Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 23 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 | 4,880.337 | reported | 04 May 2026 | tx 130+4,424.35 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 May 2026 | GRANT_AWARD | YORK WATER CO | 306 | 0.00 USD | |
| 16 Jan 2026 | PURCHASE | YORK WATER CO | 11.5 | 30.45 USD | |
| 16 Oct 2025 | PURCHASE | YORK WATER CO | 11.27 | 28.83 USD | |
| 16 Jul 2025 | PURCHASE | YORK WATER CO | 10.87 | 29.89 USD | |
| 05 May 2025 | GRANT_AWARD | YORK WATER CO | 365 | 0.00 USD | |
| 16 Apr 2025 | PURCHASE | YORK WATER CO | 9.82 | 33.11 USD | |
| 16 Jan 2025 | PURCHASE | YORK WATER CO | 10.4 | 31.25 USD | |
| 16 Oct 2024 | PURCHASE | YORK WATER CO | 9.17 | 35.46 USD | |
| 16 Jul 2024 | PURCHASE | YORK WATER CO | 9.2 | 35.34 USD | |
| 06 May 2024 | GRANT_AWARD | YORK WATER CO | 318 | 0.00 USD | |
| 16 Apr 2024 | PURCHASE | YORK WATER CO | 9.45 | 34.81 USD | |
| 17 Jan 2024 | PURCHASE | YORK WATER CO | 8.84 | 36.75 USD | |
| 17 Oct 2023 | PURCHASE | YORK WATER CO | 9.16 | 35.48 USD | |
| 17 Jul 2023 | PURCHASE | YORK WATER CO | 8.32 | 39.07 USD | |
| 01 May 2023 | GRANT_AWARD | YORK WATER CO | 249 | 0.00 USD | |
| 17 Apr 2023 | PURCHASE | YORK WATER CO | 7.69 | 42.26 USD | |
| 18 Jan 2023 | PURCHASE | YORK WATER CO | 7.58 | 42.90 USD | |
| 17 Oct 2022 | PURCHASE | YORK WATER CO | 8.85 | 36.71 USD | |
| 18 Jul 2022 | PURCHASE | YORK WATER CO | 8.56 | 37.98 USD | |
| 02 May 2022 | GRANT_AWARD | YORK WATER CO | 347 | 0.00 USD | |
| 18 Apr 2022 | PURCHASE | YORK WATER CO | 7.55 | 43.04 USD | |
| 14 Apr 2022 | PURCHASE | YORK WATER CO | 13.06 | 41.02 USD | |
| 14 Jan 2022 | PURCHASE | YORK WATER CO | 11.46 | 46.45 USD | |
| 18 Jan 2022 | PURCHASE | YORK WATER CO | 6.92 | 46.99 USD | |
| 15 Oct 2021 | PURCHASE | YORK WATER CO | 12 | 42.33 USD |