Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| AMERICAN STATES WATER CO | 8,997.199 | reported | 19 May 2026 | tx 15+8,998.009−0.804 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Sept 2025 | GRANT_AWARD | AMERICAN STATES WATER CO | 3.418 | 73.52 USD | |
| 14 Feb 2026 | OTHER | AMERICAN STATES WATER CO | 0.334 | 0.00 USD | |
| 19 May 2026 | GRANT_AWARD | AMERICAN STATES WATER CO | 526.87 | 75.92 USD | |
| 06 Jun 2025 | PURCHASE | AMERICAN STATES WATER CO | 897 | 76.81 USD | first after silence |
| 03 Sept 2024 | GRANT_AWARD | AMERICAN STATES WATER CO | 2.96 | 81.25 USD | |
| 20 May 2025 | GRANT_AWARD | AMERICAN STATES WATER CO | 560.96 | 80.22 USD | |
| 22 May 2024 | PURCHASE | AMERICAN STATES WATER CO | 640 | 77.62 USD | |
| 21 May 2024 | GRANT_AWARD | AMERICAN STATES WATER CO | 516.33 | 77.47 USD | |
| 15 Feb 2024 | OTHER | AMERICAN STATES WATER CO | 0.47 | 0.00 USD | |
| 28 Feb 2024 | PURCHASE | AMERICAN STATES WATER CO | 1,400 | 71.21 USD | |
| 01 Sept 2023 | GRANT_AWARD | AMERICAN STATES WATER CO | 2.29 | 84.07 USD | |
| 09 Nov 2023 | PURCHASE | AMERICAN STATES WATER CO | 1,000 | 77.94 USD | |
| 31 Aug 2023 | PURCHASE | AMERICAN STATES WATER CO | 1,000 | 84.81 USD | |
| 23 May 2023 | GRANT_AWARD | AMERICAN STATES WATER CO | 448.18 | 89.25 USD | |
| 16 May 2023 | PURCHASE | AMERICAN STATES WATER CO | 2,000 | 89.99 USD |
1 purchase reported after at least 12 months of silence — most recent on 06 Jun 2025.