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 | 3,000.152 | reported | 04 May 2026 | tx 50+2,493.84 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 May 2026 | GRANT_AWARD | YORK WATER CO | 154 | 29.14 USD | |
| 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 | |
| 02 May 2022 | GRANT_AWARD | YORK WATER CO | 154 | 38.87 USD | |
| 14 Apr 2022 | PURCHASE | YORK WATER CO | 7.24 | 41.03 USD | anomaly |
| 05 Apr 2022 | PURCHASE | YORK WATER CO | 407 | 41.00 USD | anomaly |
| 14 Jan 2022 | PURCHASE | YORK WATER CO | 6.37 | 46.45 USD | anomaly |
| 15 Oct 2021 | PURCHASE | YORK WATER CO | 6.69 | 42.33 USD | anomaly |
| 15 Jul 2021 | PURCHASE | YORK WATER CO | 6.39 | 44.13 USD | anomaly |
| 03 May 2021 | GRANT_AWARD | YORK WATER CO | 105 | 51.40 USD | |
| 15 Apr 2021 | PURCHASE | YORK WATER CO | 6.35 | 41.10 USD | anomaly |
| 15 Jan 2021 | PURCHASE | YORK WATER CO | 5.82 | 44.68 USD | anomaly |
| 15 Oct 2020 | PURCHASE | YORK WATER CO | 6.25 | 39.85 USD | anomaly |
| 18 Sept 2020 | GRANT_AWARD | YORK WATER CO | 123 | 44.07 USD | |
| 15 Jul 2020 | PURCHASE | YORK WATER CO | 5.07 | 44.56 USD | anomaly |
| 15 Apr 2020 | PURCHASE | YORK WATER CO | 5.05 | 44.55 USD | anomaly |
| 15 Jan 2020 | PURCHASE | YORK WATER CO | 5.09 | 44.00 USD | anomaly |
| 15 Oct 2019 | PURCHASE | YORK WATER CO | 5.25 | 40.86 USD | anomaly |
| 20 Sept 2019 | PURCHASE | YORK WATER CO | 24.99 | 40.01 USD | |
| 20 Aug 2019 | PURCHASE | YORK WATER CO | 26.21 | 38.16 USD | |
| 22 Jul 2019 | PURCHASE | YORK WATER CO | 28.15 | 35.52 USD | |
| 15 Jul 2019 | PURCHASE | YORK WATER CO | 5.99 | 33.35 USD | anomaly |
| 20 Jun 2019 | PURCHASE | YORK WATER CO | 28.78 | 34.74 USD | |
| 20 May 2019 | PURCHASE | YORK WATER CO | 28.63 | 34.93 USD |