Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 9 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 |
|---|---|---|---|---|
| Century Communities, Inc. | 12,206 | reported | 06 May 2026 | tx 8+13,106 |
| BLUE CHIP VALUE FUND INC | 3,080 | reported | 08 Apr 2010 | tx 1+3,080 |
| PEOPLES FINANCIAL SERVICES CORP. | 1,762.85 | reported | 30 Jan 2026 | tx 11+4,764 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 May 2026 | GRANT_AWARD | Century Communities, Inc. | 3,225 | 0.00 USD | |
| 30 Jan 2026 | GRANT_AWARD | PEOPLES FINANCIAL SERVICES CORP. | 297 | 0.00 USD | |
| 28 Apr 2025 | PURCHASE | Century Communities, Inc. | 1,500 | 53.86 USD | first after silence |
| 12 May 2025 | PURCHASE | Century Communities, Inc. | 400 | 55.74 USD | |
| 09 May 2025 | PURCHASE | Century Communities, Inc. | 500 | 54.68 USD | |
| 09 May 2025 | PURCHASE | Century Communities, Inc. | 500 | 54.68 USD | |
| 07 May 2025 | GRANT_AWARD | Century Communities, Inc. | 3,286 | 0.00 USD | |
| 31 Jan 2025 | GRANT_AWARD | PEOPLES FINANCIAL SERVICES CORP. | 280 | 0.00 USD | |
| 08 May 2024 | GRANT_AWARD | Century Communities, Inc. | 2,113 | 0.00 USD | |
| 11 Jan 2024 | GRANT_AWARD | PEOPLES FINANCIAL SERVICES CORP. | 300 | 0.00 USD | |
| 16 Oct 2023 | GRANT_AWARD | Century Communities, Inc. | 1,582 | 0.00 USD | |
| 24 May 2023 | PURCHASE | PEOPLES FINANCIAL SERVICES CORP. | 100 | 40.06 USD | |
| 02 Feb 2023 | PURCHASE | PEOPLES FINANCIAL SERVICES CORP. | 400 | 51.53 USD | |
| 05 Jan 2023 | GRANT_AWARD | PEOPLES FINANCIAL SERVICES CORP. | 285 | 0.00 USD | |
| 16 Sept 2022 | PURCHASE | PEOPLES FINANCIAL SERVICES CORP. | 500 | 49.63 USD | |
| 08 Mar 2022 | PURCHASE | PEOPLES FINANCIAL SERVICES CORP. | 200 | 48.04 USD | first after silence |
| 08 Mar 2022 | PURCHASE | PEOPLES FINANCIAL SERVICES CORP. | 830 | 48.76 USD | |
| 08 Apr 2010 | PURCHASE | BLUE CHIP VALUE FUND INC | 3,080 | 3.40 USD |
2 purchases reported after at least 12 months of silence — most recent on 28 Apr 2025.