Osaic Holdings’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 | $68.2K | Sell |
2,239
-1,190
| -35% | -$38.4K | ﹤0.01% | 4970 |
|
|
2025
Q4 | $109K | Sell |
3,429
-685
| -17% | -$21.9K | ﹤0.01% | 4629 |
|
|
2025
Q3 | $126K | Sell |
4,114
-344
| -8% | -$10.7K | ﹤0.01% | 4589 |
|
|
2025
Q2 | $143K | Buy |
4,458
+1,255
| +39% | +$41.9K | ﹤0.01% | 4213 |
|
|
2025
Q1 | $111K | Buy |
3,203
+1,539
| +92% | +$50.1K | ﹤0.01% | 4093 |
|
|
2024
Q4 | $54.5K | Buy |
1,664
+312
| +23% | +$11.1K | ﹤0.01% | 4638 |
|
|
2024
Q3 | $50.7K | Sell |
1,352
-2,465
| -65% | -$95.7K | ﹤0.01% | 4738 |
|
|
2024
Q2 | $142K | Buy |
3,817
+2,154
| +130% | +$78.1K | ﹤0.01% | 3854 |
|
|
2024
Q1 | $60.4K | Buy |
1,663
+26
| +2% | +$937 | ﹤0.01% | 4609 |
|
|
2023
Q4 | $63.3K | Sell |
1,637
-2,615
| -62% | -$98.5K | ﹤0.01% | 4750 |
|
|
2023
Q3 | $159K | Buy |
4,252
+191
| +5% | +$7.8K | ﹤0.01% | 4164 |
|
|
2023
Q2 | $166K | Sell |
4,061
-355
| -8% | -$15.4K | ﹤0.01% | 4046 |
|
|
2023
Q1 | $200K | Sell |
4,416
-220
| -5% | -$9.84K | ﹤0.01% | 3861 |
|
|
2022
Q4 | $208K | Buy |
4,636
+1,373
| +42% | +$59.6K | ﹤0.01% | 3812 |
|
|
2022
Q3 | $125K | Buy |
3,263
+1
| +0% | +$43 | ﹤0.01% | 4176 |
|
|
2022
Q2 | $132K | Sell |
3,262
-1,615
| -33% | -$65.4K | ﹤0.01% | 4177 |
|
|
2022
Q1 | $317K | Sell |
4,877
-161
| -3% | -$7.19K | ﹤0.01% | 3638 |
|
|
2021
Q4 | $251K | Buy |
5,038
+1,192
| +31% | +$56.9K | ﹤0.01% | 3742 |
|
|
2021
Q3 | $168K | Sell |
3,846
-4
| -0.1% | -$192 | ﹤0.01% | 4068 |
|
|
2021
Q2 | $174K | Sell |
3,850
-484
| -11% | -$24K | ﹤0.01% | 3985 |
|
|
2021
Q1 | $212K | Sell |
4,334
-1,964
| -31% | -$89.6K | ﹤0.01% | 3677 |
|
|
2020
Q4 | $294K | Sell |
6,298
-784
| -11% | -$35.9K | ﹤0.01% | 3135 |
|
|
2020
Q3 | $302K | Sell |
7,082
-846
| -11% | -$38.7K | ﹤0.01% | 2872 |
|
|
2020
Q2 | $381K | Buy |
7,928
+264
| +3% | +$11.4K | ﹤0.01% | 2574 |
|
|
2020
Q1 | $336K | Buy |
+7,664
| New | +$348K | ﹤0.01% | 2426 |
|
Other funds holding YORW
ZP
VCM
VPM