A detailed history of Welch & Forbes LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Welch & Forbes LLC holds 9,119 shares of WTRG stock, worth $365,124. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,119
Previous 7,728 18.0%
Holding current value
$365,124
Previous $288,000 21.88%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2024

BUY
$36.74 - $41.49 $51,105 - $57,712
1,391 Added 18.0%
9,119 $351,000
Q2 2024

Aug 01, 2024

BUY
$33.88 - $39.67 $14,094 - $16,502
416 Added 5.69%
7,728 $288,000
Q1 2024

May 02, 2024

SELL
$34.18 - $38.66 $115,357 - $130,477
-3,375 Reduced 31.58%
7,312 $270,000
Q4 2023

Feb 06, 2024

SELL
$32.59 - $37.64 $4,334 - $5,006
-133 Reduced 1.23%
10,687 $399,000
Q2 2023

Jul 28, 2023

BUY
$39.47 - $45.03 $5,249 - $5,988
133 Added 1.24%
10,820 $431,000
Q1 2023

Apr 14, 2023

SELL
$40.65 - $49.0 $40,650 - $49,000
-1,000 Reduced 8.56%
10,687 $466,000
Q3 2022

Oct 28, 2022

SELL
$41.38 - $52.37 $7,282 - $9,217
-176 Reduced 1.48%
11,687 $484,000
Q2 2022

Jul 22, 2022

BUY
$41.42 - $52.59 $7,289 - $9,255
176 Added 1.51%
11,863 $544,000
Q1 2022

Apr 25, 2022

SELL
$44.8 - $53.13 $112,000 - $132,825
-2,500 Reduced 17.62%
11,687 $598,000
Q1 2020

Apr 17, 2020

BUY
$32.65 - $54.07 $463,205 - $767,091
14,187 New
14,187 $578,000

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 $10.5B
  • 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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