UMB Bank’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 | $117K | Buy |
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|
2025
Q1 | $103K | Buy |
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|
2024
Q4 | $16.8K | Sell |
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|
2024
Q3 | $75.8K | Buy |
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|
2024
Q2 | $6.72K | Sell |
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|
2024
Q1 | $77.9K | Buy |
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|
2023
Q4 | $75.5K | Sell |
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|
2023
Q3 | $71.6K | Buy |
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|
2023
Q2 | $80.7K | Hold |
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|
2023
Q1 | $88.2K | Sell |
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|
2022
Q4 | $102K | Sell |
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|
2022
Q3 | $420K | Sell |
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|
2022
Q2 | $1.7M | Buy |
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|
2022
Q1 | $1.75M | Sell |
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|
2021
Q4 | $1.9M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $257K | Hold |
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|
2020
Q4 | $272K | Sell |
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|
2020
Q3 | $243K | Hold |
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|
2020
Q2 | $243K | Buy |
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|
2020
Q1 | $234K | Buy |
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|
2019
Q4 | $269K | Hold |
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|
2019
Q3 | $257 | Hold |
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|
2019
Q2 | $237 | Buy |
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|
2019
Q1 | $208K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $236K | Buy |
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