WhitTier Trust Company’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 | $535K | Sell |
14,412
-619
| -4% | -$23K | 0.01% | 390 |
|
|
2025
Q1 | $594K | Buy |
15,031
+619
| +4% | +$24.5K | 0.02% | 358 |
|
|
2024
Q4 | $523K | Hold |
14,412
| – | – | 0.01% | 360 |
|
|
2024
Q3 | $556K | Hold |
14,412
| – | – | 0.01% | 346 |
|
|
2024
Q2 | $538K | Sell |
14,412
-2
| -0% | -$75 | 0.02% | 337 |
|
|
2024
Q1 | $534K | Sell |
14,414
-621
| -4% | -$23K | 0.02% | 335 |
|
|
2023
Q4 | $561K | Sell |
15,035
-2
| -0% | -$75 | 0.02% | 331 |
|
|
2023
Q3 | $516K | Sell |
15,037
-1
| -0% | -$34 | 0.02% | 333 |
|
|
2023
Q2 | $600K | Buy |
15,038
+43
| +0.3% | +$1.72K | 0.02% | 321 |
|
|
2023
Q1 | $655K | Hold |
14,995
| – | – | 0.02% | 307 |
|
|
2022
Q4 | $716K | Hold |
14,995
| – | – | 0.03% | 308 |
|
|
2022
Q3 | $620K | Hold |
14,995
| – | – | 0.03% | 316 |
|
|
2022
Q2 | $688K | Hold |
14,995
| – | – | 0.03% | 309 |
|
|
2022
Q1 | $767K | Hold |
14,995
| – | – | 0.03% | 313 |
|
|
2021
Q4 | $804K | Hold |
14,995
| – | – | 0.03% | 303 |
|
|
2021
Q3 | $691K | Hold |
14,995
| – | – | 0.03% | 308 |
|
|
2021
Q2 | $686K | Hold |
14,995
| – | – | 0.03% | 307 |
|
|
2021
Q1 | $671K | Hold |
14,995
| – | – | 0.03% | 295 |
|
|
2020
Q4 | $709K | Hold |
14,995
| – | – | 0.04% | 281 |
|
|
2020
Q3 | $604K | Hold |
14,995
| – | – | 0.03% | 285 |
|
|
2020
Q2 | $633K | Hold |
14,995
| – | – | 0.04% | 265 |
|
|
2020
Q1 | $611K | Sell |
14,995
-255
| -2% | -$10.4K | 0.05% | 243 |
|
|
2019
Q4 | $715K | Hold |
15,250
| – | – | 0.05% | 256 |
|
|
2019
Q3 | $684K | Hold |
15,250
| – | – | 0.05% | 252 |
|
|
2019
Q2 | $630K | Hold |
15,250
| – | – | 0.04% | 258 |
|
|
2019
Q1 | $556K | Hold |
15,250
| – | – | 0.04% | 266 |
|
|
2018
Q4 | $522K | Hold |
15,250
| – | – | 0.04% | 259 |
|
|
2018
Q3 | $562K | Hold |
15,250
| – | – | 0.04% | 259 |
|
|
2018
Q2 | $536K | Hold |
15,250
| – | – | 0.04% | 257 |
|
|
2018
Q1 | $519K | Hold |
15,250
| – | – | 0.04% | 260 |
|
|
2017
Q4 | $598K | Hold |
15,250
| – | – | 0.05% | 237 |
|
|
2017
Q3 | $506K | Hold |
15,250
| – | – | 0.05% | 254 |
|
|
2017
Q2 | $508K | Hold |
15,250
| – | – | 0.05% | 251 |
|
|
2017
Q1 | $490K | Sell |
15,250
-800
| -5% | -$25.7K | 0.05% | 250 |
|
|
2016
Q4 | $482K | Hold |
16,050
| – | – | 0.05% | 237 |
|
|
2016
Q3 | $489K | Hold |
16,050
| – | – | 0.06% | 233 |
|
|
2016
Q2 | $572K | Hold |
16,050
| – | – | 0.07% | 229 |
|
|
2016
Q1 | $510K | Hold |
16,050
| – | – | 0.06% | 235 |
|
|
2015
Q4 | $478K | Hold |
16,050
| – | – | 0.06% | 240 |
|
|
2015
Q3 | $424K | Hold |
16,050
| – | – | 0.05% | 250 |
|
|
2015
Q2 | $393K | Hold |
16,050
| – | – | 0.04% | 283 |
|
|
2015
Q1 | $423K | Sell |
16,050
-137
| -0.8% | -$3.61K | 0.05% | 268 |
|
|
2014
Q4 | $433K | Hold |
16,187
| – | – | 0.05% | 269 |
|
|
2014
Q3 | $380K | Buy |
16,187
+3,750
| +30% | +$88K | 0.04% | 273 |
|
|
2014
Q2 | $326K | Buy |
12,437
+2,813
| +29% | +$73.7K | 0.04% | 280 |
|
|
2014
Q1 | $241K | Hold |
9,624
| – | – | 0.03% | 316 |
|
|
2013
Q4 | $227K | Hold |
9,624
| – | – | 0.03% | 320 |
|
|
2013
Q3 | $238K | Sell |
9,624
-1
| -0% | -$25 | 0.03% | 298 |
|
|
2013
Q2 | $241K | Buy |
+9,625
| New | +$241K | 0.03% | 285 |
|