Sound Income Strategies, LLC Essential Utilities, Inc. Transaction History

Sound Income Strategies, LLC

$1.56 Billion
Q1 2025

A detailed history of Sound Income Strategies, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Sound Income Strategies, LLC holds 2,681 shares of WTRG stock, worth $103,298. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,681

Previous 2,681 -0.0%

Holding current value

$103,298

Previous $97,000 8.25%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$36.18 - $40.55 $1,953 - $2,189	-54 Reduced 1.97%	2,681 $97,000
Q2 2024 Jul 12, 2024	SELL	$33.88 - $39.67 $23,140 - $27,094	-683 Reduced 19.98%	2,735 $102,000
Q1 2024 Apr 15, 2024	BUY	$34.18 - $38.66 $34 - $38	1 Added 0.03%	3,418 $126,000
Q4 2023 Jan 10, 2024	SELL	$32.59 - $37.64 $9,157 - $10,576	-281 Reduced 7.6%	3,417 $127,000
Q3 2023 Oct 12, 2023	SELL	$34.04 - $43.1 $35,673 - $45,168	-1,048 Reduced 22.08%	3,698 $126,000
Q2 2023 Jul 10, 2023	BUY	$39.47 - $45.03 $137,868 - $157,289	3,493 Added 278.77%	4,746 $189,000
Q1 2023 Apr 10, 2023	BUY	$40.65 - $49.0 $81 - $98	2 Added 0.16%	1,253 $54,000
Q4 2022 Jan 11, 2023	BUY	$39.73 - $48.74 $79 - $97	2 Added 0.16%	1,251 $0
Q3 2022 Oct 18, 2022	SELL	$41.38 - $52.37 $372 - $471	-9 Reduced 0.72%	1,249 $52,000
Q2 2022 Jul 11, 2022	BUY	$41.42 - $52.59 $82 - $105	2 Added 0.16%	1,258 $58,000
Q1 2022 Apr 11, 2022	BUY	$44.8 - $53.13 $582 - $690	13 Added 1.05%	1,256 $64,000
Q4 2021 Jan 13, 2022	BUY	$46.24 - $53.69 $92 - $107	2 Added 0.16%	1,243 $67,000
Q3 2021 Oct 12, 2021	BUY	$46.08 - $51.15 $46 - $51	1 Added 0.08%	1,241 $57,000
Q2 2021 Jul 13, 2021	BUY	$44.72 - $49.09 $8,496 - $9,327	190 Added 18.1%	1,240 $57,000
Q1 2021 Apr 14, 2021	SELL	$41.5 - $48.72 $5,478 - $6,431	-132 Reduced 11.17%	1,050 $46,000
Q4 2020 Jan 11, 2021	BUY	$40.83 - $48.55 $40 - $48	1 Added 0.08%	1,182 $56,000
Q3 2020 Oct 08, 2020	BUY	$38.53 - $47.81 $77 - $95	2 Added 0.17%	1,181 $48,000
Q2 2020 Jul 13, 2020	BUY	$38.5 - $46.61 $77 - $93	2 Added 0.17%	1,179 $50,000
Q1 2020 Apr 07, 2020	BUY	$32.65 - $54.07 $38,429 - $63,640	1,177 New	1,177 $48,000

Others Institutions Holding WTRG

# of Institutions

744

Shares Held

223M

Call Options Held

169K

Put Options Held

138K

View Full List

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...

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Sound Income Strategies, LLC Essential Utilities, Inc. Transaction History