Toth Financial Advisory Corp Essential Utilities, Inc. Transaction History

Toth Financial Advisory Corp

$817 Million
Q4 2024

A detailed history of Toth Financial Advisory Corp transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Toth Financial Advisory Corp holds 86,756 shares of WTRG stock, worth $3.44 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

86,756

Previous 73,394 18.21%

Holding current value

$3.44 Million

Previous $2.83 Million 11.31%

% of portfolio

0.39%

Previous 0.34%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$36.18 - $40.55 $483,437 - $541,829	13,362 Added 18.21%	86,756 $3.15 Million
Q3 2024 Oct 21, 2024	BUY	$36.74 - $41.49 $828,854 - $936,014	22,560 Added 44.38%	73,394 $2.83 Million
Q2 2024 Jul 16, 2024	BUY	$33.88 - $39.67 $518,973 - $607,665	15,318 Added 43.13%	50,834 $1.9 Million
Q1 2024 Apr 16, 2024	BUY	$34.18 - $38.66 $476,059 - $538,456	13,928 Added 64.52%	35,516 $1.32 Million
Q4 2023 Jan 26, 2024	SELL	$32.59 - $37.64 $50,677 - $58,530	-1,555 Reduced 6.72%	21,588 $806,000
Q3 2023 Oct 12, 2023	BUY	$34.04 - $43.1 $11,233 - $14,223	330 Added 1.45%	23,143 $794,000
Q2 2023 Jul 24, 2023	SELL	$39.47 - $45.03 $19,024 - $21,704	-482 Reduced 2.07%	22,813 $910,000
Q1 2023 Apr 24, 2023	SELL	$40.65 - $49.0 $103,657 - $124,950	-2,550 Reduced 9.87%	23,295 $1.02 Million
Q4 2022 Jan 24, 2023	BUY	$39.73 - $48.74 $29,241 - $35,872	736 Added 2.93%	25,845 $0
Q3 2022 Oct 14, 2022	BUY	$41.38 - $52.37 $34,552 - $43,728	835 Added 3.44%	25,109 $1.04 Million
Q2 2022 Jul 25, 2022	BUY	$41.42 - $52.59 $48,171 - $61,162	1,163 Added 5.03%	24,274 $1.11 Million
Q1 2022 Apr 26, 2022	SELL	$44.8 - $53.13 $16,620 - $19,711	-371 Reduced 1.58%	23,111 $1.18 Million
Q4 2021 Jan 31, 2022	BUY	$46.24 - $53.69 $7,167 - $8,321	155 Added 0.66%	23,482 $1.26 Million
Q3 2021 Oct 20, 2021	SELL	$46.08 - $51.15 $15,206 - $16,879	-330 Reduced 1.39%	23,327 $1.08 Million
Q2 2021 Jul 26, 2021	BUY	$44.72 - $49.09 $63,502 - $69,707	1,420 Added 6.39%	23,657 $1.08 Million
Q1 2021 Apr 20, 2021	BUY	$41.5 - $48.72 $29,257 - $34,347	705 Added 3.27%	22,237 $995,000
Q4 2020 Jan 25, 2021	BUY	$40.83 - $48.55 $163 - $194	4 Added 0.02%	21,532 $1.02 Million
Q3 2020 Oct 16, 2020	SELL	$38.53 - $47.81 $12,560 - $15,586	-326 Reduced 1.49%	21,528 $866,000
Q2 2020 Jul 14, 2020	BUY	$38.5 - $46.61 $21,752 - $26,334	565 Added 2.65%	21,854 $923,000
Q1 2020 Apr 20, 2020	BUY	$32.65 - $54.07 $695,085 - $1.15 Million	21,289 New	21,289 $866,000

Others Institutions Holding WTRG

# of Institutions

676

Shares Held

218M

Call Options Held

39.8K

Put Options Held

76.9K

View Full List

About Essential Utilities, Inc.

Ticker WTRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 262,291,008
Market Cap $10.4B
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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Toth Financial Advisory Corp Essential Utilities, Inc. Transaction History