Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 47 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 | 42,840.849 | reported | 04 May 2026 | tx 415+34,814.47−256.77 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 May 2026 | GRANT_AWARD | YORK WATER CO | 1,509 | 0.00 USD | |
| 16 Mar 2026 | PURCHASE | YORK WATER CO | 15 | 31.55 USD | |
| 16 Jan 2026 | PURCHASE | YORK WATER CO | 279.17 | 30.45 USD | |
| 08 Dec 2025 | GRANT_AWARD | YORK WATER CO | 297 | 30.42 USD | |
| 13 Nov 2025 | PURCHASE | YORK WATER CO | 30 | 32.11 USD | |
| 16 Oct 2025 | PURCHASE | YORK WATER CO | 338.14 | 28.83 USD | |
| 03 Oct 2025 | PURCHASE | YORK WATER CO | 15 | 30.07 USD | |
| 09 Sept 2025 | PURCHASE | YORK WATER CO | 200 | 30.68 USD | |
| 16 Jul 2025 | PURCHASE | YORK WATER CO | 326.16 | 29.89 USD | |
| 18 Jun 2025 | PURCHASE | YORK WATER CO | 25 | 32.07 USD | |
| 05 May 2025 | GRANT_AWARD | YORK WATER CO | 1,703 | 0.00 USD | |
| 16 Apr 2025 | PURCHASE | YORK WATER CO | 294.46 | 33.11 USD | |
| 28 Mar 2025 | PURCHASE | YORK WATER CO | 20 | 34.66 USD | |
| 16 Jan 2025 | PURCHASE | YORK WATER CO | 311.98 | 31.25 USD | |
| 01 Jan 2025 | GRANT_AWARD | YORK WATER CO | 983 | 32.72 USD | |
| 19 Dec 2024 | PURCHASE | YORK WATER CO | 20 | 33.41 USD | |
| 25 Nov 2024 | GRANT_AWARD | YORK WATER CO | 517 | 37.52 USD | |
| 16 Oct 2024 | PURCHASE | YORK WATER CO | 274.97 | 35.46 USD | |
| 14 Aug 2024 | PURCHASE | YORK WATER CO | 30 | 38.32 USD | |
| 13 Aug 2024 | PURCHASE | YORK WATER CO | 200 | 38.10 USD | |
| 16 Jul 2024 | PURCHASE | YORK WATER CO | 275.88 | 35.34 USD | |
| 12 Jun 2024 | PURCHASE | YORK WATER CO | 20 | 36.10 USD | |
| 06 May 2024 | GRANT_AWARD | YORK WATER CO | 1,483 | 0.00 USD | |
| 16 Apr 2024 | PURCHASE | YORK WATER CO | 283.6 | 34.81 USD | |
| 12 Mar 2024 | PURCHASE | YORK WATER CO | 282 | 35.54 USD |