18 purchases · 45 sales · 63 total

Purchases

18 trades
DateSymbolAmountAsset
2026-07-30 BRK.B $1,001 - $15,000 Berkshire Hathaway Inc. New Common Stock (BRK.B) Filing ↗
2026-06-12 ABT $1,001 - $15,000 Abbott Laboratories Common Stock Filing ↗
2026-06-12 ABT $1,001 - $15,000 Abbott Laboratories Common Stock Filing ↗
2026-06-12 ICE $1,001 - $15,000 Intercontinental Exchange Inc. Common Stock (ICE) Filing ↗
2026-06-12 LHX $1,001 - $15,000 L3Harris Technologies, Inc. Common Stock (LHX) Filing ↗
2026-06-12 LHX $1,001 - $15,000 L3Harris Technologies, Inc. Common Stock (LHX) Filing ↗
2026-03-19 ABT $1,001 - $15,000 Abbott Laboratories Common Stock Filing ↗
2026-03-19 ADP $1,001 - $15,000 Automatic Data Processing, Inc. - Common Stock (ADP) Filing ↗
2026-03-19 BLK $1,001 - $15,000 BlackRock, Inc. Common Stock (BLK) Filing ↗
2026-03-19 HD $1,001 - $15,000 Home Depot, Inc. (HD) Filing ↗
2026-03-19 HD $1,001 - $15,000 Home Depot, Inc. (HD) Filing ↗
2026-03-19 MSFT $1,001 - $15,000 Microsoft Corporation - Common Stock (MSFT) Filing ↗
2026-03-19 MSFT $1,001 - $15,000 Microsoft Corporation - Common Stock (MSFT) Filing ↗
2026-03-19 UNH $1,001 - $15,000 UnitedHealth Group Incorporated Common Stock (UNH) Filing ↗
2026-03-19 UNH $1,001 - $15,000 UnitedHealth Group Incorporated Common Stock (UNH) Filing ↗
2026-03-19 MGK $1,001 - $15,000 Vanguard Mega Cap Growth ETF Filing ↗
2026-03-19 MGK $1,001 - $15,000 Vanguard Mega Cap Growth ETF Filing ↗
2025-12-12 N/A $100,001 - $250,000 US Treasury Bill Filing ↗

Sales

45 trades
DateSymbolAmountAsset
2026-07-30 ABT $1,001 - $15,000 Abbott Laboratories Common Stock Filing ↗
2026-07-30 APD $1,001 - $15,000 Air Products and Chemicals, Inc. Common Stock (APD) Filing ↗
2026-07-30 AWK $1,001 - $15,000 American Water Works Company, Inc. Common Stock (AWK) Filing ↗
2026-07-30 ADI $1,001 - $15,000 Analog Devices, Inc. - Common Stock Filing ↗
2026-07-30 AAPL $1,001 - $15,000 Apple Inc. - Common Stock (AAPL) Filing ↗
2026-07-30 ADP $1,001 - $15,000 Automatic Data Processing, Inc. - Common Stock (ADP) Filing ↗
2026-07-30 BLK $1,001 - $15,000 BlackRock, Inc. Common Stock (BLK) Filing ↗
2026-07-30 CSCO $1,001 - $15,000 Cisco Systems, Inc. - Common Stock Filing ↗
2026-07-30 COST $1,001 - $15,000 Costco Wholesale Corporation - Common Stock (COST) Filing ↗
2026-07-30 EMR $1,001 - $15,000 Emerson Electric Company Common Stock (EMR) Filing ↗
2026-07-30 HD $1,001 - $15,000 Home Depot, Inc. (HD) Filing ↗
2026-07-30 ITW $1,001 - $15,000 Illinois Tool Works Inc. Common Stock (ITW) Filing ↗
2026-07-30 ICE $1,001 - $15,000 Intercontinental Exchange Inc. Common Stock (ICE) Filing ↗
2026-07-30 JNJ $1,001 - $15,000 Johnson & Johnson Common Stock Filing ↗
2026-07-30 LHX $1,001 - $15,000 L3Harris Technologies, Inc. Common Stock (LHX) Filing ↗
2026-07-30 MCD $1,001 - $15,000 McDonald's Corporation Common Stock (MCD) Filing ↗
2026-07-30 MDT $1,001 - $15,000 Medtronic plc. Ordinary Shares Filing ↗
2026-07-30 MSFT $1,001 - $15,000 Microsoft Corporation - Common Stock (MSFT) Filing ↗
2026-07-30 NEE $1,001 - $15,000 NextEra Energy, Inc. Common Stock Filing ↗
2026-07-30 PEP $1,001 - $15,000 Pepsico, Inc. (PEP) Filing ↗
2026-07-30 PG $1,001 - $15,000 Procter & Gamble Company (PG) Filing ↗
2026-07-30 O $1,001 - $15,000 Realty Income Corporation Common Stock (O) Filing ↗
2026-07-30 UNH $1,001 - $15,000 UnitedHealth Group Incorporated Common Stock (UNH) Filing ↗
2026-07-30 V $1,001 - $15,000 Visa Inc. (V) Filing ↗
2026-07-30 WMT $1,001 - $15,000 Walmart Inc. - Common Stock (WMT) Filing ↗
2026-06-12 ADI $1,001 - $15,000 Analog Devices, Inc. - Common Stock Filing ↗
2026-06-12 ADI $1,001 - $15,000 Analog Devices, Inc. - Common Stock Filing ↗
2026-06-12 BLK $1,001 - $15,000 BlackRock, Inc. Common Stock (BLK) Filing ↗
2026-06-12 CSCO $1,001 - $15,000 Cisco Systems, Inc. - Common Stock Filing ↗
2026-06-12 CSCO $1,001 - $15,000 Cisco Systems, Inc. - Common Stock Filing ↗
2026-06-12 IMCB $1,001 - $15,000 Ishares Morningstar ETF Mid Cap Filing ↗
2026-06-12 SPSM $1,001 - $15,000 State Street SPDR ETF Portfolio S&P 600 Small (SPSM) Filing ↗
2026-06-12 UNH $1,001 - $15,000 UnitedHealth Group Incorporated Common Stock (UNH) Filing ↗
2026-06-12 UNH $1,001 - $15,000 UnitedHealth Group Incorporated Common Stock (UNH) Filing ↗
2026-06-12 MGK $1,001 - $15,000 Vanguard Mega Cap Growth ETF Filing ↗
2026-06-12 MGK $1,001 - $15,000 Vanguard Mega Cap Growth ETF Filing ↗
2026-04-17 AMT $1,001 - $15,000 American Tower Corporation (AMT) Filing ↗
2026-03-19 ADI $1,001 - $15,000 Analog Devices, Inc. - Common Stock Filing ↗
2026-03-19 ADI $1,001 - $15,000 Analog Devices, Inc. - Common Stock Filing ↗
2026-03-19 ADP $1,001 - $15,000 Automatic Data Processing, Inc. - Common Stock (ADP) Filing ↗
2026-03-19 JNJ $1,001 - $15,000 Johnson & Johnson Common Stock Filing ↗
2026-03-19 JNJ $1,001 - $15,000 Johnson & Johnson Common Stock Filing ↗
2026-03-19 LHX $1,001 - $15,000 L3Harris Technologies, Inc. Common Stock (LHX) Filing ↗
2026-03-19 LHX $1,001 - $15,000 L3Harris Technologies, Inc. Common Stock (LHX) Filing ↗
2026-03-19 NEE $1,001 - $15,000 NextEra Energy, Inc. Common Stock Filing ↗