Transactions
18
Total transactions associated with this filer
Disclosed purchases
10
$105.0K – $350.0K
Average modeled return
+159.1%
5 modeled purchases
Average vs. S&P 500
+32.1%
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↑↓ |
|---|---|---|---|---|---|---|
| MSFT | g fedcF IlINg S TATuS : New S uBHOldINg O F : Wells Fargo IRA # 1 Microsoft Corporation (MSFT) | Oct 29, 2019 | Sep 21, 2026 | +270.5% | +181.7% | +88.8% |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Berkshire Hathaway Inc. New (BRK.B) | Oct 1, 2018 | Sep 18, 2026 | +137.3% | +88.9% | +48.5% |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > 2000043477 Berkshire Hathaway Inc. New (BRK.B) | Sep 27, 2018 | Sep 18, 2026 | +135.2% | +88.9% | +46.4% |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Berkshire Hathaway Inc. New (BRK.B) | Sep 27, 2018 | Sep 18, 2026 | +135.2% | +88.9% | +46.4% |
| MA | g fedcF IlINg S TATuS : New S uBHOldINg O F : Wells Fargo IRA # 1 Mastercard Incorporated (MA) | Oct 18, 2019 | Sep 21, 2026 | +117.1% | +186.7% | -69.5% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 18 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| MSFT | g fedcF IlINg S TATuS : New S uBHOlDINg O F : Wells Fargo IRA # 2 Microsoft Corporation (MSFT) | Apr 6, 2020 | Sale | $15.0K – $50.0K | Filing ↗ |
| AIMC | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Altra Industrial Motion Corp. (AIMC) | Apr 6, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| BRK.B | g fedcF IlINg S TATuS : New S uBHOlDINg O F : Wells Fargo IRA # 2 Berkshire Hathaway Inc. New (BRK.B) | Apr 6, 2020 | Sale | $15.0K – $50.0K | Filing ↗ |
| MA | g fedcF IlINg S TATuS : New S uBHOlDINg O F : Wells Fargo IRA # 1 Mastercard Incorporated (MA) | Mar 24, 2020 | Sale | $15.0K – $50.0K | Filing ↗ |
| AMZN | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Amazon.com, Inc. (AMZN) | Mar 17, 2020 | Sale | $15.0K – $50.0K | Filing ↗ |
| CMCSA | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Comcast Corporation - Cl ass A(CMCSA) | Feb 25, 2020 | Sale | $15.0K – $50.0K | Filing ↗ |
| DIS | g fedcF IlINg S TATuS : New S uBHOlDINg O F : Wells Fargo IRA # 1 Walt Disney Company (DIS) | Feb 10, 2020 | Sale | $15.0K – $50.0K | Filing ↗ |
| MSFT | g fedcF IlINg S TATuS : New S uBHOldINg O F : Wells Fargo IRA # 1 Microsoft Corporation (MSFT) | Oct 29, 2019 | Purchase | $15.0K – $50.0K | Filing ↗ |
| AMZN | rANSACTIONS ID Owner Asset Transaction Type Notification Date Amount Cap. Gains > Amazon.com, Inc. (AMZN) | Oct 18, 2019 | Purchase | $15.0K – $50.0K | Filing ↗ |
| EXPE | g fedcF IlINg S TATuS : New S uBHOldINg O F : Wells Fargo IRA # 1 Expedia group, Inc. (EXPE) | Oct 18, 2019 | Sale | $15.0K – $50.0K | Filing ↗ |
| CMCSA | g fedcF IlINg S TATuS : New S uBHOldINg O F : Wells Fargo IRA # 1 Comcast Corporation - Cl ass A(CMCSA) | Oct 18, 2019 | Purchase | $15.0K – $50.0K | Filing ↗ |
| MA | g fedcF IlINg S TATuS : New S uBHOldINg O F : Wells Fargo IRA # 1 Mastercard Incorporated (MA) | Oct 18, 2019 | Purchase | $15.0K – $50.0K | Filing ↗ |
| AIMC | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Altra Industrial Motion Corp. (AIMC) | Oct 2, 2018 | Exchange | $1.0K – $15.0K | Filing ↗ |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Berkshire Hathaway Inc. New (BRK.B) | Oct 1, 2018 | Purchase | $15.0K – $50.0K | Filing ↗ |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Berkshire Hathaway Inc. New (BRK.B) | Sep 27, 2018 | Purchase | $15.0K – $50.0K | Filing ↗ |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > 2000043477 Berkshire Hathaway Inc. New (BRK.B) | Sep 27, 2018 | Purchase | $15.0K – $50.0K | Filing ↗ |
| FTV | ranSactionS iD owner asset transaction type notification Date amount Fortive Corporation (FTV) | May 26, 2016 | Exchange | $1.0K – $15.0K | Filing ↗ |
| UA | F IlINg s TATUs : New s UBHolDINg o F : Wells Fargo IRA # 1 D EsCRIPTIoN : shares received as a re sult of a spin off with Danaher (DHR).Under Armour, Inc. Class C (UA) | Apr 11, 2016 | Exchange | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074927 | 2 | 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.