United Services Automobile Association’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	–	Sell	-16,409	Closed	-$645K	–	1035
2025 Q1	$645K	Hold	16,409	–	–	0.02%	421
2024 Q4	$596K	Hold	16,409	–	–	0.02%	277
2024 Q3	$633K	Sell	16,409 -3,364	-17%	-$132K	0.02%	255
2024 Q2	$738K	Buy	19,773 +2,144	+12%	+$79.5K	0.02%	274
2024 Q1	$653K	Hold	17,629	–	–	0.02%	299
2023 Q4	$658K	Buy	17,629 +1,373	+8%	+$47.9K	0.01%	286
2023 Q3	$558K	Buy	16,256 +1,375	+9%	+$53.3K	0.01%	284
2023 Q2	$594K	Buy	14,881 +88	+0.6%	+$3.69K	0.02%	242
2023 Q1	$646K	Sell	14,793 -8,729	-37%	-$394K	0.02%	232
2022 Q4	$1.12M	Sell	23,522 -2,271	-9%	-$103K	0.03%	268
2022 Q3	$1.07M	Buy	25,793 +1,190	+5%	+$57.6K	0.03%	271
2022 Q2	$1.13M	Buy	+24,603	New	+$1.14M	0.03%	263
2019 Q3	–	Sell	-31,458	Closed	-$1.3M	–	1757
2019 Q2	$1.3M	Buy	31,458 +4,174	+15%	+$162K	﹤0.01%	1223
2019 Q1	$994K	Hold	27,284	–	–	﹤0.01%	1322
2018 Q4	$933K	Hold	27,284	–	–	﹤0.01%	1282
2018 Q3	$1.01M	Sell	27,284 -768	-3%	-$28.4K	﹤0.01%	1349
2018 Q2	$987K	Buy	28,052 +768	+3%	+$26.3K	﹤0.01%	1373
2018 Q1	$929K	Buy	+27,284	New	+$950K	﹤0.01%	1422