23M | Buy |
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|
2018
Q4 | $1.11M | Buy |
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|
2018
Q3 | $1.16M | Buy |
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|
2018
Q2 | $1.09M | Buy |
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|
2018
Q1 | $987K | Buy |
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|
2017
Q4 | $1.06M | Sell |
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|
2017
Q3 | $931K | Buy |
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|
2017
Q2 | $874K | Buy |
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|
2017
Q1 | $836K | Sell |
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|
2016
Q4 | $801K | Buy |
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