Venturi Wealth Management’s Essential Utilities WTRG Stock Holding History

Venturi Wealth Management’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$5.12K	Buy
2024 Q3	$2.93K	Sell
2024 Q2	$4.63K	Buy
2024 Q1	$2.65K	Hold
2023 Q4	$2.65K	Buy
2023 Q3	$2.41K	Buy
2023 Q2	$2.38K	Buy
2023 Q1	$2.59K	Buy