Tokio Marine Asset Management’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 | $505K | Hold |
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|
2025
Q2 | $470K | Hold |
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|
2025
Q1 | $500K | Hold |
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|
2024
Q4 | $460K | Buy |
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|
2024
Q3 | $430K | Buy |
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|
2024
Q2 | $389K | Buy |
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|
2024
Q1 | $378K | Buy |
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|
2023
Q4 | $313K | Buy |
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|
2023
Q3 | $269K | Buy |
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|
2023
Q2 | $289K | Buy |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $286K | Buy |
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|
2022
Q3 | $238K | Buy |
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|
2022
Q2 | $221K | Buy |
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|
2022
Q1 | $224K | Buy |
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|
2021
Q4 | $213K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $368K | Hold |
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|
2020
Q3 | $313K | Sell |
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|
2020
Q2 | $330K | Sell |
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|
2020
Q1 | $438K | Sell |
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|
2019
Q4 | $1.49M | Buy |
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|
2019
Q3 | $529K | Buy |
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|
2019
Q2 | $256K | Hold |
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|
2019
Q1 | $226K | Hold |
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|
2018
Q4 | $212K | Hold |
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|
2018
Q3 | $229K | Hold |
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|
2018
Q2 | $218K | Hold |
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|
2018
Q1 | $211K | Hold |
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|
2017
Q4 | $243K | Hold |
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|
2017
Q3 | $206K | Hold |
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|
2017
Q2 | $206K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $216K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $244K | Buy |
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