Morgan Stanley’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 | $6.82M | Buy |
215,973
+36,033
| +20% | +$1.14M | ﹤0.01% | 3798 |
|
|
2025
Q1 | $6.24M | Sell |
179,940
-3,420
| -2% | -$119K | ﹤0.01% | 3740 |
|
|
2024
Q4 | $6M | Sell |
183,360
-23,669
| -11% | -$774K | ﹤0.01% | 3853 |
|
|
2024
Q3 | $7.76M | Buy |
207,029
+28,915
| +16% | +$1.08M | ﹤0.01% | 3625 |
|
|
2024
Q2 | $6.61M | Buy |
178,114
+15,839
| +10% | +$587K | ﹤0.01% | 3667 |
|
|
2024
Q1 | $5.89M | Sell |
162,275
-350,897
| -68% | -$12.7M | ﹤0.01% | 3792 |
|
|
2023
Q4 | $19.8M | Buy |
513,172
+205,356
| +67% | +$7.93M | ﹤0.01% | 3353 |
|
|
2023
Q3 | $11.5M | Buy |
307,816
+16,273
| +6% | +$610K | ﹤0.01% | 2992 |
|
|
2023
Q2 | $12M | Buy |
291,543
+20,712
| +8% | +$855K | ﹤0.01% | 2992 |
|
|
2023
Q1 | $12.1M | Buy |
270,831
+27,066
| +11% | +$1.21M | ﹤0.01% | 2959 |
|
|
2022
Q4 | $11M | Buy |
243,765
+126,806
| +108% | +$5.7M | ﹤0.01% | 2988 |
|
|
2022
Q3 | $4.49M | Sell |
116,959
-1,259
| -1% | -$48.4K | ﹤0.01% | 3785 |
|
|
2022
Q2 | $4.78M | Buy |
118,218
+76,436
| +183% | +$3.09M | ﹤0.01% | 3812 |
|
|
2022
Q1 | $1.88M | Sell |
41,782
-830
| -2% | -$37.3K | ﹤0.01% | 4562 |
|
|
2021
Q4 | $2.12M | Sell |
42,612
-4,033
| -9% | -$201K | ﹤0.01% | 4535 |
|
|
2021
Q3 | $2.04M | Buy |
46,645
+7,866
| +20% | +$344K | ﹤0.01% | 4559 |
|
|
2021
Q2 | $1.76M | Buy |
38,779
+1,348
| +4% | +$61.1K | ﹤0.01% | 4730 |
|
|
2021
Q1 | $1.83M | Sell |
37,431
-16,046
| -30% | -$786K | ﹤0.01% | 4317 |
|
|
2020
Q4 | $2.49M | Buy |
53,477
+11,263
| +27% | +$525K | ﹤0.01% | 3960 |
|
|
2020
Q3 | $1.78M | Sell |
42,214
-2,184
| -5% | -$92.3K | ﹤0.01% | 3758 |
|
|
2020
Q2 | $2.13M | Buy |
44,398
+368
| +0.8% | +$17.7K | ﹤0.01% | 3533 |
|
|
2020
Q1 | $1.91M | Sell |
44,030
-13,602
| -24% | -$591K | ﹤0.01% | 3406 |
|
|
2019
Q4 | $2.66M | Buy |
57,632
+16,650
| +41% | +$768K | ﹤0.01% | 3809 |
|
|
2019
Q3 | $1.79M | Buy |
40,982
+5,717
| +16% | +$250K | ﹤0.01% | 3888 |
|
|
2019
Q2 | $1.26M | Sell |
35,265
-6,434
| -15% | -$230K | ﹤0.01% | 4097 |
|
|
2019
Q1 | $1.43M | Sell |
41,699
-17,875
| -30% | -$613K | ﹤0.01% | 3860 |
|
|
2018
Q4 | $1.91M | Buy |
59,574
+5,863
| +11% | +$188K | ﹤0.01% | 3810 |
|
|
2018
Q3 | $1.63M | Sell |
53,711
-3,055
| -5% | -$92.9K | ﹤0.01% | 4167 |
|
|
2018
Q2 | $1.81M | Sell |
56,766
-9,410
| -14% | -$299K | ﹤0.01% | 4166 |
|
|
2018
Q1 | $2.05M | Buy |
66,176
+5,922
| +10% | +$184K | ﹤0.01% | 3994 |
|
|
2017
Q4 | $2.04M | Buy |
60,254
+2,860
| +5% | +$97K | ﹤0.01% | 4013 |
|
|
2017
Q3 | $1.95M | Buy |
57,394
+34,841
| +154% | +$1.18M | ﹤0.01% | 3915 |
|
|
2017
Q2 | $786K | Sell |
22,553
-6,678
| -23% | -$233K | ﹤0.01% | 4540 |
|
|
2017
Q1 | $1.03M | Sell |
29,231
-28,881
| -50% | -$1.01M | ﹤0.01% | 4362 |
|
|
2016
Q4 | $2.22M | Buy |
58,112
+40,137
| +223% | +$1.53M | ﹤0.01% | 3838 |
|
|
2016
Q3 | $533K | Buy |
17,975
+6,936
| +63% | +$206K | ﹤0.01% | 4482 |
|
|
2016
Q2 | $354K | Sell |
11,039
-2,922
| -21% | -$93.7K | ﹤0.01% | 4619 |
|
|
2016
Q1 | $426K | Buy |
13,961
+2,968
| +27% | +$90.6K | ﹤0.01% | 4541 |
|
|
2015
Q4 | $274K | Sell |
10,993
-22,854
| -68% | -$570K | ﹤0.01% | 4913 |
|
|
2015
Q3 | $711K | Buy |
33,847
+381
| +1% | +$8K | ﹤0.01% | 4371 |
|
|
2015
Q2 | $699K | Buy |
33,466
+6,618
| +25% | +$138K | ﹤0.01% | 4470 |
|
|
2015
Q1 | $653K | Sell |
26,848
-29,721
| -53% | -$723K | ﹤0.01% | 4464 |
|
|
2014
Q4 | $1.31M | Buy |
56,569
+12,096
| +27% | +$281K | ﹤0.01% | 3923 |
|
|
2014
Q3 | $890K | Sell |
44,473
-733
| -2% | -$14.7K | ﹤0.01% | 4131 |
|
|
2014
Q2 | $942K | Sell |
45,206
-3,758
| -8% | -$78.3K | ﹤0.01% | 4099 |
|
|
2014
Q1 | $999K | Buy |
48,964
+13,469
| +38% | +$275K | ﹤0.01% | 3993 |
|
|
2013
Q4 | $743K | Buy |
35,495
+6,494
| +22% | +$136K | ﹤0.01% | 4168 |
|
|
2013
Q3 | $582K | Buy |
29,001
+7,667
| +36% | +$154K | ﹤0.01% | 4229 |
|
|
2013
Q2 | $406K | Buy |
+21,334
| New | +$406K | ﹤0.01% | 4405 |
|