Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 10 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| JUNIATA VALLEY FINANCIAL CORP | 53,887 | reported | 17 Feb 2026 | tx 39+84,939−6,427 |
| FIRST COMMUNITY FINANCIAL CORP | 600 | reported | 28 Jul 2003 | tx 1+500 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Feb 2026 | PURCHASE | JUNIATA VALLEY FINANCIAL CORP | 4,945 | 0.00 USD | |
| 18 Feb 2025 | PURCHASE | JUNIATA VALLEY FINANCIAL CORP | 4,300 | 0.00 USD | |
| 20 Feb 2024 | PURCHASE | JUNIATA VALLEY FINANCIAL CORP | 3,000 | 0.00 USD | |
| 30 Oct 2023 | PURCHASE | JUNIATA VALLEY FINANCIAL CORP | 100 | 10.99 USD | |
| 08 Sept 2023 | PURCHASE | JUNIATA VALLEY FINANCIAL CORP | 1,000 | 14.68 USD | |
| 01 Jun 2023 | PURCHASE | JUNIATA VALLEY FINANCIAL CORP | 1,613 | 14.73 USD | |
| 21 Feb 2023 | PURCHASE | JUNIATA VALLEY FINANCIAL CORP | 3,480 | 0.00 USD | |
| 01 Jun 2022 | PURCHASE | JUNIATA VALLEY FINANCIAL CORP | 1,723 | 13.78 USD | |
| 29 Apr 2022 | PURCHASE | JUNIATA VALLEY FINANCIAL CORP | 300 | 16.00 USD | |
| 15 Feb 2022 | PURCHASE | JUNIATA VALLEY FINANCIAL CORP | 2,850 | 0.00 USD | |
| 14 May 2021 | PURCHASE | JUNIATA VALLEY FINANCIAL CORP | 1,501 | 15.82 USD | first after silence |
| 16 Feb 2021 | GRANT_AWARD | JUNIATA VALLEY FINANCIAL CORP | 2,560 | 0.00 USD | |
| 23 Mar 2020 | PURCHASE | JUNIATA VALLEY FINANCIAL CORP | 500 | 12.99 USD | |
| 19 Mar 2020 | PURCHASE | JUNIATA VALLEY FINANCIAL CORP | 500 | 12.00 USD | first after silence |
| 14 Feb 2018 | EXERCISE | JUNIATA VALLEY FINANCIAL CORP | 2,000 | 17.65 USD | |
| 20 Feb 2018 | GRANT_AWARD | JUNIATA VALLEY FINANCIAL CORP | 1,600 | 0.00 USD | |
| 11 May 2018 | EXERCISE | JUNIATA VALLEY FINANCIAL CORP | 1,000 | 17.65 USD | |
| 20 Feb 2019 | GRANT_AWARD | JUNIATA VALLEY FINANCIAL CORP | 2,300 | 0.00 USD | |
| 01 May 2019 | EXERCISE | JUNIATA VALLEY FINANCIAL CORP | 1,500 | 17.75 USD | |
| 20 Feb 2020 | GRANT_AWARD | JUNIATA VALLEY FINANCIAL CORP | 2,600 | 0.00 USD | |
| 15 May 2017 | EXERCISE | JUNIATA VALLEY FINANCIAL CORP | 927 | 17.65 USD | |
| 01 May 2016 | PURCHASE | JUNIATA VALLEY FINANCIAL CORP | 713 | 16.77 USD | first after silence |
| 08 Feb 2017 | EXERCISE | JUNIATA VALLEY FINANCIAL CORP | 1,000 | 17.72 USD | |
| 21 Feb 2017 | GRANT_AWARD | JUNIATA VALLEY FINANCIAL CORP | 1,500 | 0.00 USD | |
| 16 Feb 2016 | GRANT_AWARD | JUNIATA VALLEY FINANCIAL CORP | 1,000 | 0.00 USD |
7 purchases reported after at least 12 months of silence — most recent on 14 May 2021.