Penn Capital 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
2025
Q2
$1.87M Buy
2025
Q1
$1.44M Sell
2024
Q4
$4.75M Buy
2024
Q3
$5.16M Buy
2024
Q2
$4.27M Buy
2024
Q1
$2.28M Buy
2023
Q4
$2.06M Buy
2023
Q3
$1.56M Buy
2023
Q2
$1.48M Sell
2023
Q1
$1.73M Sell
2022
Q4
$3.28M Sell
2022
Q3
$4.12M Buy
2022
Q2
$4.19M Buy
2022
Q1
$2.48M Buy
2021
Q4
$330K Hold
2021
Q3
$330K Buy
2019
Q3
Sell
2019
Q2
$2.81M Sell
2019
Q1
$3.07M Buy