Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 15 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 |
|---|---|---|---|---|
| HENNESSY ADVISORS INC | 2,061,111.5 | reported | 18 Sept 2025 | tx 125+399,269−1,179,272.5 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Sept 2025 | TAX_WITHHOLDING | HENNESSY ADVISORS INC | 9,000 | 11.08 USD | |
| 18 Sept 2025 | GRANT_AWARD | HENNESSY ADVISORS INC | 19,700 | 0.00 USD | |
| 30 Dec 2024 | GIFT | HENNESSY ADVISORS INC | 10,000 | 0.00 USD | |
| 18 Sept 2024 | GRANT_AWARD | HENNESSY ADVISORS INC | 19,700 | 0.00 USD | |
| 18 Sept 2024 | TAX_WITHHOLDING | HENNESSY ADVISORS INC | 8,482.5 | 10.24 USD | |
| 18 Dec 2023 | PURCHASE | HENNESSY ADVISORS INC | 599 | 6.50 USD | |
| 19 Dec 2023 | PURCHASE | HENNESSY ADVISORS INC | 100 | 6.50 USD | |
| 19 Dec 2023 | GIFT | HENNESSY ADVISORS INC | 20,000 | 0.00 USD | |
| 15 Dec 2023 | PURCHASE | HENNESSY ADVISORS INC | 75 | 6.50 USD | |
| 18 Dec 2023 | PURCHASE | HENNESSY ADVISORS INC | 1,476 | 6.50 USD | |
| 12 Dec 2023 | PURCHASE | HENNESSY ADVISORS INC | 7,190 | 6.50 USD | |
| 18 Sept 2023 | GRANT_AWARD | HENNESSY ADVISORS INC | 19,700 | 0.00 USD | |
| 18 Sept 2023 | TAX_WITHHOLDING | HENNESSY ADVISORS INC | 5,856.5 | 6.79 USD | |
| 30 Aug 2023 | TAX_WITHHOLDING | HENNESSY ADVISORS INC | 1,951.5 | 6.89 USD | |
| 22 Jun 2023 | PURCHASE | HENNESSY ADVISORS INC | 1,774 | 7.09 USD | |
| 23 Jun 2023 | PURCHASE | HENNESSY ADVISORS INC | 1 | 7.10 USD | anomaly |
| 21 Jun 2023 | PURCHASE | HENNESSY ADVISORS INC | 1,537 | 7.10 USD | |
| 20 Jun 2023 | PURCHASE | HENNESSY ADVISORS INC | 325 | 7.10 USD | |
| 26 May 2023 | PURCHASE | HENNESSY ADVISORS INC | 1,634 | 6.93 USD | |
| 25 May 2023 | PURCHASE | HENNESSY ADVISORS INC | 1,368 | 6.83 USD | |
| 23 May 2023 | PURCHASE | HENNESSY ADVISORS INC | 3,000 | 6.90 USD | |
| 24 May 2023 | PURCHASE | HENNESSY ADVISORS INC | 4,500 | 6.82 USD | |
| 19 May 2023 | PURCHASE | HENNESSY ADVISORS INC | 5,200 | 6.95 USD | first after silence |
| 22 May 2023 | PURCHASE | HENNESSY ADVISORS INC | 6,800 | 6.87 USD | |
| 19 Dec 2022 | GIFT | HENNESSY ADVISORS INC | 12,500 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 19 May 2023.