Wetherby Asset Management Inc Essential Utilities, Inc. Transaction History

Wetherby Asset Management Inc

  • $2.13 Billion
  • Q3 2024

A detailed history of Wetherby Asset Management Inc transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Wetherby Asset Management Inc holds 6,187 shares of WTRG stock, worth $207,883. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,187
Previous 6,398 3.3%
Holding current value
$207,883
Previous $238,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
SELL
$36.74 - $41.49 $7,752 - $8,754
-211 Reduced 3.3%
6,187 $238,000
Q2 2024

Aug 14, 2024
SELL
$33.88 - $39.67 $35,031 - $41,018
-1,034 Reduced 13.91%
6,398 $238,000
Q1 2024

May 15, 2024
BUY
$34.18 - $38.66 $957 - $1,082
28 Added 0.38%
7,432 $275,000
Q4 2023

Feb 14, 2024
BUY
$32.59 - $37.64 $39,466 - $45,582
1,211 Added 19.55%
7,404 $276,000
Q3 2023

Nov 14, 2023
BUY
$34.04 - $43.1 $13,207 - $16,722
388 Added 6.68%
6,193 $212,000
Q2 2023

Aug 14, 2023
SELL
$39.47 - $45.03 $102,700 - $117,168
-2,602 Reduced 30.95%
5,805 $231,000
Q1 2023

May 12, 2023
BUY
$40.65 - $49.0 $59,674 - $71,932
1,468 Added 21.16%
8,407 $366,000
Q4 2022

Feb 14, 2023
BUY
$39.73 - $48.74 $27,056 - $33,191
681 Added 10.88%
6,939 $331,000
Q3 2022

Nov 14, 2022
BUY
$41.38 - $52.37 $32,566 - $41,215
787 Added 14.38%
6,258 $259,000
Q2 2022

Aug 15, 2022
SELL
$41.42 - $52.59 $96,757 - $122,850
-2,336 Reduced 29.92%
5,471 $251,000
Q1 2022

May 16, 2022
BUY
$44.8 - $53.13 $23,744 - $28,158
530 Added 7.28%
7,807 $399,000
Q4 2021

Feb 14, 2022
SELL
$46.24 - $53.69 $21,131 - $24,536
-457 Reduced 5.91%
7,277 $391,000
Q3 2021

Nov 15, 2021
SELL
$46.08 - $51.15 $5,345 - $5,933
-116 Reduced 1.48%
7,734 $356,000
Q2 2021

Aug 16, 2021
BUY
$44.72 - $49.09 $57,957 - $63,620
1,296 Added 19.77%
7,850 $359,000
Q1 2021

May 14, 2021
SELL
$41.5 - $48.72 $66,898 - $78,536
-1,612 Reduced 19.74%
6,554 $293,000
Q4 2020

Feb 11, 2021
BUY
$40.83 - $48.55 $288,831 - $343,442
7,074 Added 647.8%
8,166 $386,000
Q3 2020

Dec 16, 2020
SELL
$38.53 - $47.81 $258,883 - $321,235
-6,719 Reduced 86.02%
1,092 $44,000
Q3 2020

Dec 16, 2020
SELL
$38.53 - $47.81 $90,160 - $111,875
-2,340 Reduced 23.05%
7,811 $314,000
Q3 2020

Nov 13, 2020
BUY
$38.53 - $47.81 $79,834 - $99,062
2,072 Added 25.65%
10,151 $409,000
Q2 2020

Aug 14, 2020
SELL
$38.5 - $46.61 $7,892 - $9,555
-205 Reduced 2.47%
8,079 $341,000
Q1 2020

May 06, 2020
BUY
$32.65 - $54.07 $270,472 - $447,915
8,284 New
8,284 $337,000

Others Institutions Holding WTRG

# of Institutions
668
Shares Held
210M
Call Options Held
80.5K
Put Options Held
90K
View Full List

About Essential Utilities, Inc.

WTRG Quotes by TradingView
  • Ticker WTRG
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Water
  • Shares Outstandng 262,291,008
  • Market Cap $8.81B
  • 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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