YHB INVESTMENT ADVISORS, INC. – Morningstar, Inc. Transaction History
YHB INVESTMENT ADVISORS, INC. portfolio value:
$4.13M
portfolio value
YHB INVESTMENT ADVISORS, INC. quarter portfolio value change:
-12.20%
quarter
Morningstar, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.27% | -52 shares | -588K | $212.32 | 19.48K |
| Q2 2022 | share | Decrease | -1.56% | -310 shares | -697K | $241.83 | 19.53K |
| Q1 2022 | share | Decrease | -13.81% | -3.18K shares | -2.45M | $273.17 | 19.84K |
| Q4 2021 | share | Decrease | -0.39% | -90 shares | 1.88M | $341.9 | 23.02K |
| Q3 2021 | share | Decrease | -1.01% | -236 shares | -16K | $258.73 | 23.11K |
| Q2 2021 | share | Decrease | -0.72% | -169 shares | 424K | $256.5 | 23.34K |
| Q1 2021 | share | Increase | +2.04% | 470 shares | 242K | $224.2 | 23.51K |
| Q4 2020 | share | Decrease | -1.14% | -265 shares | 1.59M | $230.71 | 23.04K |
| Q3 2020 | share | Decrease | -5.92% | -1.46K shares | 251K | $159.53 | 23.31K |
| Q2 2020 | share | Increase | +3.84% | 917 shares | 719K | $139.74 | 24.78K |
| Q1 2020 | share | Increase | +5.77% | 1.30K shares | -640K | $114.93 | 23.86K |
| Q4 2019 | share | Decrease | -0.90% | -205 shares | 87K | $149.3 | 22.56K |
| Q3 2019 | share | Increase | +2.08% | 463 shares | 101K | $143.94 | 22.76K |
| Q2 2019 | share | Decrease | -4.24% | -988 shares | 291K | $142.19 | 22.30K |
| Q1 2019 | share | Decrease | -2.25% | -536 shares | 318K | $123.59 | 23.29K |
| Q4 2018 | share | Increase | +9.98% | 2.16K shares | -111K | $107.46 | 23.82K |
| Q3 2018 | share | Decrease | -1.14% | -250 shares | -83K | $122.91 | 21.66K |
| Q2 2018 | share | Decrease | -0.84% | -185 shares | 700K | $124.96 | 21.91K |
| Q1 2018 | share | Increase | +1.45% | 315 shares | -2K | $92.83 | 22.10K |
| Q4 2017 | share | Increase | +1.21% | 260 shares | 284K | $94 | 21.78K |
| Q3 2017 | share | Decrease | -5.78% | -1.32K shares | 39K | $82.17 | 21.52K |
| Q2 2017 | share | Increase | +15.96% | 3.14K shares | 349K | $75.52 | 22.84K |
| Q1 2017 | share | Increase | +5.04% | 945 shares | 61K | $75.54 | 19.70K |
| Q4 2016 | share | Increase | +4.43% | 795 shares | -44K | $70.48 | 18.75K |
| Q3 2016 | share | Increase | +1.13% | 200 shares | -28K | $75.73 | 17.96K |
| Q2 2016 | share | Decrease | -0.44% | -79 shares | -123K | $77.92 | 17.76K |
| Q1 2016 | share | Decrease | -0.34% | -60 shares | 136K | $83.89 | 17.84K |