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House · GA
Amount-weighted buy-and-hold return of 53 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.
6.3% |
| — |
| ICE | $16.00K | 6.3% | — |
| MCD | $8.00K | 3.1% | -8.8% |
| MDT | $8.00K | 3.1% | — |
| NBGIX | $8.00K | 3.1% | — |
| FARCX | $8.00K | 3.1% | — |
| PEP | $8.00K | 3.1% | -25.6% |
| O | $8.00K | 3.1% | — |
| TSIIX | $8.00K | 3.1% | — |
| MGK | $8.00K | 3.1% | — |
| WMT | $8.00K | 3.1% | — |
| BARIX | $8.00K | 3.1% | — |
| FEPIX | $8.00K | 3.1% | — |
| BEXIX | $8.00K | 3.1% | — |
| ADP | $8.00K | 3.1% | — |
| AAPL | $8.00K | 3.1% | — |
| AWK | $8.00K | 3.1% | -4.0% |
| APD | $8.00K | 3.1% | +8.1% |
| COST | $8.00K | 3.1% | — |
| EMR | $8.00K | 3.1% | — |
| FCPIX | $8.00K | 3.1% | — |
| ITW | $8.00K | 3.1% | — |
| JFLEX | $8.00K | 3.1% | — |
| V | $8.00K | 3.1% | — |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| $1,001 - $15,000 |
| -0.7% |
| Jul 30, 2026 | BRK.B | Buy | $1,001 - $15,000 | +4.4% |
| Jul 30, 2026 | BLK | Sell (Partial) | $1,001 - $15,000 | +3.3% |
| Jul 30, 2026 | CSCO | Sell (Partial)Oversight | $1,001 - $15,000 | -5.4% |
| Jul 30, 2026 | JNJ | Sell (Partial) | $1,001 - $15,000 | -0.1% |
| Jul 30, 2026 | LHX | Sell (Partial)Oversight | $1,001 - $15,000 | -8.6% |
| Jul 30, 2026 | MCD | Sell (Partial) | $1,001 - $15,000 | -9.5% |
| Jul 30, 2026 | PEP | Sell (Partial) | $1,001 - $15,000 | -6.2% |
| Jul 30, 2026 | APD | Sell (Partial) | $1,001 - $15,000 | -0.2% |
| Jul 30, 2026 | AWK | Sell (Partial) | $1,001 - $15,000 | -1.4% |
| Jul 30, 2026 | ADI | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jul 30, 2026 | COST | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 30, 2026 | PG | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 30, 2026 | O | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 30, 2026 | UNH | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 30, 2026 | WMT | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 30, 2026 | AAPL | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jul 30, 2026 | ADP | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jul 30, 2026 | EMR | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jul 30, 2026 | MDT | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 30, 2026 | MSFT | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jul 30, 2026 | NEE | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 30, 2026 | ICE | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 30, 2026 | ITW | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jul 30, 2026 | HD | Sell (Partial) | $1,001 - $15,000 | — |
| Jun 12, 2026 | ADI | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jun 12, 2026 | ABT | Buy | $1,001 - $15,000 | +18.9% |
| Jun 12, 2026 | MGK | Sell (Partial) | $1,001 - $15,000 | — |
| Jun 12, 2026 | UNH | Sell (Partial) | $1,001 - $15,000 | — |
| Jun 12, 2026 | SPSM | Sell (Partial) | $1,001 - $15,000 | — |
| Jun 12, 2026 | LHX | BuyOversight | $1,001 - $15,000 | -19.3% |
| Jun 12, 2026 | IMCB | Sell (Partial) | $1,001 - $15,000 | — |
| Jun 12, 2026 | ICE | Buy | $1,001 - $15,000 | — |
| Jun 12, 2026 | CSCO | Sell (Partial)Oversight | $1,001 - $15,000 | -11.3% |
| Jun 12, 2026 | BLK | Sell (Partial) | $1,001 - $15,000 | +9.9% |
| Apr 17, 2026 | AMT | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 19, 2026 | BLK | Buy | $1,001 - $15,000 | +17.0% |
| Mar 19, 2026 | HD | Buy | $1,001 - $15,000 | — |
| Mar 19, 2026 | JNJ | Sell (Partial) | $1,001 - $15,000 | +7.6% |
| Mar 19, 2026 | ABT | Buy | $1,001 - $15,000 | -2.1% |
| Mar 19, 2026 | ADI | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Mar 19, 2026 | ADP | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Mar 19, 2026 | ADP | BuyOversight | $1,001 - $15,000 | — |
| Mar 19, 2026 | LHX | Sell (Partial)Oversight | $1,001 - $15,000 | -31.7% |
| Mar 19, 2026 | MSFT | BuyOversight | $1,001 - $15,000 | — |
| Mar 19, 2026 | NEE | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 19, 2026 | UNH | Buy | $1,001 - $15,000 | — |
| Mar 19, 2026 | MGK | Buy | $1,001 - $15,000 | — |
| Nov 5, 2025 | PEP | Buy | $1,001 - $15,000 | -8.0% |
| Nov 5, 2025 | O | Buy | $1,001 - $15,000 | — |
| Nov 5, 2025 | UNH | Buy | $1,001 - $15,000 | — |
| Nov 5, 2025 | V | Buy | $1,001 - $15,000 | — |
| Nov 5, 2025 | WMT | Buy | $1,001 - $15,000 | — |
| Nov 5, 2025 | MCD | Buy | $1,001 - $15,000 | -20.5% |
| Nov 5, 2025 | MDT | Buy | $1,001 - $15,000 | — |
| Nov 5, 2025 | NEE | Buy | $1,001 - $15,000 | — |
| Nov 5, 2025 | PG | Buy | $1,001 - $15,000 | — |
| Nov 5, 2025 | ABT | Buy | $1,001 - $15,000 | -15.8% |
| Nov 5, 2025 | BRK.B | Buy | $1,001 - $15,000 | +8.8% |
| Nov 5, 2025 | APD | Buy | $1,001 - $15,000 | +26.1% |
| Nov 5, 2025 | AWK | Buy | $1,001 - $15,000 | +3.0% |
| Nov 5, 2025 | ADI | BuyOversight | $1,001 - $15,000 | — |
| Nov 5, 2025 | AAPL | BuyOversight | $1,001 - $15,000 | — |
| Nov 5, 2025 | ADP | BuyOversight | $1,001 - $15,000 | — |
| Nov 5, 2025 | BLK | Buy | $1,001 - $15,000 | +5.7% |
| Nov 5, 2025 | CSCO | BuyOversight | $1,001 - $15,000 | +48.9% |
| Nov 5, 2025 | COST | Buy | $1,001 - $15,000 | — |
| Nov 5, 2025 | EMR | BuyOversight | $1,001 - $15,000 | — |
| Nov 5, 2025 | HD | Buy | $1,001 - $15,000 | — |
| Nov 5, 2025 | ITW | BuyOversight | $1,001 - $15,000 | — |
| Nov 5, 2025 | ICE | Buy | $1,001 - $15,000 | — |
| Nov 5, 2025 | JNJ | Buy | $1,001 - $15,000 | +37.4% |
| Nov 5, 2025 | LHX | BuyOversight | $1,001 - $15,000 | -13.4% |
| Sep 18, 2025 | BLK | Sell (Partial) | $1,001 - $15,000 | -0.2% |
| Sep 18, 2025 | LHX | Sell (Partial)Oversight | $1,001 - $15,000 | -12.1% |
| Sep 18, 2025 | MSFT | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 18, 2025 | UNH | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 15, 2023 | JNJ | Buy | $1,001 - $15,000 | +65.6% |
| Mar 15, 2023 | LHX | BuyOversight | $1,001 - $15,000 | +23.8% |
| Mar 15, 2023 | MCD | Buy | $1,001 - $15,000 | -8.8% |
| Mar 15, 2023 | MSFT | BuyOversight | $1,001 - $15,000 | — |
| Mar 15, 2023 | MDT | Buy | $1,001 - $15,000 | — |
| Mar 15, 2023 | NBGIX | Buy | $1,001 - $15,000 | — |
| Mar 15, 2023 | NEE | Buy | $1,001 - $15,000 | — |
| Mar 15, 2023 | FARCX | Buy | $1,001 - $15,000 | — |
| Mar 15, 2023 | PEP | Buy | $1,001 - $15,000 | -25.6% |
| Mar 15, 2023 | O | Buy | $1,001 - $15,000 | — |
| Mar 15, 2023 | TSIIX | Buy | $1,001 - $15,000 | — |
| Mar 15, 2023 | UNH | Buy | $1,001 - $15,000 | — |
| Mar 15, 2023 | MGK | Buy | $1,001 - $15,000 | — |
| Mar 15, 2023 | WMT | Buy | $1,001 - $15,000 | — |
| Mar 15, 2023 | CSCO | BuyOversight | $1,001 - $15,000 | +118.9% |
| Mar 15, 2023 | BLK | Buy | $1,001 - $15,000 | +79.6% |
| Mar 15, 2023 | BARIX | Buy | $1,001 - $15,000 | — |
| Mar 15, 2023 | FEPIX | Buy | $1,001 - $15,000 | — |
| Mar 15, 2023 | BEXIX | Buy | $1,001 - $15,000 | — |
| Mar 15, 2023 | ADP | BuyOversight | $1,001 - $15,000 | — |
| Mar 15, 2023 | AAPL | BuyOversight | $1,001 - $15,000 | — |
| Mar 15, 2023 | ADI | BuyOversight | $1,001 - $15,000 | — |
| Mar 15, 2023 | AWK | Buy | $1,001 - $15,000 | -4.0% |
| Mar 15, 2023 | AMT | Buy | $1,001 - $15,000 | — |
| Mar 15, 2023 | APD | Buy | $1,001 - $15,000 | +8.1% |
| Mar 15, 2023 | ABT | Buy | $1,001 - $15,000 | +7.2% |
| Mar 15, 2023 | COST | Buy | $1,001 - $15,000 | — |
| Mar 15, 2023 | EMR | BuyOversight | $1,001 - $15,000 | — |
| Mar 15, 2023 | FCPIX | Buy | $1,001 - $15,000 | — |
| Mar 15, 2023 | HD | Buy | $1,001 - $15,000 | — |
| Mar 15, 2023 | ITW | BuyOversight | $1,001 - $15,000 | — |
| Mar 15, 2023 | ICE | Buy | $1,001 - $15,000 | — |
| Mar 15, 2023 | JFLEX | Buy | $1,001 - $15,000 | — |