Trades

SymbolCompany NameTransaction TypeDateRangeAlpha ScoreStock PriceMarket Cap (B)Cap CategorySectorFiling Delay DaysUnusual SizeCluster TradePre EarningsPre Announcement
VVisa Inc.Purchase2012-06-05$15,001 – $50,0006.5500Large CapFinancial Services35NormalNoNoNo
WMTWalmart Inc.Sale2012-02-14$15,001 – $50,0007500Large CapConsumer30NormalNoNoNo
SPYSPDR S&P 500 ETF TrustPurchase2012-04-21$100,001 – $250,0007.50ETFETF38MediumNoNoNo
JNJJohnson & JohnsonPurchase2012-10-28$15,001 – $50,0006500Large CapConsumer39NormalNoYesNo
DISWalt Disney CompanySale2012-01-18$100,001 – $250,0006.5500Large CapConsumer42MediumNoNoYes
KOCoca-Cola CompanyPurchase2012-03-21$50,001 – $100,0007500Large CapConsumer45Above AverageYesNoNo
NVDANVIDIA CorporationSale2012-03-24$50,001 – $100,0007.5500Mega CapTechnology38Above AverageNoNoNo
XOMExxon Mobil CorporationPurchase2012-09-23$15,001 – $50,0006500Large CapEnergy44NormalNoYesNo
AAPLApple Inc.Purchase2012-10-24$1,001 – $15,0006.53200Mega CapTechnology45NormalNoNoNo
PGProcter & Gamble CompanyPurchase2012-02-28$100,001 – $250,0007500Large CapConsumer41MediumNoNoYes
PGProcter & Gamble CompanyPurchase2012-07-04$1,001 – $15,0007.5500Large CapConsumer33NormalNoNoNo
ABBVAbbVie Inc.Sale2012-07-27$15,001 – $50,0006500Large CapConsumer37NormalNoYesNo
AMZNAmazon.com Inc.Sale2012-04-30$15,001 – $50,0006.5500Mega CapConsumer40NormalYesNoNo
METAMeta Platforms Inc.Purchase2012-10-13$15,001 – $50,0007500Mega CapTechnology31NormalNoNoNo
VTIVanguard Total Stock Market ETFPurchase2012-05-27$50,001 – $100,0007.50ETFETF31Above AverageNoNoYes
ABBVAbbVie Inc.Purchase2013-01-27$50,001 – $100,0007.5500Large CapConsumer43Above AverageNoNoNo
HDHome Depot Inc.Purchase2013-05-19$1,001 – $15,0006500Large CapConsumer34NormalYesYesNo
UNHUnitedHealth Group Inc.Sale2013-01-10$250,001 – $500,0006.5500Large CapConsumer33LargeNoNoYes
VVisa Inc.Purchase2013-07-01$50,001 – $100,0007500Large CapFinancial Services42Above AverageNoNoNo
PFEPfizer Inc.Purchase2013-10-12$1,001 – $15,0007.5500Large CapConsumer45NormalNoNoNo
QQQInvesco QQQ TrustPurchase2013-08-11$1,001 – $15,00060ETFETF35NormalNoYesNo
UNHUnitedHealth Group Inc.Sale2013-10-09$250,001 – $500,0006.5500Large CapConsumer43LargeNoNoNo
UNHUnitedHealth Group Inc.Purchase2013-07-18$15,001 – $50,0007500Large CapConsumer34NormalNoNoYes
DISWalt Disney CompanySale2013-05-09$50,001 – $100,0007.5500Large CapConsumer44Above AverageYesNoNo
XOMExxon Mobil CorporationPurchase2013-10-05$1,001 – $15,0006500Large CapEnergy43NormalNoYesNo
COSTCostco Wholesale CorpPurchase2013-08-12$250,001 – $500,0006.5500Large CapConsumer37LargeNoNoNo
METAMeta Platforms Inc.Sale2013-03-22$50,001 – $100,0007500Mega CapTechnology41Above AverageNoNoNo
GOOGLAlphabet Inc.Purchase2013-10-01$50,001 – $100,0007.51800Mega CapTechnology35Above AverageNoNoYes
AMZNAmazon.com Inc.Sale2013-01-30$1,001 – $15,0006500Mega CapConsumer33NormalNoYesNo
CVXChevron CorporationPurchase2014-03-29$1,001 – $15,0006.5500Large CapEnergy30NormalYesNoNo
CVXChevron CorporationSale2014-06-09$1,001 – $15,0007500Large CapEnergy43NormalNoNoNo
KOCoca-Cola CompanyPurchase2014-06-21$15,001 – $50,0007.5500Large CapConsumer43NormalNoNoNo
HDHome Depot Inc.Sale2014-10-29$15,001 – $50,0006500Large CapConsumer37NormalNoYesNo
MAMastercard Inc.Purchase2014-06-29$1,001 – $15,0006.5500Large CapFinancial Services39NormalNoNoYes
QQQInvesco QQQ TrustSale2014-08-10$250,001 – $500,00070ETFETF36LargeNoNoNo
VTIVanguard Total Stock Market ETFPurchase2014-06-14$1,001 – $15,0007.50ETFETF44NormalNoNoNo
BACBank of America CorpPurchase2014-01-12$100,001 – $250,0006500Large CapFinancial Services34MediumYesYesNo
MAMastercard Inc.Purchase2014-06-25$100,001 – $250,0006.5500Large CapFinancial Services31MediumNoNoNo
GOOGLAlphabet Inc.Sale2014-06-05$500,001 – $1,000,00071800Mega CapTechnology37LargeNoNoYes
DISWalt Disney CompanyPurchase2014-01-26$1,001 – $15,0007.5500Large CapConsumer33NormalNoNoNo
METAMeta Platforms Inc.Purchase2014-09-03$100,001 – $250,0006500Mega CapTechnology38MediumNoYesNo
AMZNAmazon.com Inc.Sale2014-06-27$250,001 – $500,0006.5500Mega CapConsumer43LargeNoNoNo
AMZNAmazon.com Inc.Sale2014-10-03$100,001 – $250,0007500Mega CapConsumer34MediumNoNoNo
JNJJohnson & JohnsonPurchase2014-12-21$1,001 – $15,0007.5500Large CapConsumer44NormalYesNoYes
DISWalt Disney CompanySale2014-11-22$1,001 – $15,0006500Large CapConsumer33NormalNoYesNo
AMZNAmazon.com Inc.Purchase2014-03-15$15,001 – $50,0006.5500Mega CapConsumer40NormalNoNoNo
HDHome Depot Inc.Purchase2015-09-30$1,001 – $15,0007.5500Large CapConsumer38NormalNoNoNo
WMTWalmart Inc.Purchase2015-01-08$1,001 – $15,0006500Large CapConsumer45NormalNoYesNo
BACBank of America CorpSale2015-04-26$1,001 – $15,0006.5500Large CapFinancial Services35NormalNoNoYes
SPYSPDR S&P 500 ETF TrustSale2015-11-08$50,001 – $100,00070ETFETF40Above AverageYesNoNo
MAMastercard Inc.Sale2015-05-11$100,001 – $250,0007.5500Large CapFinancial Services35MediumNoNoNo
HDHome Depot Inc.Sale2015-08-24$100,001 – $250,0006500Large CapConsumer35MediumNoYesNo
QQQInvesco QQQ TrustSale2015-03-30$1,001 – $15,0006.50ETFETF40NormalNoNoNo
UNHUnitedHealth Group Inc.Sale2015-06-05$1,001 – $15,0007500Large CapConsumer39NormalNoNoYes
AMZNAmazon.com Inc.Purchase2015-03-31$1,001 – $15,0007.5500Mega CapConsumer37NormalNoNoNo
TSLATesla Inc.Purchase2015-03-29$15,001 – $50,0006500Mega CapConsumer34NormalNoYesNo
CVXChevron CorporationPurchase2015-11-06$1,001 – $15,0006.5500Large CapEnergy44NormalYesNoNo
AAPLApple Inc.Sale2015-11-17$500,001 – $1,000,00073200Mega CapTechnology36LargeNoNoNo
XOMExxon Mobil CorporationSale2015-04-09$1,001 – $15,0007.5500Large CapEnergy42NormalNoNoYes
MSFTMicrosoft CorporationPurchase2015-06-22$50,001 – $100,00062800Mega CapTechnology36Above AverageNoYesNo
QQQInvesco QQQ TrustSale2015-01-29$1,001 – $15,0006.50ETFETF35NormalNoNoNo
GOOGLAlphabet Inc.Purchase2016-10-22$1,001 – $15,00061800Mega CapTechnology43NormalYesYesNo
MSFTMicrosoft CorporationSale2016-02-11$1,001 – $15,0006.52800Mega CapTechnology40NormalNoNoNo
ABBVAbbVie Inc.Sale2016-12-05$100,001 – $250,0007500Large CapConsumer31MediumNoNoNo
QQQInvesco QQQ TrustPurchase2016-11-06$100,001 – $250,0007.50ETFETF35MediumNoNoYes
CVXChevron CorporationSale2016-10-12$100,001 – $250,0006500Large CapEnergy38MediumNoYesNo
QQQInvesco QQQ TrustPurchase2016-07-02$1,001 – $15,0006.50ETFETF33NormalNoNoNo
QQQInvesco QQQ TrustPurchase2016-10-13$15,001 – $50,00070ETFETF36NormalNoNoNo
HDHome Depot Inc.Purchase2016-04-07$1,000,001 – $5,000,0007.5500Large CapConsumer30Very LargeYesNoNo
GSGoldman Sachs Group Inc.Purchase2016-08-15$50,001 – $100,0006500Large CapFinancial Services41Above AverageNoYesYes
GSGoldman Sachs Group Inc.Purchase2016-03-19$15,001 – $50,0006.5500Large CapFinancial Services40NormalNoNoNo
MAMastercard Inc.Sale2016-01-15$1,001 – $15,0007500Large CapFinancial Services39NormalNoNoNo
AAPLApple Inc.Purchase2016-01-17$15,001 – $50,0007.53200Mega CapTechnology32NormalNoNoNo
PGProcter & Gamble CompanyPurchase2016-01-29$100,001 – $250,0006500Large CapConsumer31MediumNoYesNo
SPYSPDR S&P 500 ETF TrustPurchase2016-02-12$15,001 – $50,0006.50ETFETF37NormalNoNoYes
ABBVAbbVie Inc.Purchase2016-01-12$1,001 – $15,0007500Large CapConsumer44NormalYesNoNo
CVXChevron CorporationPurchase2016-02-01$15,001 – $50,0007.5500Large CapEnergy35NormalNoNoNo
JPMJPMorgan Chase & Co.Purchase2016-04-18$100,001 – $250,0006500Large CapFinancial Services40MediumNoYesNo
COSTCostco Wholesale CorpSale2016-01-20$1,001 – $15,0006.5500Large CapConsumer40NormalNoNoNo
VTIVanguard Total Stock Market ETFPurchase2017-01-07$1,001 – $15,0006.50ETFETF44NormalNoNoYes
HDHome Depot Inc.Purchase2017-04-18$15,001 – $50,0007500Large CapConsumer41NormalNoNoNo
COPConocoPhillipsPurchase2017-07-31$100,001 – $250,0007.5500Large CapEnergy43MediumNoNoNo
DISWalt Disney CompanySale2017-05-01$1,001 – $15,0006500Large CapConsumer43NormalNoYesNo
WMTWalmart Inc.Sale2017-11-25$50,001 – $100,0006.5500Large CapConsumer42Above AverageYesNoNo
VTIVanguard Total Stock Market ETFPurchase2017-06-28$1,001 – $15,00070ETFETF36NormalNoNoYes
ABBVAbbVie Inc.Purchase2017-02-11$15,001 – $50,0007.5500Large CapConsumer35NormalNoNoNo
VVisa Inc.Sale2017-10-21$15,001 – $50,0006500Large CapFinancial Services45NormalNoYesNo
PFEPfizer Inc.Sale2017-11-14$1,001 – $15,0006.5500Large CapConsumer30NormalNoNoNo
JNJJohnson & JohnsonSale2017-10-10$100,001 – $250,0007500Large CapConsumer43MediumNoNoNo
PGProcter & Gamble CompanySale2017-12-08$15,001 – $50,0007.5500Large CapConsumer37NormalNoNoYes
WFCWells Fargo & CompanySale2017-04-30$50,001 – $100,0006500Large CapFinancial Services37Above AverageYesYesNo
PGProcter & Gamble CompanyPurchase2017-11-20$15,001 – $50,0006.5500Large CapConsumer39NormalNoNoNo
AMZNAmazon.com Inc.Purchase2018-05-04$1,001 – $15,0006500Mega CapConsumer32NormalNoYesNo
VTIVanguard Total Stock Market ETFPurchase2018-06-23$250,001 – $500,0006.50ETFETF36LargeNoNoNo
TSLATesla Inc.Purchase2018-10-04$15,001 – $50,0007500Mega CapConsumer43NormalNoNoNo
KOCoca-Cola CompanyPurchase2018-05-09$15,001 – $50,0007.5500Large CapConsumer44NormalNoNoYes
ABBVAbbVie Inc.Sale2018-04-26$15,001 – $50,0006500Large CapConsumer33NormalYesYesNo
AMZNAmazon.com Inc.Sale2018-06-06$1,001 – $15,0006.5500Mega CapConsumer44NormalNoNoNo
MAMastercard Inc.Sale2018-03-13$1,001 – $15,0007500Large CapFinancial Services31NormalNoNoNo
WFCWells Fargo & CompanySale2018-11-02$100,001 – $250,0007.5500Large CapFinancial Services37MediumNoNoNo
DISWalt Disney CompanyPurchase2018-03-21$15,001 – $50,0006500Large CapConsumer45NormalNoYesYes
GOOGLAlphabet Inc.Sale2018-01-03$50,001 – $100,0006.51800Mega CapTechnology45Above AverageNoNoNo
COPConocoPhillipsSale2018-06-26$1,001 – $15,0007500Large CapEnergy45NormalNoNoNo
DISWalt Disney CompanySale2018-01-04$1,001 – $15,0007.5500Large CapConsumer42NormalYesNoNo
NVDANVIDIA CorporationSale2018-11-23$500,001 – $1,000,0006500Mega CapTechnology32LargeNoYesNo
COSTCostco Wholesale CorpPurchase2018-02-06$1,001 – $15,0006.5500Large CapConsumer34NormalNoNoYes
GSGoldman Sachs Group Inc.Purchase2018-11-27$1,001 – $15,0007500Large CapFinancial Services39NormalNoNoNo
KOCoca-Cola CompanyPurchase2019-11-13$15,001 – $50,0007.5500Large CapConsumer41NormalNoNoNo
QQQInvesco QQQ TrustPurchase2019-04-09$1,001 – $15,00060ETFETF39NormalYesYesNo
BACBank of America CorpPurchase2019-06-09$100,001 – $250,0006.5500Large CapFinancial Services41MediumNoNoYes
XOMExxon Mobil CorporationSale2019-11-05$50,001 – $100,0007500Large CapEnergy34Above AverageNoNoNo
JPMJPMorgan Chase & Co.Sale2019-06-03$15,001 – $50,0007.5500Large CapFinancial Services32NormalNoNoNo
TSLATesla Inc.Sale2019-04-04$15,001 – $50,0006500Mega CapConsumer33NormalNoYesNo
VTIVanguard Total Stock Market ETFSale2019-07-28$1,001 – $15,0006.50ETFETF45NormalNoNoNo
WMTWalmart Inc.Purchase2019-01-30$100,001 – $250,0007500Large CapConsumer39MediumNoNoYes
CVXChevron CorporationPurchase2019-06-04$1,001 – $15,0007.5500Large CapEnergy31NormalYesNoNo
KOCoca-Cola CompanySale2019-08-30$15,001 – $50,0006500Large CapConsumer33NormalNoYesNo
JPMJPMorgan Chase & Co.Purchase2019-01-13$100,001 – $250,0006.5500Large CapFinancial Services31MediumNoNoNo
PFEPfizer Inc.Purchase2019-02-01$15,001 – $50,0007500Large CapConsumer44NormalNoNoNo
XOMExxon Mobil CorporationPurchase2019-12-05$1,001 – $15,0007.5500Large CapEnergy34NormalNoNoYes
AMZNAmazon.com Inc.Purchase2019-11-15$15,001 – $50,0006500Mega CapConsumer40NormalNoYesNo
AMZNAmazon.com Inc.Purchase2019-02-22$1,001 – $15,0006.5500Mega CapConsumer36NormalNoNoNo
UNHUnitedHealth Group Inc.Sale2019-06-23$50,001 – $100,0007500Large CapConsumer43Above AverageYesNoNo
MSFTMicrosoft CorporationPurchase2019-09-23$500,001 – $1,000,0007.52800Mega CapTechnology45LargeNoNoNo
SPYSPDR S&P 500 ETF TrustPurchase2019-10-06$1,001 – $15,00060ETFETF36NormalNoYesYes
SPYSPDR S&P 500 ETF TrustPurchase2019-07-29$50,001 – $100,0006.50ETFETF34Above AverageNoNoNo
AAPLApple Inc.Sale2020-08-20$1,001 – $15,00063200Mega CapTechnology41NormalNoYesNo
VVisa Inc.Purchase2020-12-20$250,001 – $500,0006.5500Large CapFinancial Services43LargeNoNoYes
SPYSPDR S&P 500 ETF TrustPurchase2020-10-30$1,001 – $15,00070ETFETF33NormalNoNoNo
PFEPfizer Inc.Purchase2020-06-11$50,001 – $100,0007.5500Large CapConsumer43Above AverageNoNoNo
GOOGLAlphabet Inc.Purchase2020-03-30$1,001 – $15,00061800Mega CapTechnology37NormalNoYesNo
JPMJPMorgan Chase & Co.Sale2020-08-05$1,001 – $15,0006.5500Large CapFinancial Services37NormalYesNoNo
VTIVanguard Total Stock Market ETFPurchase2020-11-19$1,001 – $15,00070ETFETF34NormalNoNoYes
NVDANVIDIA CorporationSale2020-05-27$15,001 – $50,0007.5500Mega CapTechnology36NormalNoNoNo
COPConocoPhillipsPurchase2020-07-26$100,001 – $250,0006500Large CapEnergy31MediumNoYesNo
TSLATesla Inc.Sale2020-09-24$100,001 – $250,0006.5500Mega CapConsumer32MediumNoNoNo
NVDANVIDIA CorporationPurchase2020-08-21$1,001 – $15,0007500Mega CapTechnology40NormalNoNoNo
PGProcter & Gamble CompanyPurchase2020-01-13$1,001 – $15,0007.5500Large CapConsumer43NormalNoNoYes
AMZNAmazon.com Inc.Purchase2020-12-12$15,001 – $50,0006500Mega CapConsumer34NormalYesYesNo
HDHome Depot Inc.Purchase2020-12-25$100,001 – $250,0006.5500Large CapConsumer33MediumNoNoNo
MAMastercard Inc.Purchase2020-02-16$1,001 – $15,0007500Large CapFinancial Services32NormalNoNoNo
PFEPfizer Inc.Purchase2020-04-03$15,001 – $50,0007.5500Large CapConsumer38NormalNoNoNo
HDHome Depot Inc.Sale2020-06-18$15,001 – $50,0006500Large CapConsumer36NormalNoYesYes
COPConocoPhillipsPurchase2020-11-16$50,001 – $100,0006.5500Large CapEnergy42Above AverageNoNoNo
TSLATesla Inc.Purchase2021-04-25$500,001 – $1,000,0006.5500Mega CapConsumer31LargeNoNoNo
METAMeta Platforms Inc.Sale2021-09-04$1,001 – $15,0007500Mega CapTechnology37NormalNoNoNo
JNJJohnson & JohnsonPurchase2021-04-05$250,001 – $500,0007.5500Large CapConsumer34LargeNoNoYes
PGProcter & Gamble CompanyPurchase2021-03-23$15,001 – $50,0006500Large CapConsumer38NormalNoYesNo
ABBVAbbVie Inc.Sale2021-12-17$100,001 – $250,0006.5500Large CapConsumer40MediumNoNoNo
GSGoldman Sachs Group Inc.Sale2021-03-22$250,001 – $500,0007500Large CapFinancial Services33LargeYesNoNo
VTIVanguard Total Stock Market ETFSale2021-07-21$1,001 – $15,0007.50ETFETF38NormalNoNoNo
AAPLApple Inc.Purchase2021-01-31$15,001 – $50,00063200Mega CapTechnology36NormalNoYesYes
KOCoca-Cola CompanySale2021-06-07$50,001 – $100,0006.5500Large CapConsumer42Above AverageNoNoNo
KOCoca-Cola CompanyPurchase2021-05-06$500,001 – $1,000,0007500Large CapConsumer32LargeNoNoNo
WMTWalmart Inc.Sale2021-07-05$15,001 – $50,0007.5500Large CapConsumer37NormalNoNoNo
GSGoldman Sachs Group Inc.Purchase2021-10-17$100,001 – $250,0006500Large CapFinancial Services33MediumNoYesNo
JNJJohnson & JohnsonSale2021-01-30$15,001 – $50,0006.5500Large CapConsumer41NormalYesNoYes
SPYSPDR S&P 500 ETF TrustPurchase2021-05-13$100,001 – $250,00070ETFETF32MediumNoNoNo
BACBank of America CorpPurchase2021-04-12$1,001 – $15,0007.5500Large CapFinancial Services30NormalNoNoNo
BACBank of America CorpPurchase2021-08-15$50,001 – $100,0006500Large CapFinancial Services34Above AverageNoYesNo
DISWalt Disney CompanySale2021-10-27$100,001 – $250,0006.5500Large CapConsumer45MediumNoNoNo
BACBank of America CorpSale2022-09-11$1,001 – $15,0006.5500Large CapFinancial Services35NormalNoNoNo
NVDANVIDIA CorporationPurchase2022-10-09$15,001 – $50,0007500Mega CapTechnology36NormalNoNoNo
GSGoldman Sachs Group Inc.Sale2022-04-13$1,001 – $15,0007.5500Large CapFinancial Services33NormalNoNoYes
BACBank of America CorpPurchase2022-05-03$100,001 – $250,0006500Large CapFinancial Services41MediumNoYesNo
MAMastercard Inc.Sale2022-06-03$1,001 – $15,0006.5500Large CapFinancial Services38NormalYesNoNo
NVDANVIDIA CorporationPurchase2022-12-04$50,001 – $100,0007500Mega CapTechnology32Above AverageNoNoNo
QQQInvesco QQQ TrustPurchase2022-05-29$15,001 – $50,0007.50ETFETF36NormalNoNoNo
VVisa Inc.Purchase2022-05-27$15,001 – $50,0006500Large CapFinancial Services44NormalNoYesYes
QQQInvesco QQQ TrustSale2022-12-05$1,001 – $15,0006.50ETFETF43NormalNoNoNo
GOOGLAlphabet Inc.Purchase2022-08-30$50,001 – $100,00071800Mega CapTechnology38Above AverageNoNoNo
XOMExxon Mobil CorporationPurchase2022-10-02$1,001 – $15,0007.5500Large CapEnergy32NormalNoNoNo
CVXChevron CorporationPurchase2022-01-21$1,001 – $15,0006500Large CapEnergy45NormalYesYesNo
JPMJPMorgan Chase & Co.Purchase2022-11-03$15,001 – $50,0006.5500Large CapFinancial Services32NormalNoNoYes
VTIVanguard Total Stock Market ETFPurchase2022-02-19$15,001 – $50,00070ETFETF42NormalNoNoNo
PGProcter & Gamble CompanyPurchase2022-12-06$1,001 – $15,0007.5500Large CapConsumer32NormalNoNoNo
COPConocoPhillipsSale2023-05-27$50,001 – $100,0006500Large CapEnergy33Above AverageNoYesYes
VVisa Inc.Purchase2023-06-20$15,001 – $50,0006.5500Large CapFinancial Services33NormalNoNoNo
TSLATesla Inc.Purchase2023-11-04$50,001 – $100,0007500Mega CapConsumer41Above AverageNoNoNo
MSFTMicrosoft CorporationPurchase2023-04-16$1,001 – $15,0007.52800Mega CapTechnology33NormalNoNoNo
SPYSPDR S&P 500 ETF TrustPurchase2023-05-16$15,001 – $50,00060ETFETF35NormalNoYesNo
MAMastercard Inc.Purchase2023-05-12$50,001 – $100,0006.5500Large CapFinancial Services43Above AverageNoNoYes
BACBank of America CorpPurchase2023-12-04$15,001 – $50,0007500Large CapFinancial Services35NormalYesNoNo
BACBank of America CorpSale2023-03-27$50,001 – $100,0007.5500Large CapFinancial Services38Above AverageNoNoNo
ABBVAbbVie Inc.Purchase2023-02-08$1,001 – $15,0006500Large CapConsumer33NormalNoYesNo
MAMastercard Inc.Sale2023-01-25$500,001 – $1,000,0006.5500Large CapFinancial Services45LargeNoNoNo
PFEPfizer Inc.Purchase2023-10-10$1,001 – $15,0007500Large CapConsumer31NormalNoNoYes
WFCWells Fargo & CompanyPurchase2023-11-02$1,001 – $15,0007.5500Large CapFinancial Services30NormalNoNoNo
DISWalt Disney CompanySale2023-03-14$1,001 – $15,0006500Large CapConsumer42NormalNoYesNo
AAPLApple Inc.Purchase2024-02-19$1,001 – $15,00063200Mega CapTechnology31NormalNoYesNo
AAPLApple Inc.Sale2024-06-06$15,001 – $50,0006.53200Mega CapTechnology40NormalNoNoNo
COSTCostco Wholesale CorpPurchase2024-03-21$50,001 – $100,0007500Large CapConsumer31Above AverageNoNoNo
KOCoca-Cola CompanySale2024-08-14$50,001 – $100,0007.5500Large CapConsumer34Above AverageYesNoYes
UNHUnitedHealth Group Inc.Sale2024-08-09$100,001 – $250,0006500Large CapConsumer43MediumNoYesNo
VTIVanguard Total Stock Market ETFPurchase2024-04-30$15,001 – $50,0006.50ETFETF33NormalNoNoNo
TSLATesla Inc.Sale2024-05-11$250,001 – $500,0007500Mega CapConsumer30LargeNoNoNo
AAPLApple Inc.Purchase2024-03-04$1,001 – $15,0007.53200Mega CapTechnology45NormalNoNoNo
QQQInvesco QQQ TrustSale2024-12-02$1,001 – $15,00060ETFETF32NormalNoYesYes
TSLATesla Inc.Sale2024-01-16$15,001 – $50,0006.5500Mega CapConsumer33NormalNoNoNo
QQQInvesco QQQ TrustPurchase2024-04-29$1,001 – $15,00070ETFETF36NormalYesNoNo
PGProcter & Gamble CompanyPurchase2024-08-30$1,001 – $15,0007.5500Large CapConsumer32NormalNoNoNo
XOMExxon Mobil CorporationSale2024-05-04$1,001 – $15,0006500Large CapEnergy33NormalNoYesNo
HDHome Depot Inc.Purchase2024-09-17$50,001 – $100,0006.5500Large CapConsumer44Above AverageNoNoYes
AMZNAmazon.com Inc.Purchase2024-03-05$1,001 – $15,0007500Mega CapConsumer30NormalNoNoNo
METAMeta Platforms Inc.Purchase2025-01-08$1,001 – $15,0007.5500Mega CapTechnology38NormalYesNoNo
BACBank of America CorpPurchase2025-01-17$15,001 – $50,0006500Large CapFinancial Services42NormalNoYesYes
BACBank of America CorpSale2025-02-21$15,001 – $50,0006.5500Large CapFinancial Services35NormalNoNoNo
JNJJohnson & JohnsonPurchase2025-01-08$1,001 – $15,0007500Large CapConsumer33NormalNoNoNo
ABBVAbbVie Inc.Purchase2025-01-30$1,001 – $15,0007.5500Large CapConsumer45NormalNoNoNo
QQQInvesco QQQ TrustSale2025-02-03$250,001 – $500,00060ETFETF43LargeNoYesNo
WMTWalmart Inc.Purchase2025-02-01$250,001 – $500,0006.5500Large CapConsumer44LargeNoNoYes
COSTCostco Wholesale CorpPurchase2025-02-17$50,001 – $100,0007500Large CapConsumer32Above AverageYesNoNo
GSGoldman Sachs Group Inc.Sale2025-02-24$1,001 – $15,0007.5500Large CapFinancial Services32NormalNoNoNo
TSLATesla Inc.Purchase2025-01-24$1,001 – $15,0006500Mega CapConsumer39NormalNoYesNo
SPYSPDR S&P 500 ETF TrustPurchase2025-02-13$50,001 – $100,0006.50ETFETF44Above AverageNoNoNo
AAPLApple Inc.Purchase2025-01-11$1,001 – $15,00073200Mega CapTechnology31NormalNoNoYes
JNJJohnson & JohnsonSale2025-02-21$1,001 – $15,0007.5500Large CapConsumer32NormalNoNoNo
BACBank of America CorpPurchase2025-02-12$1,001 – $15,0006500Large CapFinancial Services42NormalNoYesNo