Tompkins Financial’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 | $235K | Hold |
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|
2025
Q2 | $219K | Buy |
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|
2025
Q1 | $66.6K | Hold |
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|
2024
Q4 | $61.2K | Hold |
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|
2024
Q3 | $65K | Buy |
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|
2024
Q2 | $51.7K | Sell |
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|
2024
Q1 | $127K | Hold |
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|
2023
Q4 | $128K | Hold |
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|
2023
Q3 | $117K | Hold |
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|
2023
Q2 | $136K | Hold |
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|
2023
Q1 | $149K | Hold |
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|
2022
Q4 | $163K | Hold |
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|
2022
Q3 | $141K | Hold |
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|
2022
Q2 | $157K | Hold |
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|
2022
Q1 | $175K | Hold |
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|
2021
Q4 | $184K | Hold |
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|
2021
Q3 | $158K | Buy |
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|
2021
Q1 | $162K | Hold |
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|
2020
Q4 | $171K | Hold |
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|
2020
Q3 | $146K | Hold |
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|
2020
Q2 | $153K | Hold |
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|
2020
Q1 | $148K | Hold |
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|
2019
Q4 | $170K | Hold |
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|
2019
Q3 | $162K | Hold |
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|
2019
Q2 | $150K | Hold |
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|
2019
Q1 | $132K | Hold |
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|
2018
Q4 | $124K | Hold |
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|
2018
Q3 | $134K | Hold |
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|
2018
Q2 | $128K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $12K | Buy |
|