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Amount-weighted buy-and-hold return of 10 priced purchases
Approximation from disclosed value-range midpoints; it is not a brokerage portfolio, exact cost basis, or verified current ownership.
Data sourced from STOCK Act periodic transaction reports. Return % is stock price change from trade date to today — not a cost-basis return.
13.9% |
| — |
| SO | $32.50K | 13.9% | — |
| BAX | $32.50K | 13.9% | -26.9% |
| NWN | $32.00K | 13.6% | +38.5% |
| PHG | $8.00K | 3.4% | — |
| QCOM | $8.00K | 3.4% | — |
| PFE | $8.00K | 3.4% | — |
| RTX | $8.00K | 3.4% | — |
| V | $8.00K | 3.4% | — |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| $15,001 - $50,000 |
| +44.5% |
| Aug 15, 2024 | NWN | Buy | $1,001 - $15,000 | +29.3% |
| Jul 9, 2024 | BAX | Buy | $15,001 - $50,000 | -26.9% |
| Jul 9, 2024 | WBD | Sell (Partial) | $1,001 - $15,000 | +283.1% |
| Jul 9, 2024 | MDT | Sell (Partial) | $1,001 - $15,000 | +20.2% |
| Jun 27, 2024 | CVS | Sell (Partial) | $1,001 - $15,000 | +64.6% |
| May 15, 2024 | NWN | Buy | $1,001 - $15,000 | +31.0% |
| Apr 4, 2024 | MCK | Sell (Partial) | $15,001 - $50,000 | +66.3% |
| Apr 4, 2024 | BX | Sell (Partial) | $1,001 - $15,000 | +6.3% |
| Apr 4, 2024 | CAT | Sell (Partial) | $1,001 - $15,000 | +122.4% |
| Apr 4, 2024 | ERJ | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 4, 2024 | KR | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 4, 2024 | MGA | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 4, 2024 | NKE | Buy | $15,001 - $50,000 | — |
| Apr 4, 2024 | DGX | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 4, 2024 | RTX | Buy | $1,001 - $15,000 | — |
| Apr 4, 2024 | SO | Buy | $15,001 - $50,000 | — |
| Apr 4, 2024 | TEL | Sell (Partial) | $15,001 - $50,000 | — |
| Apr 4, 2024 | V | Buy | $1,001 - $15,000 | — |
| Feb 15, 2024 | NWN | Buy | $1,001 - $15,000 | +38.5% |
| Feb 12, 2024 | PHG | Buy | $1,001 - $15,000 | — |
| Feb 12, 2024 | UL | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 12, 2024 | AMZN | Buy | $15,001 - $50,000 | — |
| Feb 12, 2024 | QCOM | Buy | $1,001 - $15,000 | — |
| Feb 12, 2024 | PFE | Buy | $1,001 - $15,000 | — |
| Feb 1, 2024 | GOOGL | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 13, 2023 | ALK | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 7, 2023 | DEO | Buy | $15,001 - $50,000 | — |