Zimmer Partners’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 | – | Sell |
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|
2025
Q2 | $6.5M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $3.65M | Sell |
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|
2023
Q4 | $17.3M | Sell |
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|
2023
Q3 | $212M | Buy |
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|
2023
Q2 | $83.7M | Sell |
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|
2023
Q1 | $94.3M | Buy |
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|
2022
Q4 | $98.1M | Buy |
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|
2022
Q3 | $45.7M | Buy |
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|
2022
Q2 | $22.2M | Sell |
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|
2022
Q1 | $46.7M | Sell |
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|
2021
Q4 | $50.4M | Buy |
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|
2021
Q3 | $33.2M | Buy |
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|
2021
Q2 | $9.92M | Sell |
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|
2021
Q1 | $17.6M | Sell |
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|
2020
Q4 | $20.1M | Sell |
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|
2020
Q3 | $343M | Hold |
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|
2020
Q2 | $360M | Sell |
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|
2020
Q1 | $349M | Sell |
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|
2019
Q4 | $469M | Sell |
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|
2019
Q3 | $506M | Buy |
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|
2019
Q2 | $464M | Buy |
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