Essential Utils shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Essential Utils (WTRG) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Essential Utils
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Quarterly reported holdings in Essential Utils by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $402k | 11k | 37.35 |
| 2023-09-30 | $370k | 11k | 34.33 |
| 2023-06-30 | $430k | 11k | 39.91 |
| 2023-03-31 | $470k | 11k | 43.65 |
| 2022-12-31 | $514k | 11k | 47.73 |
| 2022-09-30 | $446k | 11k | 41.40 |
| 2022-06-30 | $494k | 11k | 45.88 |
| 2022-03-31 | $551k | 11k | 51.17 |
| 2021-12-31 | $578k | 11k | 53.68 |
| 2021-09-30 | $496k | 11k | 46.07 |
| 2021-06-30 | $425k | 9.3k | 45.69 |
| 2021-03-31 | $416k | 9.3k | 44.73 |
| 2020-12-31 | $421k | 9.2k | 45.74 |
| 2020-09-30 | $371k | 9.2k | 40.30 |
| 2020-06-30 | $389k | 9.2k | 42.26 |
| 2020-03-31 | $375k | 9.2k | 40.74 |