TFA
Toth Financial Advisory’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Buy |
110,295
+17,560
| +19% | +$652K | 0.48% | 72 |
|
|
2025
Q1 | $3.67M | Buy |
92,735
+5,979
| +7% | +$236K | 0.44% | 77 |
|
|
2024
Q4 | $3.15M | Buy |
86,756
+13,362
| +18% | +$485K | 0.37% | 86 |
|
|
2024
Q3 | $2.83M | Buy |
73,394
+22,560
| +44% | +$870K | 0.33% | 94 |
|
|
2024
Q2 | $1.9M | Buy |
50,834
+15,318
| +43% | +$572K | 0.24% | 102 |
|
|
2024
Q1 | $1.32M | Buy |
35,516
+13,928
| +65% | +$516K | 0.16% | 111 |
|
|
2023
Q4 | $806K | Sell |
21,588
-1,555
| -7% | -$58.1K | 0.11% | 129 |
|
|
2023
Q3 | $795K | Buy |
23,143
+330
| +1% | +$11.3K | 0.12% | 124 |
|
|
2023
Q2 | $910K | Sell |
22,813
-482
| -2% | -$19.2K | 0.13% | 121 |
|
|
2023
Q1 | $1.02M | Sell |
23,295
-2,550
| -10% | -$111K | 0.16% | 108 |
|
|
2022
Q4 | $1.23M | Buy |
25,845
+736
| +3% | +$35.1K | 0.2% | 94 |
|
|
2022
Q3 | $1.04M | Buy |
25,109
+835
| +3% | +$34.6K | 0.19% | 100 |
|
|
2022
Q2 | $1.11M | Buy |
24,274
+1,163
| +5% | +$53.3K | 0.19% | 98 |
|
|
2022
Q1 | $1.18M | Sell |
23,111
-371
| -2% | -$19K | 0.18% | 106 |
|
|
2021
Q4 | $1.26M | Buy |
23,482
+155
| +0.7% | +$8.32K | 0.17% | 109 |
|
|
2021
Q3 | $1.08M | Sell |
23,327
-330
| -1% | -$15.2K | 0.16% | 111 |
|
|
2021
Q2 | $1.08M | Buy |
23,657
+1,420
| +6% | +$64.9K | 0.17% | 109 |
|
|
2021
Q1 | $995K | Buy |
22,237
+705
| +3% | +$31.5K | 0.16% | 113 |
|
|
2020
Q4 | $1.02M | Buy |
21,532
+4
| +0% | +$189 | 0.17% | 101 |
|
|
2020
Q3 | $866K | Sell |
21,528
-326
| -1% | -$13.1K | 0.17% | 104 |
|
|
2020
Q2 | $923K | Buy |
21,854
+565
| +3% | +$23.9K | 0.2% | 97 |
|
|
2020
Q1 | $866K | Sell |
21,289
-1,011
| -5% | -$41.1K | 0.25% | 81 |
|
|
2019
Q4 | $1.05M | Buy |
22,300
+27
| +0.1% | +$1.27K | 0.21% | 90 |
|
|
2019
Q3 | $999K | Buy |
22,273
+5
| +0% | +$224 | 0.22% | 83 |
|
|
2019
Q2 | $921K | Buy |
22,268
+4,594
| +26% | +$190K | 0.21% | 82 |
|
|
2019
Q1 | $644K | Buy |
17,674
+1,138
| +7% | +$41.5K | 0.15% | 96 |
|
|
2018
Q4 | $565K | Sell |
16,536
-292
| -2% | -$9.98K | 0.15% | 86 |
|
|
2018
Q3 | $621K | Sell |
16,828
-228
| -1% | -$8.41K | 0.14% | 105 |
|
|
2018
Q2 | $600K | Sell |
17,056
-8,900
| -34% | -$313K | 0.14% | 112 |
|
|
2018
Q1 | $884K | Sell |
25,956
-2,393
| -8% | -$81.5K | 0.21% | 92 |
|
|
2017
Q4 | $1.11M | Sell |
28,349
-910
| -3% | -$35.7K | 0.26% | 86 |
|
|
2017
Q3 | $971K | Sell |
29,259
-924
| -3% | -$30.7K | 0.25% | 93 |
|
|
2017
Q2 | $1.01M | Sell |
30,183
-1,019
| -3% | -$33.9K | 0.26% | 84 |
|
|
2017
Q1 | $1M | Sell |
31,202
-297
| -0.9% | -$9.55K | 0.27% | 86 |
|
|
2016
Q4 | $946K | Sell |
31,499
-227
| -0.7% | -$6.82K | 0.27% | 87 |
|
|
2016
Q3 | $967K | Sell |
31,726
-367
| -1% | -$11.2K | 0.28% | 81 |
|
|
2016
Q2 | $1.14M | Sell |
32,093
-1,015
| -3% | -$36.2K | 0.35% | 70 |
|
|
2016
Q1 | $1.05M | Sell |
33,108
-204
| -0.6% | -$6.49K | 0.34% | 68 |
|
|
2015
Q4 | $993K | Buy |
33,312
+6
| +0% | +$179 | 0.33% | 66 |
|
|
2015
Q3 | $882K | Buy |
33,306
+5
| +0% | +$132 | 0.32% | 66 |
|
|
2015
Q2 | $816K | Sell |
33,301
-1,310
| -4% | -$32.1K | 0.27% | 73 |
|
|
2015
Q1 | $912K | Sell |
34,611
-504
| -1% | -$13.3K | 0.31% | 70 |
|
|
2014
Q4 | $938K | Buy |
35,115
+289
| +0.8% | +$7.72K | 0.33% | 68 |
|
|
2014
Q3 | $819K | Sell |
34,826
-361
| -1% | -$8.49K | 0.31% | 68 |
|
|
2014
Q2 | $923K | Buy |
35,187
+2
| +0% | +$52 | 0.35% | 68 |
|
|
2014
Q1 | $882K | Hold |
35,185
| – | – | 0.36% | 64 |
|
|
2013
Q4 | $830K | Sell |
35,185
-163
| -0.5% | -$3.85K | 0.35% | 64 |
|
|
2013
Q3 | $874K | Buy |
35,348
+6,625
| +23% | +$164K | 0.41% | 63 |
|
|
2013
Q2 | $899K | Buy |
+28,723
| New | +$899K | 0.44% | 59 |
|