Tandem Investment Advisors’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
Q2 | $76.9M | Buy |
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|
2025
Q1 | $80.8M | Buy |
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|
2024
Q4 | $73.6M | Sell |
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|
2024
Q3 | $78.5M | Buy |
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|
2024
Q2 | $75.6M | Buy |
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|
2024
Q1 | $74.5M | Buy |
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|
2023
Q4 | $69.7M | Sell |
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|
2023
Q3 | $67.5M | Buy |
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|
2023
Q2 | $75.8M | Buy |
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|
2023
Q1 | $76.8M | Buy |
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|
2022
Q4 | $74.1M | Buy |
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|
2022
Q3 | $62.1M | Buy |
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|
2022
Q2 | $62.8M | Buy |
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|
2022
Q1 | $57.8M | Buy |
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|
2021
Q4 | $56.4M | Buy |
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|
2021
Q3 | $46.9M | Buy |
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|
2021
Q2 | $43.6M | Buy |
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|
2021
Q1 | $39.7M | Buy |
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|
2020
Q4 | $37.2M | Buy |
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|
2020
Q3 | $28.1M | Buy |
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|
2020
Q2 | $25.6M | Buy |
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|
2020
Q1 | $14M | Buy |
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