Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 23 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 |
|---|---|---|---|---|
| YORK WATER CO | 5,838.781 | reported | 04 May 2026 | tx 30+5,491.14 |
| ACNB CORP | 2,963.22 | reported | 13 Mar 2026 | tx 8+1,429.57 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 May 2026 | GRANT_AWARD | YORK WATER CO | 883 | 0.00 USD | |
| 13 Mar 2026 | GRANT_AWARD | ACNB CORP | 296.21 | 46.42 USD | |
| 16 Jan 2026 | PURCHASE | YORK WATER CO | 45.98 | 30.45 USD | anomaly |
| 15 Dec 2025 | GRANT_AWARD | ACNB CORP | 149.59 | 52.65 USD | |
| 16 Oct 2025 | PURCHASE | YORK WATER CO | 45.09 | 28.83 USD | |
| 15 Sept 2025 | GRANT_AWARD | ACNB CORP | 175.66 | 44.83 USD | |
| 16 Jul 2025 | PURCHASE | YORK WATER CO | 43.49 | 29.89 USD | |
| 13 Jun 2025 | GRANT_AWARD | ACNB CORP | 192.24 | 40.97 USD | |
| 05 May 2025 | GRANT_AWARD | YORK WATER CO | 1,053 | 0.00 USD | |
| 16 Apr 2025 | PURCHASE | YORK WATER CO | 39.26 | 33.11 USD | |
| 14 Mar 2025 | GRANT_AWARD | ACNB CORP | 190.79 | 41.28 USD | |
| 16 Jan 2025 | PURCHASE | YORK WATER CO | 41.6 | 31.25 USD | |
| 13 Dec 2024 | GRANT_AWARD | ACNB CORP | 172.89 | 45.55 USD | |
| 16 Oct 2024 | PURCHASE | YORK WATER CO | 36.66 | 35.46 USD | |
| 13 Sept 2024 | GRANT_AWARD | ACNB CORP | 187.08 | 42.10 USD | |
| 16 Jul 2024 | PURCHASE | YORK WATER CO | 36.78 | 35.34 USD | |
| 14 Jun 2024 | GRANT_AWARD | ACNB CORP | 65.11 | 30.72 USD | |
| 06 May 2024 | GRANT_AWARD | YORK WATER CO | 934 | 0.00 USD | |
| 16 Apr 2024 | PURCHASE | YORK WATER CO | 37.81 | 34.38 USD | |
| 17 Jan 2024 | PURCHASE | YORK WATER CO | 35.37 | 36.75 USD | |
| 17 Oct 2023 | PURCHASE | YORK WATER CO | 36.64 | 35.48 USD | |
| 17 Jul 2023 | PURCHASE | YORK WATER CO | 33.27 | 39.07 USD | |
| 01 May 2023 | GRANT_AWARD | YORK WATER CO | 725 | 0.00 USD | |
| 17 Apr 2023 | PURCHASE | YORK WATER CO | 30.76 | 42.26 USD | |
| 18 Jan 2023 | PURCHASE | YORK WATER CO | 30.3 | 42.90 USD |