Sterling Investment Advisors (Pennsylvania)’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 | $1.04M | Sell |
25,908
-1,000
| -4% | -$39.4K | 0.19% | 98 |
|
|
2025
Q4 | $1.03M | Buy |
26,908
+1,100
| +4% | +$43.3K | 0.19% | 96 |
|
|
2025
Q3 | $1.03M | Hold |
25,808
| – | – | 0.2% | 96 |
|
|
2025
Q2 | $959K | Sell |
25,808
-2,022
| -7% | -$78.8K | 0.21% | 97 |
|
|
2025
Q1 | $1.1M | Sell |
27,830
-584
| -2% | -$21.4K | 0.26% | 86 |
|
|
2024
Q4 | $1.03M | Buy |
28,414
+1,955
| +7% | +$75.9K | 0.25% | 82 |
|
|
2024
Q3 | $1.02M | Sell |
26,459
-1,283
| -5% | -$50.4K | 0.26% | 81 |
|
|
2024
Q2 | $1.04M | Sell |
27,742
-984
| -3% | -$36.5K | 0.28% | 77 |
|
|
2024
Q1 | $1.06M | Sell |
28,726
-3,526
| -11% | -$128K | 0.3% | 77 |
|
|
2023
Q4 | $1.2M | Sell |
32,252
-222
| -0.7% | -$7.75K | 0.38% | 64 |
|
|
2023
Q3 | $1.11M | Buy |
32,474
+17
| +0.1% | +$659 | 0.39% | 65 |
|
|
2023
Q2 | $1.3M | Sell |
32,457
-7,987
| -20% | -$335K | 0.43% | 66 |
|
|
2023
Q1 | $1.77M | Buy |
40,444
+725
| +2% | +$32.7K | 0.6% | 53 |
|
|
2022
Q4 | $1.9M | Buy |
39,719
+2,754
| +7% | +$125K | 0.68% | 47 |
|
|
2022
Q3 | $1.53M | Buy |
36,965
+11
| +0% | +$533 | 0.57% | 53 |
|
|
2022
Q2 | $1.69M | Buy |
36,954
+3,205
| +9% | +$149K | 0.58% | 55 |
|
|
2022
Q1 | $1.73M | Buy |
33,749
+11
| +0% | +$531 | 0.49% | 63 |
|
|
2021
Q4 | $1.81M | Buy |
33,738
+10
| +0% | +$486 | 0.51% | 63 |
|
|
2021
Q3 | $1.55M | Sell |
33,728
-2,376
| -7% | -$115K | 0.46% | 67 |
|
|
2021
Q2 | $1.65M | Sell |
36,104
-4,502
| -11% | -$211K | 0.48% | 65 |
|
|
2021
Q1 | $1.82M | Buy |
40,606
+1,021
| +3% | +$46.1K | 0.59% | 59 |
|
|
2020
Q4 | $1.87M | Buy |
39,585
+162
| +0.4% | +$7.2K | 0.64% | 56 |
|
|
2020
Q3 | $1.59M | Buy |
39,423
+42
| +0.1% | +$1.8K | 0.61% | 52 |
|
|
2020
Q2 | $1.66M | Sell |
39,381
-463
| -1% | -$19.6K | 0.69% | 44 |
|
|
2020
Q1 | $1.62M | Buy |
39,844
+36
| +0.1% | +$1.7K | 0.86% | 34 |
|
|
2019
Q4 | $1.87M | Sell |
39,808
-465
| -1% | -$20.9K | 0.86% | 36 |
|
|
2019
Q3 | $1.8M | Buy |
40,273
+35
| +0.1% | +$1.5K | 0.92% | 36 |
|
|
2019
Q2 | $1.67M | Sell |
40,238
-3,662
| -8% | -$142K | 0.85% | 39 |
|
|
2019
Q1 | $1.6M | Buy |
43,900
+1,244
| +3% | +$43.9K | 0.82% | 41 |
|
|
2018
Q4 | $1.46M | Buy |
42,656
+821
| +2% | +$28.5K | 0.86% | 41 |
|
|
2018
Q3 | $1.54M | Buy |
41,835
+19
| +0% | +$703 | 0.81% | 42 |
|
|
2018
Q2 | $1.47M | Buy |
41,816
+4,069
| +11% | +$139K | 0.87% | 40 |
|
|
2018
Q1 | $1.29M | Buy |
37,747
+2,900
| +8% | +$101K | 0.79% | 43 |
|
|
2017
Q4 | $1.37M | Hold |
34,847
| – | – | 0.85% | 42 |
|
|
2017
Q3 | $1.16M | Hold |
34,847
| – | – | 0.77% | 46 |
|
|
2017
Q2 | $1.16M | Buy |
34,847
+2,197
| +7% | +$72K | 0.77% | 45 |
|
|
2017
Q1 | $1.05M | Buy |
32,650
+600
| +2% | +$18.4K | 0.75% | 45 |
|
|
2016
Q4 | $963K | Buy |
+32,050
| New | +$956K | 0.77% | 42 |
|
Other funds holding WTRG
VPM
VCM
