A detailed history of Concord Wealth Partners transactions in Middlesex Water CO stock. As of the latest transaction made, Concord Wealth Partners holds 908 shares of MSEX stock, worth $47,887. This represents 0.01% of its overall portfolio holdings.

Number of Shares
908
Previous 906 0.22%
Holding current value
$47,887
Previous $59,000 20.34%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$50.33 - $64.71 $100 - $129
2 Added 0.22%
908 $47,000
Q4 2023

Apr 30, 2024

BUY
$61.68 - $71.57 $123 - $143
2 Added 0.22%
906 $59,000
Q4 2023

Feb 05, 2024

BUY
$61.68 - $71.57 $123 - $143
2 Added 0.22%
906 $59,000
Q3 2023

Apr 30, 2024

SELL
$65.91 - $83.86 $131 - $167
-2 Reduced 0.22%
904 $59,000
Q3 2023

Oct 25, 2023

BUY
$65.91 - $83.86 $65 - $83
1 Added 0.11%
904 $59,000
Q2 2023

Aug 07, 2023

BUY
$69.37 - $83.78 $69 - $83
1 Added 0.11%
903 $72,000
Q1 2023

Apr 26, 2023

BUY
$72.99 - $90.09 $72 - $90
1 Added 0.11%
902 $70,000
Q4 2022

Jan 27, 2023

BUY
$75.08 - $94.75 $67,647 - $85,369
901 New
901 $70,000
Q2 2022

Aug 04, 2022

SELL
$77.87 - $109.05 $15,807 - $22,137
-203 Reduced 18.42%
899 $79,000
Q1 2022

Apr 20, 2022

BUY
$95.67 - $119.13 $191 - $238
2 Added 0.18%
1,102 $116,000
Q4 2021

Jan 21, 2022

BUY
$100.08 - $120.3 $50,040 - $60,150
500 Added 83.33%
1,100 $132,000
Q4 2020

Feb 16, 2021

BUY
$62.94 - $74.58 $37,764 - $44,748
600 New
600 $43,000

Others Institutions Holding MSEX

About MIDDLESEX WATER CO


  • Ticker MSEX
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Water
  • Shares Outstandng 17,638,600
  • Market Cap $930M
  • Description
  • Middlesex Water Company owns and operates regulated water utility and wastewater systems. It operates in two segments, Regulated and Non-Regulated. The Regulated segment collects, treats, and distributes water on a retail and wholesale basis to residential, commercial, industrial, and fire protection customers, as well as provides regulated wast...
More about MSEX
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