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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 |
12.5% |
| — |
| V | $8.00K | 12.5% | — |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| $15,001 - $50,000 |
| +9.0% |
| Sep 14, 2026 | GOOGL | Sell (Partial) | $15,001 - $50,000 | -2.5% |
| Jul 24, 2026 | ARCC | Sell (Partial) | $1,001 - $15,000 | -0.3% |
| Mar 9, 2026 | VZ | Sell (Partial) | $1,001 - $15,000 | -11.2% |
| Jun 12, 2025 | JNJ | Sell (Partial) | $15,001 - $50,000 | +63.1% |
| Jun 12, 2025 | DHR | Sell (Partial) | $50,001 - $100,000 | +11.7% |
| Dec 18, 2024 | MSFT | Buy | $1,001 - $15,000 | +21.0% |
| Nov 1, 2024 | NVDA | Buy | $1,001 - $15,000 | +58.1% |
| Sep 16, 2024 | NVDA | Buy | $1,001 - $15,000 | +83.4% |
| Sep 10, 2024 | NVDA | Buy | $1,001 - $15,000 | +98.1% |
| Sep 10, 2024 | MO | Sell (Partial) | $1,001 - $15,000 | +38.9% |
| Sep 9, 2024 | MSFT | Buy | $1,001 - $15,000 | +30.4% |
| Jun 6, 2024 | NVST | Sell (Partial) | $1,001 - $15,000 | — |
| May 21, 2024 | NVDA | Sell (Partial) | $50,001 - $100,000 | +124.5% |
| Feb 29, 2024 | AAPL | Buy | $360 | +90.0% |
| Feb 29, 2024 | V | BuyOversight | $1,001 - $15,000 | — |
| Feb 7, 2024 | MSFT | Buy | $1,001 - $15,000 | +27.8% |
| 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 | — |