Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 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 | 63,635.47 | reported | 05 May 2025 | tx 273+53,156.272−1,285.98 |
| CODORUS VALLEY BANCORP INC | 0 | reported | 07 Nov 2022 | tx 15+21,029 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 May 2025 | GRANT_AWARD | YORK WATER CO | 179 | 34.58 USD | |
| 06 May 2024 | GRANT_AWARD | YORK WATER CO | 144 | 36.76 USD | |
| 01 May 2023 | GRANT_AWARD | YORK WATER CO | 107 | 42.22 USD | |
| 07 Nov 2022 | EXERCISE | CODORUS VALLEY BANCORP INC | 2,007 | 10.48 USD | |
| 07 Nov 2022 | EXERCISE | CODORUS VALLEY BANCORP INC | 2,007 | 0.00 USD | deriv |
| 02 May 2022 | GRANT_AWARD | YORK WATER CO | 154 | 38.87 USD | |
| 14 Apr 2022 | PURCHASE | YORK WATER CO | 63.16 | 41.02 USD | |
| 14 Apr 2022 | PURCHASE | YORK WATER CO | 278.48 | 41.02 USD | |
| 15 Mar 2022 | GRANT_AWARD | CODORUS VALLEY BANCORP INC | 914 | 21.87 USD | |
| 14 Jan 2022 | PURCHASE | YORK WATER CO | 244.91 | 46.45 USD | |
| 14 Jan 2022 | PURCHASE | YORK WATER CO | 55.55 | 46.45 USD | |
| 15 Oct 2021 | PURCHASE | YORK WATER CO | 257.25 | 42.33 USD | |
| 15 Oct 2021 | PURCHASE | YORK WATER CO | 58.35 | 42.33 USD | |
| 15 Jul 2021 | PURCHASE | YORK WATER CO | 55.74 | 44.13 USD | |
| 15 Jul 2021 | PURCHASE | YORK WATER CO | 245.75 | 44.13 USD | |
| 03 May 2021 | GRANT_AWARD | YORK WATER CO | 88 | 51.40 USD | |
| 15 Apr 2021 | PURCHASE | YORK WATER CO | 262.23 | 41.10 USD | |
| 15 Apr 2021 | PURCHASE | YORK WATER CO | 59.57 | 41.10 USD | |
| 09 Feb 2021 | GRANT_AWARD | CODORUS VALLEY BANCORP INC | 1,070 | 16.34 USD | |
| 15 Jan 2021 | PURCHASE | YORK WATER CO | 54.57 | 44.68 USD | |
| 15 Jan 2021 | PURCHASE | YORK WATER CO | 240.23 | 44.68 USD | |
| 15 Oct 2020 | PURCHASE | YORK WATER CO | 257.82 | 39.85 USD | |
| 15 Oct 2020 | PURCHASE | YORK WATER CO | 58.56 | 39.85 USD | |
| 15 Jul 2020 | PURCHASE | YORK WATER CO | 229.66 | 44.56 USD | |
| 15 Jul 2020 | PURCHASE | YORK WATER CO | 52.17 | 44.56 USD |
1 purchase reported after at least 12 months of silence — most recent on 16 Jan 2006.