Creative Planning York Water CO Transaction History

Creative Planning

$101 Billion
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$34.96 - $38.36 $216,612 - $237,678	6,196 New	6,196 $224,000
Q2 2023 Jul 21, 2023	BUY	$41.21 - $46.52 $211,489 - $238,740	5,132 New	5,132 $211,000
Q1 2022 May 16, 2022	SELL	$42.21 - $49.26 $10,510 - $12,265	-249 Reduced 2.63%	9,208 $414,000
Q4 2021 Feb 11, 2022	BUY	$43.9 - $49.78 $14,662 - $16,626	334 Added 3.66%	9,457 $471,000
Q3 2021 Nov 10, 2021	BUY	$43.18 - $53.39 $4,404 - $5,445	102 Added 1.13%	9,123 $398,000
Q2 2021 Aug 04, 2021	SELL	$45.3 - $52.6 $496,895 - $576,969	-10,969 Reduced 54.87%	9,021 $409,000
Q1 2021 Apr 30, 2021	SELL	$41.02 - $51.28 $574 - $717	-14 Reduced 0.07%	19,990 $979,000
Q4 2020 Jan 29, 2021	BUY	$42.25 - $49.33 $1,436 - $1,677	34 Added 0.17%	20,004 $932,000
Q1 2020 May 05, 2020	SELL	$35.6 - $49.6 $6,408 - $8,928	-180 Reduced 0.89%	19,970 $868,000
Q4 2019 Jan 30, 2020	SELL	$41.6 - $46.75 $62,400 - $70,125	-1,500 Reduced 6.93%	20,150 $929,000
Q3 2019 Nov 01, 2019	SELL	$35.0 - $43.85 $121,660 - $152,422	-3,476 Reduced 13.83%	21,650 $945,000
Q2 2019 Jul 26, 2019	BUY	$32.59 - $36.3 $97,770 - $108,899	3,000 Added 13.56%	25,126 $898,000
Q4 2018 Feb 01, 2019	BUY	$29.88 - $35.02 $393,698 - $461,423	13,176 Added 147.22%	22,126 $709,000
Q3 2018 Oct 25, 2018	BUY	$29.3 - $33.55 $14,650 - $16,775	500 Added 5.92%	8,950 $272,000
Q2 2018 Jul 20, 2018	SELL	$29.95 - $33.25 $2,995 - $3,325	-100 Reduced 1.17%	8,450 $269,000
Q1 2018 Apr 18, 2018	BUY	$28.1 - $33.35 $2,810 - $3,335	100 Added 1.18%	8,550 $265,000
Q3 2017 Oct 17, 2017	BUY	$32.35 - $35.2 $273,357 - $297,440	8,450	8,450 $286,000

Others Institutions Holding YORW

# of Institutions

154

Shares Held

7.42M

Call Options Held

5.9K

Put Options Held

2.4K

View Full List

About YORK WATER CO

Ticker YORW
Exchange NASDAQ
Sector Utilities
Industry Utilities—Regulated Water
Shares Outstandng 14,266,700
Market Cap $435M
Description
The York Water Company impounds, purifies, and distributes drinking water. It owns and operates three wastewater collection systems; five wastewater collection and treatment systems; and two reservoirs, including Lake Williams and Lake Redman, which hold approximately 2.2 billion gallons of water. The company also operates a 15-mile pipeline fro...

More about YORW

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