Bank Julius Baer & Co. Ltd, Zurich Essential Utilities, Inc. Transaction History

Bank Julius Baer & Co. Ltd, Zurich

$29.1 Billion
Q4 2024

A detailed history of Bank Julius Baer & Co. Ltd, Zurich transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Bank Julius Baer & Co. Ltd, Zurich holds 9,696 shares of WTRG stock, worth $368,544. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,696

Previous 9,026 7.42%

Holding current value

$368,544

Previous $348,000 1.15%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$36.18 - $40.55 $24,240 - $27,168	670 Added 7.42%	9,696 $352,000
Q3 2024 Nov 14, 2024	SELL	$36.74 - $41.49 $21,639 - $24,437	-589 Reduced 6.13%	9,026 $348,000
Q2 2024 Aug 14, 2024	SELL	$33.88 - $39.67 $36,759 - $43,041	-1,085 Reduced 10.14%	9,615 $358,000
Q4 2023 Feb 02, 2024	SELL	$32.59 - $37.64 $4,269 - $4,930	-131 Reduced 1.21%	10,700 $400,000
Q3 2023 Nov 13, 2023	BUY	$34.04 - $43.1 $11,165 - $14,136	328 Added 3.12%	10,831 $372,000
Q2 2023 Jul 24, 2023	BUY	$39.47 - $45.03 $414,553 - $472,950	10,503 New	10,503 $419,000
Q4 2022 Jan 24, 2023	BUY	$39.73 - $48.74 $6,714 - $8,237	169 Added 1.6%	10,700 $511,000
Q3 2022 Nov 04, 2022	SELL	$41.38 - $52.37 $6,993 - $8,850	-169 Reduced 1.58%	10,531 $436,000
Q4 2020 Feb 24, 2021	SELL	$40.83 - $48.55 $665,569 - $791,413	-16,301 Reduced 60.37%	10,700 $506,000
Q4 2020 Feb 12, 2021	BUY	$40.83 - $48.55 $665,569 - $791,413	16,301 Added 152.35%	27,001 $506,000
Q3 2020 Nov 10, 2020	SELL	$38.53 - $47.81 $150,344 - $186,554	-3,902 Reduced 26.72%	10,700 $431,000
Q1 2020 May 13, 2020	BUY	$32.65 - $54.07 $476,755 - $789,530	14,602 New	14,602 $594,000

Others Institutions Holding WTRG

# of Institutions

673

Shares Held

218M

Call Options Held

39.8K

Put Options Held

76.9K

View Full List

About Essential Utilities, Inc.

Ticker WTRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 262,291,008
Market Cap $9.97B
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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Bank Julius Baer & Co. Ltd, Zurich Essential Utilities, Inc. Transaction History