Purchase
- Date
- Aug 26, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $140.69
- Latest
- $127.30
- Return
- -9.52%
- Filing
- Sep 18, 2026 ↗
All transactions23
Purchases13
Sales10
PerformanceAverage return based on each purchase date-4.15%
Latest filing09/18/26
23 records
- Purchase
- Date
- Aug 26, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $140.69
- Latest
- $127.30
- Return
- -9.52%
- Filing
- Sep 18, 2026 ↗
- Purchase
- Date
- Aug 26, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $265.05
- Latest
- $235.81
- Return
- -11.03%
- Filing
- Sep 18, 2026 ↗
- Purchase
- Date
- Aug 26, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $140.69
- Latest
- $127.30
- Return
- -9.52%
- Filing
- Sep 18, 2026 ↗
- Purchase
- Date
- Aug 26, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $181.38
- Latest
- $213.56
- Return
- +17.74%
- Filing
- Sep 18, 2026 ↗
- Purchase
- Date
- Aug 26, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $181.38
- Latest
- $213.56
- Return
- +17.74%
- Filing
- Sep 18, 2026 ↗
- Date
- Aug 26, 2026
- Reported value
- $1,001 - $15,000
- At trade
- —
- Latest
- —
- Return
- Unavailable
- Filing
- Sep 18, 2026 ↗
- Date
- Aug 26, 2026
- Reported value
- $1,001 - $15,000
- At trade
- —
- Latest
- —
- Return
- Unavailable
- Filing
- Sep 18, 2026 ↗
- Purchase
- Date
- Aug 26, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $181.38
- Latest
- $213.56
- Return
- +17.74%
- Filing
- Sep 18, 2026 ↗
- Purchase
- Date
- Aug 26, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $265.05
- Latest
- $235.81
- Return
- -11.03%
- Filing
- Sep 18, 2026 ↗
- Purchase
- Date
- Aug 26, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $47.19
- Latest
- $38.06
- Return
- -19.35%
- Filing
- Sep 18, 2026 ↗
- Purchase
- Date
- Aug 26, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $140.69
- Latest
- $127.30
- Return
- -9.52%
- Filing
- Sep 18, 2026 ↗
- Purchase
- Date
- Aug 26, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $47.19
- Latest
- $38.06
- Return
- -19.35%
- Filing
- Sep 18, 2026 ↗
- Sale
- Date
- Aug 20, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $311.30
- Latest
- $341.27
- Return
- +9.63%
- Filing
- Sep 18, 2026 ↗
- Date
- Aug 20, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $349.80
- Latest
- $331.43
- Return
- -5.25%
- Filing
- Sep 18, 2026 ↗
- Date
- Aug 20, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $340.45
- Latest
- $353.78
- Return
- +3.92%
- Filing
- Sep 18, 2026 ↗
- Date
- Aug 20, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $340.45
- Latest
- $353.78
- Return
- +3.92%
- Filing
- Sep 18, 2026 ↗
- Date
- Aug 20, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $349.80
- Latest
- $331.43
- Return
- -5.25%
- Filing
- Sep 18, 2026 ↗
- Date
- Aug 20, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $340.45
- Latest
- $353.78
- Return
- +3.92%
- Filing
- Sep 18, 2026 ↗
- Date
- Aug 20, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $349.80
- Latest
- $331.43
- Return
- -5.25%
- Filing
- Sep 18, 2026 ↗
- Date
- Aug 20, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $340.45
- Latest
- $353.78
- Return
- +3.92%
- Filing
- Sep 18, 2026 ↗
- Date
- Aug 20, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $349.80
- Latest
- $331.43
- Return
- -5.25%
- Filing
- Sep 18, 2026 ↗
- Sale
- Date
- Aug 20, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $311.30
- Latest
- $341.27
- Return
- +9.63%
- Filing
- Sep 18, 2026 ↗
| Date | Asset | Type | Reported value | At trade | Latest | Return | Filing |
|---|---|---|---|---|---|---|---|
| Aug 26, 2026 | PepsiCo Inc$PEP | Purchase | $1,001 - $15,000 | $140.69 | $127.30 | -9.52% | Sep 18, 2026 ↗ |
| Aug 26, 2026 | PepsiCo Inc$PEP | Purchase | $1,001 - $15,000 | $140.69 | $127.30 | -9.52% | Sep 18, 2026 ↗ |
| Aug 26, 2026 | McDonald's Corp$MCD | Purchase | $1,001 - $15,000 | $265.05 | $235.81 | -11.03% | Sep 18, 2026 ↗ |
| Aug 26, 2026 | PepsiCo Inc$PEP | Purchase | $1,001 - $15,000 | $140.69 | $127.30 | -9.52% | Sep 18, 2026 ↗ |
| Aug 26, 2026 | Accenture PLC$ACN | Purchase | $1,001 - $15,000 | $181.38 | $213.56 | +17.74% | Sep 18, 2026 ↗ |
| Aug 26, 2026 | Accenture PLC$ACN | Purchase | $1,001 - $15,000 | $181.38 | $213.56 | +17.74% | Sep 18, 2026 ↗ |
| Aug 26, 2026 | LORD ABBETT SHORT DURATION INCOME FUND$LALDX | Purchase | $1,001 - $15,000 | — | — | Unavailable | Sep 18, 2026 ↗ |
| Aug 26, 2026 | LORD ABBETT SHORT DURATION INCOME FUND$LALDX | Purchase | $1,001 - $15,000 | — | — | Unavailable | Sep 18, 2026 ↗ |
| Aug 26, 2026 | Accenture PLC$ACN | Purchase | $1,001 - $15,000 | $181.38 | $213.56 | +17.74% | Sep 18, 2026 ↗ |
| Aug 26, 2026 | McDonald's Corp$MCD | Purchase | $1,001 - $15,000 | $265.05 | $235.81 | -11.03% | Sep 18, 2026 ↗ |
| Aug 26, 2026 | Novo Nordisk A/S$NVO | Purchase | $1,001 - $15,000 | $47.19 | $38.06 | -19.35% | Sep 18, 2026 ↗ |
| Aug 26, 2026 | PepsiCo Inc$PEP | Purchase | $1,001 - $15,000 | $140.69 | $127.30 | -9.52% | Sep 18, 2026 ↗ |
| Aug 26, 2026 | Novo Nordisk A/S$NVO | Purchase | $1,001 - $15,000 | $47.19 | $38.06 | -19.35% | Sep 18, 2026 ↗ |
| Aug 20, 2026 | Apple Inc$AAPL | Sale | $1,001 - $15,000 | $311.30 | $341.27 | +9.63% | Sep 18, 2026 ↗ |
| Aug 20, 2026 | JPMorgan Chase & Co (1)$JPM | Sale | $1,001 - $15,000 | $349.80 | $331.43 | -5.25% | Sep 18, 2026 ↗ |
| Aug 20, 2026 | Alphabet Inc$GOOGL | Sale | $1,001 - $15,000 | $340.45 | $353.78 | +3.92% | Sep 18, 2026 ↗ |
| Aug 20, 2026 | Alphabet Inc$GOOGL | Sale | $1,001 - $15,000 | $340.45 | $353.78 | +3.92% | Sep 18, 2026 ↗ |
| Aug 20, 2026 | JPMorgan Chase & Co$JPM | Sale | $1,001 - $15,000 | $349.80 | $331.43 | -5.25% | Sep 18, 2026 ↗ |
| Aug 20, 2026 | Alphabet Inc$GOOGL | Sale | $1,001 - $15,000 | $340.45 | $353.78 | +3.92% | Sep 18, 2026 ↗ |
| Aug 20, 2026 | JPMorgan Chase & Co (2)$JPM | Sale | $1,001 - $15,000 | $349.80 | $331.43 | -5.25% | Sep 18, 2026 ↗ |
| Aug 20, 2026 | Alphabet Inc$GOOGL | Sale | $1,001 - $15,000 | $340.45 | $353.78 | +3.92% | Sep 18, 2026 ↗ |
| Aug 20, 2026 | JPMorgan Chase & Co$JPM | Sale | $1,001 - $15,000 | $349.80 | $331.43 | -5.25% | Sep 18, 2026 ↗ |
| Aug 20, 2026 | Apple Inc$AAPL | Sale | $1,001 - $15,000 | $311.30 | $341.27 | +9.63% | Sep 18, 2026 ↗ |