United Capital Financial Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Buy |
10,210
+394
| +4% | +$14.6K | ﹤0.01% | 851 |
|
|
2025
Q1 | $388K | Buy |
9,816
+2,618
| +36% | +$103K | ﹤0.01% | 807 |
|
|
2024
Q4 | $261K | Sell |
7,198
-347
| -5% | -$12.6K | ﹤0.01% | 924 |
|
|
2024
Q3 | $291K | Sell |
7,545
-1,083
| -13% | -$41.8K | ﹤0.01% | 887 |
|
|
2024
Q2 | $322K | Sell |
8,628
-1,270
| -13% | -$47.4K | ﹤0.01% | 820 |
|
|
2024
Q1 | $367K | Sell |
9,898
-1,727
| -15% | -$64K | ﹤0.01% | 813 |
|
|
2023
Q4 | $434K | Buy |
+11,625
| New | +$434K | ﹤0.01% | 757 |
|
|
2023
Q3 | – | Sell |
-6,260
| Closed | -$250K | – | 907 |
|
|
2023
Q2 | $250K | Sell |
6,260
-3,046
| -33% | -$122K | ﹤0.01% | 810 |
|
|
2023
Q1 | $406K | Sell |
9,306
-4,481
| -33% | -$196K | ﹤0.01% | 762 |
|
|
2022
Q4 | $658K | Sell |
13,787
-546
| -4% | -$26.1K | ﹤0.01% | 712 |
|
|
2022
Q3 | $593K | Sell |
14,333
-530
| -4% | -$21.9K | ﹤0.01% | 730 |
|
|
2022
Q2 | $681K | Buy |
14,863
+67
| +0.5% | +$3.07K | ﹤0.01% | 719 |
|
|
2022
Q1 | $757K | Buy |
14,796
+248
| +2% | +$12.7K | ﹤0.01% | 733 |
|
|
2021
Q4 | $781K | Sell |
14,548
-560
| -4% | -$30.1K | ﹤0.01% | 741 |
|
|
2021
Q3 | $696K | Sell |
15,108
-853
| -5% | -$39.3K | ﹤0.01% | 769 |
|
|
2021
Q2 | $729K | Buy |
15,961
+1,357
| +9% | +$62K | ﹤0.01% | 773 |
|
|
2021
Q1 | $654K | Buy |
14,604
+907
| +7% | +$40.6K | ﹤0.01% | 775 |
|
|
2020
Q4 | $648K | Buy |
13,697
+408
| +3% | +$19.3K | ﹤0.01% | 780 |
|
|
2020
Q3 | $535K | Buy |
13,289
+2,845
| +27% | +$115K | ﹤0.01% | 812 |
|
|
2020
Q2 | $441K | Buy |
10,444
+104
| +1% | +$4.39K | ﹤0.01% | 906 |
|
|
2020
Q1 | $421K | Sell |
10,340
-4,841
| -32% | -$197K | ﹤0.01% | 871 |
|
|
2019
Q4 | $713K | Buy |
15,181
+3,225
| +27% | +$151K | ﹤0.01% | 884 |
|
|
2019
Q3 | $536K | Sell |
11,956
-2,212
| -16% | -$99.2K | ﹤0.01% | 923 |
|
|
2019
Q2 | $586K | Buy |
14,168
+1,259
| +10% | +$52.1K | ﹤0.01% | 979 |
|
|
2019
Q1 | $470K | Sell |
12,909
-784
| -6% | -$28.5K | ﹤0.01% | 987 |
|
|
2018
Q4 | $468K | Sell |
13,693
-595
| -4% | -$20.3K | ﹤0.01% | 940 |
|
|
2018
Q3 | $527K | Sell |
14,288
-3,077
| -18% | -$113K | ﹤0.01% | 957 |
|
|
2018
Q2 | $611K | Buy |
17,365
+2,441
| +16% | +$85.9K | ﹤0.01% | 897 |
|
|
2018
Q1 | $508K | Buy |
14,924
+113
| +0.8% | +$3.85K | ﹤0.01% | 951 |
|
|
2017
Q4 | $581K | Buy |
14,811
+2,142
| +17% | +$84K | ﹤0.01% | 921 |
|
|
2017
Q3 | $420K | Buy |
12,669
+669
| +6% | +$22.2K | ﹤0.01% | 1011 |
|
|
2017
Q2 | $400K | Sell |
12,000
-784
| -6% | -$26.1K | ﹤0.01% | 987 |
|
|
2017
Q1 | $411K | Sell |
12,784
-744
| -5% | -$23.9K | ﹤0.01% | 961 |
|
|
2016
Q4 | $406K | Buy |
13,528
+597
| +5% | +$17.9K | ﹤0.01% | 982 |
|
|
2016
Q3 | $394K | Sell |
12,931
-428
| -3% | -$13K | ﹤0.01% | 1015 |
|
|
2016
Q2 | $481K | Buy |
13,359
+2,057
| +18% | +$74.1K | ﹤0.01% | 930 |
|
|
2016
Q1 | $360K | Sell |
11,302
-631
| -5% | -$20.1K | ﹤0.01% | 952 |
|
|
2015
Q4 | $356K | Buy |
11,933
+19
| +0.2% | +$567 | ﹤0.01% | 971 |
|
|
2015
Q3 | $315K | Buy |
11,914
+151
| +1% | +$3.99K | ﹤0.01% | 1044 |
|
|
2015
Q2 | $288K | Sell |
11,763
-3,758
| -24% | -$92K | ﹤0.01% | 1086 |
|
|
2015
Q1 | $416K | Sell |
15,521
-843
| -5% | -$22.6K | 0.01% | 974 |
|
|
2014
Q4 | $437K | Buy |
16,364
+619
| +4% | +$16.5K | 0.01% | 864 |
|
|
2014
Q3 | $370K | Sell |
15,745
-667
| -4% | -$15.7K | 0.01% | 878 |
|
|
2014
Q2 | $430K | Buy |
16,412
+2,226
| +16% | +$58.3K | 0.01% | 705 |
|
|
2014
Q1 | $356K | Buy |
+14,186
| New | +$356K | 0.01% | 730 |
|
|
2013
Q4 | – | Sell |
-13,301
| Closed | -$329K | – | 773 |
|
|
2013
Q3 | $329K | Buy |
13,301
+60
| +0.5% | +$1.48K | 0.01% | 538 |
|
|
2013
Q2 | $331K | Buy |
+13,241
| New | +$331K | 0.01% | 579 |
|