Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 24 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 |
|---|---|---|---|---|
| UNIVEST FINANCIAL Corp | 17,004.428 | reported | 27 Apr 2026 | tx 57+39,690−21,359 |
| NATIONAL PENN BANCSHARES INC | 0 | reported | 01 Apr 2016 | tx 28+61,511.03−70,603.09 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 Apr 2026 | SALE | UNIVEST FINANCIAL Corp | 13,000 | 37.80 USD | |
| 31 Jan 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 1,766 | 0.00 USD | |
| 02 Feb 2026 | PURCHASE | UNIVEST FINANCIAL Corp | 580 | 34.58 USD | |
| 31 Jan 2026 | EXERCISE | UNIVEST FINANCIAL Corp | 1,766 | 0.00 USD | deriv |
| 31 Jan 2026 | GRANT_AWARD | UNIVEST FINANCIAL Corp | 1,283 | 0.00 USD | deriv |
| 10 Nov 2025 | PURCHASE | UNIVEST FINANCIAL Corp | 455 | 29.80 USD | |
| 10 Nov 2025 | PURCHASE | UNIVEST FINANCIAL Corp | 200 | 29.83 USD | |
| 04 Aug 2025 | PURCHASE | UNIVEST FINANCIAL Corp | 682 | 28.23 USD | |
| 25 Apr 2025 | PURCHASE | UNIVEST FINANCIAL Corp | 730 | 28.81 USD | |
| 03 Feb 2025 | PURCHASE | UNIVEST FINANCIAL Corp | 618 | 30.19 USD | |
| 31 Jan 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 1,290 | 0.00 USD | |
| 31 Jan 2025 | EXERCISE | UNIVEST FINANCIAL Corp | 1,290 | 0.00 USD | deriv |
| 31 Jan 2025 | GRANT_AWARD | UNIVEST FINANCIAL Corp | 1,399 | 0.00 USD | deriv |
| 01 Nov 2024 | PURCHASE | UNIVEST FINANCIAL Corp | 565 | 28.10 USD | |
| 26 Jul 2024 | PURCHASE | UNIVEST FINANCIAL Corp | 580 | 28.93 USD | |
| 07 May 2024 | PURCHASE | UNIVEST FINANCIAL Corp | 860 | 22.29 USD | |
| 31 Jan 2024 | EXERCISE | UNIVEST FINANCIAL Corp | 1,162 | 0.00 USD | |
| 31 Jan 2024 | EXERCISE | UNIVEST FINANCIAL Corp | 1,162 | 0.00 USD | deriv |
| 31 Jan 2024 | GRANT_AWARD | UNIVEST FINANCIAL Corp | 1,766 | 0.00 USD | deriv |
| 01 Feb 2024 | PURCHASE | UNIVEST FINANCIAL Corp | 725 | 20.96 USD | |
| 01 Nov 2023 | PURCHASE | UNIVEST FINANCIAL Corp | 300 | 16.47 USD | |
| 01 Nov 2023 | PURCHASE | UNIVEST FINANCIAL Corp | 181 | 16.52 USD | |
| 01 Nov 2023 | PURCHASE | UNIVEST FINANCIAL Corp | 9 | 16.48 USD | anomaly |
| 01 Nov 2023 | PURCHASE | UNIVEST FINANCIAL Corp | 400 | 16.47 USD | |
| 31 Jul 2023 | PURCHASE | UNIVEST FINANCIAL Corp | 760 | 19.45 USD |
1 purchase reported after at least 12 months of silence — most recent on 13 Dec 2019.