Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| WAYPOINT FINANCIAL CORP | 117,427 | reported | 22 Jan 2004 | tx 2+3,397 |
| CODORUS VALLEY BANCORP INC | 50,336.66 | reported | 10 Mar 2023 | tx 41+33,764−3,794 |
| YORK WATER CO | 16,027.46 | reported | 01 May 2023 | tx 89+15,074.01−414.31 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 May 2023 | GRANT_AWARD | YORK WATER CO | 107 | 42.22 USD | |
| 10 Mar 2023 | GRANT_AWARD | CODORUS VALLEY BANCORP INC | 1,261 | 23.78 USD | |
| 02 May 2022 | GRANT_AWARD | YORK WATER CO | 154 | 38.87 USD | |
| 14 Apr 2022 | PURCHASE | YORK WATER CO | 31.18 | 41.02 USD | |
| 18 Apr 2022 | PURCHASE | YORK WATER CO | 16.85 | 41.36 USD | |
| 15 Mar 2022 | GRANT_AWARD | CODORUS VALLEY BANCORP INC | 914 | 21.87 USD | |
| 14 Jan 2022 | PURCHASE | YORK WATER CO | 27.42 | 46.45 USD | |
| 18 Jan 2022 | PURCHASE | YORK WATER CO | 15.29 | 45.37 USD | |
| 18 Oct 2021 | PURCHASE | YORK WATER CO | 14.57 | 45.61 USD | |
| 15 Oct 2021 | PURCHASE | YORK WATER CO | 28.81 | 42.33 USD | |
| 15 Jul 2021 | PURCHASE | YORK WATER CO | 27.52 | 44.13 USD | |
| 16 Jul 2021 | PURCHASE | YORK WATER CO | 14.1 | 46.94 USD | |
| 03 May 2021 | GRANT_AWARD | YORK WATER CO | 105 | 51.40 USD | |
| 16 Apr 2021 | PURCHASE | YORK WATER CO | 12.74 | 51.75 USD | |
| 15 Apr 2021 | PURCHASE | YORK WATER CO | 28.93 | 41.10 USD | |
| 09 Feb 2021 | GRANT_AWARD | CODORUS VALLEY BANCORP INC | 1,070 | 16.34 USD | |
| 19 Jan 2021 | PURCHASE | YORK WATER CO | 14.22 | 46.18 USD | |
| 15 Jan 2021 | PURCHASE | YORK WATER CO | 26.5 | 44.68 USD | |
| 16 Oct 2020 | PURCHASE | YORK WATER CO | 14.09 | 44.65 USD | |
| 15 Oct 2020 | PURCHASE | YORK WATER CO | 28.44 | 39.85 USD | |
| 18 Sept 2020 | GRANT_AWARD | YORK WATER CO | 123 | 44.07 USD | |
| 16 Jul 2020 | PURCHASE | YORK WATER CO | 13.08 | 47.88 USD | |
| 15 Jul 2020 | PURCHASE | YORK WATER CO | 48.84 | 44.56 USD | |
| 16 Apr 2020 | PURCHASE | YORK WATER CO | 14.73 | 42.35 USD | |
| 15 Apr 2020 | PURCHASE | YORK WATER CO | 24.75 | 44.55 USD |
1 purchase reported after at least 12 months of silence — most recent on 15 Apr 2019.