Transactions
12
Total transactions associated with this filer
Disclosed purchases
0
$0 – $0
Average modeled return
—
No disclosed purchases
Average vs. S&P 500
—
Comparable modeled intervals
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 12 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| CVX | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SP Chevron Corporation (CVX) | Aug 11, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| D | g fedcbF ILING S TATUS : New S UbHOLDING O F : WELLS FARGO ADVISORS: GST TRUST 1 SP Dominion Energy, Inc. (D) | Aug 11, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| C | g fedcbF ILING S TATUS : New S UbHOLDING O F : WELLS FARGO ADVISORS: GST TRUST 1 SP Citigroup, Inc. (C) | Aug 11, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| PM | g fedcbF ILING S TATUS : New S UbHOLDING O F : WELLS FARGO ADVISORS: GST TRUST 1 SP Philip Morris International Inc (PM) | Aug 11, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| PM | g fedcbF ILING S TATUS : New S UbHOLDING O F : WELLS FARGO ADVISORS: GST TRUST 1 SP Philip Morris International Inc (PM) | Aug 11, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| TXN | g fedcF ILING S TATuS : New S ubHOLDING O F : WELLS FARGO ADVISORS: IRA SP Texas Instruments Incorporated(TXN) | Sep 25, 2020 | Sale | $15.0K – $50.0K | Filing ↗ |
| DIS | g fedcbF ILING S TATuS : New S ubHOLDING O F : WELLS FARGO ADVISORS: IRA SP Walt Disney Company (DIS) | Sep 25, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| EL | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SP Estee Lauder Companies, Inc. (EL) | Sep 25, 2020 | Sale | $15.0K – $50.0K | Filing ↗ |
| GE | g fedcbF ILING S TATuS : New S ubHOLDING O F : WELLS FARGO ADVISORS: IRA SP General Electric Company (GE) | Sep 25, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| GE | g fedcF ILING S TATuS : New S ubHOLDING O F : WELLS FARGO ADVISORS: IRA SP General Electric Company (GE) | Sep 25, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| PM | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SP Philip Morris International Inc (PM) | Apr 10, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
| MO | ranSactionS iD owner asset transaction type notification Date amount cap. gains > SP altria Group, Inc. (MO) | Feb 4, 2019 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075741 | 72 | 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.