Welch & Forbes’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
Q1 | – | Sell |
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|
2024
Q4 | $322K | Sell |
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|
2024
Q3 | $352K | Buy |
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|
2024
Q2 | $288K | Buy |
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|
2024
Q1 | $271K | Sell |
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|
2023
Q4 | $399K | Sell |
|
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|
2023
Q3 | $371K | Hold |
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|
2023
Q2 | $432K | Buy |
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|
2023
Q1 | $466K | Sell |
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|
2022
Q4 | $558K | Hold |
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|
2022
Q3 | $484K | Sell |
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|
2022
Q2 | $544K | Buy |
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|
2022
Q1 | $598K | Sell |
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|
2021
Q4 | $762K | Hold |
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|
2021
Q3 | $654K | Hold |
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|
2021
Q2 | $649K | Hold |
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|
2021
Q1 | $635K | Hold |
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|
2020
Q4 | $671K | Hold |
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|
2020
Q3 | $572K | Hold |
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|
2020
Q2 | $599K | Hold |
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|
2020
Q1 | $578K | Hold |
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|
2019
Q4 | $666K | Hold |
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|
2019
Q3 | $636K | Hold |
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|
2019
Q2 | $587K | Hold |
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|
2019
Q1 | $517K | Hold |
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|
2018
Q4 | $485K | Hold |
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|
2018
Q3 | $524K | Hold |
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|
2018
Q2 | $499K | Hold |
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|
2018
Q1 | $483K | Sell |
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|
2017
Q4 | $561K | Sell |
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|
2017
Q3 | $557K | Hold |
|
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|
2017
Q2 | $559K | Sell |
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|
2017
Q1 | $540K | Buy |
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|
2016
Q4 | $504K | Buy |
|
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|
2016
Q3 | – | Sell |
|
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|
2016
Q2 | $598K | Sell |
|
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|
2016
Q1 | $573K | Hold |
|
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|
2015
Q4 | $537K | Hold |
|
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|
2015
Q3 | $477K | Hold |
|
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|
2015
Q2 | $441K | Hold |
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|
2015
Q1 | $475K | Sell |
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|
2014
Q4 | $488K | Sell |
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|
2014
Q3 | $477K | Hold |
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|
2014
Q2 | $531K | Buy |
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|
2014
Q1 | $503K | Hold |
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|
2013
Q4 | $473K | Hold |
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|
2013
Q3 | $496K | Sell |
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|
2013
Q2 | $503K | Buy |
|