A detailed history of Soa Wealth Advisors, Llc. transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 712 shares of WTRG stock, worth $27,483. This represents 0.01% of its overall portfolio holdings.

Number of Shares
712
Previous 710 0.28%
Holding current value
$27,483
Previous $26,000 3.85%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 08, 2024

BUY
$36.74 - $41.49 $73 - $82
2 Added 0.28%
712 $27,000
Q2 2024

Jul 17, 2024

BUY
$33.88 - $39.67 $169 - $198
5 Added 0.71%
710 $26,000
Q1 2024

Apr 10, 2024

SELL
$34.18 - $38.66 $75,230 - $85,090
-2,201 Reduced 75.74%
705 $26,000
Q4 2023

Jan 10, 2024

BUY
$32.59 - $37.64 $782 - $903
24 Added 0.83%
2,906 $108,000
Q3 2023

Oct 10, 2023

SELL
$34.04 - $43.1 $54,055 - $68,442
-1,588 Reduced 35.53%
2,882 $98,000
Q2 2023

Jul 07, 2023

BUY
$39.47 - $45.03 $1,263 - $1,440
32 Added 0.72%
4,470 $178,000
Q1 2023

Apr 28, 2023

BUY
$40.65 - $49.0 $1,219 - $1,470
30 Added 0.68%
4,438 $193,000
Q4 2022

Jan 10, 2023

BUY
$39.73 - $48.74 $132,499 - $162,547
3,335 Added 310.81%
4,408 $0
Q3 2022

Oct 07, 2022

BUY
$41.38 - $52.37 $16,717 - $21,157
404 Added 60.39%
1,073 $44,000
Q2 2022

Jul 13, 2022

BUY
$41.42 - $52.59 $165 - $210
4 Added 0.6%
669 $30,000
Q1 2022

Apr 07, 2022

BUY
$44.8 - $53.13 $179 - $212
4 Added 0.61%
665 $34,000
Q4 2021

Jan 13, 2022

BUY
$46.24 - $53.69 $138 - $161
3 Added 0.46%
661 $35,000
Q3 2021

Oct 12, 2021

BUY
$46.08 - $51.15 $184 - $204
4 Added 0.61%
658 $30,000
Q2 2021

Jul 14, 2021

BUY
$44.72 - $49.09 $134 - $147
3 Added 0.46%
654 $29,000
Q1 2021

Apr 26, 2021

BUY
$41.5 - $48.72 $166 - $194
4 Added 0.62%
651 $29,000
Q4 2020

Mar 10, 2021

BUY
$40.83 - $48.55 $26,417 - $31,411
647 New
647 $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 $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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