Johnson & White Wealth Management’s York Water YORW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$640K	Sell	21,004 -393	-2%	-$12.7K	0.27%	68
2025 Q4	$681K	Sell	21,397 -1,096	-5%	-$35.1K	0.3%	64
2025 Q3	$684K	Sell	22,493 -1,427	-6%	-$44.3K	0.31%	64
2025 Q2	$756K	Sell	23,920 -1,342	-5%	-$44.8K	0.38%	54
2025 Q1	$876K	Sell	25,262 -236	-0.9%	-$7.68K	0.49%	48
2024 Q4	$828K	Buy	+25,498	New	+$908K	0.5%	46
2024 Q2	–	Sell	-29,670	Closed	-$1.08M	–	90
2024 Q1	$1.08M	Buy	29,670 +4	+0%	+$144	0.78%	33
2023 Q4	$1.15M	Buy	29,666 +16	+0.1%	+$603	0.95%	28
2023 Q3	$1.11M	Buy	+29,650	New	+$1.21M	1.01%	28
2023 Q2	–	Sell	-29,291	Closed	-$1.31M	–	74
2023 Q1	$1.31M	Buy	+29,291	New	+$1.31M	1.17%	24
2022 Q4	–	Sell	-27,802	Closed	-$1.07M	–	132
2022 Q3	$1.07M	Buy	+27,802	New	+$1.19M	1.2%	21