Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 21 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 |
|---|---|---|---|---|
| UNION BANKSHARES INC | 11,858.82 | reported | 11 Mar 2026 | tx 53+13,599.55−2,161.05 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Feb 2026 | OTHER | UNION BANKSHARES INC | 108.58 | 24.74 USD | |
| 05 Feb 2026 | PURCHASE | UNION BANKSHARES INC | 8.57 | 25.28 USD | |
| 11 Mar 2026 | GRANT_AWARD | UNION BANKSHARES INC | 2,301 | — | |
| 06 Nov 2025 | OTHER | UNION BANKSHARES INC | 96.22 | 23.42 USD | |
| 07 Aug 2025 | PURCHASE | UNION BANKSHARES INC | 7.8 | 27.01 USD | |
| 07 Aug 2025 | OTHER | UNION BANKSHARES INC | 81.48 | 27.30 USD | |
| 01 May 2025 | PURCHASE | UNION BANKSHARES INC | 6.01 | 34.67 USD | |
| 01 May 2025 | OTHER | UNION BANKSHARES INC | 66.47 | 33.11 USD | |
| 16 Dec 2025 | TAX_WITHHOLDING | UNION BANKSHARES INC | 481.96 | 23.13 USD | |
| 06 Nov 2025 | PURCHASE | UNION BANKSHARES INC | 9.24 | 23.09 USD | |
| 26 Feb 2025 | GRANT_AWARD | UNION BANKSHARES INC | 1,694 | — | |
| 06 Feb 2025 | PURCHASE | UNION BANKSHARES INC | 6.48 | 31.79 USD | |
| 06 Feb 2025 | OTHER | UNION BANKSHARES INC | 69.8 | 31.17 USD | |
| 01 Aug 2024 | PURCHASE | UNION BANKSHARES INC | 8.03 | 24.98 USD | |
| 07 Nov 2024 | PURCHASE | UNION BANKSHARES INC | 7 | 29.11 USD | |
| 02 May 2024 | PURCHASE | UNION BANKSHARES INC | 7.5 | 26.39 USD | |
| 07 Nov 2024 | OTHER | UNION BANKSHARES INC | 182.13 | — | |
| 16 Dec 2024 | TAX_WITHHOLDING | UNION BANKSHARES INC | 304.79 | 33.95 USD | |
| 29 Feb 2024 | GRANT_AWARD | UNION BANKSHARES INC | 1,862 | — | |
| 01 Feb 2024 | OTHER | UNION BANKSHARES INC | 52.46 | 30.44 USD | |
| 01 Feb 2024 | PURCHASE | UNION BANKSHARES INC | 6.56 | 29.81 USD | |
| 03 Aug 2023 | PURCHASE | UNION BANKSHARES INC | 7.31 | 22.88 USD | |
| 20 Dec 2023 | TAX_WITHHOLDING | UNION BANKSHARES INC | 432.79 | 30.10 USD | |
| 02 Nov 2023 | PURCHASE | UNION BANKSHARES INC | 7.36 | 26.20 USD | |
| 04 May 2023 | PURCHASE | UNION BANKSHARES INC | 8.7 | 21.48 USD |
1 purchase reported after at least 12 months of silence — most recent on 05 Feb 2021.