W.H. Cornerstone Investments’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 | $214K | Buy |
5,767
+40
| +0.7% | +$1.49K | 0.14% | 106 |
|
|
2025
Q1 | $226K | Sell |
5,727
-1,110
| -16% | -$43.9K | 0.16% | 103 |
|
|
2024
Q4 | $248K | Sell |
6,837
-1,409
| -17% | -$51.2K | 0.17% | 107 |
|
|
2024
Q3 | $318K | Sell |
8,246
-2,277
| -22% | -$87.8K | 0.21% | 90 |
|
|
2024
Q2 | $393K | Buy |
10,523
+85
| +0.8% | +$3.17K | 0.28% | 74 |
|
|
2024
Q1 | $387K | Buy |
10,438
+91
| +0.9% | +$3.37K | 0.28% | 84 |
|
|
2023
Q4 | $386K | Buy |
10,347
+977
| +10% | +$36.4K | 0.31% | 85 |
|
|
2023
Q3 | $322K | Sell |
9,370
-2,014
| -18% | -$69.2K | 0.28% | 90 |
|
|
2023
Q2 | $454K | Buy |
11,384
+64
| +0.6% | +$2.55K | 0.41% | 65 |
|
|
2023
Q1 | $494K | Buy |
11,320
+55
| +0.5% | +$2.4K | 0.45% | 66 |
|
|
2022
Q4 | $550K | Buy |
11,265
+22
| +0.2% | +$1.07K | 0.52% | 58 |
|
|
2022
Q3 | $458K | Buy |
+11,243
| New | +$458K | 0.48% | 62 |
|