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Amount-weighted buy-and-hold return of 9 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.
| $8.00K |
12.4% |
| — |
| V | $8.00K | 12.4% | +31.9% |
| AAPL | $360 | 0.6% | +79.9% |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| $1,001 - $15,000 |
| -0.3% |
| Jun 12, 2025 | JNJ | Sell (Partial) | $15,001 - $50,000 | +73.1% |
| Jun 12, 2025 | DHR | Sell (Partial) | $50,001 - $100,000 | +0.9% |
| Dec 18, 2024 | MSFT | Buy | $1,001 - $15,000 | +14.5% |
| Nov 1, 2024 | NVDA | Buy | $1,001 - $15,000 | +60.6% |
| Sep 16, 2024 | NVDA | Buy | $1,001 - $15,000 | +86.2% |
| Sep 10, 2024 | MO | Sell (Partial) | $1,001 - $15,000 | +28.6% |
| Sep 10, 2024 | NVDA | Buy | $1,001 - $15,000 | +101.1% |
| Sep 9, 2024 | MSFT | Buy | $1,001 - $15,000 | +23.5% |
| Jun 6, 2024 | NVST | Sell (Partial) | $1,001 - $15,000 | +44.5% |
| May 21, 2024 | NVDA | Sell (Partial) | $50,001 - $100,000 | +128.0% |
| Feb 29, 2024 | AAPL | Buy | $360 | +79.9% |
| Feb 29, 2024 | V | BuyOversight | $1,001 - $15,000 | +31.9% |
| Feb 7, 2024 | MSFT | Buy | $1,001 - $15,000 | +21.0% |
| Jan 31, 2024 | COST | Buy | $1,001 - $15,000 | — |
| Dec 28, 2023 | BABA | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 28, 2023 | CCI | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Dec 28, 2023 | AMT | Sell (Partial)Oversight | $1,001 - $15,000 | — |