A detailed history of Concord Wealth Partners transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Concord Wealth Partners holds 352 shares of WTRG stock, worth $12,376. This represents 0.0% of its overall portfolio holdings.

Number of Shares
352
Previous 349 0.86%
Holding current value
$12,376
Previous $13,000 7.69%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025

BUY
$36.18 - $40.55 $108 - $121
3 Added 0.86%
352 $12,000
Q3 2024

Oct 24, 2024

BUY
$36.74 - $41.49 $73 - $82
2 Added 0.58%
349 $13,000
Q2 2024

Jul 31, 2024

BUY
$33.88 - $39.67 $101 - $119
3 Added 0.87%
347 $12,000
Q1 2024

Apr 30, 2024

BUY
$34.18 - $38.66 $102 - $115
3 Added 0.88%
344 $12,000
Q4 2023

Apr 30, 2024

BUY
$32.59 - $37.64 $97 - $112
3 Added 0.89%
341 $12,000
Q4 2023

Feb 05, 2024

BUY
$32.59 - $37.64 $97 - $112
3 Added 0.89%
341 $12,000
Q3 2023

Apr 30, 2024

SELL
$34.04 - $43.1 $102 - $129
-3 Reduced 0.88%
338 $11,000
Q3 2023

Oct 25, 2023

BUY
$34.04 - $43.1 $102 - $129
3 Added 0.9%
338 $11,000
Q2 2023

Aug 07, 2023

BUY
$39.47 - $45.03 $78 - $90
2 Added 0.6%
335 $13,000
Q1 2023

Apr 26, 2023

BUY
$40.65 - $49.0 $81 - $98
2 Added 0.6%
333 $14,000
Q4 2022

Jan 27, 2023

BUY
$39.73 - $48.74 $13,150 - $16,132
331 New
331 $15,000
Q2 2022

Aug 04, 2022

BUY
$41.42 - $52.59 $82 - $105
2 Added 0.53%
382 $17,000
Q1 2022

Apr 20, 2022

SELL
$44.8 - $53.13 $8,780 - $10,413
-196 Reduced 34.03%
380 $19,000
Q4 2021

Jan 21, 2022

BUY
$46.24 - $53.69 $26,634 - $30,925
576 New
576 $31,000

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 $9.22B
  • 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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