TwinBeech Capital’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
$707K Buy
2025
Q1
$425K Buy
2024
Q4
Sell
2024
Q3
$13.9M Buy
2023
Q3
Sell
2023
Q2
$3.62M Sell
2023
Q1
$11.8M Buy
2022
Q4
$215K Sell
2022
Q3
$2.81M Buy
2020
Q4
Sell
2020
Q3
$725K Buy