Wealthcare Advisory Partners’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 | $955K | Buy |
25,724
+469
| +2% | +$17.4K | 0.02% | 494 |
|
|
2025
Q1 | $998K | Buy |
25,255
+1,867
| +8% | +$73.8K | 0.03% | 446 |
|
|
2024
Q4 | $849K | Sell |
23,388
-1,784
| -7% | -$64.8K | 0.02% | 459 |
|
|
2024
Q3 | $971K | Buy |
25,172
+2,971
| +13% | +$115K | 0.03% | 426 |
|
|
2024
Q2 | $829K | Sell |
22,201
-2,069
| -9% | -$77.2K | 0.03% | 436 |
|
|
2024
Q1 | $899K | Buy |
24,270
+1,723
| +8% | +$63.8K | 0.03% | 397 |
|
|
2023
Q4 | $842K | Sell |
22,547
-3,500
| -13% | -$131K | 0.03% | 360 |
|
|
2023
Q3 | $894K | Sell |
26,047
-547
| -2% | -$18.8K | 0.04% | 297 |
|
|
2023
Q2 | $1.06M | Buy |
26,594
+763
| +3% | +$30.5K | 0.05% | 272 |
|
|
2023
Q1 | $1.13M | Buy |
25,831
+48
| +0.2% | +$2.1K | 0.05% | 269 |
|
|
2022
Q4 | $1.23M | Sell |
25,783
-94
| -0.4% | -$4.49K | 0.06% | 241 |
|
|
2022
Q3 | $1.07M | Sell |
25,877
-161
| -0.6% | -$6.66K | 0.06% | 226 |
|
|
2022
Q2 | $1.19M | Sell |
26,038
-5,638
| -18% | -$259K | 0.07% | 187 |
|
|
2022
Q1 | $1.62M | Buy |
31,676
+5,602
| +21% | +$287K | 0.1% | 122 |
|
|
2021
Q4 | $1.4M | Buy |
26,074
+6,098
| +31% | +$327K | 0.08% | 146 |
|
|
2021
Q3 | $920K | Sell |
19,976
-260
| -1% | -$12K | 0.06% | 201 |
|
|
2021
Q2 | $925K | Buy |
20,236
+4
| +0% | +$183 | 0.06% | 212 |
|
|
2021
Q1 | $905K | Buy |
20,232
+4
| +0% | +$179 | 0.07% | 195 |
|
|
2020
Q4 | $957K | Buy |
20,228
+424
| +2% | +$20.1K | 0.09% | 155 |
|
|
2020
Q3 | $797K | Buy |
19,804
+11
| +0.1% | +$443 | 0.09% | 141 |
|
|
2020
Q2 | $836K | Buy |
19,793
+2
| +0% | +$84 | 0.1% | 117 |
|
|
2020
Q1 | $806K | Sell |
19,791
-276
| -1% | -$11.2K | 0.12% | 108 |
|
|
2019
Q4 | $942K | Buy |
20,067
+1
| +0% | +$47 | 0.12% | 110 |
|
|
2019
Q3 | $900K | Buy |
20,066
+2
| +0% | +$90 | 0.13% | 94 |
|
|
2019
Q2 | $830K | Buy |
20,064
+1
| +0% | +$41 | 0.13% | 98 |
|
|
2019
Q1 | $731K | Buy |
20,063
+2
| +0% | +$73 | 0.12% | 102 |
|
|
2018
Q4 | $686K | Buy |
20,061
+2
| +0% | +$68 | 0.13% | 93 |
|
|
2018
Q3 | $740K | Buy |
20,059
+1
| +0% | +$37 | 0.14% | 91 |
|
|
2018
Q2 | $706K | Buy |
20,058
+2
| +0% | +$70 | 0.14% | 92 |
|
|
2018
Q1 | $683K | Sell |
20,056
-234
| -1% | -$7.97K | 0.15% | 84 |
|
|
2017
Q4 | $796K | Sell |
20,290
-188
| -0.9% | -$7.38K | 0.2% | 65 |
|
|
2017
Q3 | $680K | Buy |
+20,478
| New | +$680K | 0.2% | 62 |
|