Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
American Electric Power Company, Inc.
Mar 24, 2025
$15,001 - $50,000
After selling, 6 months+12.8 pointsstock +10.8%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. Bank of America Corporation Common Stock
Mar 24, 2025
$15,001 - $50,000
After selling, 6 months−8.7 pointsstock +32.3%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. Chubb Limited Common Stock
Mar 24, 2025
$100,001 - $250,000
After selling, 6 months+22.6 pointsstock +1.0%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. Citigroup, Inc. Common Stock
Mar 24, 2025
$15,001 - $50,000
After selling, 6 months−20.3 pointsstock +43.9%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. Coca-Cola Company
Mar 24, 2025
$100,001 - $250,000
After selling, 6 months+25.7 pointsstock −2.1%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. Comcast Corporation - Class A Common Stock
Mar 24, 2025
$50,001 - $100,000
After selling, 6 months+33.6 pointsstock −10.0%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. Diageo plc Common Stock
Mar 24, 2025
$15,001 - $50,000
After selling, 6 months+34.6 pointsstock −11.0%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. Home Depot, Inc.
Mar 24, 2025
$100,001 - $250,000
After selling, 6 months+15.3 pointsstock +8.3%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. Innoviva, Inc. - Common Stock
Mar 24, 2025
$50,001 - $100,000
After selling, 6 months+24.3 pointsstock −0.7%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. SPInnoviva, Inc. - Common Stock
Mar 25, 2025
$250,001 - $500,000
After selling, 6 months+24.3 pointsstock −0.7%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. Intel Corporation - Common Stock
Mar 24, 2025
$15,001 - $50,000
After selling, 6 months−54.0 pointsstock +77.6%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. Johnson & Johnson Common Stock
Mar 24, 2025
$100,001 - $250,000
After selling, 6 months−2.6 pointsstock +26.2%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. JP Morgan Chase & Co. Common Stock
Mar 24, 2025
$50,001 - $100,000
After selling, 6 months+2.0 pointsstock +21.6%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. Linde plc - Ordinary Shares
Mar 24, 2025
$100,001 - $250,000
After selling, 6 months+22.8 pointsstock +0.8%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. Lockheed Martin Corporation Common Stock
Mar 24, 2025
$50,001 - $100,000
After selling, 6 months+17.6 pointsstock +6.0%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. Marsh & McLennan Companies, Inc. Common Stock
Mar 24, 2025
$100,001 - $250,000
After sellingNot yetno closing prices for this company yet
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. McDonald's Corporation Common Stock
Mar 24, 2025
$100,001 - $250,000
After selling, 6 months+25.4 pointsstock −1.8%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. Medtronic plc. Ordinary Shares
Mar 24, 2025
$50,001 - $100,000
After selling, 6 months+10.1 pointsstock +13.5%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. Microsoft Corporation - Common Stock
Mar 24, 2025
$250,001 - $500,000
After selling, 6 months−11.3 pointsstock +34.9%, S&P +23.6%
Sell
company-specific holdings into passive ETFs and mutual funds, per best practices. Netflix, Inc. - Common Stock
Mar 27, 2025
$100,001 - $250,000
After selling, 6 months+22.1 pointsstock +1.5%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. NextEra Energy, Inc. Common Stock
Mar 24, 2025
$50,001 - $100,000
After selling, 6 months−3.9 pointsstock +27.5%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. Novartis AG Common Stock
Mar 24, 2025
$100,001 - $250,000
After selling, 6 months+5.2 pointsstock +18.4%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. Procter & Gamble Company
Mar 24, 2025
$100,001 - $250,000
After selling, 6 months+27.5 pointsstock −3.9%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. Republic Services, Inc. Common Stock
Mar 24, 2025
$100,001 - $250,000
After selling, 6 months+30.4 pointsstock −6.8%, S&P +23.6%
Sell
company-specific holdings into passive ETFs and mutual funds, per best practices. Rockwell Automation, Inc. Common Stock
Mar 24, 2025
$50,001 - $100,000
After selling, 6 months−21.3 pointsstock +44.9%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. Royal Caribbean Cruises Ltd. Common Stock
Mar 24, 2025
$100,001 - $250,000
After selling, 6 months−27.2 pointsstock +50.8%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. RTX Corporation Common Stock
Mar 24, 2025
$50,001 - $100,000
After selling, 6 months−24.9 pointsstock +48.5%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. SANDOZ GROUP AG S/ADR
Mar 24, 2025
$1,001 - $15,000
After selling, 6 months−27.5 pointsstock +51.1%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. Texas Instruments Incorporated - Common Stock
Mar 24, 2025
$50,001 - $100,000
After selling, 6 months+15.7 pointsstock +7.9%, S&P +23.6%
Sell
Theravance Biopharma, Inc. - Ordinary Shares
Mar 24, 2025
$15,001 - $50,000
After selling, 6 months−24.6 pointsstock +48.2%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. Union Pacific Corporation Common Stock
Mar 24, 2025
$50,001 - $100,000
After selling, 6 months+20.2 pointsstock +3.4%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. Virgin Galactic Holdings, Inc. Common Stock
Mar 24, 2025
$1,001 - $15,000
After selling, 6 months−14.2 pointsstock +37.8%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. Visa Inc.
Mar 24, 2025
$15,001 - $50,000
After selling, 6 months+20.2 pointsstock +3.4%, S&P +23.6%
Sell
stock, company-specific holdings into passive ETFs and mutual funds, per best practices. company-specific holdings into passive ETFs and mutual funds, per best practices. Walt Disney Company
Mar 24, 2025
$15,001 - $50,000
After selling, 6 months−2.5 pointsstock +26.1%, S&P +23.6%