Fidelity Investments’s York Water YORW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Sell |
15,829
-3,502
| -18% | -$111K | ﹤0.01% | 2957 |
|
|
2025
Q1 | $670K | Buy |
19,331
+12,115
| +168% | +$420K | ﹤0.01% | 2816 |
|
|
2024
Q4 | $236K | Sell |
7,216
-55
| -0.8% | -$1.8K | ﹤0.01% | 3204 |
|
|
2024
Q3 | $272K | Buy |
7,271
+3,229
| +80% | +$121K | ﹤0.01% | 3084 |
|
|
2024
Q2 | $150K | Sell |
4,042
-215
| -5% | -$7.97K | ﹤0.01% | 3143 |
|
|
2024
Q1 | $154K | Buy |
4,257
+628
| +17% | +$22.8K | ﹤0.01% | 3113 |
|
|
2023
Q4 | $140K | Sell |
3,629
-351
| -9% | -$13.6K | ﹤0.01% | 3080 |
|
|
2023
Q3 | $149K | Sell |
3,980
-2,993
| -43% | -$112K | ﹤0.01% | 2978 |
|
|
2023
Q2 | $288K | Buy |
6,973
+2,687
| +63% | +$111K | ﹤0.01% | 2835 |
|
|
2023
Q1 | $192K | Sell |
4,286
-1,616
| -27% | -$72.2K | ﹤0.01% | 2998 |
|
|
2022
Q4 | $265K | Buy |
5,902
+386
| +7% | +$17.4K | ﹤0.01% | 2922 |
|
|
2022
Q3 | $211K | Sell |
5,516
-2,032
| -27% | -$77.7K | ﹤0.01% | 3034 |
|
|
2022
Q2 | $306K | Buy |
7,548
+2,711
| +56% | +$110K | ﹤0.01% | 3006 |
|
|
2022
Q1 | $218K | Buy |
4,837
+2,673
| +124% | +$120K | ﹤0.01% | 3232 |
|
|
2021
Q4 | $108K | Buy |
2,164
+466
| +27% | +$23.3K | ﹤0.01% | 3070 |
|
|
2021
Q3 | $74K | Sell |
1,698
-1,478
| -47% | -$64.4K | ﹤0.01% | 3133 |
|
|
2021
Q2 | $144K | Buy |
3,176
+3,132
| +7,118% | +$142K | ﹤0.01% | 2981 |
|
|
2021
Q1 | $2K | Sell |
44
-3,440
| -99% | -$156K | ﹤0.01% | 3761 |
|
|
2020
Q4 | $162K | Buy |
3,484
+3,023
| +656% | +$141K | ﹤0.01% | 2817 |
|
|
2020
Q3 | $19K | Sell |
461
-548
| -54% | -$22.6K | ﹤0.01% | 3068 |
|
|
2020
Q2 | $49K | Buy |
1,009
+120
| +13% | +$5.83K | ﹤0.01% | 2810 |
|
|
2020
Q1 | $39K | Sell |
889
-90
| -9% | -$3.95K | ﹤0.01% | 2818 |
|
|
2019
Q4 | $45K | Hold |
979
| – | – | ﹤0.01% | 2915 |
|
|
2019
Q3 | $43K | Buy |
979
+100
| +11% | +$4.39K | ﹤0.01% | 2900 |
|
|
2019
Q2 | $31K | Hold |
879
| – | – | ﹤0.01% | 2967 |
|
|
2019
Q1 | $30K | Sell |
879
-321
| -27% | -$11K | ﹤0.01% | 2883 |
|
|
2018
Q4 | $38K | Hold |
1,200
| – | – | ﹤0.01% | 2774 |
|
|
2018
Q3 | $36K | Buy |
+1,200
| New | +$36K | ﹤0.01% | 2898 |
|