Sale
- Date
- Dec 17, 2025
- Reported value
- $50,001 - $100,000
- At trade
- $271.10
- Latest
- $341.27
- Return
- +25.88%
- Filing
- Aug 5, 2026 ↗
| Date | Asset | Type | Reported value | At trade | Latest | Return | Filing |
|---|---|---|---|---|---|---|---|
| Dec 17, 2025 | Apple Inc$AAPL | Sale | $50,001 - $100,000 | $271.10 | $341.27 | +25.88% | Aug 5, 2026 ↗ |
| Dec 17, 2025 | Alphabet Inc$GOOGL | Sale | $1,001 - $15,000 | $296.14 | $353.78 | +19.46% | Aug 5, 2026 ↗ |
| Dec 17, 2025 | The Health Care Select Sector SPDR Fund$XLV | Purchase | $15,001 - $50,000 | $151.26 | $169.66 | +12.16% | Aug 5, 2026 ↗ |
| Dec 17, 2025 | The Consumer Staples Select Sector SPDR Fund$XLP | Purchase | $15,001 - $50,000 | $77.52 | $84.19 | +8.60% | Aug 5, 2026 ↗ |
| Oct 7, 2025 | Microsoft Corp$MSFT | Sale | $15,001 - $50,000 | $519.70 | $543.45 | +4.57% | Aug 5, 2026 ↗ |
| Oct 7, 2025 | Owens Corning$OC | Sale | $15,001 - $50,000 | $130.07 | $112.79 | -13.29% | Aug 5, 2026 ↗ |
| Apr 15, 2025 | Constellation Brands Inc$STZ | Sale | $15,001 - $50,000 | $176.63 | $127.06 | -28.06% | Aug 5, 2026 ↗ |
| Apr 15, 2025 | PayPal Holdings Inc$PYPL | Sale | $15,001 - $50,000 | $61.32 | $56.17 | -8.40% | Aug 5, 2026 ↗ |
| Apr 15, 2025 | Archer-Daniels-Midland Co$ADM | Sale | $15,001 - $50,000 | $43.93 | $83.20 | +89.39% | Aug 5, 2026 ↗ |
| Apr 15, 2025 | JPMorgan Chase & Co$JPM | Sale | $15,001 - $50,000 | $226.53 | $331.43 | +46.31% | Aug 5, 2026 ↗ |
| Apr 15, 2025 | CSX Corp$CSX | Sale | $15,001 - $50,000 | $27.32 | $47.76 | +74.82% | Aug 5, 2026 ↗ |
| Apr 15, 2025 | The Goldman Sachs Group Inc$GS | Sale | $15,001 - $50,000 | $492.98 | $891.91 | +80.92% | Aug 5, 2026 ↗ |
| Apr 15, 2025 | Bristol-Myers Squibb Co$BMY | Sale | $1,001 - $15,000 | $46.59 | $56.67 | +21.64% | Aug 5, 2026 ↗ |
| Apr 15, 2025 | Duke Energy Corp$DUK | Sale | $15,001 - $50,000 | $114.37 | $118.19 | +3.34% | Aug 5, 2026 ↗ |
| Apr 15, 2025 | Microsoft Corp$MSFT | Sale | $15,001 - $50,000 | $381.25 | $543.45 | +42.54% | Aug 5, 2026 ↗ |
| Apr 15, 2025 | Mastercard Inc$MA | Sale | $15,001 - $50,000 | $512.70 | $604.80 | +17.96% | Aug 5, 2026 ↗ |
| Apr 15, 2025 | Amgen Inc$AMGN | Sale | $15,001 - $50,000 | $282.52 | $412.84 | +46.13% | Aug 5, 2026 ↗ |
| Apr 15, 2025 | QUALCOMM Inc$QCOM | Sale | $15,001 - $50,000 | $134.20 | $176.86 | +31.79% | Aug 5, 2026 ↗ |
| Jan 10, 2025 | Apple Inc$AAPL | Sale | $15,001 - $50,000 | $235.14 | $341.27 | +45.13% | Aug 5, 2026 ↗ |
| Jan 10, 2025 | Texas Instruments Inc$TXN | Sale | $15,001 - $50,000 | $181.12 | $287.85 | +58.93% | Aug 5, 2026 ↗ |
| Oct 29, 2024 | Nestle SA, Cham Und Vevey$NSRGY | Sale | $15,001 - $50,000 | — | — | Unavailable | Aug 5, 2026 ↗ |
| Oct 29, 2024 | Microsoft Corp$MSFT | Sale | $15,001 - $50,000 | $425.23 | $543.45 | +27.80% | Aug 5, 2026 ↗ |
| Oct 29, 2024 | Honeywell International Inc$HON | Sale | $15,001 - $50,000 | $195.46 | $207.29 | +6.05% | Aug 5, 2026 ↗ |
| Oct 29, 2024 | Otis Worldwide Corp$OTIS | Sale | $1,001 - $15,000 | $97.56 | $67.68 | -30.63% | Aug 5, 2026 ↗ |
| Oct 29, 2024 | Johnson & Johnson$JNJ | Sale | $15,001 - $50,000 | $151.66 | $248.61 | +63.93% | Aug 5, 2026 ↗ |