A detailed history of Blue Bell Private Wealth Management, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 21,235 shares of WTRG stock, worth $819,671. This represents 0.16% of its overall portfolio holdings.

Number of Shares
21,235
Previous 21,412 0.83%
Holding current value
$819,671
Previous $799,000 2.38%
% of portfolio
0.16%
Previous 0.17%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$36.74 - $41.49 $6,502 - $7,343
-177 Reduced 0.83%
21,235 $818,000
Q2 2024

Aug 05, 2024

SELL
$33.88 - $39.67 $3,049 - $3,570
-90 Reduced 0.42%
21,412 $799,000
Q4 2023

Jan 25, 2024

BUY
$32.59 - $37.64 $589,096 - $680,380
18,076 Added 527.61%
21,502 $803,000
Q3 2023

Oct 30, 2023

SELL
$34.04 - $43.1 $644,172 - $815,624
-18,924 Reduced 84.67%
3,426 $117,000
Q2 2023

Aug 08, 2023

BUY
$39.47 - $45.03 $143,552 - $163,774
3,637 Added 19.44%
22,350 $891,000
Q1 2023

May 08, 2023

SELL
$40.65 - $49.0 $88,617 - $106,820
-2,180 Reduced 10.43%
18,713 $816,000
Q4 2022

Feb 03, 2023

SELL
$39.73 - $48.74 $16,170 - $19,837
-407 Reduced 1.91%
20,893 $997,000
Q3 2022

Nov 08, 2022

SELL
$41.38 - $52.37 $12,414 - $15,711
-300 Reduced 1.39%
21,300 $881,000
Q1 2022

Apr 21, 2022

BUY
$44.8 - $53.13 $801,472 - $950,495
17,890 Added 482.21%
21,600 $1.1 Million
Q4 2021

Jan 26, 2022

BUY
$46.24 - $53.69 $171,550 - $199,189
3,710 New
3,710 $199,000

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 $10.1B
  • 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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