United Capital Financial Advisors’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 | $379K | Buy |
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|
2025
Q1 | $388K | Buy |
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|
2024
Q4 | $261K | Sell |
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|
2024
Q3 | $291K | Sell |
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|
2024
Q2 | $322K | Sell |
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|
2024
Q1 | $367K | Sell |
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|
2023
Q4 | $434K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $250K | Sell |
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|
2023
Q1 | $406K | Sell |
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|
2022
Q4 | $658K | Sell |
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|
2022
Q3 | $593K | Sell |
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|
2022
Q2 | $681K | Buy |
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|
2022
Q1 | $757K | Buy |
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|
2021
Q4 | $781K | Sell |
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|
2021
Q3 | $696K | Sell |
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|
2021
Q2 | $729K | Buy |
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|
2021
Q1 | $654K | Buy |
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|
2020
Q4 | $648K | Buy |
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|
2020
Q3 | $535K | Buy |
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|
2020
Q2 | $441K | Buy |
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|
2020
Q1 | $421K | Sell |
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|
2019
Q4 | $713K | Buy |
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|
2019
Q3 | $536K | Sell |
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|
2019
Q2 | $586K | Buy |
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|
2019
Q1 | $470K | Sell |
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|
2018
Q4 | $468K | Sell |
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|
2018
Q3 | $527K | Sell |
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|
2018
Q2 | $611K | Buy |
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|
2018
Q1 | $508K | Buy |
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|
2017
Q4 | $581K | Buy |
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|
2017
Q3 | $420K | Buy |
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|
2017
Q2 | $400K | Sell |
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|
2017
Q1 | $411K | Sell |
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|
2016
Q4 | $406K | Buy |
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|
2016
Q3 | $394K | Sell |
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|
2016
Q2 | $481K | Buy |
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|
2016
Q1 | $360K | Sell |
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|
2015
Q4 | $356K | Buy |
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|
2015
Q3 | $315K | Buy |
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|
2015
Q2 | $288K | Sell |
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|
2015
Q1 | $416K | Sell |
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|
2014
Q4 | $437K | Buy |
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|
2014
Q3 | $370K | Sell |
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|
2014
Q2 | $430K | Buy |
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|
2014
Q1 | $356K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $329K | Buy |
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|
2013
Q2 | $331K | Buy |
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