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Amount-weighted buy-and-hold return of 37 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.
| $83.00K |
15.6% |
| — |
| IVV | $83.00K | 15.6% | +16.6% |
| LMT | $48.50K | 9.1% | — |
| ACN | $16.00K | 3.0% | -27.8% |
| LSYIX | $16.00K | 3.0% | +13.0% |
| SBUX | $8.00K | 1.5% | — |
| GD | $8.00K | 1.5% | — |
| SDVY | $8.00K | 1.5% | — |
| FBKWX | $8.00K | 1.5% | — |
| CB | $8.00K | 1.5% | — |
| AMGN | $8.00K | 1.5% | — |
| APD | $8.00K | 1.5% | — |
| MCD | $8.00K | 1.5% | -9.8% |
| PEP | $8.00K | 1.5% | -23.5% |
| UNH | $8.00K | 1.5% | — |
| QQQM | $8.00K | 1.5% | — |
| ITW | $8.00K | 1.5% | — |
| ADP | $8.00K | 1.5% | — |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| $1,001 - $15,000 |
| -2.6% |
| Aug 26, 2026 | MCD | Buy | $1,001 - $15,000 | -9.0% |
| Aug 26, 2026 | NVO | Buy | $1,001 - $15,000 | -17.7% |
| Aug 26, 2026 | ACN | Buy | $1,001 - $15,000 | +26.6% |
| Aug 20, 2026 | AAPL | Sell (Partial)Oversight | $1,001 - $15,000 | +10.3% |
| Aug 20, 2026 | JPM | Sell (Partial) | $1,001 - $15,000 | -3.4% |
| Aug 20, 2026 | GOOG | Sell (Partial) | $1,001 - $15,000 | -0.4% |
| Feb 10, 2026 | HSY | Sell (Partial) | $50,001 - | -25.4% |
| Feb 10, 2026 | HSY | Sell (Partial) | $50,001 - $100,000 | -25.4% |
| Feb 10, 2026 | HSY | Sell (Partial) | $1,001 - $15,000 | -25.4% |
| Oct 14, 2025 | IVV | Buy | $1,001 - $15,000 | +16.6% |
| Oct 14, 2025 | IVV | Buy | $50,001 - $100,000 | +16.6% |
| Oct 14, 2025 | UNP | Buy | $1,001 - $15,000 | — |
| Oct 14, 2025 | UNP | Buy | $50,001 - $100,000 | — |
| Aug 4, 2025 | CMCSA | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 4, 2025 | NVO | Buy | $1,001 - $15,000 | -20.4% |
| Aug 4, 2025 | NVO | Buy | $15,001 - $50,000 | -20.4% |
| Aug 4, 2025 | CMCSA | Sell (Partial) | $15,001 - $50,000 | — |
| Jul 22, 2025 | UPS | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 22, 2025 | UPS | Sell (Partial) | $50,001 - $100,000 | — |
| Jun 16, 2025 | AAPL | Sell (Partial)Oversight | $15,001 - $50,000 | +73.1% |
| Jun 16, 2025 | WMT | Sell (Partial) | $15,001 - $50,000 | — |
| Jun 16, 2025 | V | Sell (Partial) | $15,001 - $50,000 | — |
| Jun 16, 2025 | UPS | Sell (Partial) | $1,001 - $15,000 | — |
| Jun 16, 2025 | PG | Sell (Partial) | $15,001 - $50,000 | — |
| Jun 16, 2025 | PEP | Sell (Partial) | $1,001 - $15,000 | +0.1% |
| Jun 16, 2025 | MSFT | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| Jun 16, 2025 | MRK | Sell (Partial) | $1,001 - $15,000 | — |
| Jun 16, 2025 | MCD | Sell (Partial) | $15,001 - $50,000 | -18.0% |
| Jun 16, 2025 | KVUE | Sell (Partial) | $1,001 - $15,000 | — |
| Jun 16, 2025 | JPM | Sell (Partial) | $15,001 - $50,000 | +25.7% |
| Jun 16, 2025 | JNJ | Sell (Partial) | $15,001 - $50,000 | — |
| Jun 16, 2025 | HD | Sell (Partial) | $15,001 - $50,000 | — |
| Jun 16, 2025 | CSCO | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jun 16, 2025 | BRK.B | Sell (Partial) | $15,001 - $50,000 | — |
| Jun 16, 2025 | GOOG | Sell (Partial) | $1,001 - $15,000 | +89.3% |
| Apr 21, 2025 | UNP | Buy | $1,001 - $15,000 | — |
| Apr 10, 2025 | BWIN | Sell (Partial) | $500,001 - $1,000,000 | — |
| Mar 27, 2025 | NVO | Buy | $1,001 - $15,000 | -44.7% |
| Mar 27, 2025 | NVO | Buy | $15,001 - $50,000 | -44.7% |
| Feb 26, 2025 | AMZN | Buy | $50,001 - $100,000 | — |
| Feb 26, 2025 | AMZN | Buy | $1,001 - $15,000 | — |
| Feb 18, 2025 | LMT | Buy | $15,001 - $50,000 | — |
| Feb 18, 2025 | LMT | Buy | $1,001 - $15,000 | — |
| Feb 7, 2025 | BWIN | Sell (Partial) | $1,000,001 - $5,000,000 | — |
| Feb 6, 2025 | BWIN | Sell (Partial) | $15,001 - $50,000 | — |
| Jan 28, 2025 | COST | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 28, 2025 | COST | Sell (Partial) | $50,001 - $100,000 | — |
| Sep 25, 2024 | ITW | Buy | $1,001 - $15,000 | — |
| Sep 25, 2024 | ADP | BuyOversight | $1,001 - $15,000 | — |
| Aug 7, 2024 | HD | Buy | $1,001 - $15,000 | — |
| Aug 7, 2024 | GD | Buy | $1,001 - $15,000 | — |
| Aug 7, 2024 | SDVY | Buy | $1,001 - $15,000 | — |
| Aug 7, 2024 | FBKWX | Buy | $1,001 - $15,000 | — |
| Aug 7, 2024 | COST | Buy | $1,001 - $15,000 | — |
| Aug 7, 2024 | CMCSA | Buy | $1,001 - $15,000 | — |
| Aug 7, 2024 | CB | Buy | $1,001 - $15,000 | — |
| Aug 7, 2024 | BRK.B | Buy | $1,001 - $15,000 | — |
| Aug 7, 2024 | JPM | Buy | $1,001 - $15,000 | +69.5% |
| Aug 7, 2024 | AMGN | Buy | $1,001 - $15,000 | — |
| Aug 7, 2024 | GOOG | Buy | $1,001 - $15,000 | +109.6% |
| Aug 7, 2024 | APD | Buy | $1,001 - $15,000 | — |
| Aug 7, 2024 | ACN | Buy | $1,001 - $15,000 | -27.8% |
| Aug 7, 2024 | AAPL | BuyOversight | $1,001 - $15,000 | +63.7% |
| Aug 7, 2024 | LMT | Buy | $1,001 - $15,000 | — |
| Aug 7, 2024 | LSYIX | Buy | $1,001 - $15,000 | +13.0% |
| Aug 7, 2024 | MCD | Buy | $1,001 - $15,000 | -9.8% |
| Aug 7, 2024 | MRK | Buy | $1,001 - $15,000 | — |
| Aug 7, 2024 | MSFT | BuyOversight | $1,001 - $15,000 | — |
| Aug 7, 2024 | PEP | Buy | $1,001 - $15,000 | -23.5% |
| Aug 7, 2024 | SBUX | Buy | $1,001 - $15,000 | — |
| Aug 7, 2024 | HSY | Buy | $1,001 - $15,000 | -14.5% |
| Aug 7, 2024 | UPS | Buy | $1,001 - $15,000 | — |
| Aug 7, 2024 | UNH | Buy | $1,001 - $15,000 | — |
| Aug 7, 2024 | WMT | Buy | $1,001 - $15,000 | — |
| Aug 7, 2024 | QQQM | Buy | $1,001 - $15,000 | — |
| Aug 7, 2024 | JNJ | Buy | $1,001 - $15,000 | — |
| Jan 30, 2024 | WMT | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 30, 2024 | SBUX | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 30, 2024 | AAPL | Sell (Partial)Oversight | $1,001 - $15,000 | +82.7% |