UBS Group’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 | $1.31M | Sell |
41,319
-4,286
| -9% | -$135K | ﹤0.01% | 4152 |
|
|
2025
Q1 | $1.58M | Buy |
45,605
+5,351
| +13% | +$186K | ﹤0.01% | 3856 |
|
|
2024
Q4 | $1.32M | Buy |
40,254
+8,097
| +25% | +$265K | ﹤0.01% | 4036 |
|
|
2024
Q3 | $1.2M | Buy |
32,157
+1,541
| +5% | +$57.7K | ﹤0.01% | 3451 |
|
|
2024
Q2 | $1.14M | Sell |
30,616
-12,702
| -29% | -$471K | ﹤0.01% | 3300 |
|
|
2024
Q1 | $1.57M | Buy |
43,318
+3,974
| +10% | +$144K | ﹤0.01% | 3185 |
|
|
2023
Q4 | $1.52M | Buy |
39,344
+7,115
| +22% | +$275K | ﹤0.01% | 3090 |
|
|
2023
Q3 | $1.21M | Sell |
32,229
-7,051
| -18% | -$264K | ﹤0.01% | 2943 |
|
|
2023
Q2 | $1.62M | Buy |
39,280
+3,237
| +9% | +$134K | ﹤0.01% | 2860 |
|
|
2023
Q1 | $1.61M | Buy |
36,043
+2,522
| +8% | +$113K | ﹤0.01% | 2786 |
|
|
2022
Q4 | $1.51M | Buy |
33,521
+3,685
| +12% | +$166K | ﹤0.01% | 2795 |
|
|
2022
Q3 | $1.15M | Sell |
29,836
-847
| -3% | -$32.5K | ﹤0.01% | 2758 |
|
|
2022
Q2 | $1.24M | Buy |
30,683
+137
| +0.4% | +$5.54K | ﹤0.01% | 2731 |
|
|
2022
Q1 | $1.37M | Sell |
30,546
-827
| -3% | -$37.2K | ﹤0.01% | 2966 |
|
|
2021
Q4 | $1.56M | Buy |
31,373
+6,093
| +24% | +$303K | ﹤0.01% | 3071 |
|
|
2021
Q3 | $1.11M | Buy |
25,280
+21,729
| +612% | +$950K | ﹤0.01% | 3185 |
|
|
2021
Q2 | $161K | Buy |
3,551
+1,527
| +75% | +$69.2K | ﹤0.01% | 4491 |
|
|
2021
Q1 | $99K | Sell |
2,024
-230
| -10% | -$11.3K | ﹤0.01% | 4991 |
|
|
2020
Q4 | $105K | Buy |
2,254
+454
| +25% | +$21.1K | ﹤0.01% | 4672 |
|
|
2020
Q3 | $76K | Sell |
1,800
-4,990
| -73% | -$211K | ﹤0.01% | 4516 |
|
|
2020
Q2 | $326K | Sell |
6,790
-2,873
| -30% | -$138K | ﹤0.01% | 3678 |
|
|
2020
Q1 | $420K | Sell |
9,663
-9,182
| -49% | -$399K | ﹤0.01% | 3359 |
|
|
2019
Q4 | $869K | Buy |
18,845
+7,064
| +60% | +$326K | ﹤0.01% | 3453 |
|
|
2019
Q3 | $515K | Buy |
11,781
+6,042
| +105% | +$264K | ﹤0.01% | 3702 |
|
|
2019
Q2 | $205K | Buy |
5,739
+2,740
| +91% | +$97.9K | ﹤0.01% | 4092 |
|
|
2019
Q1 | $103K | Sell |
2,999
-5,568
| -65% | -$191K | ﹤0.01% | 4269 |
|
|
2018
Q4 | $275K | Buy |
8,567
+2,885
| +51% | +$92.6K | ﹤0.01% | 3886 |
|
|
2018
Q3 | $173K | Sell |
5,682
-438
| -7% | -$13.3K | ﹤0.01% | 4337 |
|
|
2018
Q2 | $195K | Buy |
6,120
+1,828
| +43% | +$58.2K | ﹤0.01% | 4115 |
|
|
2018
Q1 | $133K | Sell |
4,292
-343
| -7% | -$10.6K | ﹤0.01% | 4230 |
|
|
2017
Q4 | $157K | Buy |
4,635
+623
| +16% | +$21.1K | ﹤0.01% | 4175 |
|
|
2017
Q3 | $136K | Sell |
4,012
-848
| -17% | -$28.7K | ﹤0.01% | 4266 |
|
|
2017
Q2 | $169K | Buy |
4,860
+339
| +7% | +$11.8K | ﹤0.01% | 3983 |
|
|
2017
Q1 | $158K | Sell |
4,521
-2,562
| -36% | -$89.5K | ﹤0.01% | 3947 |
|
|
2016
Q4 | $271K | Buy |
7,083
+334
| +5% | +$12.8K | ﹤0.01% | 3733 |
|
|
2016
Q3 | $200K | Buy |
6,749
+1,405
| +26% | +$41.6K | ﹤0.01% | 3734 |
|
|
2016
Q2 | $171K | Sell |
5,344
-972
| -15% | -$31.1K | ﹤0.01% | 3841 |
|
|
2016
Q1 | $193K | Sell |
6,316
-5,913
| -48% | -$181K | ﹤0.01% | 3799 |
|
|
2015
Q4 | $305K | Buy |
12,229
+1,972
| +19% | +$49.2K | ﹤0.01% | 3491 |
|
|
2015
Q3 | $216K | Buy |
10,257
+3,945
| +63% | +$83.1K | ﹤0.01% | 3654 |
|
|
2015
Q2 | $131K | Buy |
6,312
+62
| +1% | +$1.29K | ﹤0.01% | 4132 |
|
|
2015
Q1 | $152K | Sell |
6,250
-241
| -4% | -$5.86K | ﹤0.01% | 3954 |
|
|
2014
Q4 | $150K | Buy |
+6,491
| New | +$150K | ﹤0.01% | 3952 |
|