Essential Utils shares owned by Halpern Financial
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in Essential Utils
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Quarterly reported holdings in Essential Utils by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $24k | 658 | 36.03 |
| 2023-12-31 | $25k | 658 | 37.91 |
| 2023-09-30 | $23k | 658 | 34.33 |
| 2023-06-30 | $26k | 658 | 39.91 |
| 2023-03-31 | $29k | 658 | 43.65 |
| 2022-12-31 | $31k | 658 | 47.73 |
| 2022-09-30 | $27k | 658 | 41.38 |
| 2022-06-30 | $30k | 658 | 45.85 |
| 2022-03-31 | $34k | 658 | 51.13 |
| 2021-12-31 | $35k | 658 | 53.69 |
| 2021-09-30 | $30k | 658 | 46.08 |
| 2021-06-30 | $44k | 970 | 45.70 |
| 2021-03-31 | $29k | 658 | 44.75 |
| 2020-12-31 | $31k | 658 | 47.29 |