A detailed history of Hb Wealth Management, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Hb Wealth Management, LLC holds 9,659 shares of WTRG stock, worth $359,121. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,659
Previous 9,758 1.01%
Holding current value
$359,121
Previous $364,000 1.92%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Apr 30, 2024

SELL
$34.18 - $38.66 $3,383 - $3,827
-99 Reduced 1.01%
9,659 $357,000
Q4 2023

Jan 16, 2024

BUY
$32.59 - $37.64 $17,989 - $20,777
552 Added 6.0%
9,758 $364,000
Q3 2023

Oct 13, 2023

SELL
$34.04 - $43.1 $22,602 - $28,618
-664 Reduced 6.73%
9,206 $316,000
Q2 2023

Jul 13, 2023

SELL
$39.47 - $45.03 $14,919 - $17,021
-378 Reduced 3.69%
9,870 $393,000
Q1 2023

Apr 13, 2023

BUY
$40.65 - $49.0 $47,763 - $57,575
1,175 Added 12.95%
10,248 $447,000
Q4 2022

Jan 20, 2023

BUY
$39.73 - $48.74 $2,661 - $3,265
67 Added 0.74%
9,073 $0
Q3 2022

Oct 19, 2022

SELL
$41.38 - $52.37 $1,075 - $1,361
-26 Reduced 0.29%
9,006 $373,000
Q2 2022

Jul 15, 2022

BUY
$41.42 - $52.59 $3,396 - $4,312
82 Added 0.92%
9,032 $414,000
Q1 2022

May 16, 2022

BUY
$44.8 - $53.13 $2,956 - $3,506
66 Added 0.74%
8,950 $458,000
Q4 2021

Feb 15, 2022

BUY
$46.24 - $53.69 $410,796 - $476,981
8,884 New
8,884 $477,000

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 $9.75B
  • 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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