Toth Financial Advisory’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 | $5.1M | Buy |
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|
2025
Q2 | $4.1M | Buy |
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|
2025
Q1 | $3.67M | Buy |
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|
2024
Q4 | $3.15M | Buy |
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|
2024
Q3 | $2.83M | Buy |
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|
2024
Q2 | $1.9M | Buy |
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|
2024
Q1 | $1.32M | Buy |
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|
2023
Q4 | $806K | Sell |
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|
2023
Q3 | $795K | Buy |
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|
2023
Q2 | $910K | Sell |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q3 | $1.07M | Sell |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $995K | Buy |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $866K | Sell |
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|
2020
Q2 | $923K | Buy |
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|
2020
Q1 | $866K | Sell |
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|
2019
Q4 | $1.05M | Buy |
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|
2019
Q3 | $999K | Buy |
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|
2019
Q2 | $921K | Buy |
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|
2019
Q1 | $644K | Buy |
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|
2018
Q4 | $565K | Sell |
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|
2018
Q3 | $621K | Sell |
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|
2018
Q2 | $600K | Sell |
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|
2018
Q1 | $884K | Sell |
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|
2017
Q4 | $1.11M | Sell |
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|
2017
Q3 | $971K | Sell |
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|
2017
Q2 | $1M | Sell |
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|
2017
Q1 | $1M | Sell |
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|
2016
Q4 | $946K | Sell |
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|
2016
Q3 | $967K | Sell |
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|
2016
Q2 | $1.14M | Sell |
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|
2016
Q1 | $1.05M | Sell |
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|
2015
Q4 | $993K | Buy |
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|
2015
Q3 | $882K | Buy |
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|
2015
Q2 | $816K | Sell |
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|
2015
Q1 | $912K | Sell |
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|
2014
Q4 | $938K | Buy |
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|
2014
Q3 | $819K | Sell |
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|
2014
Q2 | $923K | Buy |
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|
2014
Q1 | $882K | Hold |
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|
2013
Q4 | $830K | Sell |
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|
2013
Q3 | $874K | Sell |
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|
2013
Q2 | $899K | Buy |
|