Northwestern Mutual Wealth Management’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 | $41.6K | Sell |
1,316
-15
| -1% | -$474 | ﹤0.01% | 2328 |
|
|
2025
Q1 | $46.2K | Buy |
1,331
+15
| +1% | +$520 | ﹤0.01% | 2202 |
|
|
2024
Q4 | $43.1K | Hold |
1,316
| – | – | ﹤0.01% | 2231 |
|
|
2024
Q3 | $49.3K | Hold |
1,316
| – | – | ﹤0.01% | 2158 |
|
|
2024
Q2 | $48.8K | Hold |
1,316
| – | – | ﹤0.01% | 2095 |
|
|
2024
Q1 | $47.7K | Sell |
1,316
-200
| -13% | -$7.25K | ﹤0.01% | 2099 |
|
|
2023
Q4 | $58.5K | Buy |
1,516
+29
| +2% | +$1.12K | ﹤0.01% | 1987 |
|
|
2023
Q3 | $55.7K | Hold |
1,487
| – | – | ﹤0.01% | 1929 |
|
|
2023
Q2 | $61.4K | Hold |
1,487
| – | – | ﹤0.01% | 1906 |
|
|
2023
Q1 | $66.5K | Hold |
1,487
| – | – | ﹤0.01% | 1844 |
|
|
2022
Q4 | $66.9K | Sell |
1,487
-20
| -1% | -$900 | ﹤0.01% | 1815 |
|
|
2022
Q3 | $58K | Sell |
1,507
-2,534
| -63% | -$97.5K | ﹤0.01% | 1850 |
|
|
2022
Q2 | $163K | Buy |
4,041
+968
| +32% | +$39K | ﹤0.01% | 1457 |
|
|
2022
Q1 | $138K | Sell |
3,073
-551
| -15% | -$24.7K | ﹤0.01% | 1577 |
|
|
2021
Q4 | $180K | Sell |
3,624
-65
| -2% | -$3.23K | ﹤0.01% | 1488 |
|
|
2021
Q3 | $161K | Hold |
3,689
| – | – | ﹤0.01% | 1428 |
|
|
2021
Q2 | $167K | Sell |
3,689
-2,675
| -42% | -$121K | ﹤0.01% | 1386 |
|
|
2021
Q1 | $312K | Hold |
6,364
| – | – | ﹤0.01% | 1079 |
|
|
2020
Q4 | $297K | Hold |
6,364
| – | – | ﹤0.01% | 1007 |
|
|
2020
Q3 | $269K | Hold |
6,364
| – | – | ﹤0.01% | 934 |
|
|
2020
Q2 | $305K | Hold |
6,364
| – | – | ﹤0.01% | 839 |
|
|
2020
Q1 | $277K | Hold |
6,364
| – | – | ﹤0.01% | 793 |
|
|
2019
Q4 | $293K | Hold |
6,364
| – | – | ﹤0.01% | 825 |
|
|
2019
Q3 | $278K | Sell |
6,364
-9,350
| -60% | -$408K | ﹤0.01% | 786 |
|
|
2019
Q2 | $561K | Sell |
15,714
-10
| -0.1% | -$357 | ﹤0.01% | 599 |
|
|
2019
Q1 | $540K | Sell |
15,724
-3,177
| -17% | -$109K | ﹤0.01% | 606 |
|
|
2018
Q4 | $606K | Buy |
18,901
+17,826
| +1,658% | +$572K | ﹤0.01% | 516 |
|
|
2018
Q3 | $33K | Hold |
1,075
| – | – | ﹤0.01% | 1471 |
|
|
2018
Q2 | $34K | Buy |
+1,075
| New | +$34K | ﹤0.01% | 1401 |
|
|
2014
Q2 | – | Sell |
-8,246
| Closed | -$168K | – | 1406 |
|
|
2014
Q1 | $168K | Buy |
+8,246
| New | +$168K | 0.01% | 404 |
|