SAM
Synergy Asset Management’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
51,878
-76,844
| -60% | -$2.85M | 0.22% | 69 |
|
|
2025
Q1 | $5.09M | Sell |
128,722
-19,287
| -13% | -$762K | 0.64% | 36 |
|
|
2024
Q4 | $5.53M | Buy |
148,009
+71,222
| +93% | +$2.66M | 0.43% | 44 |
|
|
2024
Q3 | $2.96M | Buy |
+76,787
| New | +$2.96M | 0.45% | 52 |
|