
Transactions
29
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 2 · 29 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| MS | Morgan Stanley (MS) | Apr 1, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMD | Advanced Micro Devices, Inc. (AMD) | Mar 24, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | Amazon.com, Inc. (AMZN) | Mar 24, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| ARCC | Ares Capital Corporation Common Stock (ARCC) | Mar 24, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| CB | Chubb Ltd. (CB) | Mar 24, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| COST | Costco Wholesale Corp. (COST) | Mar 24, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| DHR | Danaher Corp. (DHR) | Mar 24, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| GOOG | Alphabet, Inc. (GOOG) | Mar 24, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| AAPL | Apple, Inc. (AAPL) | Mar 24, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| TMO | Thermo Fisher Scientific, Inc. (TMO) | Mar 24, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| TMUS | T-Mobile US, Inc. (TMUS) | Mar 24, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| TT | Trane Technologies plc (TT) | Mar 24, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| V | Visa, Inc. (V) | Mar 24, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| WMT | Walmart, Inc. (WMT) | Mar 24, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| IBM | International Business Machines Corp. (IBM) | Mar 24, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| JPM | JPMorgan Chase & Co. (JPM) | Mar 24, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| LH | Laboratory Corp. of America Holdings (LH) | Mar 24, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| LOW | Lowe's Cos., Inc. (LOW) | Mar 24, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| MA | Mastercard, Inc. (MA) | Mar 24, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| MDLZ | Mondelez International, Inc. (MDLZ) | Mar 24, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | Microsoft Corp. (MSFT) | Mar 24, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| ORCL | Oracle Corp. (ORCL) | Mar 24, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| PEP | PepsiCo, Inc. (PEP) | Mar 24, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| PNC | The PNC Financial Services Group, Inc. (PNC) | Mar 24, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| HON | Honeywell International, Inc. (HON) | Feb 7, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
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.