KB
Katie Britt
Portfolio Range
$4K–$60K
# Trades
32
# Tickers
14
Latest Filing
Jan 29 '26
Monthly Trade Value · Last 12 Months
BUYS SALES
Portfolio Structure (Estimated)
V33.3%
UPS16.7%
WMT16.7%
EOG16.7%
MSFT16.7%
Disclaimer: Stock positions only, option contracts are excluded. Not investment advice; past disclosed activity does not predict future results.
All Disclosed Trades · 32 total
| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMorgan Chase & Co | Stock | Sale | $1K–$15K | +10.2% | Spouse | Jan 28 '26 | Jan 29 '26 |
| JPM | JP Morgan Chase & Company | Stock | Sale | $1K–$15K | +10.2% | Spouse | Jan 28 '26 | Jan 28 '26 |
| AMZN | Amazon.com Inc | Stock | Sale | $1K–$15K | +1.5% | Spouse | Nov 07 '25 | Jan 26 '26 |
| GOOGL | Alphabet Inc | Stock | Sale | $1K–$15K | +14.8% | Spouse | Nov 07 '25 | Jan 26 '26 |
| AAPL | Apple Inc | Stock | Sale | $1K–$15K | +29.5% | Spouse | Nov 07 '25 | Jan 26 '26 |
| NVDA | NVIDIA Corporation | Stock | Sale | $1K–$15K | +12.1% | Spouse | Nov 07 '25 | Jan 26 '26 |
| GOOG | Alphabet Cl C | Stock | Sale (Partial) | $1K–$15K | +13.4% | Spouse | Nov 07 '25 | Jan 25 '26 |
| UPS | United Parcel Service | Stock | Buy | $1K–$15K | +5.3% | Spouse | Nov 07 '25 | Jan 25 '26 |
| NVDA | Nvidia Corp | Stock | Sale (Partial) | $1K–$15K | +12.1% | Spouse | Nov 07 '25 | Jan 25 '26 |
| AMZN | Amazon.com Inc | Stock | Sale (Partial) | $1K–$15K | +1.5% | Spouse | Nov 07 '25 | Jan 25 '26 |
| AAPL | Apple Inc | Stock | Sale (Partial) | $1K–$15K | +29.5% | Spouse | Nov 07 '25 | Jan 25 '26 |
| V | Visa Inc | Stock | Buy | $1K–$15K | +21.4% | Spouse | Nov 07 '25 | Jan 25 '26 |
| UNH | Unitedhealth Group Inc | Stock | Sale | $1K–$15K | +1.6% | Spouse | Apr 30 '25 | Jan 26 '26 |
| XOM | Exxon Mobil Corp | Stock | Sale | $1K–$15K | +73.4% | Spouse | Apr 30 '25 | Jan 26 '26 |
| AMZN | Amazon.com Inc | Stock | Buy | $1K–$15K | +34.5% | Spouse | Apr 30 '25 | Jan 25 '26 |
| UNH | Unitedhealth Group Inc | Stock | Sale | $1K–$15K | +1.6% | Spouse | Apr 30 '25 | Jan 25 '26 |
| XOM | Exxon Mobil Corp | Stock | Sale | $1K–$15K | +73.4% | Spouse | Apr 30 '25 | Jan 25 '26 |
| AAPL | Apple Inc | Stock | Buy | $1K–$15K | +63.6% | Spouse | Apr 30 '25 | Jan 25 '26 |
| NVDA | Nvidia Corp | Stock | Buy | $1K–$15K | +93.7% | Spouse | Apr 30 '25 | Jan 25 '26 |
| GOOGL | Alphabet Inc | Stock | Buy | $1K–$15K | +101.3% | Spouse | Apr 14 '25 | Jan 26 '26 |
| JPM | JP Morgan Chase & Company | Stock | Buy | $1K–$15K | +41.3% | Spouse | Apr 14 '25 | Jan 25 '26 |
| UNH | Unitedhealth Group Inc | Stock | Buy | $1K–$15K | -28.8% | Spouse | Apr 14 '25 | Jan 25 '26 |
| WMT | Walmart Inc | Stock | Buy | $1K–$15K | +26.6% | Spouse | Apr 14 '25 | Jan 25 '26 |
| EOG | EOG Resources, Inc. Common Stock | Stock | Buy | $1K–$15K | +51.5% | Spouse | Apr 14 '25 | Jan 25 '26 |
| NVDA | Nvidia Corp | Stock | Buy | $1K–$15K | +90.6% | Spouse | Apr 14 '25 | Jan 25 '26 |
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