Wells Fargo’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 | $669K | Sell |
21,970
-10,187
| -32% | -$329K | ﹤0.01% | 3981 |
|
|
2025
Q4 | $1.02M | Buy |
32,157
+13,430
| +72% | +$430K | ﹤0.01% | 3952 |
|
|
2025
Q3 | $570K | Buy |
18,727
+5,107
| +37% | +$158K | ﹤0.01% | 4218 |
|
|
2025
Q2 | $430K | Sell |
13,620
-3,148
| -19% | -$105K | ﹤0.01% | 4251 |
|
|
2025
Q1 | $582K | Buy |
16,768
+364
| +2% | +$11.8K | ﹤0.01% | 3984 |
|
|
2024
Q4 | $537K | Buy |
16,404
+992
| +6% | +$35.3K | ﹤0.01% | 4135 |
|
|
2024
Q3 | $577K | Sell |
15,412
-444
| -3% | -$17.2K | ﹤0.01% | 3901 |
|
|
2024
Q2 | $588K | Buy |
15,856
+2,853
| +22% | +$103K | ﹤0.01% | 3805 |
|
|
2024
Q1 | $472K | Buy |
13,003
+649
| +5% | +$23.4K | ﹤0.01% | 3935 |
|
|
2023
Q4 | $477K | Sell |
12,354
-129
| -1% | -$4.86K | ﹤0.01% | 3903 |
|
|
2023
Q3 | $468K | Sell |
12,483
-3,806
| -23% | -$155K | ﹤0.01% | 3829 |
|
|
2023
Q2 | $672K | Buy |
16,289
+2,808
| +21% | +$122K | ﹤0.01% | 3740 |
|
|
2023
Q1 | $603K | Buy |
13,481
+2,211
| +20% | +$98.9K | ﹤0.01% | 3717 |
|
|
2022
Q4 | $507K | Buy |
11,270
+260
| +2% | +$11.3K | ﹤0.01% | 3630 |
|
|
2022
Q3 | $424K | Sell |
11,010
-85
| -0.8% | -$3.65K | ﹤0.01% | 3796 |
|
|
2022
Q2 | $449K | Sell |
11,095
-4,914
| -31% | -$199K | ﹤0.01% | 3804 |
|
|
2022
Q1 | $719K | Sell |
16,009
-1,059
| -6% | -$47.3K | ﹤0.01% | 4142 |
|
|
2021
Q4 | $849K | Buy |
17,068
+5,054
| +42% | +$241K | ﹤0.01% | 4248 |
|
|
2021
Q3 | $525K | Sell |
12,014
-7,159
| -37% | -$343K | ﹤0.01% | 4635 |
|
|
2021
Q2 | $868K | Sell |
19,173
-22,208
| -54% | -$1.1M | ﹤0.01% | 4298 |
|
|
2021
Q1 | $2.03M | Buy |
41,381
+202
| +0.5% | +$9.21K | ﹤0.01% | 3693 |
|
|
2020
Q4 | $1.92M | Sell |
41,179
-8,680
| -17% | -$397K | ﹤0.01% | 3528 |
|
|
2020
Q3 | $2.11M | Buy |
49,859
+562
| +1% | +$25.7K | ﹤0.01% | 3268 |
|
|
2020
Q2 | $2.36M | Buy |
49,297
+5,744
| +13% | +$249K | ﹤0.01% | 3144 |
|
|
2020
Q1 | $1.89M | Buy |
43,553
+1,882
| +5% | +$85.4K | ﹤0.01% | 3052 |
|
|
2019
Q4 | $1.92M | Sell |
41,671
-812
| -2% | -$35.6K | ﹤0.01% | 3375 |
|
|
2019
Q3 | $1.85M | Buy |
42,483
+4,183
| +11% | +$158K | ﹤0.01% | 3397 |
|
|
2019
Q2 | $1.37M | Sell |
38,300
-90
| -0.2% | -$3.09K | ﹤0.01% | 3655 |
|
|
2019
Q1 | $1.32M | Sell |
38,390
-72
| -0.2% | -$2.41K | ﹤0.01% | 3684 |
|
|
2018
Q4 | $1.23M | Buy |
38,462
+882
| +2% | +$28.3K | ﹤0.01% | 3678 |
|
|
2018
Q3 | $1.14M | Buy |
37,580
+580
| +2% | +$17.9K | ﹤0.01% | 3871 |
|
|
2018
Q2 | $1.18M | Sell |
37,000
-1,458
| -4% | -$46.7K | ﹤0.01% | 3887 |
|
|
2018
Q1 | $1.19M | Sell |
38,458
-738
| -2% | -$22.8K | ﹤0.01% | 3779 |
|
|
2017
Q4 | $1.33M | Buy |
39,196
+5,128
| +15% | +$181K | ﹤0.01% | 3711 |
|
|
2017
Q3 | $1.16M | Buy |
34,068
+1,820
| +6% | +$61.7K | ﹤0.01% | 3745 |
|
|
2017
Q2 | $1.12M | Buy |
32,248
+1,460
| +5% | +$51.4K | ﹤0.01% | 3655 |
|
|
2017
Q1 | $1.08M | Sell |
30,788
-375
| -1% | -$13.3K | ﹤0.01% | 3692 |
|
|
2016
Q4 | $1.19M | Buy |
31,163
+4,662
| +18% | +$158K | ﹤0.01% | 3562 |
|
|
2016
Q3 | $786K | Hold |
26,501
| – | – | ﹤0.01% | 3657 |
|
|
2016
Q2 | $849K | Sell |
26,501
-345
| -1% | -$10.2K | ﹤0.01% | 3588 |
|
|
2016
Q1 | $819K | Sell |
26,846
-110,542
| -80% | -$3.03M | ﹤0.01% | 3531 |
|
|
2015
Q4 | $3.43M | Buy |
137,388
+427
| +0.3% | +$10.1K | ﹤0.01% | 2595 |
|
|
2015
Q3 | $2.88M | Sell |
136,961
-941
| -0.7% | -$20K | ﹤0.01% | 2733 |
|
|
2015
Q2 | $2.88M | Buy |
137,902
+10,221
| +8% | +$235K | ﹤0.01% | 2823 |
|
|
2015
Q1 | $3.1M | Sell |
127,681
-4,514
| -3% | -$106K | ﹤0.01% | 2724 |
|
|
2014
Q4 | $3.07M | Sell |
132,195
-1,848
| -1% | -$39.4K | ﹤0.01% | 2710 |
|
|
2014
Q3 | $2.68M | Sell |
134,043
-9,697
| -7% | -$193K | ﹤0.01% | 2809 |
|
|
2014
Q2 | $2.99M | Buy |
143,740
+201
| +0.1% | +$4.07K | ﹤0.01% | 2722 |
|
|
2014
Q1 | $2.93M | Sell |
143,539
-5,977
| -4% | -$122K | ﹤0.01% | 2719 |
|
|
2013
Q4 | $3.13M | Buy |
149,516
+27,330
| +22% | +$569K | ﹤0.01% | 2614 |
|
|
2013
Q3 | $2.45M | Buy |
122,186
+3,514
| +3% | +$71.9K | ﹤0.01% | 2742 |
|
|
2013
Q2 | $2.26M | Buy |
+118,672
| New | +$2.23M | ﹤0.01% | 2731 |
|
Other funds holding YORW
ZP
VCM
VPM