Bernardo Wealth Planning LLC Essential Utilities, Inc. Transaction History

Bernardo Wealth Planning LLC

$422 Million
Q4 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 10,451 shares of WTRG stock, worth $381,984. This represents 0.09% of its overall portfolio holdings.

Number of Shares

10,451

Previous 10,448 0.03%

Holding current value

$381,984

Previous $419,000 9.55%

% of portfolio

0.09%

Previous 0.1%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$36.18 - $40.55 $108 - $121	3 Added 0.03%	10,451 $379,000
Q3 2024 Oct 18, 2024	SELL	$36.74 - $41.49 $371,625 - $419,671	-10,115 Reduced 49.19%	10,448 $419,000
Q2 2024 Jul 10, 2024	BUY	$33.88 - $39.67 $101 - $119	3 Added 0.01%	20,563 $767,000
Q1 2024 May 07, 2024	SELL	$34.18 - $38.66 $9,878 - $11,172	-289 Reduced 1.39%	20,560 $761,000
Q4 2023 Jan 25, 2024	BUY	$32.59 - $37.64 $8,310 - $9,598	255 Added 1.24%	20,849 $778,000
Q3 2023 Oct 30, 2023	SELL	$34.04 - $43.1 $10,246 - $12,973	-301 Reduced 1.44%	20,594 $706,000
Q1 2022 May 06, 2022	BUY	$44.8 - $53.13 $89 - $106	2 Added 0.01%	20,895 $1.07 Million
Q4 2021 Jan 27, 2022	BUY	$46.24 - $53.69 $46 - $53	1 Added 0.0%	20,893 $1.12 Million
Q3 2021 Oct 15, 2021	SELL	$46.08 - $51.15 $10,321 - $11,457	-224 Reduced 1.06%	20,892 $962,000
Q2 2021 Jul 30, 2021	SELL	$44.72 - $49.09 $91,541 - $100,487	-2,047 Reduced 8.84%	21,116 $965,000
Q1 2021 Apr 23, 2021	SELL	$41.5 - $48.72 $108,979 - $127,938	-2,626 Reduced 10.18%	23,163 $1.04 Million
Q4 2020 Feb 01, 2021	BUY	$40.83 - $48.55 $122 - $145	3 Added 0.01%	25,789 $1.22 Million
Q3 2020 Oct 23, 2020	SELL	$38.53 - $47.81 $35,832 - $44,463	-930 Reduced 3.48%	25,786 $1.04 Million
Q2 2020 Aug 03, 2020	BUY	$38.5 - $46.61 $808 - $978	21 Added 0.08%	26,716 $1.13 Million
Q1 2020 May 01, 2020	BUY	$32.65 - $54.07 $871,591 - $1.44 Million	26,695 New	26,695 $1.09 Million

Others Institutions Holding WTRG

# of Institutions

673

Shares Held

218M

Call Options Held

39.8K

Put Options Held

76.9K

View Full List

About Essential Utilities, Inc.

Ticker WTRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 262,291,008
Market Cap $9.59B
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...

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Bernardo Wealth Planning LLC Essential Utilities, Inc. Transaction History