Yhb Investment Advisors, Inc. Essential Utilities, Inc. Transaction History

Yhb Investment Advisors, Inc.

$1.2 Billion
Q4 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 6,235 shares of WTRG stock, worth $209,558. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,235

Previous 7,770 19.76%

Holding current value

$209,558

Previous $299,000 24.41%

% of portfolio

0.02%

Previous 0.03%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$36.18 - $40.55 $55,536 - $62,244	-1,535 Reduced 19.76%	6,235 $226,000
Q3 2024 Oct 22, 2024	SELL	$36.74 - $41.49 $17,267 - $19,500	-470 Reduced 5.7%	7,770 $299,000
Q2 2024 Aug 01, 2024	SELL	$33.88 - $39.67 $144,193 - $168,835	-4,256 Reduced 34.06%	8,240 $307,000
Q1 2024 Aug 14, 2024	BUY	$34.18 - $38.66 $145,470 - $164,536	4,256 Added 51.65%	12,496 $462,000
Q1 2024 Apr 26, 2024	SELL	$34.18 - $38.66 $1.31 Million - $1.48 Million	-38,385 Reduced 75.44%	12,496 $462,000
Q4 2023 Jan 29, 2024	SELL	$32.59 - $37.64 $240,611 - $277,896	-7,383 Reduced 12.67%	50,881 $1.9 Million
Q3 2023 Oct 23, 2023	BUY	$34.04 - $43.1 $19,232 - $24,351	565 Added 0.98%	58,264 $2 Million
Q2 2023 Aug 10, 2023	BUY	$39.47 - $45.03 $30,826 - $35,168	781 Added 1.37%	57,699 $2.3 Million
Q1 2023 May 08, 2023	BUY	$40.65 - $49.0 $35,975 - $43,365	885 Added 1.58%	56,918 $2.48 Million
Q4 2022 Jan 12, 2023	SELL	$39.73 - $48.74 $6,277 - $7,700	-158 Reduced 0.28%	56,033 $0
Q3 2022 Nov 03, 2022	BUY	$41.38 - $52.37 $2,979 - $3,770	72 Added 0.13%	56,191 $2.33 Million
Q2 2022 Jul 14, 2022	SELL	$41.42 - $52.59 $37,567 - $47,699	-907 Reduced 1.59%	56,119 $2.57 Million
Q1 2022 Apr 14, 2022	SELL	$44.8 - $53.13 $45,696 - $54,192	-1,020 Reduced 1.76%	57,026 $2.92 Million
Q4 2021 Jan 18, 2022	BUY	$46.24 - $53.69 $14,056 - $16,321	304 Added 0.53%	58,046 $3.12 Million
Q3 2021 Oct 28, 2021	SELL	$46.08 - $51.15 $2,027 - $2,250	-44 Reduced 0.08%	57,742 $2.66 Million
Q2 2021 Jul 15, 2021	BUY	$44.72 - $49.09 $4,024 - $4,418	90 Added 0.16%	57,786 $2.64 Million
Q1 2021 Apr 22, 2021	SELL	$41.5 - $48.72 $7,677 - $9,013	-185 Reduced 0.32%	57,696 $2.73 Million
Q4 2020 Jan 21, 2021	SELL	$40.83 - $48.55 $11,146 - $13,254	-273 Reduced 0.47%	57,881 $2.74 Million
Q3 2020 Nov 02, 2020	SELL	$38.53 - $47.81 $260,693 - $323,482	-6,766 Reduced 10.42%	58,154 $2.34 Million
Q2 2020 Jul 20, 2020	SELL	$38.5 - $46.61 $78,270 - $94,758	-2,033 Reduced 3.04%	64,920 $2.74 Million
Q1 2020 Apr 16, 2020	BUY	$32.65 - $54.07 $2.19 Million - $3.62 Million	66,953 New	66,953 $2.73 Million

Others Institutions Holding WTRG

# of Institutions

666

Shares Held

210M

Call Options Held

80.5K

Put Options Held

90K

View Full List

About Essential Utilities, Inc.

Ticker WTRG
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 262,291,008
Market Cap $8.82B
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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Yhb Investment Advisors, Inc. Essential Utilities, Inc. Transaction History