A detailed history of Trinity Point Wealth, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 10,962 shares of WTRG stock, worth $424,448. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,962
Previous 10,961 0.01%
Holding current value
$424,448
Previous $406,000 0.74%
% of portfolio
0.07%
Previous 0.07%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$33.88 - $39.67 $33 - $39
1 Added 0.01%
10,962 $409,000
Q1 2024

May 08, 2024

BUY
$34.18 - $38.66 $6,460 - $7,306
189 Added 1.75%
10,961 $406,000
Q4 2023

Feb 08, 2024

BUY
$32.59 - $37.64 $32 - $37
1 Added 0.01%
10,772 $402,000
Q3 2023

Nov 08, 2023

BUY
$34.04 - $43.1 $34 - $43
1 Added 0.01%
10,771 $369,000
Q1 2023

May 04, 2023

BUY
$40.65 - $49.0 $40 - $49
1 Added 0.01%
10,770 $470,000
Q4 2022

Feb 07, 2023

SELL
$39.73 - $48.74 $158 - $194
-4 Reduced 0.04%
10,769 $513,000
Q3 2022

Nov 09, 2022

BUY
$41.38 - $52.37 $206 - $261
5 Added 0.05%
10,773 $446,000
Q2 2022

Aug 05, 2022

BUY
$41.42 - $52.59 $41 - $52
1 Added 0.01%
10,768 $494,000
Q4 2021

Feb 11, 2022

BUY
$46.24 - $53.69 $46 - $53
1 Added 0.01%
10,767 $578,000
Q3 2021

Nov 12, 2021

BUY
$46.08 - $51.15 $67,461 - $74,883
1,464 Added 15.74%
10,766 $496,000
Q2 2021

Aug 13, 2021

BUY
$44.72 - $49.09 $44 - $49
1 Added 0.01%
9,302 $425,000
Q1 2021

May 11, 2021

BUY
$41.5 - $48.72 $3,984 - $4,677
96 Added 1.04%
9,301 $416,000
Q1 2020

May 05, 2020

BUY
$32.65 - $54.07 $300,543 - $497,714
9,205 New
9,205 $375,000

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 $10.2B
  • 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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