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Amount-weighted buy-and-hold return of 8 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.
| $15,001 - $50,000 |
| +67.0% |
| Jul 25, 2024 | RY | Sell (Partial) | $15,001 - $50,000 | +96.3% |
| Jul 22, 2024 | UPS | Sell (Partial) | $1,001 - $15,000 | -29.7% |
| Jul 16, 2024 | RY | Sell (Partial) | $1,001 - $15,000 | +96.4% |
| Jul 16, 2024 | RY | Buy | $1,001 - $15,000 | +96.4% |
| Apr 10, 2024 | IBM | Sell (Partial) | $1,001 - $15,000 | +26.7% |
| Apr 10, 2024 | MRK | Sell (Partial) | $1,001 - $15,000 | +20.4% |
| Apr 10, 2024 | ITIP | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 10, 2024 | ABBV | Sell (Partial) | $1,001 - $15,000 | +56.8% |
| Mar 11, 2024 | ILMN | Sell (Partial) | $1,001 - $15,000 | +60.7% |
| Mar 11, 2024 | XOM | Sell (Partial) | $15,001 - $50,000 | +51.4% |
| Mar 1, 2024 | WBA | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 26, 2024 | BBY | Sell (Partial) | $15,001 - $50,000 | +12.3% |
| Feb 23, 2024 | BBY | Sell (Partial) | $15,001 - $50,000 | +12.6% |
| Feb 12, 2024 | ILMN | Buy | $15,001 - $50,000 | +59.7% |
| Feb 12, 2024 | ILMN | Sell (Partial) | $1,001 - $15,000 | +59.7% |
| Feb 9, 2024 | PANW | Sell (Partial) | $15,001 - $50,000 | — |
| Feb 9, 2024 | ILMN | Sell (Partial) | $1,001 - $15,000 | +62.1% |
| Jan 12, 2024 | VLO | Sell (Partial) | $15,001 - $50,000 | — |
| Jan 12, 2024 | BX | Sell (Partial) | $15,001 - $50,000 | — |
| Jan 10, 2024 | RY | Buy | $1,001 - $15,000 | +120.2% |
| Jan 10, 2024 | RY | Sell (Partial) | $1,001 - $15,000 | +120.2% |
| Jan 2, 2024 | VLO | Sell (Partial) | $15,001 - $50,000 | — |
| Jan 2, 2024 | XOM | Buy | $15,001 - $50,000 | +61.3% |
| Jan 2, 2024 | BX | Sell (Partial) | $15,001 - $50,000 | — |
| Jan 2, 2024 | AMGN | Sell (Partial) | $15,001 - $50,000 | — |
| Jan 2, 2024 | AMD | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 2, 2024 | PANW | Sell (Partial) | $15,001 - $50,000 | — |
| Jan 2, 2024 | ILMN | Buy | $1,001 - $15,000 | +62.4% |
| Jan 2, 2024 | ILMN | Sell (Partial) | $1,001 - $15,000 | +62.4% |
| Jan 2, 2024 | ILMN | Buy | $15,001 - $50,000 | +62.4% |
| Dec 15, 2023 | UPS | Sell (Partial) | $1,001 - $15,000 | -37.4% |
| Dec 15, 2023 | UPS | Buy | $1,001 - $15,000 | -37.4% |
| Dec 14, 2023 | UPS | Sell (Partial) | $1,001 - $15,000 | -37.2% |
| Dec 14, 2023 | UPS | Buy | $1,001 - $15,000 | -37.2% |