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Amount-weighted buy-and-hold return of 12 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.
| $32.50K |
10.5% |
| -0.3% |
| BA | $32.50K | 10.5% | +6.7% |
| AAPL | $32.50K | 10.5% | +46.6% |
| BAC | $32.50K | 10.5% | +13.4% |
| CVX | $32.50K | 10.5% | — |
| CAT | $32.50K | 10.5% | — |
| ETN | $32.50K | 10.5% | — |
| LMT | $8.00K | 2.6% | +13.7% |
| AMZN | $8.00K | 2.6% | +9.8% |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| $1,001 - $15,000 |
| -32.9% |
| Feb 7, 2025 | FSSL | Buy | $1,001 - $15,000 | -21.6% |
| Feb 7, 2025 | J | Buy | $15,001 - $50,000 | +3.4% |
| Feb 7, 2025 | LHX | Buy | $15,001 - $50,000 | +14.8% |
| Feb 7, 2025 | LMT | Buy | $1,001 - $15,000 | +13.7% |
| Feb 7, 2025 | UA | Buy | $1,001 - $15,000 | -31.5% |
| Feb 7, 2025 | WFC | Buy | $15,001 - $50,000 | -0.3% |
| Feb 7, 2025 | BA | Buy | $15,001 - $50,000 | +6.7% |
| Feb 7, 2025 | AMZN | Buy | $1,001 - $15,000 | +9.8% |
| Feb 7, 2025 | AAPL | Buy | $15,001 - $50,000 | +46.6% |
| Feb 7, 2025 | BAC | Buy | $15,001 - $50,000 | +13.4% |
| Feb 7, 2025 | CVX | BuyOversight | $15,001 - $50,000 | — |
| Feb 7, 2025 | CAT | Buy | $15,001 - $50,000 | — |
| Feb 7, 2025 | ETN | Buy | $15,001 - $50,000 | — |