Monthly Trade Value · Last 12 Months
BUYS SALES
No trades disclosed in the last 12 months.
Portfolio Structure (Estimated)
HSY25.0%
LIN25.0%
NVDA25.0%
AMZN25.0%
Disclaimer: Stock positions only, option contracts are excluded. Not investment advice; past disclosed activity does not predict future results.
All Disclosed Trades · 14 total
| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| GL | Globe Life Inc | Stock | Sale | $15K–$50K | +74.6% | Spouse | Aug 05 '24 | Sep 12 '24 |
| AKAM | Akamai Technologies, Inc. - Common Stock | Stock | Sale | $15K–$50K | +10.7% | Spouse | Dec 20 '22 | Jan 09 '23 |
| UL | Unilever PLC Common Stock | Stock | Sale | $15K–$50K | +19.3% | Spouse | Jan 21 '22 | Feb 16 '22 |
| HSY | The Hershey Company Common Stock | Stock | Buy | $15K–$50K | -15.3% | Spouse | Jan 21 '22 | Feb 16 '22 |
| LIN | Linde plc Ordinary Share | Stock | Buy | $15K–$50K | +50.5% | Spouse | Jan 06 '22 | Feb 16 '22 |
| NVDA | NVIDIA Corporation - Common Stock | Stock | Buy | $15K–$50K | +648.6% | Spouse | Jan 06 '22 | Feb 16 '22 |
| MMM | 3M Company Common Stock | Stock | Sale | $15K–$50K | +16.6% | Spouse | Jan 06 '22 | Feb 16 '22 |
| HSIC | Henry Schein, Inc. - Common Stock | Stock | Sale | $15K–$50K | +9.1% | Spouse | Jan 06 '22 | Feb 16 '22 |
| CARR | Carrier Global Corporation Common Stock | Stock | Sale | $1K–$15K | +5.1% | Spouse | Jan 06 '22 | Feb 16 '22 |
| AMZN | Amazon.com, Inc. - Common Stock | Stock | Buy | $15K–$50K | +51.9% | Spouse | Jan 06 '22 | Feb 16 '22 |
| WEX | WEX Inc. common stock | Stock | Sale | $15K–$50K | +30.3% | Spouse | Jan 06 '22 | Feb 16 '22 |
| VFC | V.F. Corporation Common Stock | Stock | Sale | $1K–$15K | -76.0% | Spouse | Jan 06 '22 | Feb 16 '22 |
| OTIS | Otis Worldwide Corporation Common Stock | Stock | Sale | $1K–$15K | -11.3% | Spouse | Jan 06 '22 | Feb 16 '22 |
| DNKN | Dunkin' Brands Group, Inc. | Stock | Sale | $50K–$100K | — | Spouse | Dec 16 '20 | Jan 11 '21 |