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 |
|---|---|---|---|---|
| YORK WATER CO | 2,570.077 | reported | 08 May 2026 | tx 10+2,226.23 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 08 May 2026 | PURCHASE | YORK WATER CO | 700 | 29.30 USD | |
| 04 May 2026 | GRANT_AWARD | YORK WATER CO | 796 | 0.00 USD | |
| 16 Jan 2026 | PURCHASE | YORK WATER CO | 91.96 | 30.45 USD | |
| 16 Oct 2025 | PURCHASE | YORK WATER CO | 33.81 | 28.83 USD | |
| 16 Jul 2025 | PURCHASE | YORK WATER CO | 32.62 | 29.89 USD | |
| 05 May 2025 | GRANT_AWARD | YORK WATER CO | 360 | 0.00 USD | |
| 16 Apr 2025 | PURCHASE | YORK WATER CO | 29.45 | 33.11 USD | |
| 16 Jan 2025 | PURCHASE | YORK WATER CO | 24 | 31.25 USD | first after silence |
| 06 May 2024 | GRANT_AWARD | YORK WATER CO | 156 | 0.00 USD | |
| 20 Jul 2023 | PURCHASE | YORK WATER CO | 2.39 | 41.83 USD |
1 purchase reported after at least 12 months of silence — most recent on 16 Jan 2025.