Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| CB Financial Services, Inc. | 13,264 | reported | 16 Feb 2026 | tx 17+12,387 |
| FIRST WEST VIRGINIA BANCORP INC | 2,894 | reported | 20 May 2015 | tx 4+1,400 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 16 Feb 2026 | GRANT_AWARD | CB Financial Services, Inc. | 750 | 0.00 USD | |
| 16 Feb 2025 | GRANT_AWARD | CB Financial Services, Inc. | 1,000 | 0.00 USD | |
| 16 Feb 2024 | GRANT_AWARD | CB Financial Services, Inc. | 1,000 | 0.00 USD | |
| 16 Feb 2023 | GRANT_AWARD | CB Financial Services, Inc. | 1,000 | 0.00 USD | |
| 19 Aug 2022 | PURCHASE | CB Financial Services, Inc. | 1,000 | 22.24 USD | first after silence |
| 16 Feb 2022 | GRANT_AWARD | CB Financial Services, Inc. | 1,000 | 0.00 USD | |
| 18 Jun 2021 | PURCHASE | CB Financial Services, Inc. | 1,132 | 21.91 USD | |
| 18 Jun 2021 | PURCHASE | CB Financial Services, Inc. | 670 | 21.93 USD | |
| 18 Jun 2021 | PURCHASE | CB Financial Services, Inc. | 2 | 21.93 USD | |
| 18 Jun 2021 | PURCHASE | CB Financial Services, Inc. | 220 | 21.91 USD | |
| 18 Jun 2021 | PURCHASE | CB Financial Services, Inc. | 220 | 22.25 USD | |
| 18 Jun 2021 | PURCHASE | CB Financial Services, Inc. | 798 | 21.83 USD | first after silence |
| 14 Dec 2020 | GRANT_AWARD | CB Financial Services, Inc. | 750 | 0.00 USD | |
| 14 Dec 2019 | GRANT_AWARD | CB Financial Services, Inc. | 1,000 | 0.00 USD | |
| 04 Feb 2019 | PURCHASE | CB Financial Services, Inc. | 95 | 24.56 USD | |
| 14 Dec 2018 | GRANT_AWARD | CB Financial Services, Inc. | 750 | 0.00 USD | |
| 04 May 2018 | PURCHASE | CB Financial Services, Inc. | 1,000 | 31.70 USD | first after silence |
| 20 May 2015 | PURCHASE | FIRST WEST VIRGINIA BANCORP INC | 267 | 23.03 USD | |
| 20 May 2015 | PURCHASE | FIRST WEST VIRGINIA BANCORP INC | 33 | 23.01 USD | |
| 20 May 2015 | PURCHASE | FIRST WEST VIRGINIA BANCORP INC | 100 | 23.03 USD | |
| 31 Oct 2014 | PURCHASE | FIRST WEST VIRGINIA BANCORP INC | 1,000 | 19.99 USD |
3 purchases reported after at least 12 months of silence — most recent on 19 Aug 2022.