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Amount-weighted buy-and-hold return of 7 priced purchases
Approximation from disclosed value-range midpoints; it is not a brokerage portfolio, exact cost basis, or verified current ownership.
| Date | Ticker | Type | Amount | Return |
|---|---|---|---|---|
| Mar 10, 2025 | AFL | BuyOversight | $1,001 - $15,000 | +8.7% |
| Mar 10, 2025 |
Data sourced from STOCK Act periodic transaction reports. Return % is stock price change from trade date to today — not a cost-basis return.
| $8.00K |
11.1% |
| -5.6% |
| AWK | $8.00K | 11.1% | -8.0% |
| CME | $8.00K | 11.1% | +9.2% |
| GILD | $8.00K | 11.1% | — |
| HON | $8.00K | 11.1% | — |
| ITW | $8.00K | 11.1% | — |
| LMT | $8.00K | 11.1% | — |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| DGX |
Sell (Partial)Oversight |
| $15,001 - $50,000 |
| +36.4% |
| Mar 10, 2025 | TGT | Sell (Partial) | $15,001 - $50,000 | +43.8% |
| Mar 10, 2025 | USB | Sell (Partial)Oversight | $15,001 - $50,000 | +44.5% |
| Mar 10, 2025 | PEP | Buy | $1,001 - $15,000 | -10.5% |
| Mar 10, 2025 | PFE | Sell (Partial)Oversight | $1,001 - $15,000 | +7.2% |
| Mar 10, 2025 | DGX | Sell (Partial)Oversight | $1,001 - $15,000 | +36.4% |
| Mar 10, 2025 | TGT | Sell (Partial) | $1,001 - $15,000 | +43.8% |
| Mar 10, 2025 | HSY | Buy | $1,001 - $15,000 | -5.6% |
| Mar 10, 2025 | USB | Sell (Partial)Oversight | $1,001 - $15,000 | +44.5% |
| Mar 10, 2025 | UPS | Sell (Partial) | $1,001 - $15,000 | -14.9% |
| Mar 10, 2025 | PFE | Sell (Partial)Oversight | $15,001 - $50,000 | +7.2% |
| Mar 10, 2025 | AWK | Buy | $1,001 - $15,000 | -8.0% |
| Mar 10, 2025 | CME | BuyOversight | $1,001 - $15,000 | +9.2% |
| Mar 10, 2025 | GILD | BuyOversight | $1,001 - $15,000 | — |
| Mar 10, 2025 | HON | Buy | $1,001 - $15,000 | — |
| Mar 10, 2025 | ITW | Buy | $1,001 - $15,000 | — |
| Mar 10, 2025 | LMT | Buy | $1,001 - $15,000 | — |
| Aug 12, 2024 | WBD | Sell (Partial) | $1,001 - $15,000 | — |
| May 8, 2024 | COKE | Sell (Partial) | $1,001 - $15,000 | — |
| May 8, 2024 | CMCSA | Sell (Partial) | $1,001 - $15,000 | — |
| May 8, 2024 | CMCSA | Sell (Partial) | $15,001 - $50,000 | — |
| May 8, 2024 | T | Sell (Partial) | $1,001 - $15,000 | — |
| May 8, 2024 | YUM | Sell (Partial) | $15,001 - $50,000 | — |
| May 8, 2024 | YUM | Sell (Partial) | $1,001 - $15,000 | — |
| May 8, 2024 | MCK | Sell (Partial) | $15,001 - $50,000 | — |