Transactions
211
Total transactions associated with this filer
Disclosed purchases
106
$0 – $0
Average modeled return
+36.7%
88 modeled purchases
Average vs. S&P 500
+0.7%
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↑↓ |
|---|---|---|---|---|---|---|
| MRAAY | F S : New S O : Fisher IRA Murata Manufacturing Co Ltd Unsponsored ADR (MRAAY) | Mar 3, 2025 | Sep 18, 2026 | +201.4% | +33.0% | +168.3% |
| CAT | F S : New S O : Fisher IRA Caterpillar, Inc. Common Stock (CAT) | Apr 8, 2025 | Sep 18, 2026 | +200.5% | +56.0% | +144.5% |
| TSM | F S : New S O : Fisher IRA Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Mar 3, 2025 | Sep 18, 2026 | +156.7% | +33.0% | +123.6% |
| CAT | F S : New S O : Fisher IRA Caterpillar, Inc. Common Stock (CAT) | Mar 3, 2025 | Sep 18, 2026 | +147.9% | +33.0% | +114.9% |
| ASML | F S : New S O : Fisher IRA ASML Holding N.V. - New York Registry Shares (ASML) | Mar 3, 2025 | Sep 18, 2026 | +143.0% | +33.0% | +109.9% |
| ASML | F S : New S O : Fisher IRA ASML Holding N.V. - New York Registry Shares (ASML) | Mar 20, 2025 | Sep 18, 2026 | +131.7% | +37.3% | +94.3% |
| SCGLY | F S : New S O : Fisher IRA Societe Generale France Sponsored ADR (SCGLY) | Mar 3, 2025 | Sep 18, 2026 | +107.4% | +33.0% | +74.4% |
| SU | F S : New S O : Fisher IRA Suncor Energy Inc. Common Stock (SU) | Mar 3, 2025 | Sep 18, 2026 | +100.2% | +33.0% | +67.2% |
| CNQ | F S : New S O : Fisher IRA Canadian Natural Resources Limited Common Stock (CNQ) | Mar 3, 2025 | Sep 18, 2026 | +96.3% | +33.0% | +63.3% |
| NVDA | F S : New S O : Fisher IRA NVIDIA Corporation - Common Stock (NVDA) | Mar 3, 2025 | Sep 18, 2026 | +95.4% | +33.0% | +62.3% |
| AVGO | F S : New S O : Fisher IRA Broadcom Inc. - Common Stock (AVGO) | Mar 3, 2025 | Sep 18, 2026 | +93.3% | +33.0% | +60.3% |
| BHP | F S : New S O : Fisher IRA BHP Group Limited American Depositary Shares (BHP) | Mar 3, 2025 | Sep 18, 2026 | +87.8% | +33.0% | +54.7% |
| UNCRY | F S : New S O : Fisher IRA UNICREDITO SPA UNSP/ADR (UNCRY) | Mar 3, 2025 | Sep 18, 2026 | +86.5% | +33.0% | +53.5% |
| HSBC | F S : New S O : Fisher IRA HSBC Holdings, plc. Common Stock (HSBC) | Mar 3, 2025 | Sep 21, 2026 | +87.2% | +35.0% | +52.2% |
| C | F S : New S O : Fisher IRA Citigroup, Inc. Common Stock (C) | Mar 3, 2025 | Sep 18, 2026 | +76.9% | +33.0% | +43.9% |
| JCI | F S : New S O : Fisher IRA Johnson Controls International plc Ordinary Share (JCI) | Mar 3, 2025 | Sep 21, 2026 | +78.8% | +35.0% | +43.8% |
| RIO | F S : New S O : Fisher IRA Rio Tinto Plc Common Stock (RIO) | Mar 3, 2025 | Sep 21, 2026 | +77.3% | +35.0% | +42.3% |
| NRDBY | F S : New S O : Fisher IRA NORDEA BANK ABP SP/ADR (NRDBY) | Mar 3, 2025 | Sep 18, 2026 | +74.9% | +33.0% | +41.9% |
| NWG | F S : New S O : Fisher IRA NatWest Group plc American Depositary Shares, (NWG) | Mar 3, 2025 | Sep 18, 2026 | +69.7% | +33.0% | +36.7% |
| JNJ | F S : New S O : Fisher IRA Johnson & Johnson Common Stock (JNJ) | Mar 3, 2025 | Sep 18, 2026 | +67.7% | +33.0% | +34.6% |
| MRK | F S : New S O : Fisher IRA Merck & Company, Inc. Common Stock (MRK) | Mar 3, 2025 | Sep 21, 2026 | +69.3% | +35.0% | +34.3% |
| MS | F S : New S O : Fisher IRA Morgan Stanley Common Stock (MS) | Mar 3, 2025 | Sep 21, 2026 | +65.5% | +35.0% | +30.5% |
| ISNPY | F S : New S O : Fisher IRA Intesa Sanpaolo S.P.A. Sponsored ADR (ISNPY) | Mar 3, 2025 | Sep 18, 2026 | +62.9% | +33.0% | +29.9% |
| BCS | F S : New S O : Fisher IRA Barclays PLC Common Stock (BCS) | Mar 3, 2025 | Sep 18, 2026 | +62.1% | +33.0% | +29.0% |
| GS | F S : New S O : Fisher IRA Goldman Sachs Group, Inc. (GS) | Mar 3, 2025 | Sep 18, 2026 | +60.3% | +33.0% | +27.3% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 9 · 211 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| CMI | F S : New S O : Fisher IRA Cummins Inc. Common Stock (CMI) | Apr 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| COP | F S : New S O : Fisher IRA ConocoPhillips Common Stock (COP) | Apr 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CCI | F S : New S O : Fisher IRA Crown Castle Inc. Common Stock (CCI) | Apr 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CFRUY | F S : New S O : Fisher IRA Compagnie Financiere Richemont Unsponsored ADR (CFRUY) | Apr 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CNQ | F S : New S O : Fisher IRA Canadian Natural Resources Limited Common Stock (CNQ) | Apr 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BAC | F S : New S O : Fisher IRA Bank of America Corporation Common Stock (BAC) | Apr 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| C | F S : New S O : Fisher IRA Citigroup, Inc. Common Stock (C) | Apr 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CAT | F S : New S O : Fisher IRA Caterpillar, Inc. Common Stock (CAT) | Apr 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BP | F S : New S O : Fisher IRA BP p.l.c. Common Stock (BP) | Apr 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BSX | F S : New S O : Fisher IRA Boston Scientific Corporation Common Stock (BSX) | Apr 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BCS | F S : New S O : Fisher IRA Barclays PLC Common Stock (BCS) | Apr 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BUD | Anheuser-Busch Inbev SA Sponsored ADR (BUD) | Apr 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BA | F S : New S O : Fisher IRA Boeing Company (BA) | Apr 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| ADDYY | F S : New S O : Fisher IRA adidas AG Sponsored ADR (ADDYY) | Apr 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| ASAZY | F S : New S O : Fisher IRA Assa Abloy AB Unsponsored ADR (ASAZY) | Apr 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| AXP | F S : New S O : Fisher IRA American Express Company Common Stock (AXP) | Apr 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| ADBE | F S : New S O : Fisher IRA Adobe Inc. - Common Stock (ADBE) | Apr 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | F S : New S O : Fisher IRA Apple Inc. - Common Stock (AAPL) | Apr 21, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| AVGO | F S : New S O : Fisher IRA Broadcom Inc. - Common Stock (AVGO) | Apr 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| ABT | Abbott Laboratories Common Stock (ABT) | Apr 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| BHP | F S : New S O : Fisher IRA BHP Group Limited American Depositary Shares (BHP) | Apr 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| ASML | F S : New S O : Fisher IRA ASML Holding N.V. - New York Registry Shares (ASML) | Apr 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| AZN | F S : New S O : Fisher IRA AstraZeneca PLC - American Depositary Shares (AZN) | Apr 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMZN | F S : New S O : Fisher IRA Amazon.com, Inc. - Common Stock (AMZN) | Apr 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| COST | F S : New S O : Fisher IRA Costco Wholesale Corporation - Common Stock (COST) | Apr 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10075479 | 35 | 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.