WhitTier Trust Company’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 | $566K | Sell |
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|
2025
Q2 | $535K | Sell |
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|
2025
Q1 | $594K | Buy |
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|
2024
Q4 | $523K | Hold |
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|
2024
Q3 | $556K | Hold |
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|
2024
Q2 | $538K | Sell |
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|
2024
Q1 | $534K | Sell |
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|
2023
Q4 | $561K | Sell |
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|
2023
Q3 | $516K | Sell |
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|
2023
Q2 | $600K | Buy |
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|
2023
Q1 | $655K | Hold |
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|
2022
Q4 | $716K | Hold |
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|
2022
Q3 | $620K | Hold |
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|
2022
Q2 | $688K | Hold |
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|
2022
Q1 | $767K | Hold |
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|
2021
Q4 | $804K | Hold |
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|
2021
Q3 | $691K | Hold |
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|
2021
Q2 | $686K | Hold |
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|
2021
Q1 | $671K | Hold |
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|
2020
Q4 | $709K | Hold |
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|
2020
Q3 | $604K | Hold |
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|
2020
Q2 | $633K | Hold |
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|
2020
Q1 | $611K | Sell |
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|
2019
Q4 | $715K | Hold |
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|
2019
Q3 | $684K | Hold |
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|
2019
Q2 | $630K | Hold |
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|
2019
Q1 | $556K | Hold |
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|
2018
Q4 | $522K | Hold |
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|
2018
Q3 | $562K | Hold |
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|
2018
Q2 | $536K | Hold |
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|
2018
Q1 | $519K | Hold |
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|
2017
Q4 | $598K | Hold |
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|
2017
Q3 | $506K | Hold |
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|
2017
Q2 | $508K | Hold |
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|
2017
Q1 | $490K | Sell |
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|
2016
Q4 | $482K | Hold |
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|
2016
Q3 | $489K | Hold |
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|
2016
Q2 | $572K | Hold |
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|
2016
Q1 | $510K | Hold |
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|
2015
Q4 | $478K | Hold |
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|
2015
Q3 | $424K | Hold |
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|
2015
Q2 | $393K | Hold |
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|
2015
Q1 | $423K | Sell |
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|
2014
Q4 | $433K | Hold |
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|
2014
Q3 | $380K | Buy |
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|
2014
Q2 | $326K | Buy |
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|
2014
Q1 | $241K | Hold |
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|
2013
Q4 | $227K | Hold |
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|
2013
Q3 | $238K | Sell |
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|
2013
Q2 | $241K | Buy |
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