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Amount-weighted buy-and-hold return of 5 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.
| $1,001 - $15,000 |
| +12.2% |
| Nov 13, 2024 | SHEL | Sell (Partial) | $1,001 - $15,000 | +47.0% |
| Nov 13, 2024 | NVDA | Sell (Partial) | $15,001 - $50,000 | +59.9% |
| Nov 13, 2024 | NVDA | Sell (Partial) | $1,001 - $15,000 | +59.9% |
| Nov 13, 2024 | MSFT | Sell (Partial) | $1,001 - $15,000 | +21.7% |
| Nov 13, 2024 | IBKR | Sell (Partial) | $1,001 - $15,000 | +97.7% |
| Nov 13, 2024 | AMZN | Sell (Partial) | $1,001 - $15,000 | +17.5% |
| Nov 8, 2024 | DJT | Sell (Partial) | $1,001 - $15,000 | -72.1% |
| Nov 6, 2024 | DJT | Buy | $1,001 - $15,000 | -75.2% |
| Oct 25, 2024 | TSLA | Buy | $1,001 - $15,000 | +37.7% |
| Aug 19, 2024 | AAPL | Sell (Partial) | $1,001 - $15,000 | +47.7% |
| Aug 13, 2024 | AAPL | Buy | $1,001 - $15,000 | +50.8% |
| Jul 23, 2024 | DAL | Sell (Partial) | $1,001 - $15,000 | +92.8% |
| Jun 28, 2024 | DAL | Buy | $1,001 - $15,000 | +77.3% |
| Jun 6, 2024 | IBKR | Buy | $1,001 - $15,000 | +188.1% |
| May 31, 2024 | NVDA | Buy | $1,001 - $15,000 | +113.4% |