Liberty One Investment Management, LLC Essential Utilities, Inc. Transaction History

Liberty One Investment Management, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 26, 2024	SELL	$32.59 - $37.64 $23,171 - $26,762	-711 Reduced 3.9%	17,505 $653,000
Q3 2023 Nov 03, 2023	BUY	$34.04 - $43.1 $510 - $646	15 Added 0.08%	18,216 $625,000
Q2 2023 Aug 04, 2023	SELL	$39.47 - $45.03 $27,905 - $31,836	-707 Reduced 3.74%	18,201 $726,000
Q1 2023 May 15, 2023	SELL	$40.65 - $49.0 $12,073 - $14,553	-297 Reduced 1.55%	18,908 $825,000
Q4 2022 Feb 15, 2023	SELL	$39.73 - $48.74 $40,524 - $49,714	-1,020 Reduced 5.04%	19,205 $916,000
Q3 2022 Nov 16, 2022	SELL	$41.38 - $52.37 $88,222 - $111,652	-2,132 Reduced 9.54%	20,225 $837,000
Q2 2022 Aug 01, 2022	BUY	$41.42 - $52.59 $6,958 - $8,835	168 Added 0.76%	22,357 $1.02 Million
Q1 2022 May 03, 2022	SELL	$44.8 - $53.13 $31,942 - $37,881	-713 Reduced 3.11%	22,189 $1.14 Million
Q4 2021 Jan 21, 2022	BUY	$46.24 - $53.69 $8,646 - $10,040	187 Added 0.82%	22,902 $1.23 Million
Q3 2021 Oct 20, 2021	BUY	$46.08 - $51.15 $16,496 - $18,311	358 Added 1.6%	22,715 $1.05 Million
Q2 2021 Jul 20, 2021	BUY	$44.72 - $49.09 $54,558 - $59,889	1,220 Added 5.77%	22,357 $1.02 Million
Q1 2021 Apr 06, 2021	BUY	$41.5 - $48.72 $32,743 - $38,440	789 Added 3.88%	21,137 $946,000
Q4 2020 Jan 20, 2021	BUY	$40.83 - $48.55 $9,758 - $11,603	239 Added 1.19%	20,348 $962,000
Q3 2020 Nov 03, 2020	BUY	$38.53 - $47.81 $162,442 - $201,566	4,216 Added 26.53%	20,109 $809,000
Q2 2020 Jul 22, 2020	BUY	$38.5 - $46.61 $611,880 - $740,772	15,893 New	15,893 $671,000

670

209M

80.5K

90K

Ticker WTRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 262,291,008
Market Cap $9.54B
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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