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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.
| Ticker | Est. Basis | Allocation | Return Since Buy |
|---|---|---|---|
| AAPL | $80.00K | 100.0% | +80.9% |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
Data sourced from STOCK Act periodic transaction reports. Return % is stock price change from trade date to today — not a cost-basis return.
| $1,001 - $15,000 |
| +15.2% |
| Feb 12, 2026 | AAPL | Buy | $1,001 - $15,000 | +31.2% |
| Dec 1, 2025 | PG | Sell (Partial) | $1,001 - $15,000 | +8.1% |
| Nov 13, 2025 | AAPL | Buy | $1,001 - $15,000 | +25.8% |
| Aug 14, 2025 | AAPL | Buy | $1,001 - $15,000 | +47.5% |
| May 15, 2025 | AAPL | Buy | $1,001 - $15,000 | +62.4% |
| Feb 13, 2025 | AAPL | Buy | $1,001 - $15,000 | +42.2% |
| Nov 14, 2024 | AAPL | Buy | $1,001 - $15,000 | +50.5% |
| Aug 15, 2024 | AAPL | Buy | $1,001 - $15,000 | +52.8% |
| May 16, 2024 | AAPL | Buy | $1,001 - $15,000 | +80.9% |