Transactions
7
Total transactions associated with this filer
Disclosed purchases
27
$18.0K – $95.0K
Average modeled return
+83.2%
4 modeled purchases
Average vs. S&P 500
-67.2%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| — | SPDR S&P 500 ETF | May 18, 2022 | Sep 21, 2026 | +109.5% | +109.5% | +0.0% |
| LVMUY | g fedcF ILINg S TaTUS : New S UBHOLdINg O F : Edward Jones Brokerage account SP LVMH Moet Hennessy Louis Vuitton Unsponsored american depositary Receipt (LVMUY) | Sep 14, 2018 | Sep 18, 2026 | +56.0% | +88.9% | -32.9% |
| IVZ | g fedcF ILINg S TaTUS : New S UBHOLdINg O F : Edward Jones Brokerage account JT Invesco Ltd (IVZ) | Sep 14, 2018 | Sep 21, 2026 | +90.5% | +200.9% | -110.3% |
| T | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > SP aT&T Inc. (T) | Sep 17, 2018 | Sep 21, 2026 | +76.9% | +202.5% | -125.5% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 7 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| AMZN | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Amazon.com, Inc. (AMZN) | Sep 24, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| T | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > SP aT&T Inc. (T) | Sep 17, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| LVMUY | g fedcF ILINg S TaTUS : New S UBHOLdINg O F : Edward Jones Brokerage account SP LVMH Moet Hennessy Louis Vuitton Unsponsored american depositary Receipt (LVMUY) | Sep 14, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CCH | g fedcF ILINg S TaTUS : New S UBHOLdINg O F : Edward Jones Mary Kay 401K Plan JT COCa COLa HELLENIC BOTTLINg CO american depositary Shares (CCH) | Sep 14, 2018 | Purchase | $15.0K – $50.0K | Filing ↗ |
| IVZ | g fedcF ILINg S TaTUS : New S UBHOLdINg O F : Edward Jones Brokerage account JT Invesco Ltd (IVZ) | Sep 14, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| INTC | ranSactionS iD owner asset transaction type notification Date amount JT Intel Corporation (INTC) | Jun 17, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| INTC | F ILINg S TaTUS : New S UBHoLDINg o F : Edward Jones Brokerage account JT Intel Corporation (INTC) | Jun 17, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10077030 | 7 | PARSED | Filing ↗ |
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice.