Wealth Effects LLC Essential Utilities, Inc. Transaction History

Wealth Effects LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$34.18 - $38.66 $83,125 - $94,021	-2,432 Reduced 25.19%	7,223 $267,000
Q4 2023 Jan 29, 2024	SELL	$32.59 - $37.64 $112,402 - $129,820	-3,449 Reduced 26.32%	9,655 $360,000
Q3 2023 Oct 16, 2023	BUY	$34.04 - $43.1 $28,968 - $36,678	851 Added 6.95%	13,104 $449,000
Q2 2023 Jul 18, 2023	SELL	$39.47 - $45.03 $3,947 - $4,503	-100 Reduced 0.81%	12,253 $489,000
Q1 2023 May 04, 2023	BUY	$40.65 - $49.0 $39,471 - $47,579	971 Added 8.53%	12,353 $539,000
Q3 2022 Nov 14, 2022	BUY	$41.38 - $52.37 $41 - $52	1 Added 0.01%	11,382 $471,000
Q2 2022 Aug 03, 2022	BUY	$41.42 - $52.59 $157,313 - $199,736	3,798 Added 50.09%	11,381 $522,000
Q1 2022 May 16, 2022	BUY	$44.8 - $53.13 $44 - $53	1 Added 0.01%	7,583 $388,000
Q4 2021 Feb 09, 2022	BUY	$46.24 - $53.69 $350,591 - $407,077	7,582 New	7,582 $407,000

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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