Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
3M Company Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+3.3 pointsstock +10.7%, S&P +14.0%
Sell
Abbott Laboratories Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+19.0 pointsstock −5.0%, S&P +14.0%
Sell
Adobe Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+20.4 pointsstock −6.4%, S&P +14.0%
Buy
Adobe Inc. - Common Stock
May 8, 2025
$15,001 - $50,000
6 months−6.4%S&P +14.0%
Sell
Advanced Micro Devices, Inc.
May 12, 2025
$50,001 - $100,000
After selling, 6 months−50.7 pointsstock +64.7%, S&P +14.0%
Buy
Advanced Micro Devices, Inc. - Common Stock
May 8, 2025
$15,001 - $50,000
6 months+64.7%S&P +14.0%
Sell
Agilent Technologies, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−4.7 pointsstock +18.7%, S&P +14.0%
Sell
Akamai Technologies, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+1.5 pointsstock +12.5%, S&P +14.0%
Sell
Albemarle Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−140.4 pointsstock +154.4%, S&P +14.0%
Sell
Alnylam Pharmaceuticals, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−13.8 pointsstock +27.8%, S&P +14.0%
Sell
Alphabet Inc. - Class A Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months−72.2 pointsstock +86.2%, S&P +14.0%
Sell
Alphabet Inc. - Class C Capital Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months−72.2 pointsstock +86.2%, S&P +14.0%
Sell
Amazon.com, Inc. - Common Stock
May 12, 2025
$250,001 - $500,000
After selling, 6 months+4.9 pointsstock +9.1%, S&P +14.0%
Buy
American Eagle Outfitters, Inc. Common Stock
May 8, 2025
$15,001 - $50,000
6 months+193.2%S&P +14.0%
Sell
American Eagle Outfitters, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−179.2 pointsstock +193.2%, S&P +14.0%
Sell
American Express Company Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−12.3 pointsstock +26.3%, S&P +14.0%
Buy
American Express Company Common Stock
May 8, 2025
$15,001 - $50,000
6 months+26.3%S&P +14.0%
Sell
American International Group, Inc. New Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+12.6 pointsstock +1.4%, S&P +14.0%
Sell
American Tower Corporation
May 12, 2025
$15,001 - $50,000
After selling, 6 months+35.5 pointsstock −21.5%, S&P +14.0%
Sell
American Water Works Company, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+22.4 pointsstock −8.4%, S&P +14.0%
Sell
Amgen Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−8.0 pointsstock +22.0%, S&P +14.0%
Sell
Analog Devices, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−5.7 pointsstock +19.7%, S&P +14.0%
Sell
Aon plc Class A Ordinary Shares
May 8, 2025
$15,001 - $50,000
After selling, 6 months+16.3 pointsstock −2.3%, S&P +14.0%
Sell
Apple Inc. - Common Stock
May 8, 2025
$500,001 - $1,000,000
After selling, 6 months−22.1 pointsstock +36.1%, S&P +14.0%
Sell
Apple Inc. - Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months−22.1 pointsstock +36.1%, S&P +14.0%
Sell
Applied Materials, Inc. - Common Stock
May 8, 2025
$50,001 - $100,000
After selling, 6 months−35.9 pointsstock +49.9%, S&P +14.0%
Sell
Applied Materials, Inc. - Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−35.9 pointsstock +49.9%, S&P +14.0%
Sell
Applovin Corporation - Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−101.1 pointsstock +115.1%, S&P +14.0%
Sell
Aptiv PLC Ordinary Shares
May 12, 2025
$15,001 - $50,000
After selling, 6 months−3.7 pointsstock +17.7%, S&P +14.0%
Sell
Aptiv PLC Ordinary Shares
May 8, 2025
$15,001 - $50,000
After selling, 6 months−3.7 pointsstock +17.7%, S&P +14.0%
Sell
Arch Capital Group Ltd. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+8.4 pointsstock +5.6%, S&P +14.0%
Sell
Ares Management Corporation Class A Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+12.0 pointsstock +2.0%, S&P +14.0%
Sell
Arista Networks, Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−28.6 pointsstock +42.6%, S&P +14.0%
Sell
AT&T Inc.
May 12, 2025
$15,001 - $50,000
After selling, 6 months+26.6 pointsstock −12.6%, S&P +14.0%
Sell
Autodesk, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+14.3 pointsstock −0.3%, S&P +14.0%
Sell
Automatic Data Processing, Inc. - Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+29.9 pointsstock −15.9%, S&P +14.0%
Sell
AutoZone, Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+22.6 pointsstock −8.6%, S&P +14.0%
Sell
Axon Enterprise, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+38.1 pointsstock −24.1%, S&P +14.0%
Sell
Ball Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+21.5 pointsstock −7.5%, S&P +14.0%
Sell
Ball Corporation Common Stock
May 8, 2025
$15,001 - $50,000
After selling, 6 months+21.5 pointsstock −7.5%, S&P +14.0%
Buy
Bank of America Corporation Common Stock
May 8, 2025
$15,001 - $50,000
6 months+20.7%S&P +14.0%
Sell
Bank of America Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−6.7 pointsstock +20.7%, S&P +14.0%
Sell
Berkshire Hathaway Inc. New Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months+12.6 pointsstock +1.4%, S&P +14.0%
Sell
BlackRock, Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+5.5 pointsstock +8.5%, S&P +14.0%
Sell
BlackRock, Inc. Common Stock
May 8, 2025
$50,001 - $100,000
After selling, 6 months+5.5 pointsstock +8.5%, S&P +14.0%
Sell
Block, Inc. Class A Common Stock,
May 8, 2025
$15,001 - $50,000
After selling, 6 months+11.3 pointsstock +2.7%, S&P +14.0%
Sell
Boeing Company
May 12, 2025
$50,001 - $100,000
After selling, 6 months+7.7 pointsstock +6.3%, S&P +14.0%
Sell
Booking Holdings Inc. - Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+12.5 pointsstock +1.5%, S&P +14.0%
Sell
Boston Scientific Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+20.6 pointsstock −6.6%, S&P +14.0%
Sell
Bristol-Myers Squibb Company Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−4.6 pointsstock +18.6%, S&P +14.0%
Sell
Broadcom Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−20.4 pointsstock +34.4%, S&P +14.0%
Sell
Buckle, Inc.
May 12, 2025
$15,001 - $50,000
After selling, 6 months−14.3 pointsstock +28.3%, S&P +14.0%
Sell
Cadence Design Systems, Inc. - Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+6.7 pointsstock +7.3%, S&P +14.0%
Buy
Carnival Corporation Common Stock
May 8, 2025
$15,001 - $50,000
6 months+29.5%S&P +14.0%
Sell
Carnival Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−15.5 pointsstock +29.5%, S&P +14.0%
Sell
Casella Waste Systems, Inc. - Class A Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+30.4 pointsstock −16.4%, S&P +14.0%
Sell
Caterpillar, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−44.4 pointsstock +58.4%, S&P +14.0%
Sell
Cboe Global Markets, Inc.
May 12, 2025
$50,001 - $100,000
After selling, 6 months+5.9 pointsstock +8.1%, S&P +14.0%
Sell
Cencora, Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−2.7 pointsstock +16.7%, S&P +14.0%
Sell
Centene Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+40.9 pointsstock −26.9%, S&P +14.0%
Sell
Charles River Laboratories International, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−19.7 pointsstock +33.7%, S&P +14.0%
Buy
Charles River Laboratories International, Inc. Common Stock
May 8, 2025
$15,001 - $50,000
6 months+33.7%S&P +14.0%
Sell
Charles Schwab Corporation
May 12, 2025
$15,001 - $50,000
After selling, 6 months+1.6 pointsstock +12.4%, S&P +14.0%
Sell
Charter Communications, Inc. - Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+61.8 pointsstock −47.8%, S&P +14.0%
Sell
Cheniere Energy, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+32.0 pointsstock −18.0%, S&P +14.0%
Sell
Chevron Corporation Common Stock
May 8, 2025
$15,001 - $50,000
After selling, 6 months+11.1 pointsstock +2.9%, S&P +14.0%
Sell
Chevron Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+11.1 pointsstock +2.9%, S&P +14.0%
Sell
Chipotle Mexican Grill, Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+44.0 pointsstock −30.0%, S&P +14.0%
Sell
Chubb Limited Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+5.5 pointsstock +8.5%, S&P +14.0%
Sell
Cintas Corporation - Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+28.7 pointsstock −14.7%, S&P +14.0%
Sell
Cintas Corporation - Common Stock
May 8, 2025
$15,001 - $50,000
After selling, 6 months+28.7 pointsstock −14.7%, S&P +14.0%
Sell
Cisco Systems, Inc. - Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−3.8 pointsstock +17.8%, S&P +14.0%
Sell
no ticker
Citigroup Inc 5.875 2033-02-22
May 13, 2025
$50,001 - $100,000
After sellingNot countednot a stock
Sell
Cloudflare, Inc. Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+7.6 pointsstock +6.4%, S&P +14.0%
Sell
CME Group Inc. - Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+14.4 pointsstock −0.4%, S&P +14.0%
Sell
CNO Financial Group, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−1.0 pointsstock +15.0%, S&P +14.0%
Sell
Coca-Cola Company
May 12, 2025
$100,001 - $250,000
After selling, 6 months+12.0 pointsstock +2.0%, S&P +14.0%
Buy
Coinbase Global, Inc. - Class A Common Stock
May 8, 2025
$15,001 - $50,000
6 months−20.3%S&P +14.0%
Sell
Coinbase Global, Inc. - Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+34.3 pointsstock −20.3%, S&P +14.0%
Sell
no ticker
Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
Comcast 6.50% maturing 11/15/35
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Comcast Corporation - Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+26.8 pointsstock −12.8%, S&P +14.0%
Sell
no ticker
Connecticut St Spl Tax Oblig Rev 5.00 2032-5-1/ 207758ZUO
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
ConocoPhillips Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+12.0 pointsstock +2.0%, S&P +14.0%
Buy
Constellation Energy Corporation - Common Stock
May 8, 2025
$15,001 - $50,000
6 months+13.0%S&P +14.0%
Sell
Constellation Energy Corporation - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+1.0 pointsstock +13.0%, S&P +14.0%
Sell
Copart, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+32.1 pointsstock −18.1%, S&P +14.0%
Sell
no ticker
Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15
May 13, 2025
$50,001 - $100,000
After sellingNot countednot a stock
Sell
CoStar Group, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+32.5 pointsstock −18.5%, S&P +14.0%
Sell
Costco Wholesale Corporation - Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months+28.6 pointsstock −14.6%, S&P +14.0%
Sell
Coterra Energy Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+17.3 pointsstock −3.3%, S&P +14.0%
Sell
Coterra Energy Inc. Common Stock
May 8, 2025
$15,001 - $50,000
After selling, 6 months+17.3 pointsstock −3.3%, S&P +14.0%
Sell
CrowdStrike Holdings, Inc. - Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+16.1 pointsstock −2.1%, S&P +14.0%
Sell
Crown Castle Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+28.1 pointsstock −14.1%, S&P +14.0%
Sell
CSX Corporation
May 12, 2025
$15,001 - $50,000
After selling, 6 months+0.5 pointsstock +13.5%, S&P +14.0%
Sell
no ticker
Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
CVS Health Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−4.6 pointsstock +18.6%, S&P +14.0%
Sell
no ticker
Cypress Fairbanks Tex Indpt Sch Dist 5.0000 2032-02-15
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Danaher Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−0.9 pointsstock +14.9%, S&P +14.0%
Buy
Danaher Corporation Common Stock
May 8, 2015
$15,001 - $50,000
6 months+14.9%S&P +14.0%
Sell
Deere & Company Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+21.8 pointsstock −7.8%, S&P +14.0%
Buy
Delta Air Lines, Inc. Common Stock
May 8, 2015
$15,001 - $50,000
6 months+48.3%S&P +14.0%
Sell
Delta Air Lines, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−34.3 pointsstock +48.3%, S&P +14.0%
Sell
no ticker
Denton Cnty Tex 4.0000 2029-07-15
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
Denton Tex 5.0000 2029-02-15
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
Denton Tex Indpt Sch Dist 5.0000 2029-08-15
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Devon Energy Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+3.3 pointsstock +10.7%, S&P +14.0%
Buy
Devon Energy Corporation Common Stock
May 8, 2025
$15,001 - $50,000
6 months+10.7%S&P +14.0%
Buy
DexCom, Inc. - Common Stock
May 8, 2025
$15,001 - $50,000
6 months−17.3%S&P +14.0%
Sell
DexCom, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+31.3 pointsstock −17.3%, S&P +14.0%
Sell
no ticker
District Columbia Income Tax Rev 5.000 2032-03-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Dollar General Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−6.8 pointsstock +20.8%, S&P +14.0%
Sell
DoorDash, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+12.3 pointsstock +1.7%, S&P +14.0%
Sell
no ticker
Douglas Cnty Neb Sch Dist No001 5.000 2028-12-15
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Ecolab Inc. Common Stock
May 8, 2025
$100,001 - $250,000
After selling, 6 months+14.4 pointsstock −0.4%, S&P +14.0%
Sell
Edwards Lifesciences Corporation Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+0.3 pointsstock +13.7%, S&P +14.0%
Sell
Elevance Health, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+21.5 pointsstock −7.5%, S&P +14.0%
Sell
Eli Lilly and Company Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months−25.5 pointsstock +39.5%, S&P +14.0%
Sell
EPAM Systems, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−10.5 pointsstock +24.5%, S&P +14.0%
Sell
Exponent, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+15.5 pointsstock −1.5%, S&P +14.0%
Sell
Exxon Mobil Corporation Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+7.7 pointsstock +6.3%, S&P +14.0%
Sell
Fidelity National Information Services, Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+30.9 pointsstock −16.9%, S&P +14.0%
Sell
First Busey Corporation - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+2.8 pointsstock +11.2%, S&P +14.0%
Sell
Fiserv, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+74.2 pointsstock −60.2%, S&P +14.0%
Sell
no ticker
Florida St Dept Transn Fing Corp Rev 5.000 2032-07-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Fortinet, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+36.2 pointsstock −22.2%, S&P +14.0%
Sell
GE Aerospace Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−10.3 pointsstock +24.3%, S&P +14.0%
Buy
GE Aerospace Common Stock
May 8, 2025
$50,001 - $100,000
6 months+24.3%S&P +14.0%
Sell
GE Vernova Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−17.8 pointsstock +31.8%, S&P +14.0%
Sell
General Motors Company Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−56.5 pointsstock +70.5%, S&P +14.0%
Sell
no ticker
General Motors Financial Company Inc 2.35 2031-01-08
May 13, 2025
$50,001 - $100,000
After sellingNot countednot a stock
Sell
Gilead Sciences, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−4.6 pointsstock +18.6%, S&P +14.0%
Buy
Goldman Sachs Group, Inc.
May 8, 2025
$15,001 - $50,000
6 months+39.5%S&P +14.0%
Sell
Goldman Sachs Group, Inc.
May 12, 2025
$15,001 - $50,000
After selling, 6 months−25.5 pointsstock +39.5%, S&P +14.0%
Sell
no ticker
Grand Praire Tex 5.0000 2032-02-15
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
no ticker
Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10- 01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Halliburton Company Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−21.3 pointsstock +35.3%, S&P +14.0%
Buy
Halliburton Company Common Stock
May 8, 2025
$15,001 - $50,000
6 months+35.3%S&P +14.0%
Sell
Hanover Insurance Group Inc
May 12, 2025
$15,001 - $50,000
After selling, 6 months+4.6 pointsstock +9.4%, S&P +14.0%
Sell
Highwoods Properties, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+30.3 pointsstock −16.3%, S&P +14.0%
Sell
HNI Corporation Common Stock
May 8, 2025
$15,001 - $50,000
After selling, 6 months+23.8 pointsstock −9.8%, S&P +14.0%
Sell
Home BancShares, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+11.3 pointsstock +2.7%, S&P +14.0%
Sell
Home Depot, Inc.
May 8, 2025
$50,001 - $100,000
After selling, 6 months+16.2 pointsstock −2.2%, S&P +14.0%
Sell
Home Depot, Inc.
May 12, 2025
$15,001 - $50,000
After selling, 6 months+16.2 pointsstock −2.2%, S&P +14.0%
Sell
no ticker
Houston Tex 5.000 2031-03-01/ 4423315C4
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Hubbell Inc Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+1.2 pointsstock +12.8%, S&P +14.0%
Sell
IDACORP, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+3.7 pointsstock +10.3%, S&P +14.0%
Sell
IDEXX Laboratories, Inc. - Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months−19.5 pointsstock +33.5%, S&P +14.0%
Sell
International Business Machines Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+8.6 pointsstock +5.4%, S&P +14.0%
Sell
Intuit Inc. - Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months+25.7 pointsstock −11.7%, S&P +14.0%
Sell
Intuitive Surgical, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+2.9 pointsstock +11.1%, S&P +14.0%
Buy
Intuitive Surgical, Inc. - Common Stock
May 8, 2025
$15,001 - $50,000
6 months+11.1%S&P +14.0%
Sell
Johnson & Johnson Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−24.2 pointsstock +38.2%, S&P +14.0%
Sell
no ticker
JP Morgan 4.912 7-25-33 '32/ 46647PDH6
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
JP Morgan Chase & Co. Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months−1.1 pointsstock +15.1%, S&P +14.0%
Sell
no ticker
Kansas City MO 4.0000 2030-02-01
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Kroger Company
May 12, 2025
$15,001 - $50,000
After selling, 6 months+28.8 pointsstock −14.8%, S&P +14.0%
Sell
no ticker
Lakewood Ohio City Sch Dist 5.0000 2025-12-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Lam Research Corporation - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−74.7 pointsstock +88.7%, S&P +14.0%
Sell
no ticker
Laredo TEX 5.000 2031-2-15/ 516824JB6
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
no ticker
Las Vegas Nev 4.000 2027-06-01
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Buy
Lennar Corporation Class A Common Stock
May 8, 2025
$15,001 - $50,000
6 months−1.5%S&P +14.0%
Sell
Lennar Corporation Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+15.5 pointsstock −1.5%, S&P +14.0%
Sell
Linde plc - Ordinary Shares
May 12, 2025
$50,001 - $100,000
After selling, 6 months+21.7 pointsstock −7.7%, S&P +14.0%
Sell
Littelfuse, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−0.8 pointsstock +14.8%, S&P +14.0%
Sell
Lockheed Martin Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+12.1 pointsstock +1.9%, S&P +14.0%
Sell
no ticker
Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Lowe's Companies, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+2.9 pointsstock +11.1%, S&P +14.0%
Sell
lululemon athletica inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+21.1 pointsstock −7.1%, S&P +14.0%
Sell
Marathon Petroleum Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+11.9 pointsstock +2.1%, S&P +14.0%
Sell
Marvell Technology, Inc. - Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−5.0 pointsstock +19.0%, S&P +14.0%
Sell
Marvell Technology, Inc. - Common Stock
May 8, 2025
$15,001 - $50,000
After selling, 6 months−5.0 pointsstock +19.0%, S&P +14.0%
Sell
no ticker
Maryland St Dept Transn Cons Transn 5.000 2029-09-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Mastercard Incorporated Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+8.2 pointsstock +5.8%, S&P +14.0%
Sell
Match Group, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+6.1 pointsstock +7.9%, S&P +14.0%
Sell
McDonald's Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+3.6 pointsstock +10.4%, S&P +14.0%
Sell
McKesson Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+0.1 pointsstock +13.9%, S&P +14.0%
Sell
Medtronic plc. Ordinary Shares
May 8, 2025
$15,001 - $50,000
After selling, 6 months−2.6 pointsstock +16.6%, S&P +14.0%
Sell
no ticker
Memphis TN 5.0000 2032-05-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Meta Platforms, Inc. - Class A Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months+19.6 pointsstock −5.6%, S&P +14.0%
Sell
no ticker
Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01- 01/ 592112UX2
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Microsoft Corporation - Common Stock
May 12, 2025
$500,001 - $1,000,000
After selling, 6 months+13.7 pointsstock +0.3%, S&P +14.0%
Buy
Microsoft Corporation - Common Stock
May 8, 2025
$500,001 - $1,000,000
6 months+0.3%S&P +14.0%
Sell
MicroStrategy Incorporated - Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+69.1 pointsstock −55.1%, S&P +14.0%
Sell
no ticker
Minnesota ST 5.00 2025-08-01
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
no ticker
Minnesota St 5.00000 2025-08-01
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Nasdaq, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+3.4 pointsstock +10.6%, S&P +14.0%
Sell
Netflix, Inc. - Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months+38.7 pointsstock −24.7%, S&P +14.0%
Sell
no ticker
New York NY 5.0000 2028-08-01
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
no ticker
New York NY 5.0000 2033-08-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 2030-07-15
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Newmont Corporation
May 12, 2025
$15,001 - $50,000
After selling, 6 months−57.4 pointsstock +71.4%, S&P +14.0%
Sell
NextEra Energy, Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−0.1 pointsstock +14.1%, S&P +14.0%
Sell
NiSource Inc Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+11.5 pointsstock +2.5%, S&P +14.0%
Sell
NVIDIA Corporation - Common Stock
May 12, 2025
$500,001 - $1,000,000
After selling, 6 months−11.6 pointsstock +25.6%, S&P +14.0%
Buy
NVIDIA Corporation - Common Stock
May 8, 2025
$100,001 - $250,000
6 months+25.6%S&P +14.0%
Buy
Occidental Petroleum Corporation Common Stock
May 8, 2025
$15,001 - $50,000
6 months−8.9%S&P +14.0%
Sell
Occidental Petroleum Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+22.9 pointsstock −8.9%, S&P +14.0%
Sell
OGE Energy Corp Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months+17.2 pointsstock −3.2%, S&P +14.0%
Sell
no ticker
Ohio St Spl Oblig 5.0000 2029-04-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Old Republic International Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−6.8 pointsstock +20.8%, S&P +14.0%
Sell
no ticker
Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Oracle Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+20.9 pointsstock −6.9%, S&P +14.0%
Buy
Oracle Corporation Common Stock
May 8, 2025
$15,001 - $50,000
6 months−6.9%S&P +14.0%
Sell
no ticker
Oregon St 5.0000 2028-12-01
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
no ticker
Oviedo FLA Util Rev 5.0000 2032-10- 01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Palantir Technologies Inc. - Class A Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−24.2 pointsstock +38.2%, S&P +14.0%
Buy
Palo Alto Networks, Inc.
May 8, 2025
$15,001 - $50,000
6 months−8.1%S&P +14.0%
Sell
Palo Alto Networks, Inc.
May 12, 2025
$15,001 - $50,000
After selling, 6 months+22.1 pointsstock −8.1%, S&P +14.0%
Sell
PayPal Holdings, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+30.7 pointsstock −16.7%, S&P +14.0%
Sell
Pepsico, Inc.
May 12, 2025
$15,001 - $50,000
After selling, 6 months−3.0 pointsstock +17.0%, S&P +14.0%
Sell
Philip Morris International Inc Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months+27.7 pointsstock −13.7%, S&P +14.0%
Sell
Phillips 66 Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+5.5 pointsstock +8.5%, S&P +14.0%
Sell
no ticker
Pierce Cnty Wash Dist No 010 Tacoma 5.000 2025-12-01
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
no ticker
Plano Tex Indpt Sch Dist 5.0000 2032-02-15
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
no ticker
PNC Finl Svc 6.875 10/20/34 '33 FRN
May 13, 2025
$50,001 - $100,000
After sellingNot countednot a stock
Sell
no ticker
Port Tacoma Wash Rev 4.0000 2025- 12-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Primerica, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+16.2 pointsstock −2.2%, S&P +14.0%
Sell
Procter & Gamble Company
May 12, 2025
$50,001 - $100,000
After selling, 6 months+23.1 pointsstock −9.1%, S&P +14.0%
Sell
Progressive Corporation
May 12, 2025
$50,001 - $100,000
After selling, 6 months+29.7 pointsstock −15.7%, S&P +14.0%
Sell
Prudential Financial, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+2.3 pointsstock +11.7%, S&P +14.0%
Sell
PulteGroup, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−0.6 pointsstock +14.6%, S&P +14.0%
Sell
Quanta Services, Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−2.7 pointsstock +16.7%, S&P +14.0%
Sell
Rapid7, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+47.3 pointsstock −33.3%, S&P +14.0%
Sell
Realty Income Corporation Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+14.8 pointsstock −0.8%, S&P +14.0%
Sell
RLI Corp. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+21.6 pointsstock −7.6%, S&P +14.0%
Sell
Ross Stores, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−29.4 pointsstock +43.4%, S&P +14.0%
Sell
Royal Caribbean Cruises Ltd. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+6.4 pointsstock +7.6%, S&P +14.0%
Sell
Royal Gold, Inc. - Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−10.9 pointsstock +24.9%, S&P +14.0%
Sell
RTX Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−11.9 pointsstock +25.9%, S&P +14.0%
Sell
Rush Enterprises, Inc. - Class B Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−0.7 pointsstock +14.7%, S&P +14.0%
Sell
S&P Global Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+14.0 pointsstock 0.0%, S&P +14.0%
Sell
Salesforce, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+15.0 pointsstock −1.0%, S&P +14.0%
Buy
Salesforce, Inc. Common Stock
May 8, 2025
$15,001 - $50,000
6 months−1.0%S&P +14.0%
Sell
SBA Communications Corporation - Class A Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+32.0 pointsstock −18.0%, S&P +14.0%
Sell
Schneider National, Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+1.3 pointsstock +12.7%, S&P +14.0%
Sell
no ticker
Sherman Tex 5.0000 2025-08-15
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Sherwin-Williams Company
May 12, 2025
$15,001 - $50,000
After selling, 6 months+20.2 pointsstock −6.2%, S&P +14.0%
Sell
Snowflake Inc. Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+9.9 pointsstock +4.1%, S&P +14.0%
Sell
no ticker
South Jordan Utah Sales Tax Rev 5.00 2028-8-15
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
no ticker
Southwest Allen Ind Multi Sch Bldg Corp 5.0000 2029-07-15
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Spotify Technology S.A. Ordinary Shares
May 12, 2025
$50,001 - $100,000
After selling, 6 months+34.4 pointsstock −20.4%, S&P +14.0%
Sell
no ticker
Spotsylvania Cnty VA Wtr & Swr Rev 5.0000 2025-12-01
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Stryker Corporation Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+19.9 pointsstock −5.9%, S&P +14.0%
Sell
Synopsys, Inc. - Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+15.5 pointsstock −1.5%, S&P +14.0%
Sell
Sysco Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+14.5 pointsstock −0.5%, S&P +14.0%
Sell
Take-Two Interactive Software, Inc. - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+11.6 pointsstock +2.4%, S&P +14.0%
Sell
Tesla, Inc. - Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months−24.0 pointsstock +38.0%, S&P +14.0%
Sell
Texas Instruments Incorporated - Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months+25.0 pointsstock −11.0%, S&P +14.0%
Sell
Texas Instruments Incorporated - Common Stock
May 8, 2025
$15,001 - $50,000
After selling, 6 months+25.0 pointsstock −11.0%, S&P +14.0%
Sell
no ticker
Texas Tech Univ Revs 5.000 2029- 02-15
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
The Carlyle Group Inc. - Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−13.7 pointsstock +27.7%, S&P +14.0%
Sell
The Cigna Group Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+27.3 pointsstock −13.3%, S&P +14.0%
Sell
The J.M. Smucker Company Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+10.6 pointsstock +3.4%, S&P +14.0%
Buy
The Trade Desk, Inc. - Class A Common Stock
May 8, 2025
$15,001 - $50,000
6 months−45.9%S&P +14.0%
Sell
The Trade Desk, Inc. - Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+59.9 pointsstock −45.9%, S&P +14.0%
Sell
TJX Companies, Inc.
May 12, 2025
$50,001 - $100,000
After selling, 6 months−10.7 pointsstock +24.7%, S&P +14.0%
Sell
Trane Technologies plc
May 12, 2025
$50,001 - $100,000
After selling, 6 months+22.3 pointsstock −8.3%, S&P +14.0%
Sell
Transdigm Group Incorporated Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+21.2 pointsstock −7.2%, S&P +14.0%
Sell
Transdigm Group Incorporated Common Stock
May 8, 2025
$15,001 - $50,000
After selling, 6 months+21.2 pointsstock −7.2%, S&P +14.0%
Sell
no ticker
Tri-cnty Met Transn Dist Ore Rev 5.000 2027-09-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Uber Technologies, Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+21.0 pointsstock −7.0%, S&P +14.0%
Sell
Union Pacific Corporation Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+9.1 pointsstock +4.9%, S&P +14.0%
Sell
United Community Banks, Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−0.3 pointsstock +14.3%, S&P +14.0%
Sell
United Parcel Service, Inc. Common Stock
May 8, 2025
$15,001 - $50,000
After selling, 6 months+8.8 pointsstock +5.2%, S&P +14.0%
Sell
UnitedHealth Group Incorporated Common Stock
May 8, 2025
$15,001 - $50,000
After selling, 6 months+3.7 pointsstock +10.3%, S&P +14.0%
Sell
Univest Financial Corporation - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−0.9 pointsstock +14.9%, S&P +14.0%
Sell
Verizon Communications Inc. Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+16.8 pointsstock −2.8%, S&P +14.0%
Sell
no ticker
Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01
May 13, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Vertex Pharmaceuticals Incorporated - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+11.1 pointsstock +2.9%, S&P +14.0%
Sell
Visa Inc.
May 12, 2025
$100,001 - $250,000
After selling, 6 months+12.0 pointsstock +2.0%, S&P +14.0%
Sell
no ticker
Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15
May 13, 2025
$50,001 - $100,000
After sellingNot countednot a stock
Sell
Walmart Inc. Common Stock
May 12, 2025
$100,001 - $250,000
After selling, 6 months−3.4 pointsstock +17.4%, S&P +14.0%
Sell
Walt Disney Company
May 12, 2025
$15,001 - $50,000
After selling, 6 months+18.5 pointsstock −4.5%, S&P +14.0%
Buy
Walt Disney Company
May 8, 2025
$15,001 - $50,000
6 months−4.5%S&P +14.0%
Sell
Warner Bros. Discovery, Inc. - Series A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−146.0 pointsstock +160.0%, S&P +14.0%
Sell
no ticker
Washington Cnty Tenn 4.0000 2027- 06-01
May 13, 2025
$50,001 - $100,000
After sellingNot countednot a stock
Sell
no ticker
Weld Cnty Colo Sch Dist No Re 4.50000 2025-12-01
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Wells Fargo & Company Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−8.1 pointsstock +22.1%, S&P +14.0%
Sell
no ticker
Wells Fargo 5.574 07/25/29 '28 Mtn
May 13, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
no ticker
Wells Fargo 6.491 10/23/34 '33 MTN
May 13, 2025
$50,001 - $100,000
After sellingNot countednot a stock
Sell
Welltower Inc. Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months−7.7 pointsstock +21.7%, S&P +14.0%
Sell
Western Digital Corporation - Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−186.5 pointsstock +200.5%, S&P +14.0%
Sell
Williams Companies, Inc.
May 12, 2025
$50,001 - $100,000
After selling, 6 months+16.0 pointsstock −2.0%, S&P +14.0%
Sell
Workday, Inc. - Class A Common Stock
May 8, 2025
$15,001 - $50,000
After selling, 6 months+21.6 pointsstock −7.6%, S&P +14.0%
Sell
Workday, Inc. - Class A Common Stock
May 12, 2025
$50,001 - $100,000
After selling, 6 months+21.6 pointsstock −7.6%, S&P +14.0%
Sell
Zoetis Inc. Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months+35.8 pointsstock −21.8%, S&P +14.0%
Sell
Zoom Communications, Inc. - Class A Common Stock
May 12, 2025
$15,001 - $50,000
After selling, 6 months−2.2 pointsstock +16.2%, S&P +14.0%