Vontobel Holding’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
Q3 | $3.97M | Buy |
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|
2025
Q2 | $3.64M | Sell |
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|
2025
Q1 | $3.99M | Sell |
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|
2024
Q4 | $3.79M | Buy |
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|
2024
Q3 | $3.71M | Sell |
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|
2024
Q2 | $3.6M | Buy |
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|
2024
Q1 | $2.16M | Buy |
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|
2023
Q4 | $471K | Sell |
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|
2023
Q3 | $470K | Buy |
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|
2023
Q2 | $503K | Sell |
|
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|
2023
Q1 | $1.78M | Sell |
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|
2022
Q4 | $5.62M | Buy |
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|
2022
Q3 | $4.46M | Buy |
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|
2022
Q2 | $4.9M | Buy |
|
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|
2022
Q1 | $4.96M | Sell |
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|
2021
Q4 | $5.9M | Sell |
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|
2021
Q3 | $5.48M | Buy |
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|
2021
Q2 | $4.93M | Sell |
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|
2021
Q1 | $5.28M | Sell |
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|
2020
Q4 | $7.08M | Buy |
|