Wells Fargo’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 | $430K | Sell |
13,620
-3,148
| -19% | -$99.5K | ﹤0.01% | 3887 |
|
|
2025
Q1 | $582K | Buy |
16,768
+364
| +2% | +$12.6K | ﹤0.01% | 3575 |
|
|
2024
Q4 | $537K | Buy |
16,404
+992
| +6% | +$32.5K | ﹤0.01% | 3676 |
|
|
2024
Q3 | $577K | Sell |
15,412
-444
| -3% | -$16.6K | ﹤0.01% | 3538 |
|
|
2024
Q2 | $588K | Buy |
15,856
+2,853
| +22% | +$106K | ﹤0.01% | 3475 |
|
|
2024
Q1 | $472K | Buy |
13,003
+649
| +5% | +$23.5K | ﹤0.01% | 3593 |
|
|
2023
Q4 | $477K | Sell |
12,354
-129
| -1% | -$4.98K | ﹤0.01% | 3553 |
|
|
2023
Q3 | $468K | Sell |
12,483
-3,806
| -23% | -$143K | ﹤0.01% | 3555 |
|
|
2023
Q2 | $672K | Buy |
16,289
+2,808
| +21% | +$116K | ﹤0.01% | 3541 |
|
|
2023
Q1 | $603K | Buy |
13,481
+2,211
| +20% | +$98.8K | ﹤0.01% | 3484 |
|
|
2022
Q4 | $507K | Buy |
11,270
+260
| +2% | +$11.7K | ﹤0.01% | 3408 |
|
|
2022
Q3 | $424K | Sell |
11,010
-85
| -0.8% | -$3.27K | ﹤0.01% | 3553 |
|
|
2022
Q2 | $449K | Sell |
11,095
-4,914
| -31% | -$199K | ﹤0.01% | 3584 |
|
|
2022
Q1 | $719K | Sell |
16,009
-1,059
| -6% | -$47.6K | ﹤0.01% | 3893 |
|
|
2021
Q4 | $849K | Buy |
17,068
+5,054
| +42% | +$251K | ﹤0.01% | 3985 |
|
|
2021
Q3 | $525K | Sell |
12,014
-7,159
| -37% | -$313K | ﹤0.01% | 4376 |
|
|
2021
Q2 | $868K | Sell |
19,173
-22,208
| -54% | -$1.01M | ﹤0.01% | 4063 |
|
|
2021
Q1 | $2.03M | Buy |
41,381
+202
| +0.5% | +$9.89K | ﹤0.01% | 3481 |
|
|
2020
Q4 | $1.92M | Sell |
41,179
-8,680
| -17% | -$405K | ﹤0.01% | 3484 |
|
|
2020
Q3 | $2.11M | Buy |
49,859
+562
| +1% | +$23.8K | ﹤0.01% | 3220 |
|
|
2020
Q2 | $2.36M | Buy |
49,297
+5,744
| +13% | +$275K | ﹤0.01% | 3099 |
|
|
2020
Q1 | $1.89M | Buy |
43,553
+1,882
| +5% | +$81.8K | ﹤0.01% | 2987 |
|
|
2019
Q4 | $1.92M | Sell |
41,671
-812
| -2% | -$37.4K | ﹤0.01% | 3342 |
|
|
2019
Q3 | $1.86M | Buy |
42,483
+4,183
| +11% | +$183K | ﹤0.01% | 3355 |
|
|
2019
Q2 | $1.37M | Sell |
38,300
-90
| -0.2% | -$3.22K | ﹤0.01% | 3603 |
|
|
2019
Q1 | $1.32M | Sell |
38,390
-72
| -0.2% | -$2.47K | ﹤0.01% | 3651 |
|
|
2018
Q4 | $1.23M | Buy |
38,462
+882
| +2% | +$28.3K | ﹤0.01% | 3608 |
|
|
2018
Q3 | $1.14M | Buy |
37,580
+580
| +2% | +$17.6K | ﹤0.01% | 3808 |
|
|
2018
Q2 | $1.18M | Sell |
37,000
-1,458
| -4% | -$46.4K | ﹤0.01% | 3829 |
|
|
2018
Q1 | $1.19M | Sell |
38,458
-738
| -2% | -$22.9K | ﹤0.01% | 3727 |
|
|
2017
Q4 | $1.33M | Buy |
39,196
+5,128
| +15% | +$174K | ﹤0.01% | 3653 |
|
|
2017
Q3 | $1.16M | Buy |
34,068
+1,820
| +6% | +$61.7K | ﹤0.01% | 3688 |
|
|
2017
Q2 | $1.12M | Buy |
32,248
+1,460
| +5% | +$50.9K | ﹤0.01% | 3591 |
|
|
2017
Q1 | $1.08M | Sell |
30,788
-375
| -1% | -$13.1K | ﹤0.01% | 3635 |
|
|
2016
Q4 | $1.19M | Buy |
31,163
+4,662
| +18% | +$178K | ﹤0.01% | 3501 |
|
|
2016
Q3 | $786K | Hold |
26,501
| – | – | ﹤0.01% | 3579 |
|
|
2016
Q2 | $849K | Sell |
26,501
-345
| -1% | -$11.1K | ﹤0.01% | 3521 |
|
|
2016
Q1 | $819K | Sell |
26,846
-110,542
| -80% | -$3.37M | ﹤0.01% | 3468 |
|
|
2015
Q4 | $3.43M | Buy |
137,388
+427
| +0.3% | +$10.7K | ﹤0.01% | 2570 |
|
|
2015
Q3 | $2.88M | Sell |
136,961
-941
| -0.7% | -$19.8K | ﹤0.01% | 2695 |
|
|
2015
Q2 | $2.88M | Buy |
137,902
+10,221
| +8% | +$213K | ﹤0.01% | 2802 |
|
|
2015
Q1 | $3.1M | Sell |
127,681
-4,514
| -3% | -$110K | ﹤0.01% | 2706 |
|
|
2014
Q4 | $3.07M | Sell |
132,195
-1,848
| -1% | -$42.9K | ﹤0.01% | 2691 |
|
|
2014
Q3 | $2.68M | Sell |
134,043
-9,697
| -7% | -$194K | ﹤0.01% | 2798 |
|
|
2014
Q2 | $2.99M | Buy |
143,740
+201
| +0.1% | +$4.19K | ﹤0.01% | 2705 |
|
|
2014
Q1 | $2.93M | Sell |
143,539
-5,977
| -4% | -$122K | ﹤0.01% | 2708 |
|
|
2013
Q4 | $3.13M | Buy |
149,516
+27,330
| +22% | +$572K | ﹤0.01% | 2605 |
|
|
2013
Q3 | $2.45M | Buy |
122,186
+3,514
| +3% | +$70.5K | ﹤0.01% | 2732 |
|
|
2013
Q2 | $2.26M | Buy |
+118,672
| New | +$2.26M | ﹤0.01% | 2725 |
|