Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
ABB LTD SPONS ADR
Aug 8, 2025
$1,001 - $15,000
After selling, 6 months−26.2 pointsstock +35.7%, S&P +9.5%
Sell
Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. SPAlaska Air Group, Inc. Common Stock
Aug 8, 2025
$1,001 - $15,000
After selling, 6 months−6.1 pointsstock +15.6%, S&P +9.5%
Sell
Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. SPAlphabet Inc. - Class C Capital Stock
Aug 8, 2025
$1,001 - $15,000
After selling, 6 months−48.8 pointsstock +58.3%, S&P +9.5%
Sell
Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. SPApple Inc. - Common Stock
Aug 8, 2025
$1,001 - $15,000
After selling, 6 months−11.2 pointsstock +20.7%, S&P +9.5%
Sell
Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. SPBerkshire Hathaway Inc. New Common Stock
Aug 8, 2025
$1,001 - $15,000
After selling, 6 months+1.8 pointsstock +7.7%, S&P +9.5%
Sell
Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. SPCitigroup, Inc. Common Stock
Aug 8, 2025
$1,001 - $15,000
After selling, 6 months−24.3 pointsstock +33.8%, S&P +9.5%
Sell
Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. SPCVS Health Corporation Common Stock
Aug 8, 2025
$1,001 - $15,000
After selling, 6 months−9.1 pointsstock +18.6%, S&P +9.5%
Sell
Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. SPDeere & Company Common Stock
Aug 8, 2025
$1,001 - $15,000
After selling, 6 months−8.4 pointsstock +17.9%, S&P +9.5%
Sell
Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. SPMicrosoft Corporation - Common Stock
Aug 8, 2025
$1,001 - $15,000
After selling, 6 months+30.0 pointsstock −20.5%, S&P +9.5%
Sell
Beneficiary Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. SPNewmont Corporation
Aug 8, 2025
$1,001 - $15,000
After selling, 6 months−68.0 pointsstock +77.5%, S&P +9.5%
Sell
Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. SPPACCAR Inc. - Common Stock
Aug 8, 2025
$1,001 - $15,000
After selling, 6 months−23.8 pointsstock +33.3%, S&P +9.5%
Sell
Beneficiary Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. SPProcter & Gamble Company
Aug 8, 2025
$1,001 - $15,000
After selling, 6 months+5.4 pointsstock +4.1%, S&P +9.5%
Sell
Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. SPRepublic Services, Inc. Common Stock
Aug 8, 2025
$1,001 - $15,000
After selling, 6 months+14.8 pointsstock −5.3%, S&P +9.5%
Sell
Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. SPTesla, Inc. - Common Stock
Aug 8, 2025
$1,001 - $15,000
After selling, 6 months−15.9 pointsstock +25.4%, S&P +9.5%
Sell
Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. SPUnion Pacific Corporation Common Stock
Aug 8, 2025
$1,001 - $15,000
After selling, 6 months−10.9 pointsstock +20.4%, S&P +9.5%
Sell
Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. SPUnited Parcel Service, Inc. Common Stock
Aug 8, 2025
$1,001 - $15,000
After selling, 6 months−33.1 pointsstock +42.6%, S&P +9.5%
Sell
Beneficiary Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. SPWalt Disney Company
Aug 8, 2025
$1,001 - $15,000
After selling, 6 months+11.1 pointsstock −1.6%, S&P +9.5%
Sell
Spouse has chosen to divest of all the stocks contained within this IRA. As this is an Inherited Beneficiary IRA, there are no capital gains on this sale. SPWeyerhaeuser Company Common Stock
Aug 8, 2025
$1,001 - $15,000
After selling, 6 months+1.1 pointsstock +8.4%, S&P +9.5%