A detailed history of Baystate Wealth Management LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Baystate Wealth Management LLC holds 1,815 shares of WTRG stock, worth $68,951. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,815
Previous 1,805 0.55%
Holding current value
$68,951
Previous $61,000 9.84%
% of portfolio
0.0%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

BUY
$32.59 - $37.64 $325 - $376
10 Added 0.55%
1,815 $67,000
Q3 2023

Oct 25, 2023

BUY
$34.04 - $43.1 $340 - $431
10 Added 0.56%
1,805 $61,000
Q2 2023

Sep 21, 2023

BUY
$39.47 - $45.03 $70,848 - $80,828
1,795 New
1,795 $71,000
Q1 2023

Apr 25, 2023

BUY
$40.65 - $49.0 $325 - $392
8 Added 0.45%
1,788 $78,000
Q4 2022

Jan 12, 2023

BUY
$39.73 - $48.74 $238 - $292
6 Added 0.34%
1,780 $85,000
Q3 2022

Nov 10, 2022

BUY
$41.38 - $52.37 $289 - $366
7 Added 0.4%
1,774 $73,000
Q2 2022

Aug 02, 2022

BUY
$41.42 - $52.59 $248 - $315
6 Added 0.34%
1,767 $81,000
Q1 2022

Apr 19, 2022

BUY
$44.8 - $53.13 $268 - $318
6 Added 0.34%
1,761 $90,000
Q4 2021

Jan 21, 2022

BUY
$46.24 - $53.69 $277 - $322
6 Added 0.34%
1,755 $94,000
Q3 2021

Nov 05, 2021

BUY
$46.08 - $51.15 $276 - $306
6 Added 0.34%
1,749 $81,000
Q2 2021

Jul 26, 2021

SELL
$44.72 - $49.09 $8,988 - $9,867
-201 Reduced 10.34%
1,743 $80,000
Q1 2021

Apr 21, 2021

BUY
$41.5 - $48.72 $249 - $292
6 Added 0.31%
1,944 $87,000
Q4 2020

Jan 15, 2021

BUY
$40.83 - $48.55 $244 - $291
6 Added 0.31%
1,938 $92,000
Q3 2020

Oct 14, 2020

SELL
$38.53 - $47.81 $11,674 - $14,486
-303 Reduced 13.56%
1,932 $78,000
Q2 2020

Jul 28, 2020

BUY
$38.5 - $46.61 $12,127 - $14,682
315 Added 16.41%
2,235 $94,000
Q1 2020

Apr 22, 2020

BUY
$32.65 - $54.07 $62,688 - $103,814
1,920 New
1,920 $78,000

Others Institutions Holding WTRG

About Essential Utilities, Inc.


  • Ticker WTRG
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Water
  • Shares Outstandng 262,291,008
  • Market Cap $9.96B
  • Description
  • Essential Utilities, Inc., through its subsidiaries, operates regulated utilities that provide water, wastewater, or natural gas services in the United States. It offers water services through operating and maintenance contract with municipal authorities and other parties. The company also provides non-utility raw water supply services for firms...
More about WTRG
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