Loading...
Loading...
Amount-weighted buy-and-hold return of 9 priced purchases
| Ticker | Est. Basis | Allocation | Return Since Buy |
|---|---|---|---|
| AAPL | $72.00K | 100.0% | +75.8% |
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 |
| +27.5% |
| Dec 1, 2025 | PG | Sell (Partial) | $1,001 - $15,000 | +1.7% |
| Nov 13, 2025 | AAPL | Buy | $1,001 - $15,000 | +22.3% |
| Aug 14, 2025 | AAPL | Buy | $1,001 - $15,000 | +43.4% |
| May 15, 2025 | AAPL | Buy | $1,001 - $15,000 | +57.8% |
| Feb 13, 2025 | AAPL | Buy | $1,001 - $15,000 | +38.2% |
| Nov 14, 2024 | AAPL | Buy | $1,001 - $15,000 | +46.2% |
| Aug 15, 2024 | AAPL | Buy | $1,001 - $15,000 | +48.5% |
| May 16, 2024 | AAPL | Buy | $1,001 - $15,000 | +75.8% |