Essential Utils shares owned by Ptm Wealth Management
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by Ptm Wealth Management
from 13F filings
Historical chart of Ptm Wealth Management investment in Essential Utils
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Quarterly reported holdings in Essential Utils by Ptm Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $244k | 6.4k | 37.79 |
| 2025-09-30 | $256k | 6.4k | 40.07 |
| 2025-06-30 | $233k | 6.3k | 36.78 |
| 2025-03-31 | $236k | 6.3k | 37.62 |