| Symbol | Company Name | Transaction Type | Date | Range | Alpha Score | Stock Price | Market Cap (B) | Cap Category | Sector | Filing Delay Days | Unusual Size | Cluster Trade | Pre Earnings | Pre Announcement |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Total Stock Market ETF | Purchase | 2012-10-28 | $500,001 – $1,000,000 | 7.5 | 0 | ETF | ETF | 33 | Large | No | No | No | |
| TSLA | Tesla Inc. | Sale | 2012-12-18 | $15,001 – $50,000 | 6 | 500 | Mega Cap | Consumer | 36 | Normal | No | Yes | No | |
| XOM | Exxon Mobil Corporation | Purchase | 2012-03-20 | $250,001 – $500,000 | 6.5 | 500 | Large Cap | Energy | 38 | Large | No | No | Yes | |
| JNJ | Johnson & Johnson | Purchase | 2012-07-15 | $15,001 – $50,000 | 7 | 500 | Large Cap | Consumer | 41 | Normal | No | No | No | |
| NVDA | NVIDIA Corporation | Purchase | 2012-12-19 | $1,001 – $15,000 | 7.5 | 500 | Mega Cap | Technology | 30 | Normal | No | No | No | |
| DIS | Walt Disney Company | Purchase | 2012-03-25 | $1,001 – $15,000 | 6 | 500 | Large Cap | Consumer | 35 | Normal | No | Yes | No | |
| ABBV | AbbVie Inc. | Purchase | 2012-11-20 | $15,001 – $50,000 | 6.5 | 500 | Large Cap | Consumer | 44 | Normal | Yes | No | No | |
| V | Visa Inc. | Sale | 2012-12-16 | $100,001 – $250,000 | 7 | 500 | Large Cap | Financial Services | 31 | Medium | No | No | Yes | |
| TSLA | Tesla Inc. | Sale | 2012-07-01 | $1,001 – $15,000 | 7.5 | 500 | Mega Cap | Consumer | 37 | Normal | No | No | No | |
| JPM | JPMorgan Chase & Co. | Purchase | 2012-01-01 | $15,001 – $50,000 | 6 | 500 | Large Cap | Financial Services | 38 | Normal | No | Yes | No | |
| COP | ConocoPhillips | Purchase | 2012-05-11 | $50,001 – $100,000 | 6.5 | 500 | Large Cap | Energy | 42 | Above Average | No | No | No | |
| MSFT | Microsoft Corporation | Purchase | 2013-11-16 | $100,001 – $250,000 | 6 | 2800 | Mega Cap | Technology | 41 | Medium | No | Yes | No | |
| VTI | Vanguard Total Stock Market ETF | Sale | 2013-01-04 | $1,001 – $15,000 | 6.5 | 0 | ETF | ETF | 34 | Normal | No | No | No | |
| UNH | UnitedHealth Group Inc. | Purchase | 2013-07-07 | $1,001 – $15,000 | 7 | 500 | Large Cap | Consumer | 32 | Normal | No | No | Yes | |
| JNJ | Johnson & Johnson | Purchase | 2013-02-21 | $15,001 – $50,000 | 7.5 | 500 | Large Cap | Consumer | 38 | Normal | No | No | No | |
| QQQ | Invesco QQQ Trust | Sale | 2013-03-28 | $100,001 – $250,000 | 6 | 0 | ETF | ETF | 33 | Medium | No | Yes | No | |
| ABBV | AbbVie Inc. | Sale | 2013-12-21 | $250,001 – $500,000 | 6.5 | 500 | Large Cap | Consumer | 30 | Large | No | No | No | |
| VTI | Vanguard Total Stock Market ETF | Purchase | 2013-09-27 | $1,001 – $15,000 | 7 | 0 | ETF | ETF | 34 | Normal | Yes | No | No | |
| V | Visa Inc. | Purchase | 2013-07-13 | $15,001 – $50,000 | 7.5 | 500 | Large Cap | Financial Services | 44 | Normal | No | No | Yes | |
| MSFT | Microsoft Corporation | Purchase | 2014-02-09 | $1,001 – $15,000 | 7 | 2800 | Mega Cap | Technology | 43 | Normal | No | No | No | |
| ABBV | AbbVie Inc. | Purchase | 2014-10-01 | $15,001 – $50,000 | 7.5 | 500 | Large Cap | Consumer | 40 | Normal | No | No | No | |
| CVX | Chevron Corporation | Sale | 2014-08-02 | $15,001 – $50,000 | 6 | 500 | Large Cap | Energy | 34 | Normal | Yes | Yes | No | |
| COP | ConocoPhillips | Purchase | 2014-12-11 | $100,001 – $250,000 | 6.5 | 500 | Large Cap | Energy | 42 | Medium | No | No | Yes | |
| BAC | Bank of America Corp | Purchase | 2014-08-07 | $1,001 – $15,000 | 7 | 500 | Large Cap | Financial Services | 31 | Normal | No | No | No | |
| UNH | UnitedHealth Group Inc. | Purchase | 2014-08-25 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Consumer | 38 | Normal | No | No | No | |
| V | Visa Inc. | Sale | 2014-05-07 | $1,001 – $15,000 | 6 | 500 | Large Cap | Financial Services | 30 | Normal | No | Yes | No | |
| AAPL | Apple Inc. | Purchase | 2014-02-15 | $100,001 – $250,000 | 6.5 | 3200 | Mega Cap | Technology | 45 | Medium | No | No | No | |
| PG | Procter & Gamble Company | Purchase | 2015-12-10 | $50,001 – $100,000 | 7.5 | 500 | Large Cap | Consumer | 35 | Above Average | No | No | No | |
| TSLA | Tesla Inc. | Sale | 2015-11-29 | $50,001 – $100,000 | 6 | 500 | Mega Cap | Consumer | 44 | Above Average | No | Yes | Yes | |
| JPM | JPMorgan Chase & Co. | Purchase | 2015-12-01 | $100,001 – $250,000 | 6.5 | 500 | Large Cap | Financial Services | 44 | Medium | No | No | No | |
| V | Visa Inc. | Sale | 2015-11-16 | $15,001 – $50,000 | 7 | 500 | Large Cap | Financial Services | 33 | Normal | Yes | No | No | |
| ABBV | AbbVie Inc. | Purchase | 2015-09-04 | $50,001 – $100,000 | 7.5 | 500 | Large Cap | Consumer | 38 | Above Average | No | No | No | |
| ABBV | AbbVie Inc. | Purchase | 2015-02-13 | $15,001 – $50,000 | 6 | 500 | Large Cap | Consumer | 41 | Normal | No | Yes | No | |
| UNH | UnitedHealth Group Inc. | Sale | 2015-01-02 | $15,001 – $50,000 | 6.5 | 500 | Large Cap | Consumer | 44 | Normal | No | No | Yes | |
| SPY | SPDR S&P 500 ETF Trust | Sale | 2015-08-27 | $100,001 – $250,000 | 7 | 0 | ETF | ETF | 36 | Medium | No | No | No | |
| COST | Costco Wholesale Corp | Sale | 2015-01-13 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Consumer | 43 | Normal | No | No | No | |
| ABBV | AbbVie Inc. | Sale | 2015-07-13 | $1,001 – $15,000 | 6 | 500 | Large Cap | Consumer | 35 | Normal | No | Yes | No | |
| COP | ConocoPhillips | Sale | 2015-02-10 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Energy | 37 | Normal | Yes | No | No | |
| WMT | Walmart Inc. | Purchase | 2015-05-16 | $15,001 – $50,000 | 7 | 500 | Large Cap | Consumer | 43 | Normal | No | No | Yes | |
| TSLA | Tesla Inc. | Purchase | 2016-06-18 | $100,001 – $250,000 | 6.5 | 500 | Mega Cap | Consumer | 44 | Medium | No | No | Yes | |
| PG | Procter & Gamble Company | Sale | 2016-12-07 | $15,001 – $50,000 | 7 | 500 | Large Cap | Consumer | 41 | Normal | No | No | No | |
| QQQ | Invesco QQQ Trust | Sale | 2016-08-16 | $1,001 – $15,000 | 7.5 | 0 | ETF | ETF | 34 | Normal | No | No | No | |
| NVDA | NVIDIA Corporation | Purchase | 2016-09-19 | $50,001 – $100,000 | 6 | 500 | Mega Cap | Technology | 39 | Above Average | No | Yes | No | |
| COST | Costco Wholesale Corp | Sale | 2016-06-13 | $50,001 – $100,000 | 6.5 | 500 | Large Cap | Consumer | 32 | Above Average | Yes | No | No | |
| PG | Procter & Gamble Company | Purchase | 2016-05-21 | $100,001 – $250,000 | 7 | 500 | Large Cap | Consumer | 34 | Medium | No | No | Yes | |
| NVDA | NVIDIA Corporation | Purchase | 2016-05-07 | $50,001 – $100,000 | 7.5 | 500 | Mega Cap | Technology | 32 | Above Average | No | No | No | |
| GS | Goldman Sachs Group Inc. | Purchase | 2016-06-05 | $50,001 – $100,000 | 6 | 500 | Large Cap | Financial Services | 44 | Above Average | No | Yes | No | |
| V | Visa Inc. | Purchase | 2016-01-06 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Financial Services | 39 | Normal | No | No | No | |
| HD | Home Depot Inc. | Purchase | 2016-08-04 | $1,001 – $15,000 | 7 | 500 | Large Cap | Consumer | 40 | Normal | No | No | No | |
| GOOGL | Alphabet Inc. | Purchase | 2017-11-26 | $100,001 – $250,000 | 6 | 1800 | Mega Cap | Technology | 34 | Medium | No | Yes | No | |
| GS | Goldman Sachs Group Inc. | Purchase | 2017-03-16 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Financial Services | 33 | Normal | No | No | No | |
| KO | Coca-Cola Company | Purchase | 2017-09-09 | $15,001 – $50,000 | 7 | 500 | Large Cap | Consumer | 41 | Normal | No | No | No | |
| GOOGL | Alphabet Inc. | Purchase | 2017-01-04 | $100,001 – $250,000 | 7.5 | 1800 | Mega Cap | Technology | 38 | Medium | No | No | Yes | |
| DIS | Walt Disney Company | Purchase | 2017-07-11 | $1,001 – $15,000 | 6 | 500 | Large Cap | Consumer | 31 | Normal | No | Yes | No | |
| COP | ConocoPhillips | Purchase | 2017-05-24 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Energy | 30 | Normal | No | No | No | |
| AMZN | Amazon.com Inc. | Sale | 2017-12-25 | $15,001 – $50,000 | 7 | 500 | Mega Cap | Consumer | 42 | Normal | Yes | No | No | |
| JPM | JPMorgan Chase & Co. | Sale | 2017-11-02 | $15,001 – $50,000 | 7.5 | 500 | Large Cap | Financial Services | 36 | Normal | No | No | No | |
| PFE | Pfizer Inc. | Purchase | 2017-01-11 | $50,001 – $100,000 | 6 | 500 | Large Cap | Consumer | 44 | Above Average | No | Yes | Yes | |
| KO | Coca-Cola Company | Sale | 2017-12-14 | $15,001 – $50,000 | 6.5 | 500 | Large Cap | Consumer | 31 | Normal | No | No | No | |
| WFC | Wells Fargo & Company | Purchase | 2018-05-31 | $100,001 – $250,000 | 6.5 | 500 | Large Cap | Financial Services | 42 | Medium | No | No | No | |
| QQQ | Invesco QQQ Trust | Purchase | 2018-08-02 | $100,001 – $250,000 | 7 | 0 | ETF | ETF | 40 | Medium | No | No | No | |
| GS | Goldman Sachs Group Inc. | Purchase | 2018-09-01 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Financial Services | 43 | Normal | No | No | Yes | |
| AAPL | Apple Inc. | Sale | 2018-09-23 | $1,001 – $15,000 | 6 | 3200 | Mega Cap | Technology | 42 | Normal | No | Yes | No | |
| CVX | Chevron Corporation | Purchase | 2018-02-11 | $500,001 – $1,000,000 | 6.5 | 500 | Large Cap | Energy | 45 | Large | No | No | No | |
| QQQ | Invesco QQQ Trust | Purchase | 2018-06-25 | $1,001 – $15,000 | 7 | 0 | ETF | ETF | 36 | Normal | No | No | No | |
| PG | Procter & Gamble Company | Sale | 2018-11-24 | $50,001 – $100,000 | 7.5 | 500 | Large Cap | Consumer | 40 | Above Average | Yes | No | No | |
| KO | Coca-Cola Company | Purchase | 2018-11-04 | $15,001 – $50,000 | 6 | 500 | Large Cap | Consumer | 39 | Normal | No | Yes | Yes | |
| COP | ConocoPhillips | Purchase | 2018-02-01 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Energy | 37 | Normal | No | No | No | |
| VTI | Vanguard Total Stock Market ETF | Sale | 2018-08-10 | $500,001 – $1,000,000 | 7 | 0 | ETF | ETF | 45 | Large | No | No | No | |
| JNJ | Johnson & Johnson | Sale | 2018-03-14 | $15,001 – $50,000 | 7.5 | 500 | Large Cap | Consumer | 41 | Normal | No | No | No | |
| XOM | Exxon Mobil Corporation | Sale | 2018-12-19 | $1,001 – $15,000 | 6 | 500 | Large Cap | Energy | 44 | Normal | No | Yes | No | |
| PFE | Pfizer Inc. | Purchase | 2019-07-17 | $50,001 – $100,000 | 6.5 | 500 | Large Cap | Consumer | 45 | Above Average | No | No | Yes | |
| META | Meta Platforms Inc. | Sale | 2019-03-03 | $50,001 – $100,000 | 7 | 500 | Mega Cap | Technology | 39 | Above Average | No | No | No | |
| HD | Home Depot Inc. | Purchase | 2019-08-25 | $15,001 – $50,000 | 7.5 | 500 | Large Cap | Consumer | 30 | Normal | Yes | No | No | |
| V | Visa Inc. | Purchase | 2019-10-29 | $100,001 – $250,000 | 6 | 500 | Large Cap | Financial Services | 34 | Medium | No | Yes | No | |
| GS | Goldman Sachs Group Inc. | Purchase | 2019-06-22 | $50,001 – $100,000 | 6.5 | 500 | Large Cap | Financial Services | 36 | Above Average | No | No | No | |
| GS | Goldman Sachs Group Inc. | Purchase | 2019-07-06 | $1,001 – $15,000 | 7 | 500 | Large Cap | Financial Services | 43 | Normal | No | No | Yes | |
| XOM | Exxon Mobil Corporation | Purchase | 2019-02-16 | $15,001 – $50,000 | 7.5 | 500 | Large Cap | Energy | 37 | Normal | No | No | No | |
| JPM | JPMorgan Chase & Co. | Purchase | 2019-10-22 | $100,001 – $250,000 | 6 | 500 | Large Cap | Financial Services | 44 | Medium | No | Yes | No | |
| COP | ConocoPhillips | Purchase | 2019-10-20 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Energy | 43 | Normal | No | No | No | |
| GS | Goldman Sachs Group Inc. | Purchase | 2019-01-18 | $1,001 – $15,000 | 7 | 500 | Large Cap | Financial Services | 44 | Normal | Yes | No | No | |
| TSLA | Tesla Inc. | Sale | 2019-07-01 | $15,001 – $50,000 | 7.5 | 500 | Mega Cap | Consumer | 45 | Normal | No | No | Yes | |
| JPM | JPMorgan Chase & Co. | Purchase | 2019-08-25 | $100,001 – $250,000 | 6 | 500 | Large Cap | Financial Services | 34 | Medium | No | Yes | No | |
| AMZN | Amazon.com Inc. | Purchase | 2020-07-23 | $1,001 – $15,000 | 7.5 | 500 | Mega Cap | Consumer | 45 | Normal | No | No | No | |
| VTI | Vanguard Total Stock Market ETF | Purchase | 2020-02-06 | $1,001 – $15,000 | 6 | 0 | ETF | ETF | 44 | Normal | No | Yes | No | |
| JPM | JPMorgan Chase & Co. | Sale | 2020-06-26 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Financial Services | 35 | Normal | Yes | No | Yes | |
| COP | ConocoPhillips | Purchase | 2020-04-17 | $50,001 – $100,000 | 7 | 500 | Large Cap | Energy | 40 | Above Average | No | No | No | |
| BAC | Bank of America Corp | Sale | 2020-03-10 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Financial Services | 45 | Normal | No | No | No | |
| WMT | Walmart Inc. | Sale | 2020-06-01 | $15,001 – $50,000 | 6 | 500 | Large Cap | Consumer | 36 | Normal | No | Yes | No | |
| MSFT | Microsoft Corporation | Sale | 2020-04-06 | $15,001 – $50,000 | 6.5 | 2800 | Mega Cap | Technology | 38 | Normal | No | No | No | |
| ABBV | AbbVie Inc. | Sale | 2020-05-14 | $500,001 – $1,000,000 | 7 | 500 | Large Cap | Consumer | 43 | Large | No | No | Yes | |
| TSLA | Tesla Inc. | Sale | 2020-11-25 | $15,001 – $50,000 | 7.5 | 500 | Mega Cap | Consumer | 37 | Normal | No | No | No | |
| SPY | SPDR S&P 500 ETF Trust | Sale | 2020-06-07 | $15,001 – $50,000 | 6 | 0 | ETF | ETF | 41 | Normal | Yes | Yes | No | |
| AAPL | Apple Inc. | Purchase | 2021-12-02 | $15,001 – $50,000 | 6.5 | 3200 | Mega Cap | Technology | 33 | Normal | No | No | No | |
| TSLA | Tesla Inc. | Sale | 2021-06-24 | $1,001 – $15,000 | 7 | 500 | Mega Cap | Consumer | 38 | Normal | No | No | Yes | |
| META | Meta Platforms Inc. | Purchase | 2021-12-04 | $50,001 – $100,000 | 7.5 | 500 | Mega Cap | Technology | 31 | Above Average | No | No | No | |
| TSLA | Tesla Inc. | Purchase | 2021-03-04 | $1,001 – $15,000 | 6 | 500 | Mega Cap | Consumer | 34 | Normal | No | Yes | No | |
| GS | Goldman Sachs Group Inc. | Purchase | 2021-12-17 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Financial Services | 39 | Normal | No | No | No | |
| TSLA | Tesla Inc. | Purchase | 2021-09-21 | $1,001 – $15,000 | 7 | 500 | Mega Cap | Consumer | 41 | Normal | Yes | No | No | |
| AMZN | Amazon.com Inc. | Purchase | 2021-12-15 | $1,001 – $15,000 | 7.5 | 500 | Mega Cap | Consumer | 41 | Normal | No | No | Yes | |
| GOOGL | Alphabet Inc. | Purchase | 2021-07-15 | $100,001 – $250,000 | 6 | 1800 | Mega Cap | Technology | 42 | Medium | No | Yes | No | |
| SPY | SPDR S&P 500 ETF Trust | Sale | 2021-09-02 | $1,001 – $15,000 | 6.5 | 0 | ETF | ETF | 36 | Normal | No | No | No | |
| QQQ | Invesco QQQ Trust | Purchase | 2021-01-05 | $500,001 – $1,000,000 | 7 | 0 | ETF | ETF | 41 | Large | No | No | No | |
| AMZN | Amazon.com Inc. | Sale | 2021-02-27 | $1,001 – $15,000 | 7.5 | 500 | Mega Cap | Consumer | 39 | Normal | No | No | No | |
| WFC | Wells Fargo & Company | Sale | 2021-06-27 | $1,001 – $15,000 | 6 | 500 | Large Cap | Financial Services | 34 | Normal | No | Yes | Yes | |
| VTI | Vanguard Total Stock Market ETF | Sale | 2022-12-23 | $15,001 – $50,000 | 7 | 0 | ETF | ETF | 33 | Normal | No | No | No | |
| AAPL | Apple Inc. | Sale | 2022-05-08 | $1,001 – $15,000 | 7.5 | 3200 | Mega Cap | Technology | 45 | Normal | No | No | Yes | |
| META | Meta Platforms Inc. | Purchase | 2022-10-01 | $250,001 – $500,000 | 6 | 500 | Mega Cap | Technology | 45 | Large | No | Yes | No | |
| V | Visa Inc. | Purchase | 2022-10-29 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Financial Services | 38 | Normal | No | No | No | |
| KO | Coca-Cola Company | Sale | 2022-06-08 | $50,001 – $100,000 | 7 | 500 | Large Cap | Consumer | 44 | Above Average | No | No | No | |
| KO | Coca-Cola Company | Sale | 2022-11-30 | $100,001 – $250,000 | 7.5 | 500 | Large Cap | Consumer | 38 | Medium | Yes | No | No | |
| ABBV | AbbVie Inc. | Purchase | 2022-12-26 | $1,001 – $15,000 | 6 | 500 | Large Cap | Consumer | 44 | Normal | No | Yes | Yes | |
| COP | ConocoPhillips | Purchase | 2022-03-05 | $50,001 – $100,000 | 6.5 | 500 | Large Cap | Energy | 41 | Above Average | No | No | No | |
| WFC | Wells Fargo & Company | Sale | 2022-03-11 | $50,001 – $100,000 | 7 | 500 | Large Cap | Financial Services | 30 | Above Average | No | No | No | |
| UNH | UnitedHealth Group Inc. | Sale | 2023-04-17 | $1,001 – $15,000 | 7 | 500 | Large Cap | Consumer | 30 | Normal | No | No | No | |
| CVX | Chevron Corporation | Sale | 2023-02-13 | $100,001 – $250,000 | 7.5 | 500 | Large Cap | Energy | 40 | Medium | Yes | No | Yes | |
| WMT | Walmart Inc. | Sale | 2023-11-22 | $100,001 – $250,000 | 6 | 500 | Large Cap | Consumer | 35 | Medium | No | Yes | No | |
| VTI | Vanguard Total Stock Market ETF | Sale | 2023-08-06 | $250,001 – $500,000 | 6.5 | 0 | ETF | ETF | 34 | Large | No | No | No | |
| WMT | Walmart Inc. | Purchase | 2023-04-04 | $1,001 – $15,000 | 7 | 500 | Large Cap | Consumer | 30 | Normal | No | No | No | |
| AMZN | Amazon.com Inc. | Sale | 2023-04-11 | $1,001 – $15,000 | 7.5 | 500 | Mega Cap | Consumer | 43 | Normal | No | No | No | |
| WMT | Walmart Inc. | Purchase | 2023-08-23 | $100,001 – $250,000 | 6 | 500 | Large Cap | Consumer | 35 | Medium | No | Yes | Yes | |
| HD | Home Depot Inc. | Purchase | 2023-12-13 | $15,001 – $50,000 | 6.5 | 500 | Large Cap | Consumer | 40 | Normal | No | No | No | |
| TSLA | Tesla Inc. | Purchase | 2024-06-27 | $1,001 – $15,000 | 6.5 | 500 | Mega Cap | Consumer | 30 | Normal | No | No | No | |
| NVDA | NVIDIA Corporation | Purchase | 2024-05-29 | $1,000,001 – $5,000,000 | 7 | 500 | Mega Cap | Technology | 30 | Very Large | Yes | No | No | |
| CVX | Chevron Corporation | Purchase | 2024-02-10 | $50,001 – $100,000 | 7.5 | 500 | Large Cap | Energy | 34 | Above Average | No | No | No | |
| VTI | Vanguard Total Stock Market ETF | Sale | 2024-06-13 | $15,001 – $50,000 | 6 | 0 | ETF | ETF | 45 | Normal | No | Yes | Yes | |
| TSLA | Tesla Inc. | Purchase | 2024-11-17 | $1,001 – $15,000 | 6.5 | 500 | Mega Cap | Consumer | 35 | Normal | No | No | No | |
| TSLA | Tesla Inc. | Sale | 2024-11-25 | $15,001 – $50,000 | 7 | 500 | Mega Cap | Consumer | 40 | Normal | No | No | No | |
| GS | Goldman Sachs Group Inc. | Purchase | 2024-09-10 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Financial Services | 44 | Normal | No | No | No | |
| AAPL | Apple Inc. | Purchase | 2024-06-26 | $1,001 – $15,000 | 6 | 3200 | Mega Cap | Technology | 34 | Normal | No | Yes | No | |
| WFC | Wells Fargo & Company | Sale | 2024-06-06 | $250,001 – $500,000 | 6.5 | 500 | Large Cap | Financial Services | 31 | Large | Yes | No | Yes | |
| COP | ConocoPhillips | Purchase | 2024-12-18 | $15,001 – $50,000 | 7 | 500 | Large Cap | Energy | 37 | Normal | No | No | No | |
| WFC | Wells Fargo & Company | Sale | 2025-01-29 | $1,000,001 – $5,000,000 | 6.5 | 500 | Large Cap | Financial Services | 31 | Very Large | No | No | No | |
| AAPL | Apple Inc. | Sale | 2025-02-06 | $1,001 – $15,000 | 7 | 3200 | Mega Cap | Technology | 33 | Normal | No | No | Yes | |
| JNJ | Johnson & Johnson | Sale | 2025-01-20 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Consumer | 31 | Normal | No | No | No | |
| META | Meta Platforms Inc. | Purchase | 2025-01-22 | $1,001 – $15,000 | 6 | 500 | Mega Cap | Technology | 33 | Normal | No | Yes | No | |
| DIS | Walt Disney Company | Purchase | 2025-01-11 | $1,001 – $15,000 | 6.5 | 500 | Large Cap | Consumer | 45 | Normal | No | No | No | |
| META | Meta Platforms Inc. | Purchase | 2025-01-31 | $1,001 – $15,000 | 7 | 500 | Mega Cap | Technology | 37 | Normal | No | No | No | |
| JNJ | Johnson & Johnson | Purchase | 2025-02-11 | $1,001 – $15,000 | 7.5 | 500 | Large Cap | Consumer | 39 | Normal | Yes | No | Yes | |
| V | Visa Inc. | Purchase | 2025-01-08 | $15,001 – $50,000 | 6 | 500 | Large Cap | Financial Services | 44 | Normal | No | Yes | No | |
| META | Meta Platforms Inc. | Sale | 2025-02-15 | $1,001 – $15,000 | 6.5 | 500 | Mega Cap | Technology | 37 | Normal | No | No | No | |
| TSLA | Tesla Inc. | Purchase | 2025-01-07 | $1,001 – $15,000 | 7 | 500 | Mega Cap | Consumer | 34 | Normal | No | No | No | |
| COP | ConocoPhillips | Purchase | 2025-02-15 | $50,001 – $100,000 | 7.5 | 500 | Large Cap | Energy | 32 | Above Average | No | No | No |