Transactions
40
Total transactions associated with this filer
Disclosed purchases
44
$82.0K – $405.0K
Average modeled return
+155.7%
25 modeled purchases
Average vs. S&P 500
+22.6%
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↑↓ |
|---|---|---|---|---|---|---|
| BRK.B | g fedcF IlINg s TaTus : New JT Berkshire Hathaway Inc. New (BRK.B) [sT] | May 18, 2020 | Sep 18, 2026 | +190.5% | +88.9% | +101.7% |
| BRK.B | g fedcF IlINg s TaTus : New JT Berkshire Hathaway Inc. New (BRK.B) [sT] | May 4, 2020 | Sep 18, 2026 | +186.5% | +88.9% | +97.6% |
| — | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT berkshire Hathaway Inc. New (bRK.b) | Jun 18, 2020 | Sep 18, 2026 | +182.1% | +88.9% | +93.2% |
| BRK.B | g fedcF IlINg s TaTus : New JT Berkshire Hathaway Inc. New (BRK.B) [sT] | Apr 21, 2020 | Sep 18, 2026 | +177.8% | +88.9% | +89.0% |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Berkshire Hathaway Inc. New (BRK.B) [sT] | Apr 15, 2020 | Sep 18, 2026 | +170.3% | +88.9% | +81.5% |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Berkshire Hathaway Inc. New (BRK.B) | Aug 4, 2020 | Sep 18, 2026 | +154.6% | +88.9% | +65.7% |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Berkshire Hathaway Inc. New (BRK.B) [sT] | Jan 28, 2019 | Sep 18, 2026 | +153.7% | +88.9% | +64.8% |
| BRK.B | g fedcF ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account JT Berkshire Hathaway Inc. New (BRK.B) | Sep 25, 2020 | Sep 18, 2026 | +142.2% | +88.9% | +53.4% |
| BRK.B | g fedcF ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account JT Berkshire Hathaway Inc. New (BRK.B) | Oct 5, 2020 | Sep 18, 2026 | +140.0% | +88.9% | +51.2% |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Berkshire Hathaway Inc. New (BRK.B) | Sep 21, 2020 | Sep 18, 2026 | +139.3% | +88.9% | +50.4% |
| INTC | F IlINg s TaTus : New JT Intel Corporation (INTC) | Feb 12, 2016 | Sep 21, 2026 | +436.9% | +392.4% | +44.5% |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Berkshire Hathaway Inc. New (BRK.B) | Jan 4, 2021 | Sep 18, 2026 | +123.1% | +88.9% | +34.3% |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Berkshire Hathaway Inc. New (BRK.B) | Feb 1, 2021 | Sep 18, 2026 | +122.3% | +88.9% | +33.4% |
| INTC | F IlINg s TaTus : New JT Intel Corporation (INTC) | Feb 14, 2017 | Sep 21, 2026 | +315.0% | +285.0% | +30.0% |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Berkshire Hathaway Inc. New (BRK.B) | Nov 16, 2020 | Sep 18, 2026 | +118.7% | +88.9% | +29.8% |
| BRK.B | g fedcF ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account JT Berkshire Hathaway Inc. New (BRK.B) | Feb 17, 2021 | Sep 18, 2026 | +107.9% | +88.9% | +19.0% |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Berkshire Hathaway Inc. New (BRK.B) | Mar 15, 2021 | Sep 18, 2026 | +100.2% | +88.9% | +11.4% |
| BRK.B | g fedcF ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account JT Berkshire Hathaway Inc. New (BRK.B) | Mar 31, 2021 | Sep 18, 2026 | +99.5% | +88.9% | +10.7% |
| BRK.B | g fedcF ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account JT Berkshire Hathaway Inc. New (BRK.B) | Apr 9, 2021 | Sep 18, 2026 | +91.6% | +88.9% | +2.8% |
| BRK.B | g fedcF ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account JT Berkshire Hathaway Inc. New (BRK.B) | Apr 13, 2021 | Sep 18, 2026 | +90.9% | +88.9% | +2.0% |
| BRK.B | g fedcF ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account JT Berkshire Hathaway Inc. New (BRK.B) | Apr 14, 2021 | Sep 18, 2026 | +90.5% | +88.9% | +1.7% |
| BRK.B | g fedcF ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account JT Berkshire Hathaway Inc. New (BRK.B) | Jun 14, 2021 | Sep 18, 2026 | +79.8% | +88.9% | -9.1% |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Berkshire Hathaway Inc. New (BRK.B) | May 21, 2021 | Sep 18, 2026 | +77.2% | +88.9% | -11.7% |
| MRK | F IlINg s TaTus : New JT Merck & Company, Inc. Common stock(MRK) | Feb 12, 2016 | Sep 21, 2026 | +342.6% | +392.4% | -49.9% |
| PFE | F IlINg s TaTus : New JT Pfizer, Inc. (PFE) | Feb 12, 2016 | Sep 21, 2026 | +59.5% | +392.4% | -333.0% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 2 · 40 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| BRK.B | JT Berkshire Hathaway Inc. New Common Stock (BRK.B) | Jul 15, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| BRK.B | JT Berkshire Hathaway Inc. New Common Stock (BRK.B) | Mar 28, 2024 | Sale | $15.0K – $50.0K | Filing ↗ |
| BRK.B | g fedcF ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account JT Berkshire Hathaway Inc. New (BRK.B) | Jun 14, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Berkshire Hathaway Inc. New (BRK.B) | May 21, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BRK.B | g fedcF ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account JT Berkshire Hathaway Inc. New (BRK.B) | Apr 14, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BRK.B | g fedcF ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account JT Berkshire Hathaway Inc. New (BRK.B) | Apr 13, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BRK.B | g fedcF ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account JT Berkshire Hathaway Inc. New (BRK.B) | Apr 9, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BRK.B | g fedcF ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account JT Berkshire Hathaway Inc. New (BRK.B) | Mar 31, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Berkshire Hathaway Inc. New (BRK.B) | Mar 15, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BRK.B | g fedcF ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account JT Berkshire Hathaway Inc. New (BRK.B) | Feb 17, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Berkshire Hathaway Inc. New (BRK.B) | Feb 1, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Berkshire Hathaway Inc. New (BRK.B) | Jan 4, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Berkshire Hathaway Inc. New (BRK.B) | Nov 16, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BRK.B | g fedcF ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account JT Berkshire Hathaway Inc. New (BRK.B) | Oct 5, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BRK.B | g fedcF ILINg S TATUS : New S UBHOLDINg O F : E*Trade Brokerage Account JT Berkshire Hathaway Inc. New (BRK.B) | Sep 25, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Berkshire Hathaway Inc. New (BRK.B) | Sep 21, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Berkshire Hathaway Inc. New (BRK.B) | Aug 4, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BRK.B | g fedcF IlINg s TaTus : New JT Berkshire Hathaway Inc. New (BRK.B) [sT] | May 18, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BRK.B | g fedcF IlINg s TaTus : New JT Berkshire Hathaway Inc. New (BRK.B) [sT] | May 4, 2020 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BRK.B | g fedcF IlINg s TaTus : New JT Berkshire Hathaway Inc. New (BRK.B) [sT] | Apr 21, 2020 | Purchase | $15.0K – $50.0K | Filing ↗ |
| BRK.B | ranSactionS iD owner asset transaction type notification Date amount cap. gains > JT Berkshire Hathaway Inc. New (BRK.B) [sT] | Apr 15, 2020 | Purchase | $50.0K – $100.0K | Filing ↗ |
| BIF | g fedcF IlINg s TaTus : New JT Boulder growth & Income Fund, Inc. (BIF) [sT] | Mar 10, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| BX | g fedcF IlINg s TaTus : New Filing ID #20016355 JT The Blackstone group Inc. Cl ass a(BX) [sT] | Mar 10, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
| BRK.B | g fedcF IlINg s TaTus : New JT Berkshire Hathaway Inc. New (BRK.B) [sT] | Mar 10, 2020 | Sale | $15.0K – $50.0K | Filing ↗ |
| BEN | g fedcF IlINg s TaTus : New JT Franklin Resources, Inc. (BEN) [sT] | Mar 10, 2020 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076959 | 61 | 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.