Thurston Springer Miller Herd & Titak’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	$19K	Buy	511 +4	+0.8%	+$149	﹤0.01%	959
2025 Q1	$20.1K	Buy	507 +4	+0.8%	+$158	﹤0.01%	877
2024 Q4	$18.3K	Buy	503 +4	+0.8%	+$145	﹤0.01%	753
2024 Q3	$19.3K	Buy	499 +5	+1%	+$193	0.01%	837
2024 Q2	$18.5K	Buy	+494	New	+$18.5K	0.01%	837