Transactions
199
Total transactions associated with this filer
Disclosed purchases
87
$0 – $0
Average modeled return
+201.2%
46 modeled purchases
Average vs. S&P 500
-71.4%
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 | Microsoft Corporation | Mar 31, 2016 | Sep 21, 2026 | +928.2% | +344.9% | +583.3% |
| MSFT | Microsoft Corporation | Mar 31, 2016 | Sep 21, 2026 | +928.2% | +344.9% | +583.3% |
| PSX | Phillips 66 | Mar 9, 2020 | Sep 21, 2026 | +455.3% | +210.0% | +245.4% |
| WMT | Wal-Mart Stores Inc. | Mar 31, 2016 | Sep 21, 2026 | +464.2% | +344.9% | +119.3% |
| WMT | Wal-Mart Stores Inc. | Mar 31, 2016 | Sep 21, 2026 | +464.2% | +344.9% | +119.3% |
| JPM | JPMorgan Chase & Co. | Dec 7, 2018 | Sep 21, 2026 | +320.5% | +230.5% | +89.9% |
| QCOM | QUALCOMM Incorporated | Mar 31, 2016 | Sep 21, 2026 | +401.3% | +344.9% | +56.4% |
| QCOM | QUALCOMM Incorporated | Mar 31, 2016 | Sep 21, 2026 | +401.3% | +344.9% | +56.4% |
| NSC | Norfolk Southern Corporation | Mar 31, 2016 | Sep 21, 2026 | +361.5% | +344.9% | +16.6% |
| NSC | Norfolk Southern Corporation | Mar 31, 2016 | Sep 21, 2026 | +361.5% | +344.9% | +16.6% |
| TGT | Target Corporation | Mar 29, 2017 | Sep 21, 2026 | +280.8% | +280.3% | +0.5% |
| XOM | Exxon Mobil Corporation | Jan 25, 2019 | Sep 21, 2026 | +212.8% | +225.9% | -13.1% |
| XOM | Exxon Mobil Corporation | Apr 25, 2018 | Sep 21, 2026 | +190.9% | +233.4% | -42.5% |
| XOM | Exxon Mobil Corporation | Nov 7, 2017 | Sep 21, 2026 | +182.1% | +242.9% | -60.8% |
| JNJ | Johnson & Johnson | Mar 9, 2020 | Sep 21, 2026 | +137.1% | +210.0% | -72.9% |
| LOW | Lowe's Companies, Inc. | Oct 31, 2016 | Sep 21, 2026 | +246.8% | +325.8% | -79.0% |
| NVS | Novartis AG | Jan 25, 2019 | Sep 21, 2026 | +146.8% | +225.9% | -79.0% |
| PG | The Procter & Gamble Company | Apr 23, 2018 | Sep 21, 2026 | +149.7% | +229.8% | -80.1% |
| PLD | Prologis, Inc. | Jul 15, 2020 | Sep 21, 2026 | +72.1% | +161.4% | -89.4% |
| IBM | International Business Machines Corporation | Apr 23, 2018 | Sep 21, 2026 | +135.2% | +229.8% | -94.6% |
| IBM | International Business Machines Corporation | Nov 17, 2017 | Sep 21, 2026 | +132.5% | +244.0% | -111.5% |
| JNJ | Johnson & Johnson | Mar 31, 2016 | Sep 21, 2026 | +232.8% | +344.9% | -112.1% |
| JNJ | Johnson & Johnson | Mar 31, 2016 | Sep 21, 2026 | +232.8% | +344.9% | -112.1% |
| NVS | Novartis AG | Mar 31, 2016 | Sep 21, 2026 | +214.6% | +344.9% | -130.2% |
| NVS | Novartis AG | Mar 31, 2016 | Sep 21, 2026 | +214.6% | +344.9% | -130.2% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 8 · 199 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | Nov 5, 2020 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| PG | The Procter & Gamble Company | Nov 5, 2020 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| CMCSA | Comcast Corporation | Nov 5, 2020 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| WMT | Walmart Inc. | Nov 5, 2020 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| MDT | Medtronic plc | Nov 5, 2020 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| AMGN | Amgen Inc. | Nov 5, 2020 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| LOW | Lowe's Companies, Inc. | Nov 5, 2020 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| PLD | Prologis, Inc. | Nov 5, 2020 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| UPS | United Parcel Service, Inc. | Nov 5, 2020 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| MSFT | Microsoft Corporation | Nov 5, 2020 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| SBUX | Starbucks Corporation | Nov 5, 2020 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| DOW | Dow Inc. | Nov 5, 2020 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| CSCO | Cisco Systems, Inc. | Nov 5, 2020 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| CVS | CVS Health Corporation | Nov 5, 2020 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| BLK | BlackRock, Inc. | Nov 5, 2020 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| DIS | The Walt Disney Company | Nov 5, 2020 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| JPM | JPMorgan Chase & Co. | Nov 5, 2020 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| IBM | International Business Machines Corporation | Nov 5, 2020 | Sale (Full) | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Sep 11, 2020 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| CMCSA | Comcast Corporation | Aug 19, 2020 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| AAPL | Apple Inc. | Aug 19, 2020 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| CSCO | Cisco Systems, Inc. | Aug 19, 2020 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| DIS | The Walt Disney Company | Aug 19, 2020 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| IBM | International Business Machines Corporation | Aug 19, 2020 | Sale (Partial) | $1.0K – $15.0K | Filing ↗ |
| LOW | Lowe's Companies, Inc. | Aug 19, 2020 | Sale (Partial) | $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.