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Amount-weighted buy-and-hold return of 26 priced purchases
Data sourced from STOCK Act periodic transaction reports. Return % is stock price change from trade date to today — not a cost-basis return.
| +14.2% |
| ACN | $83.00K | 7.2% | — |
| CB | $83.00K | 7.2% | +32.6% |
| HSY | $83.00K | 7.2% | -12.4% |
| QQQM | $83.00K | 7.2% | — |
| AMGN | $83.00K | 7.2% | +12.6% |
| ADP | $83.00K | 7.2% | -9.6% |
| ITW | $83.00K | 7.2% | +9.7% |
| GD | $75.00K | 6.5% | — |
| UPS | $40.50K | 3.5% | -10.4% |
| JNJ | $40.50K | 3.5% | +60.5% |
| MCD | $16.00K | 1.4% | -4.3% |
| MRK | $8.00K | 0.7% | — |
| PEP | $8.00K | 0.7% | — |
| PG | $8.00K | 0.7% | — |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| $50,001 - $100,000 |
| +9.7% |
| Sep 24, 2024 | ADP | BuyOversight | $1,001 - $15,000 | -9.6% |
| Sep 24, 2024 | ADP | BuyOversight | $50,001 - $100,000 | -9.6% |
| Aug 14, 2024 | SBUX | Sell (Partial) | $1,001 - $15,000 | +10.0% |
| Aug 14, 2024 | SBUX | Sell (Partial) | $100,001 - $250,000 | +10.0% |
| Aug 7, 2024 | AMGN | Buy | $50,001 - $100,000 | +20.3% |
| Aug 7, 2024 | UPS | Buy | $15,001 - $50,000 | -6.9% |
| Aug 7, 2024 | HSY | Buy | $50,001 - $100,000 | -12.8% |
| Aug 7, 2024 | SBUX | Buy | $15,001 - $50,000 | +37.1% |
| Aug 7, 2024 | CB | Buy | $50,001 - $100,000 | +35.4% |
| Aug 7, 2024 | MCD | Buy | $1,001 - $15,000 | -1.7% |
| Aug 7, 2024 | JNJ | Buy | $15,001 - $50,000 | +65.8% |
| Aug 7, 2024 | LSYIX | Buy | $50,001 - $100,000 | +14.5% |
| Aug 7, 2024 | ACN | Buy | $50,001 - $100,000 | — |
| Aug 7, 2024 | FBKWX | Buy | $100,001 - $250,000 | — |
| Aug 7, 2024 | QQQM | Buy | $50,001 - $100,000 | — |
| Aug 7, 2024 | APD | Buy | $50,001 - $100,000 | — |
| Aug 7, 2024 | GD | Buy | $50,001 - $100,000 | — |
| Aug 6, 2024 | FFRHX | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 6, 2024 | AAPL | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| Aug 6, 2024 | BRKB | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 6, 2024 | COST | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 6, 2024 | DFS | Sell (Partial) | $50,001 - $100,000 | — |
| Aug 6, 2024 | ONEQ | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 6, 2024 | FQAL | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 6, 2024 | QQQ | Sell (Partial) | $100,001 - $250,000 | — |
| Aug 6, 2024 | IJR | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 6, 2024 | IJR | Sell (Partial) | $50,001 - $100,000 | — |
| Aug 6, 2024 | DGRO | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 6, 2024 | JPM | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 6, 2024 | KVUE | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 6, 2024 | MSFT | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| Aug 6, 2024 | NEE | Sell (Partial) | $50,001 - $100,000 | — |
| Aug 6, 2024 | PFE | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 6, 2024 | WMT | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 2, 2024 | APD | Buy | $1,001 - $15,000 | — |
| Aug 2, 2024 | LSYIX | Buy | $1,001 - $15,000 | +14.2% |
| Aug 2, 2024 | MCD | Buy | $1,001 - $15,000 | -4.3% |
| Aug 2, 2024 | MRK | Buy | $1,001 - $15,000 | — |
| Aug 2, 2024 | ACN | Buy | $1,001 - $15,000 | — |
| Aug 2, 2024 | PEP | Buy | $1,001 - $15,000 | — |
| Aug 2, 2024 | PG | Buy | $1,001 - $15,000 | — |
| Aug 2, 2024 | SBUX | Buy | $1,001 - $15,000 | +36.1% |
| Aug 2, 2024 | CB | Buy | $1,001 - $15,000 | +32.6% |
| Aug 2, 2024 | HSY | Buy | $1,001 - $15,000 | -12.4% |
| Aug 2, 2024 | FBKWX | Buy | $15,001 - $50,000 | — |
| Aug 2, 2024 | QQQM | Buy | $1,001 - $15,000 | — |
| Aug 2, 2024 | UPS | Buy | $1,001 - $15,000 | -10.4% |
| Aug 2, 2024 | AMGN | Buy | $1,001 - $15,000 | +12.6% |
| Aug 2, 2024 | JNJ | Buy | $1,001 - $15,000 | +60.5% |
| Aug 1, 2024 | DFS | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 1, 2024 | KVUE | Sell (Partial) | $447 | — |
| Aug 1, 2024 | LMT | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 1, 2024 | JPM | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 1, 2024 | COST | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 1, 2024 | CSCO | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Aug 1, 2024 | BRKB | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 1, 2024 | AAPL | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Aug 1, 2024 | WMT | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 1, 2024 | PFE | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 1, 2024 | GOOG | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 1, 2024 | NEE | Sell (Partial) | $1,001 - $15,000 | — |
| May 8, 2024 | BRP | Sell (Partial) | $500,001 - $1,000,000 | — |
| Apr 9, 2024 | BRP | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 21, 2024 | BRP | Sell (Partial) | $1,000,001 - $5,000,000 | — |