Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
Accenture plc Class A Ordinary Shares
Aug 7, 2024
$1,001 - $15,000
6 months−11.1%S&P +11.4%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPAir Products and Chemicals, Inc. Common Stock
Aug 7, 2024
$1,001 - $15,000
6 months−11.0%S&P +11.4%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPAlphabet Inc. - Class C Capital Stock
Aug 7, 2024
$1,001 - $15,000
6 months+79.0%S&P +11.4%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPAmgen Inc. - Common Stock
Aug 7, 2024
$1,001 - $15,000
6 months+11.1%S&P +11.4%
Buy
wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPApple Inc. - Common Stock
Aug 7, 2024
$1,001 - $15,000
6 months+27.6%S&P +11.4%
Sell
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. JTApple Inc. - Common Stock
Jan 30, 2024
$1,001 - $15,000
After selling, 6 months−16.2 pointsstock +27.6%, S&P +11.4%
Buy
of $25,380.79. He failed to advise me of these transactions and I only discovered it when trying to reconcile my holdings for the 2024 financial disclosure.. SPAutomatic Data Processing, Inc. - Common Stock
Sep 25, 2024
$1,001 - $15,000
6 months−15.6%S&P +11.4%
Sell
these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. JTBerkshire Hathaway Inc. New Common Stock
Jan 30, 2024
$1,001 - $15,000
After selling, 6 months+7.1 pointsstock +4.3%, S&P +11.4%
Buy
of $25,380.79. He failed to advise me of these transactions and I only discovered it when trying to reconcile my holdings for the 2024 financial disclosure.. SPBerkshire Hathaway Inc. New Common Stock
Aug 7, 2024
$1,001 - $15,000
6 months+4.3%S&P +11.4%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPChubb Limited Common Stock
Aug 7, 2024
$1,001 - $15,000
6 months+13.3%S&P +11.4%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPComcast Corporation - Class A Common Stock
Aug 7, 2024
$1,001 - $15,000
6 months−15.2%S&P +11.4%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPCostco Wholesale Corporation - Common Stock
Aug 7, 2024
$1,001 - $15,000
6 months−11.5%S&P +11.4%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPFidelity Advisor Total Bond CL Z
Aug 7, 2024
$1,001 - $15,000
Not countednot a stock
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPFIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF
Aug 7, 2024
$1,001 - $15,000
Not countednot a stock
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPGeneral Dynamics Corporation Common Stock
Aug 7, 2024
$1,001 - $15,000
6 months+21.2%S&P +11.4%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPHome Depot, Inc.
Aug 7, 2024
$1,001 - $15,000
6 months−5.3%S&P +11.4%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPIllinois Tool Works Inc. Common Stock
Sep 25, 2024
$1,001 - $15,000
6 months−0.7%S&P +11.4%
Buy
these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPINVESCO EXCH TRADED FD TR II NASDAQ 100 ETF
Aug 7, 2024
$1,001 - $15,000
Not countednot a stock
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPJohnson & Johnson Common Stock
Aug 7, 2024
$1,001 - $15,000
6 months+33.4%S&P +11.4%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPJP Morgan Chase & Co. Common Stock
Aug 7, 2024
$1,001 - $15,000
6 months+15.0%S&P +11.4%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPLockheed Martin Corporation Common Stock
Aug 7, 2024
$1,001 - $15,000
6 months+10.7%S&P +11.4%
Buy
LORD ABBETT SHORT DURATION HIGH YLD I
Aug 7, 2024
$1,001 - $15,000
Not countednot a stock
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPMcDonald's Corporation Common Stock
Aug 7, 2024
$1,001 - $15,000
6 months+3.4%S&P +11.4%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPMerck & Company, Inc. Common Stock
Aug 7, 2024
$1,001 - $15,000
6 months+35.3%S&P +11.4%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPMicrosoft Corporation - Common Stock
Aug 7, 2024
$1,001 - $15,000
6 months−4.7%S&P +11.4%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPPepsico, Inc.
Aug 7, 2024
$1,001 - $15,000
6 months+6.1%S&P +11.4%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPProcter & Gamble Company
Aug 7, 2024
$1,001 - $15,000
6 months−11.3%S&P +11.4%
Buy
Starbucks Corporation - Common Stock
Aug 7, 2024
$1,001 - $15,000
6 months−6.3%S&P +11.4%
Sell
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. JTStarbucks Corporation - Common Stock
Jan 30, 2024
$1,001 - $15,000
After selling, 6 months+17.7 pointsstock −6.3%, S&P +11.4%
Buy
of $25,380.79. He failed to advise me of these transactions and I only discovered it when trying to reconcile my holdings for the 2024 financial disclosure.. SPThe Hershey Company Common Stock
Aug 7, 2024
$1,001 - $15,000
6 months+4.1%S&P +11.4%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPUnited Parcel Service, Inc. Common Stock
Aug 7, 2024
$1,001 - $15,000
6 months+4.9%S&P +11.4%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPUnitedHealth Group Incorporated Common Stock
Aug 7, 2024
$1,001 - $15,000
6 months+14.1%S&P +11.4%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPVisa Inc.
Aug 7, 2024
$1,001 - $15,000
6 months−0.4%S&P +11.4%
Buy
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. SPWalmart Inc. Common Stock
Aug 7, 2024
$1,001 - $15,000
6 months+13.9%S&P +11.4%
Sell
in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure. JTWalmart Inc. Common Stock
Jan 30, 2024
$1,001 - $15,000
After selling, 6 months−2.5 pointsstock +13.9%, S&P +11.4%