Essential Utils shares owned by Levy Wealth Management Group
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Levy Wealth Management Group
from 13F filings
Historical chart of Levy Wealth Management Group investment in Essential Utils
Tip: Access up to 7 years of quarterly data
All positions including Essential Utils held by Levy Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $534k | 14k | 37.33 |
2024-03-31 | $530k | 14k | 37.35 |
2023-12-31 | $530k | 14k | 37.35 |
2023-09-30 | $501k | 15k | 34.33 |
2023-06-30 | $581k | 15k | 39.91 |
2023-03-31 | $633k | 15k | 43.65 |
2022-12-31 | $432k | 9.0k | 47.73 |
2022-09-30 | $374k | 9.0k | 41.37 |
2022-06-30 | $414k | 9.0k | 45.80 |
2022-03-31 | $462k | 9.0k | 51.11 |
2021-12-31 | $485k | 9.0k | 53.66 |
2021-09-30 | $426k | 9.2k | 46.07 |
2021-06-30 | $423k | 9.2k | 45.75 |
2021-03-31 | $414k | 9.2k | 44.79 |
2020-12-31 | $437k | 9.2k | 47.28 |
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