Transactions
27
Total transactions associated with this filer
Disclosed purchases
7
$7.0K – $105.0K
Average modeled return
-30.9%
2 modeled purchases
Average vs. S&P 500
-414.1%
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↑↓ |
|---|---|---|---|---|---|---|
| NKE | F ILINg S TATuS : New S uBHOLdINg O F : Wells Fargo-9761 (Spousal IRA) Nike, Inc. (NKE) | Jan 26, 2016 | Sep 21, 2026 | -30.9% | +383.2% | -414.1% |
| NKE | F ILINg S TATuS : New S uBHOLdINg O F : Wells Fargo (IRA) SP Nike, Inc. (NKE) | Jan 26, 2016 | Sep 21, 2026 | -30.9% | +383.2% | -414.1% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 2 · 27 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| BLK | ranSactionS iD owner asset transaction type notification Date amount cap. gains > BlackRock, Inc. (BLK) | Dec 14, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| IBM | g fedcF ILINg S TATuS : New S uBHOLDINg O F : Wells Fargo-9761 (Spousal IRA) International Business Machines Corporation (IBM) | Dec 10, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Apple Inc. (AAPL) | Dec 10, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AAPL | g fedcF ILINg S TATuS : New S uBHOLDINg O F : Wells Fargo (IRA) SP Apple Inc. (AAPL) | Dec 10, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
| QCOM | g fedcF ILINg S TATuS : New S uBHOLDINg O F : Wells Fargo (IRA) SP QuALCOMM Incorporated (QCOM) | Dec 10, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| QCOM | g fedcF ILINg S TATuS : New S uBHOLDINg O F : Wells Fargo (IRA) QuALCOMM Incorporated (QCOM) | Dec 10, 2018 | Sale | $1.0K – $15.0K | Filing ↗ |
| WEC | F ILINg S TATuS : New S uBHOLdINg O F : Wells Fargo (IRA) WEC Energy group, Inc. (WEC) | Jun 13, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| IRA | F ILINg S TATuS : New S uBHOLdINg O F : Wells Fargo (IRA) Medtronic plc. Ordinary Shares (M dT) | Jun 13, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| IRA | F ILINg S TATuS : New S uBHOLdINg O F : Wells Fargo (IRA) SCANA Corporation (SCg) | Jun 13, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| LOW | F ILINg S TATuS : New S uBHOLdINg O F : Wells Fargo (IRA) Lowe's Companies, Inc. (LOW) | Jun 13, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | ID Owner Asset Transaction Type Notification Date Amount F ILINg S TATuS : New S uBHOLdINg O F : Wells Fargo (IRA) Microsoft Corporation (MSFT) | Jun 13, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| NEE | F ILINg S TATuS : New S uBHOLdINg O F : Wells Fargo (IRA) NextEra Energy, Inc. (NEE) | Jun 13, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| SJM | F ILINg S TATuS : New S uBHOLdINg O F : Wells Fargo (IRA) J.M. Smucker Company (SJM) | Jun 13, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| SYY | F ILINg S TATuS : New S uBHOLdINg O F : Wells Fargo (IRA) Sysco Corporation (SYY) | Jun 13, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| CLX | F ILINg S TATuS : New S uBHOLdINg O F : Wells Fargo (IRA) Clorox Company (CLX) | Jun 13, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| ES | F ILINg S TATuS : New S uBHOLdINg O F : Wells Fargo (IRA) d ESCRIPTION : Chubb Corp Merger with Chubb LTd Eversource Energy (ES) | Jun 13, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| IRA | F ILINg S TATuS : New S uBHOLdINg O F : Wells Fargo (IRA) Filing Id #20005557 Becton, dickinson and Company (BdX) | Jun 13, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| IRA | F ILINg S TATuS : New S uBHOLdINg O F : Wells Fargo (IRA) FactSet Research Systems Inc. (FdS) | Jun 13, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| IRA | F ILINg S TATuS : New S uBHOLdINg O F : Wells Fargo (IRA) general dynamics Corporatio n (gd) | Jun 13, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| IRA | F ILINg S TATuS : New S uBHOLdINg O F : Wells Fargo (IRA) general Mills, Inc. (gIS) | Jun 13, 2016 | Sale | $1.0K – $15.0K | Filing ↗ |
| NKE | F ILINg S TATuS : New S uBHOLdINg O F : Wells Fargo (IRA) SP Nike, Inc. (NKE) | Jan 26, 2016 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NKE | F ILINg S TATuS : New S uBHOLdINg O F : Wells Fargo-9761 (Spousal IRA) Nike, Inc. (NKE) | Jan 26, 2016 | Purchase | $1.0K – $15.0K | Filing ↗ |
| CB | F ILINg S TATuS : New S uBHOLdINg O F : Wells Fargo (IRA) ConocoPhillips (COP) S 02/2/2016 07/20/2016 $1,001 - $15,000 F ILINg S TATuS : New S uBHOLdINg O F : Wells Fargo (IRA) d/B/A Chubb Limited New (CB) | Jan 15, 2016 | Exchange | $1.0K – $15.0K | Filing ↗ |
| ABT | F ILINg S TATuS : New S uBHOLdINg O F : Wells Fargo (IRA) SP Abbott Laboratories (ABT) | Jul 30, 2015 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ABT | rANSAcTIONS ID Owner Asset Transaction Type Notification Date Amount Abbott Laboratories (ABT) | Jul 30, 2015 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 9116169 | 0 | UNPARSED | 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.