Truist 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
Q2 | $993K | Buy |
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|
2025
Q1 | $861K | Buy |
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|
2024
Q4 | $641K | Sell |
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|
2024
Q3 | $703K | Sell |
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|
2024
Q2 | $736K | Sell |
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|
2024
Q1 | $804K | Buy |
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|
2023
Q4 | $705K | Sell |
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|
2023
Q3 | $668K | Buy |
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|
2023
Q2 | $744K | Buy |
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|
2023
Q1 | $812K | Sell |
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|
2022
Q4 | $1.21M | Sell |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $1.18M | Sell |
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|
2022
Q1 | $1.43M | Sell |
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|
2021
Q4 | $3.85M | Sell |
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|
2021
Q3 | $3.46M | Sell |
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|
2021
Q2 | $3.68M | Sell |
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|
2021
Q1 | $3.84M | Sell |
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|
2020
Q4 | $17.6M | Buy |
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|
2020
Q3 | $14M | Buy |
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|
2020
Q2 | $13.2M | Buy |
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|
2020
Q1 | $8.52M | Buy |
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|
2019
Q4 | $1.87M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $416K | Buy |
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|
2018
Q4 | $307K | Buy |
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|
2018
Q3 | $312K | Sell |
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|
2018
Q2 | $322K | Buy |
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|
2018
Q1 | $304K | Buy |
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|
2017
Q4 | $344K | Sell |
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|
2017
Q3 | $314K | Sell |
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|
2017
Q2 | $431K | Sell |
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|
2017
Q1 | $534K | Sell |
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|
2016
Q4 | $633K | Sell |
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|
2016
Q3 | $2.82M | Sell |
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|
2016
Q2 | $3.35M | Buy |
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|
2016
Q1 | $201K | Sell |
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|
2015
Q4 | $250K | Hold |
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|
2015
Q3 | $222K | Buy |
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