YIA
YHB Investment Advisors’s Essential Utilities WTRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,185
| Closed | -$244K | – | 305 |
|
|
2025
Q1 | $244K | Sell |
6,185
-50
| -0.8% | -$1.98K | 0.02% | 261 |
|
|
2024
Q4 | $226K | Sell |
6,235
-1,535
| -20% | -$55.8K | 0.02% | 264 |
|
|
2024
Q3 | $300K | Sell |
7,770
-470
| -6% | -$18.1K | 0.02% | 238 |
|
|
2024
Q2 | $308K | Sell |
8,240
-4,256
| -34% | -$159K | 0.03% | 233 |
|
|
2024
Q1 | $463K | Sell |
12,496
-38,385
| -75% | -$1.42M | 0.04% | 199 |
|
|
2023
Q4 | $1.9M | Sell |
50,881
-7,383
| -13% | -$276K | 0.18% | 116 |
|
|
2023
Q3 | $2M | Buy |
58,264
+565
| +1% | +$19.4K | 0.18% | 114 |
|
|
2023
Q2 | $2.3M | Buy |
57,699
+781
| +1% | +$31.2K | 0.21% | 105 |
|
|
2023
Q1 | $2.48M | Buy |
56,918
+885
| +2% | +$38.6K | 0.25% | 93 |
|
|
2022
Q4 | $2.67M | Sell |
56,033
-158
| -0.3% | -$7.52K | 0.28% | 91 |
|
|
2022
Q3 | $2.33M | Buy |
56,191
+72
| +0.1% | +$2.98K | 0.26% | 94 |
|
|
2022
Q2 | $2.57M | Sell |
56,119
-907
| -2% | -$41.6K | 0.27% | 94 |
|
|
2022
Q1 | $2.92M | Sell |
57,026
-1,020
| -2% | -$52.2K | 0.26% | 97 |
|
|
2021
Q4 | $3.12M | Buy |
58,046
+304
| +0.5% | +$16.3K | 0.25% | 97 |
|
|
2021
Q3 | $2.66M | Sell |
57,742
-44
| -0.1% | -$2.03K | 0.23% | 109 |
|
|
2021
Q2 | $2.64M | Buy |
57,786
+90
| +0.2% | +$4.11K | 0.23% | 109 |
|
|
2021
Q1 | $2.73M | Sell |
57,696
-185
| -0.3% | -$8.74K | 0.24% | 109 |
|
|
2020
Q4 | $2.74M | Sell |
57,881
-273
| -0.5% | -$12.9K | 0.26% | 95 |
|
|
2020
Q3 | $2.34M | Sell |
58,154
-6,766
| -10% | -$272K | 0.25% | 92 |
|
|
2020
Q2 | $2.74M | Sell |
64,920
-2,033
| -3% | -$85.9K | 0.4% | 67 |
|
|
2020
Q1 | $2.73M | Sell |
66,953
-1,347
| -2% | -$54.8K | 0.47% | 61 |
|
|
2019
Q4 | $3.21M | Sell |
68,300
-671
| -1% | -$31.5K | 0.46% | 64 |
|
|
2019
Q3 | $3.09M | Buy |
68,971
+4,123
| +6% | +$185K | 0.47% | 63 |
|
|
2019
Q2 | $2.68M | Sell |
64,848
-4,695
| -7% | -$194K | 0.43% | 68 |
|
|
2019
Q1 | $2.53M | Sell |
69,543
-1,550
| -2% | -$56.5K | 0.4% | 72 |
|
|
2018
Q4 | $2.43M | Buy |
71,093
+5,763
| +9% | +$197K | 0.43% | 66 |
|
|
2018
Q3 | $2.41M | Sell |
65,330
-844
| -1% | -$31.1K | 0.36% | 78 |
|
|
2018
Q2 | $2.33M | Sell |
66,174
-970
| -1% | -$34.1K | 0.38% | 78 |
|
|
2018
Q1 | $2.29M | Buy |
67,144
+1,285
| +2% | +$43.8K | 0.39% | 78 |
|
|
2017
Q4 | $2.58M | Buy |
65,859
+915
| +1% | +$35.9K | 0.44% | 74 |
|
|
2017
Q3 | $2.16M | Sell |
64,944
-7,773
| -11% | -$258K | 0.39% | 81 |
|
|
2017
Q2 | $2.42M | Buy |
72,717
+9,261
| +15% | +$308K | 0.42% | 71 |
|
|
2017
Q1 | $2.1M | Buy |
63,456
+825
| +1% | +$27.3K | 0.4% | 72 |
|
|
2016
Q4 | $1.88M | Buy |
62,631
+610
| +1% | +$18.3K | 0.39% | 76 |
|
|
2016
Q3 | $1.89M | Buy |
62,021
+525
| +0.9% | +$16K | 0.46% | 65 |
|
|
2016
Q2 | $2.19M | Sell |
61,496
-4,549
| -7% | -$162K | 0.48% | 63 |
|
|
2016
Q1 | $2.1M | Sell |
66,045
-443
| -0.7% | -$14.1K | 0.57% | 56 |
|
|
2015
Q4 | $1.98M | Sell |
66,488
-2,648
| -4% | -$78.9K | 0.45% | 69 |
|
|
2015
Q3 | $1.83M | Buy |
69,136
+225
| +0.3% | +$5.96K | 0.43% | 71 |
|
|
2015
Q2 | $1.69M | Sell |
68,911
-1,150
| -2% | -$28.2K | 0.37% | 80 |
|
|
2015
Q1 | $1.85M | Buy |
70,061
+1,026
| +1% | +$27K | 0.41% | 74 |
|
|
2014
Q4 | $1.84M | Buy |
69,035
+2,577
| +4% | +$68.8K | 0.42% | 76 |
|
|
2014
Q3 | $1.56M | Buy |
66,458
+829
| +1% | +$19.5K | 0.38% | 80 |
|
|
2014
Q2 | $1.72M | Buy |
65,629
+3,433
| +6% | +$90K | 0.42% | 76 |
|
|
2014
Q1 | $1.56M | Buy |
62,196
+4,844
| +8% | +$121K | 0.4% | 79 |
|
|
2013
Q4 | $1.35M | Buy |
57,352
+2,099
| +4% | +$49.5K | 0.36% | 82 |
|
|
2013
Q3 | $1.37M | Buy |
55,253
+11,298
| +26% | +$279K | 0.4% | 82 |
|
|
2013
Q2 | $1.38M | Buy |
+43,955
| New | +$1.38M | 0.43% | 74 |
|