Trades

SymbolCompany NameTransaction TypeDateRangeAlpha ScoreStock PriceMarket Cap (B)Cap CategorySectorFiling Delay DaysUnusual SizeCluster TradePre EarningsPre Announcement
HDHome Depot Inc.Sale2012-03-19$1,001 – $15,0006.5500Large CapConsumer39NormalNoNoNo
JPMJPMorgan Chase & Co.Sale2012-02-15$15,001 – $50,0007500Large CapFinancial Services34NormalYesNoNo
CVXChevron CorporationPurchase2012-03-15$1,001 – $15,0007.5500Large CapEnergy38NormalNoNoYes
GSGoldman Sachs Group Inc.Sale2012-04-01$1,001 – $15,0006500Large CapFinancial Services45NormalNoYesNo
CVXChevron CorporationPurchase2012-11-04$50,001 – $100,0006.5500Large CapEnergy41Above AverageNoNoNo
NVDANVIDIA CorporationPurchase2012-12-23$500,001 – $1,000,0007500Mega CapTechnology45LargeNoNoNo
KOCoca-Cola CompanyPurchase2012-02-01$250,001 – $500,0007.5500Large CapConsumer32LargeNoNoNo
SPYSPDR S&P 500 ETF TrustPurchase2012-07-04$100,001 – $250,00060ETFETF40MediumNoYesYes
DISWalt Disney CompanySale2012-01-07$1,001 – $15,0006.5500Large CapConsumer41NormalYesNoNo
QQQInvesco QQQ TrustPurchase2012-11-09$1,001 – $15,00070ETFETF43NormalNoNoNo
PFEPfizer Inc.Sale2012-11-15$15,001 – $50,0007.5500Large CapConsumer40NormalNoNoNo
AMZNAmazon.com Inc.Sale2012-05-23$1,000,001 – $5,000,0006500Mega CapConsumer45Very LargeNoYesNo
VTIVanguard Total Stock Market ETFPurchase2012-01-04$250,001 – $500,0006.50ETFETF30LargeNoNoYes
GOOGLAlphabet Inc.Sale2012-01-20$15,001 – $50,00071800Mega CapTechnology44NormalNoNoNo
SPYSPDR S&P 500 ETF TrustPurchase2012-05-28$50,001 – $100,0007.50ETFETF34Above AverageNoNoNo
KOCoca-Cola CompanySale2012-05-02$15,001 – $50,0006500Large CapConsumer34NormalYesYesNo
COSTCostco Wholesale CorpPurchase2012-07-02$50,001 – $100,0006.5500Large CapConsumer44Above AverageNoNoNo
BACBank of America CorpSale2012-06-12$15,001 – $50,0007500Large CapFinancial Services36NormalNoNoYes
AMZNAmazon.com Inc.Purchase2012-11-05$15,001 – $50,0007.5500Mega CapConsumer37NormalNoNoNo
WFCWells Fargo & CompanySale2012-04-17$15,001 – $50,0006500Large CapFinancial Services42NormalNoYesNo
METAMeta Platforms Inc.Purchase2012-04-06$15,001 – $50,0006.5500Mega CapTechnology41NormalNoNoNo
CVXChevron CorporationPurchase2012-10-27$1,001 – $15,0007500Large CapEnergy43NormalNoNoNo
PFEPfizer Inc.Purchase2012-02-12$100,001 – $250,0007.5500Large CapConsumer32MediumYesNoYes
JNJJohnson & JohnsonSale2012-12-25$1,001 – $15,0006500Large CapConsumer43NormalNoYesNo
PFEPfizer Inc.Purchase2012-02-28$15,001 – $50,0006.5500Large CapConsumer41NormalNoNoNo
KOCoca-Cola CompanySale2012-02-15$50,001 – $100,0007500Large CapConsumer38Above AverageNoNoNo
MSFTMicrosoft CorporationSale2012-11-25$15,001 – $50,0007.52800Mega CapTechnology39NormalNoNoNo
KOCoca-Cola CompanyPurchase2012-03-22$50,001 – $100,0006500Large CapConsumer42Above AverageNoYesYes
MAMastercard Inc.Purchase2012-08-07$15,001 – $50,0006.5500Large CapFinancial Services44NormalNoNoNo
JNJJohnson & JohnsonPurchase2012-09-08$50,001 – $100,0007500Large CapConsumer35Above AverageYesNoNo
GOOGLAlphabet Inc.Sale2012-02-15$1,001 – $15,0007.51800Mega CapTechnology37NormalNoNoNo
DISWalt Disney CompanyPurchase2012-01-27$1,001 – $15,0006500Large CapConsumer38NormalNoYesNo
GOOGLAlphabet Inc.Purchase2012-09-25$15,001 – $50,0006.51800Mega CapTechnology43NormalNoNoYes
AAPLApple Inc.Purchase2012-01-02$1,001 – $15,00073200Mega CapTechnology30NormalNoNoNo
MSFTMicrosoft CorporationPurchase2012-11-20$1,001 – $15,0007.52800Mega CapTechnology34NormalNoNoNo
CVXChevron CorporationSale2012-10-27$1,001 – $15,0006500Large CapEnergy43NormalNoYesNo
COPConocoPhillipsSale2012-09-29$1,001 – $15,0006.5500Large CapEnergy34NormalYesNoNo
KOCoca-Cola CompanySale2012-12-10$15,001 – $50,0007500Large CapConsumer31NormalNoNoYes
GOOGLAlphabet Inc.Sale2012-06-03$100,001 – $250,0007.51800Mega CapTechnology41MediumNoNoNo
WMTWalmart Inc.Sale2012-08-09$1,001 – $15,0006500Large CapConsumer32NormalNoYesNo
JNJJohnson & JohnsonPurchase2012-06-28$100,001 – $250,0006.5500Large CapConsumer40MediumNoNoNo
DISWalt Disney CompanyPurchase2012-05-16$100,001 – $250,0007500Large CapConsumer43MediumNoNoNo
SPYSPDR S&P 500 ETF TrustPurchase2012-04-18$100,001 – $250,0007.50ETFETF41MediumNoNoYes
UNHUnitedHealth Group Inc.Purchase2012-10-01$15,001 – $50,0006500Large CapConsumer34NormalYesYesNo
NVDANVIDIA CorporationPurchase2012-09-27$1,001 – $15,0006.5500Mega CapTechnology37NormalNoNoNo
KOCoca-Cola CompanyPurchase2012-11-25$1,001 – $15,0007500Large CapConsumer39NormalNoNoNo
PFEPfizer Inc.Purchase2012-04-01$1,001 – $15,0007.5500Large CapConsumer30NormalNoNoNo
UNHUnitedHealth Group Inc.Purchase2012-09-20$1,001 – $15,0006500Large CapConsumer42NormalNoYesYes
CVXChevron CorporationSale2012-03-16$1,001 – $15,0006.5500Large CapEnergy39NormalNoNoNo
CVXChevron CorporationSale2012-09-15$15,001 – $50,0007500Large CapEnergy44NormalNoNoNo
GSGoldman Sachs Group Inc.Purchase2012-04-03$15,001 – $50,0007.5500Large CapFinancial Services45NormalYesNoNo
XOMExxon Mobil CorporationPurchase2012-09-08$50,001 – $100,0006500Large CapEnergy33Above AverageNoYesNo
JPMJPMorgan Chase & Co.Purchase2012-10-01$15,001 – $50,0006.5500Large CapFinancial Services44NormalNoNoYes
SPYSPDR S&P 500 ETF TrustSale2012-12-31$50,001 – $100,00070ETFETF38Above AverageNoNoNo
COSTCostco Wholesale CorpPurchase2012-03-09$1,001 – $15,0007.5500Large CapConsumer41NormalNoNoNo
WMTWalmart Inc.Sale2012-05-12$15,001 – $50,0006500Large CapConsumer33NormalNoYesNo
PFEPfizer Inc.Sale2012-05-31$50,001 – $100,0006.5500Large CapConsumer42Above AverageNoNoNo
KOCoca-Cola CompanyPurchase2012-09-04$100,001 – $250,0007500Large CapConsumer44MediumYesNoYes
METAMeta Platforms Inc.Purchase2012-08-14$1,001 – $15,0007.5500Mega CapTechnology36NormalNoNoNo
JNJJohnson & JohnsonSale2012-10-26$1,001 – $15,0006500Large CapConsumer41NormalNoYesNo
KOCoca-Cola CompanyPurchase2012-04-02$15,001 – $50,0006.5500Large CapConsumer45NormalNoNoNo
METAMeta Platforms Inc.Purchase2012-01-27$15,001 – $50,0007500Mega CapTechnology39NormalNoNoNo
AMZNAmazon.com Inc.Purchase2012-03-21$15,001 – $50,0007.5500Mega CapConsumer36NormalNoNoYes
AAPLApple Inc.Purchase2012-11-06$100,001 – $250,00063200Mega CapTechnology45MediumNoYesNo
NVDANVIDIA CorporationPurchase2012-08-15$15,001 – $50,0006.5500Mega CapTechnology34NormalYesNoNo
PGProcter & Gamble CompanyPurchase2012-02-19$1,001 – $15,0007500Large CapConsumer40NormalNoNoNo
JPMJPMorgan Chase & Co.Sale2012-07-19$1,001 – $15,0007.5500Large CapFinancial Services32NormalNoNoNo
AMZNAmazon.com Inc.Purchase2012-11-25$15,001 – $50,0006500Mega CapConsumer36NormalNoYesYes
AAPLApple Inc.Sale2012-07-05$100,001 – $250,0006.53200Mega CapTechnology31MediumNoNoNo
COSTCostco Wholesale CorpSale2012-03-28$1,001 – $15,0007500Large CapConsumer31NormalNoNoNo
WMTWalmart Inc.Purchase2012-01-30$1,001 – $15,0007.5500Large CapConsumer33NormalNoNoNo
MSFTMicrosoft CorporationPurchase2012-10-10$50,001 – $100,00062800Mega CapTechnology43Above AverageYesYesNo
QQQInvesco QQQ TrustPurchase2012-05-06$1,000,001 – $5,000,0006.50ETFETF39Very LargeNoNoYes
GOOGLAlphabet Inc.Sale2012-01-22$15,001 – $50,00071800Mega CapTechnology30NormalNoNoNo
QQQInvesco QQQ TrustPurchase2012-02-05$15,001 – $50,0007.50ETFETF35NormalNoNoNo
UNHUnitedHealth Group Inc.Purchase2012-10-19$500,001 – $1,000,0006500Large CapConsumer35LargeNoYesNo
KOCoca-Cola CompanyPurchase2012-05-17$50,001 – $100,0006.5500Large CapConsumer40Above AverageNoNoNo
TSLATesla Inc.Sale2012-11-20$1,001 – $15,0007500Mega CapConsumer44NormalNoNoYes
GSGoldman Sachs Group Inc.Sale2012-02-21$50,001 – $100,0007.5500Large CapFinancial Services37Above AverageYesNoNo
PGProcter & Gamble CompanyPurchase2012-07-19$100,001 – $250,0006500Large CapConsumer34MediumNoYesNo
DISWalt Disney CompanyPurchase2012-07-24$250,001 – $500,0006.5500Large CapConsumer30LargeNoNoNo
XOMExxon Mobil CorporationPurchase2012-04-29$1,001 – $15,0007500Large CapEnergy30NormalNoNoNo
GOOGLAlphabet Inc.Sale2012-06-13$15,001 – $50,0007.51800Mega CapTechnology34NormalNoNoYes
METAMeta Platforms Inc.Purchase2012-09-22$100,001 – $250,0006500Mega CapTechnology37MediumNoYesNo
COSTCostco Wholesale CorpPurchase2013-05-30$15,001 – $50,0006.5500Large CapConsumer33NormalNoNoNo
PFEPfizer Inc.Purchase2013-11-19$1,000,001 – $5,000,0007500Large CapConsumer43Very LargeNoNoNo
METAMeta Platforms Inc.Sale2013-05-18$100,001 – $250,0007.5500Mega CapTechnology35MediumYesNoNo
JPMJPMorgan Chase & Co.Purchase2013-11-14$100,001 – $250,0006500Large CapFinancial Services45MediumNoYesYes
SPYSPDR S&P 500 ETF TrustSale2013-06-30$15,001 – $50,0006.50ETFETF38NormalNoNoNo
HDHome Depot Inc.Sale2013-04-23$100,001 – $250,0007500Large CapConsumer39MediumNoNoNo
COPConocoPhillipsPurchase2013-09-28$1,001 – $15,0007.5500Large CapEnergy43NormalNoNoNo
CVXChevron CorporationSale2013-11-30$250,001 – $500,0006500Large CapEnergy32LargeNoYesNo
QQQInvesco QQQ TrustPurchase2013-06-06$15,001 – $50,0006.50ETFETF31NormalNoNoYes
WMTWalmart Inc.Purchase2013-04-21$1,001 – $15,0007500Large CapConsumer31NormalYesNoNo
QQQInvesco QQQ TrustPurchase2013-09-04$250,001 – $500,0007.50ETFETF42LargeNoNoNo
KOCoca-Cola CompanySale2013-03-02$1,000,001 – $5,000,0006500Large CapConsumer30Very LargeNoYesNo
QQQInvesco QQQ TrustPurchase2013-12-19$1,001 – $15,0006.50ETFETF42NormalNoNoNo
METAMeta Platforms Inc.Sale2013-10-25$1,001 – $15,0007500Mega CapTechnology34NormalNoNoYes
AAPLApple Inc.Purchase2013-05-09$15,001 – $50,0007.53200Mega CapTechnology37NormalNoNoNo
ABBVAbbVie Inc.Purchase2013-11-20$50,001 – $100,0006500Large CapConsumer33Above AverageNoYesNo
CVXChevron CorporationSale2013-09-29$250,001 – $500,0006.5500Large CapEnergy30LargeYesNoNo
GOOGLAlphabet Inc.Sale2013-01-27$250,001 – $500,00071800Mega CapTechnology30LargeNoNoNo
MSFTMicrosoft CorporationPurchase2013-10-19$50,001 – $100,0007.52800Mega CapTechnology36Above AverageNoNoYes
NVDANVIDIA CorporationPurchase2013-08-23$1,001 – $15,0006500Mega CapTechnology37NormalNoYesNo
UNHUnitedHealth Group Inc.Purchase2013-07-30$15,001 – $50,0006.5500Large CapConsumer43NormalNoNoNo
ABBVAbbVie Inc.Purchase2013-11-21$15,001 – $50,0007500Large CapConsumer32NormalNoNoNo
UNHUnitedHealth Group Inc.Sale2013-10-02$1,001 – $15,0007.5500Large CapConsumer38NormalNoNoNo
VTIVanguard Total Stock Market ETFPurchase2013-08-17$1,001 – $15,00060ETFETF33NormalYesYesYes
GOOGLAlphabet Inc.Sale2013-06-05$1,001 – $15,0006.51800Mega CapTechnology44NormalNoNoNo
ABBVAbbVie Inc.Purchase2013-09-23$250,001 – $500,0007500Large CapConsumer45LargeNoNoNo
METAMeta Platforms Inc.Purchase2013-11-04$1,001 – $15,0007.5500Mega CapTechnology31NormalNoNoNo
AMZNAmazon.com Inc.Purchase2013-12-31$1,001 – $15,0006500Mega CapConsumer41NormalNoYesNo
TSLATesla Inc.Purchase2013-05-02$250,001 – $500,0006.5500Mega CapConsumer36LargeNoNoYes
CVXChevron CorporationPurchase2013-07-10$15,001 – $50,0007500Large CapEnergy44NormalNoNoNo
ABBVAbbVie Inc.Sale2013-12-30$1,001 – $15,0007.5500Large CapConsumer31NormalYesNoNo
SPYSPDR S&P 500 ETF TrustSale2013-12-26$100,001 – $250,00060ETFETF31MediumNoYesNo
PFEPfizer Inc.Purchase2013-11-13$1,001 – $15,0006.5500Large CapConsumer35NormalNoNoNo
MSFTMicrosoft CorporationPurchase2013-11-14$15,001 – $50,00072800Mega CapTechnology35NormalNoNoYes
VTIVanguard Total Stock Market ETFPurchase2013-06-25$1,001 – $15,0007.50ETFETF36NormalNoNoNo
GOOGLAlphabet Inc.Purchase2013-06-07$250,001 – $500,00061800Mega CapTechnology43LargeNoYesNo
METAMeta Platforms Inc.Purchase2013-09-06$1,001 – $15,0006.5500Mega CapTechnology38NormalNoNoNo
WMTWalmart Inc.Purchase2013-05-16$1,001 – $15,0007500Large CapConsumer36NormalYesNoNo
AAPLApple Inc.Sale2013-09-07$15,001 – $50,0007.53200Mega CapTechnology34NormalNoNoYes
HDHome Depot Inc.Purchase2013-12-03$1,001 – $15,0006500Large CapConsumer41NormalNoYesNo
GSGoldman Sachs Group Inc.Sale2013-11-14$100,001 – $250,0006.5500Large CapFinancial Services45MediumNoNoNo
VVisa Inc.Sale2013-01-30$1,001 – $15,0007500Large CapFinancial Services38NormalNoNoNo
PFEPfizer Inc.Sale2013-10-08$1,001 – $15,0007.5500Large CapConsumer34NormalNoNoNo
HDHome Depot Inc.Purchase2013-01-13$15,001 – $50,0006500Large CapConsumer42NormalNoYesYes
QQQInvesco QQQ TrustPurchase2013-06-20$15,001 – $50,0006.50ETFETF44NormalYesNoNo
GOOGLAlphabet Inc.Purchase2013-01-12$15,001 – $50,00071800Mega CapTechnology39NormalNoNoNo
GSGoldman Sachs Group Inc.Sale2013-04-28$50,001 – $100,0007.5500Large CapFinancial Services30Above AverageNoNoNo
DISWalt Disney CompanyPurchase2013-05-23$15,001 – $50,0006500Large CapConsumer33NormalNoYesNo
MAMastercard Inc.Purchase2013-08-03$1,001 – $15,0006.5500Large CapFinancial Services31NormalNoNoYes
UNHUnitedHealth Group Inc.Sale2013-09-04$50,001 – $100,0007500Large CapConsumer37Above AverageNoNoNo
XOMExxon Mobil CorporationSale2013-04-04$1,001 – $15,0007.5500Large CapEnergy34NormalNoNoNo
VTIVanguard Total Stock Market ETFPurchase2013-12-29$1,001 – $15,00060ETFETF37NormalYesYesNo
QQQInvesco QQQ TrustPurchase2013-12-13$50,001 – $100,0006.50ETFETF33Above AverageNoNoNo
METAMeta Platforms Inc.Purchase2013-07-05$1,001 – $15,0007500Mega CapTechnology42NormalNoNoYes
CVXChevron CorporationPurchase2013-05-13$15,001 – $50,0007.5500Large CapEnergy42NormalNoNoNo
VVisa Inc.Purchase2013-11-21$15,001 – $50,0006500Large CapFinancial Services35NormalNoYesNo
MAMastercard Inc.Sale2013-05-04$1,001 – $15,0006.5500Large CapFinancial Services44NormalNoNoNo
SPYSPDR S&P 500 ETF TrustPurchase2013-04-23$1,001 – $15,00070ETFETF44NormalNoNoNo
WFCWells Fargo & CompanySale2013-03-24$1,001 – $15,0007.5500Large CapFinancial Services36NormalYesNoYes
QQQInvesco QQQ TrustPurchase2013-03-22$250,001 – $500,00060ETFETF33LargeNoYesNo
KOCoca-Cola CompanyPurchase2013-10-17$50,001 – $100,0006.5500Large CapConsumer41Above AverageNoNoNo
DISWalt Disney CompanyPurchase2013-06-19$1,001 – $15,0007500Large CapConsumer34NormalNoNoNo
AMZNAmazon.com Inc.Purchase2013-07-31$100,001 – $250,0007.5500Mega CapConsumer37MediumNoNoNo
UNHUnitedHealth Group Inc.Purchase2013-11-14$1,001 – $15,0006500Large CapConsumer43NormalNoYesYes
DISWalt Disney CompanyPurchase2013-04-19$500,001 – $1,000,0006.5500Large CapConsumer45LargeNoNoNo
MSFTMicrosoft CorporationPurchase2013-10-22$15,001 – $50,00072800Mega CapTechnology33NormalYesNoNo
SPYSPDR S&P 500 ETF TrustPurchase2013-09-11$100,001 – $250,0007.50ETFETF40MediumNoNoNo
UNHUnitedHealth Group Inc.Sale2013-12-21$1,001 – $15,0006500Large CapConsumer33NormalNoYesNo
KOCoca-Cola CompanyPurchase2013-05-22$100,001 – $250,0006.5500Large CapConsumer34MediumNoNoYes
DISWalt Disney CompanyPurchase2013-06-21$1,001 – $15,0007500Large CapConsumer34NormalNoNoNo
BACBank of America CorpPurchase2013-01-06$15,001 – $50,0007.5500Large CapFinancial Services37NormalNoNoNo
JPMJPMorgan Chase & Co.Purchase2013-07-30$50,001 – $100,0006500Large CapFinancial Services39Above AverageNoYesNo
VVisa Inc.Purchase2013-01-09$1,001 – $15,0006.5500Large CapFinancial Services36NormalYesNoNo
GOOGLAlphabet Inc.Sale2013-03-21$1,001 – $15,00071800Mega CapTechnology39NormalNoNoYes
DISWalt Disney CompanyPurchase2013-06-28$1,001 – $15,0007.5500Large CapConsumer43NormalNoNoNo
CVXChevron CorporationPurchase2013-03-02$100,001 – $250,0006500Large CapEnergy34MediumNoYesNo
TSLATesla Inc.Purchase2013-11-09$15,001 – $50,0006.5500Mega CapConsumer43NormalNoNoNo
GOOGLAlphabet Inc.Purchase2013-12-25$50,001 – $100,00071800Mega CapTechnology32Above AverageNoNoNo
JPMJPMorgan Chase & Co.Purchase2013-09-30$250,001 – $500,0007.5500Large CapFinancial Services33LargeNoNoYes
HDHome Depot Inc.Sale2013-11-16$1,001 – $15,0006500Large CapConsumer33NormalYesYesNo
JPMJPMorgan Chase & Co.Sale2013-05-15$1,001 – $15,0006.5500Large CapFinancial Services30NormalNoNoNo
AMZNAmazon.com Inc.Sale2014-05-29$15,001 – $50,0006500Mega CapConsumer35NormalYesYesNo
JNJJohnson & JohnsonPurchase2014-05-06$1,001 – $15,0006.5500Large CapConsumer36NormalNoNoNo
ABBVAbbVie Inc.Purchase2014-12-10$1,001 – $15,0007500Large CapConsumer39NormalNoNoNo
SPYSPDR S&P 500 ETF TrustPurchase2014-10-01$1,001 – $15,0007.50ETFETF40NormalNoNoNo
VVisa Inc.Purchase2014-01-27$1,001 – $15,0006500Large CapFinancial Services42NormalNoYesYes
SPYSPDR S&P 500 ETF TrustPurchase2014-11-01$15,001 – $50,0006.50ETFETF33NormalNoNoNo
VVisa Inc.Purchase2014-10-11$1,001 – $15,0007500Large CapFinancial Services34NormalNoNoNo
WMTWalmart Inc.Sale2014-02-22$1,001 – $15,0007.5500Large CapConsumer36NormalYesNoNo
GOOGLAlphabet Inc.Purchase2014-08-24$250,001 – $500,00061800Mega CapTechnology43LargeNoYesNo
VTIVanguard Total Stock Market ETFPurchase2014-07-26$1,001 – $15,0006.50ETFETF30NormalNoNoYes
HDHome Depot Inc.Purchase2014-06-26$1,001 – $15,0007500Large CapConsumer39NormalNoNoNo
GSGoldman Sachs Group Inc.Purchase2014-01-01$1,001 – $15,0007.5500Large CapFinancial Services35NormalNoNoNo
JNJJohnson & JohnsonSale2014-10-12$15,001 – $50,0006500Large CapConsumer36NormalNoYesNo
AMZNAmazon.com Inc.Sale2014-01-21$100,001 – $250,0006.5500Mega CapConsumer31MediumNoNoNo
QQQInvesco QQQ TrustPurchase2014-11-27$250,001 – $500,00070ETFETF41LargeYesNoYes
NVDANVIDIA CorporationPurchase2014-07-10$15,001 – $50,0007.5500Mega CapTechnology39NormalNoNoNo
METAMeta Platforms Inc.Purchase2014-01-27$1,001 – $15,0006500Mega CapTechnology40NormalNoYesNo
VVisa Inc.Purchase2014-05-21$250,001 – $500,0006.5500Large CapFinancial Services42LargeNoNoNo
UNHUnitedHealth Group Inc.Purchase2014-11-12$50,001 – $100,0007500Large CapConsumer41Above AverageNoNoNo
TSLATesla Inc.Purchase2014-02-20$15,001 – $50,0007.5500Mega CapConsumer32NormalNoNoYes
GOOGLAlphabet Inc.Purchase2014-06-28$15,001 – $50,00061800Mega CapTechnology40NormalNoYesNo
VVisa Inc.Purchase2014-08-10$15,001 – $50,0006.5500Large CapFinancial Services30NormalYesNoNo
GSGoldman Sachs Group Inc.Sale2014-03-05$1,001 – $15,0007500Large CapFinancial Services31NormalNoNoNo
PGProcter & Gamble CompanySale2014-10-06$15,001 – $50,0007.5500Large CapConsumer30NormalNoNoNo
WFCWells Fargo & CompanyPurchase2014-08-19$1,001 – $15,0006500Large CapFinancial Services43NormalNoYesYes
DISWalt Disney CompanyPurchase2014-02-03$1,001 – $15,0006.5500Large CapConsumer42NormalNoNoNo
JNJJohnson & JohnsonPurchase2014-07-30$1,001 – $15,0007500Large CapConsumer34NormalNoNoNo
AAPLApple Inc.Purchase2014-05-03$1,001 – $15,0007.53200Mega CapTechnology36NormalNoNoNo
SPYSPDR S&P 500 ETF TrustSale2014-04-18$50,001 – $100,00060ETFETF36Above AverageYesYesNo
VTIVanguard Total Stock Market ETFPurchase2014-06-21$1,001 – $15,0006.50ETFETF42NormalNoNoYes
NVDANVIDIA CorporationPurchase2014-08-03$1,001 – $15,0007500Mega CapTechnology32NormalNoNoNo
MAMastercard Inc.Sale2014-11-07$15,001 – $50,0007.5500Large CapFinancial Services40NormalNoNoNo
HDHome Depot Inc.Sale2014-05-19$100,001 – $250,0006500Large CapConsumer43MediumNoYesNo
QQQInvesco QQQ TrustPurchase2014-03-24$1,001 – $15,0006.50ETFETF32NormalNoNoNo
BACBank of America CorpPurchase2014-03-20$50,001 – $100,0007500Large CapFinancial Services34Above AverageNoNoYes
GOOGLAlphabet Inc.Sale2014-04-04$1,001 – $15,0007.51800Mega CapTechnology39NormalYesNoNo
VTIVanguard Total Stock Market ETFSale2014-11-14$1,001 – $15,00060ETFETF30NormalNoYesNo
DISWalt Disney CompanySale2014-04-03$100,001 – $250,0006.5500Large CapConsumer44MediumNoNoNo
KOCoca-Cola CompanyPurchase2014-01-28$1,001 – $15,0007500Large CapConsumer34NormalNoNoNo
BACBank of America CorpPurchase2014-03-07$1,001 – $15,0007.5500Large CapFinancial Services42NormalNoNoYes
TSLATesla Inc.Sale2014-02-16$50,001 – $100,0006500Mega CapConsumer45Above AverageNoYesNo
GSGoldman Sachs Group Inc.Purchase2014-02-06$50,001 – $100,0006.5500Large CapFinancial Services37Above AverageNoNoNo
MAMastercard Inc.Purchase2014-12-14$15,001 – $50,0007500Large CapFinancial Services40NormalYesNoNo
PGProcter & Gamble CompanySale2014-03-09$15,001 – $50,0007.5500Large CapConsumer41NormalNoNoNo
MAMastercard Inc.Purchase2014-02-14$50,001 – $100,0006500Large CapFinancial Services40Above AverageNoYesYes
SPYSPDR S&P 500 ETF TrustPurchase2014-04-06$1,001 – $15,0006.50ETFETF44NormalNoNoNo
VVisa Inc.Purchase2014-08-17$1,001 – $15,0007500Large CapFinancial Services40NormalNoNoNo
NVDANVIDIA CorporationSale2014-01-09$15,001 – $50,0007.5500Mega CapTechnology44NormalNoNoNo
VVisa Inc.Sale2014-08-26$250,001 – $500,0006500Large CapFinancial Services41LargeNoYesNo
COSTCostco Wholesale CorpPurchase2014-12-11$15,001 – $50,0006.5500Large CapConsumer31NormalYesNoYes
GOOGLAlphabet Inc.Purchase2014-01-31$1,001 – $15,00071800Mega CapTechnology38NormalNoNoNo
PGProcter & Gamble CompanyPurchase2014-05-18$1,001 – $15,0007.5500Large CapConsumer34NormalNoNoNo
GSGoldman Sachs Group Inc.Purchase2014-10-30$50,001 – $100,0006500Large CapFinancial Services45Above AverageNoYesNo
PFEPfizer Inc.Purchase2014-04-27$100,001 – $250,0006.5500Large CapConsumer30MediumNoNoNo
TSLATesla Inc.Purchase2014-09-06$1,001 – $15,0007500Mega CapConsumer37NormalNoNoYes
PFEPfizer Inc.Sale2014-07-13$1,001 – $15,0007.5500Large CapConsumer32NormalNoNoNo
COPConocoPhillipsPurchase2014-11-05$15,001 – $50,0006500Large CapEnergy41NormalYesYesNo
WMTWalmart Inc.Sale2014-11-29$50,001 – $100,0006.5500Large CapConsumer38Above AverageNoNoNo
NVDANVIDIA CorporationPurchase2014-04-15$100,001 – $250,0007500Mega CapTechnology42MediumNoNoNo
AMZNAmazon.com Inc.Sale2014-03-13$1,001 – $15,0007.5500Mega CapConsumer40NormalNoNoYes
QQQInvesco QQQ TrustPurchase2014-05-30$50,001 – $100,00060ETFETF39Above AverageNoYesNo
PGProcter & Gamble CompanyPurchase2014-09-19$15,001 – $50,0006.5500Large CapConsumer43NormalNoNoNo
PFEPfizer Inc.Purchase2014-06-06$15,001 – $50,0007500Large CapConsumer31NormalNoNoNo
UNHUnitedHealth Group Inc.Purchase2014-10-01$15,001 – $50,0007.5500Large CapConsumer42NormalYesNoNo
WFCWells Fargo & CompanyPurchase2014-03-17$250,001 – $500,0006500Large CapFinancial Services31LargeNoYesYes
QQQInvesco QQQ TrustPurchase2014-07-17$50,001 – $100,0006.50ETFETF40Above AverageNoNoNo
MSFTMicrosoft CorporationPurchase2014-11-05$100,001 – $250,00072800Mega CapTechnology35MediumNoNoNo
PFEPfizer Inc.Purchase2014-12-27$15,001 – $50,0007.5500Large CapConsumer39NormalNoNoNo
GOOGLAlphabet Inc.Purchase2014-12-28$250,001 – $500,00061800Mega CapTechnology36LargeNoYesNo
NVDANVIDIA CorporationPurchase2014-10-10$15,001 – $50,0006.5500Mega CapTechnology41NormalNoNoYes
MAMastercard Inc.Purchase2014-05-16$50,001 – $100,0007500Large CapFinancial Services30Above AverageYesNoNo
DISWalt Disney CompanySale2014-11-27$1,001 – $15,0007.5500Large CapConsumer38NormalNoNoNo
JNJJohnson & JohnsonSale2014-11-24$250,001 – $500,0006500Large CapConsumer30LargeNoYesNo
VVisa Inc.Purchase2014-05-12$15,001 – $50,0006.5500Large CapFinancial Services44NormalNoNoNo
KOCoca-Cola CompanySale2014-01-29$250,001 – $500,0007500Large CapConsumer39LargeNoNoYes
PFEPfizer Inc.Sale2014-03-12$50,001 – $100,0007.5500Large CapConsumer44Above AverageNoNoNo
PGProcter & Gamble CompanyPurchase2014-02-27$1,001 – $15,0006500Large CapConsumer34NormalNoYesNo
PGProcter & Gamble CompanyPurchase2014-03-31$1,001 – $15,0006.5500Large CapConsumer43NormalYesNoNo
MSFTMicrosoft CorporationSale2015-04-22$1,001 – $15,00072800Mega CapTechnology44NormalNoNoNo
WMTWalmart Inc.Sale2015-08-19$1,001 – $15,0007.5500Large CapConsumer45NormalNoNoNo
MAMastercard Inc.Purchase2015-03-22$100,001 – $250,0006500Large CapFinancial Services45MediumNoYesNo
MSFTMicrosoft CorporationPurchase2015-11-14$1,001 – $15,0006.52800Mega CapTechnology32NormalNoNoYes
DISWalt Disney CompanyPurchase2015-01-17$1,001 – $15,0007500Large CapConsumer44NormalNoNoNo
CVXChevron CorporationSale2015-11-13$1,001 – $15,0007.5500Large CapEnergy43NormalNoNoNo
COPConocoPhillipsPurchase2015-03-22$1,001 – $15,0006500Large CapEnergy40NormalYesYesNo
PFEPfizer Inc.Purchase2015-02-14$100,001 – $250,0006.5500Large CapConsumer39MediumNoNoNo
DISWalt Disney CompanyPurchase2015-12-01$100,001 – $250,0007500Large CapConsumer31MediumNoNoYes
NVDANVIDIA CorporationSale2015-04-04$15,001 – $50,0007.5500Mega CapTechnology32NormalNoNoNo
AAPLApple Inc.Purchase2015-04-21$1,001 – $15,00063200Mega CapTechnology36NormalNoYesNo
HDHome Depot Inc.Purchase2015-09-25$1,001 – $15,0006.5500Large CapConsumer30NormalNoNoNo
DISWalt Disney CompanySale2015-09-01$15,001 – $50,0007500Large CapConsumer41NormalNoNoNo
SPYSPDR S&P 500 ETF TrustSale2015-04-14$1,001 – $15,0007.50ETFETF45NormalYesNoYes
PGProcter & Gamble CompanyPurchase2015-11-16$1,001 – $15,0006500Large CapConsumer38NormalNoYesNo
VVisa Inc.Purchase2015-08-22$50,001 – $100,0006.5500Large CapFinancial Services40Above AverageNoNoNo
PFEPfizer Inc.Sale2015-01-18$1,001 – $15,0007500Large CapConsumer32NormalNoNoNo
JPMJPMorgan Chase & Co.Purchase2015-06-09$1,001 – $15,0007.5500Large CapFinancial Services43NormalNoNoNo
JPMJPMorgan Chase & Co.Purchase2015-11-16$50,001 – $100,0006500Large CapFinancial Services41Above AverageNoYesYes
COPConocoPhillipsSale2015-03-31$1,001 – $15,0006.5500Large CapEnergy33NormalNoNoNo
AMZNAmazon.com Inc.Purchase2015-10-06$50,001 – $100,0007500Mega CapConsumer40Above AverageYesNoNo
PFEPfizer Inc.Purchase2015-09-16$100,001 – $250,0007.5500Large CapConsumer41MediumNoNoNo
SPYSPDR S&P 500 ETF TrustPurchase2015-10-01$250,001 – $500,00060ETFETF36LargeNoYesNo
COPConocoPhillipsSale2015-01-26$1,001 – $15,0006.5500Large CapEnergy30NormalNoNoYes
WMTWalmart Inc.Purchase2015-05-02$1,001 – $15,0007500Large CapConsumer45NormalNoNoNo
GOOGLAlphabet Inc.Purchase2015-05-11$1,001 – $15,0007.51800Mega CapTechnology42NormalNoNoNo
MSFTMicrosoft CorporationPurchase2015-02-24$1,001 – $15,00062800Mega CapTechnology43NormalNoYesNo
JPMJPMorgan Chase & Co.Purchase2015-05-17$1,001 – $15,0006.5500Large CapFinancial Services38NormalYesNoNo
COSTCostco Wholesale CorpPurchase2015-04-22$1,001 – $15,0007500Large CapConsumer34NormalNoNoYes
COSTCostco Wholesale CorpPurchase2015-01-14$15,001 – $50,0007.5500Large CapConsumer33NormalNoNoNo
VTIVanguard Total Stock Market ETFPurchase2015-03-29$1,001 – $15,00060ETFETF42NormalNoYesNo
GSGoldman Sachs Group Inc.Sale2015-03-15$100,001 – $250,0006.5500Large CapFinancial Services40MediumNoNoNo
CVXChevron CorporationPurchase2015-04-03$1,001 – $15,0007500Large CapEnergy43NormalNoNoNo
DISWalt Disney CompanySale2015-07-16$15,001 – $50,0007.5500Large CapConsumer36NormalNoNoYes
XOMExxon Mobil CorporationSale2015-03-21$50,001 – $100,0006500Large CapEnergy36Above AverageYesYesNo
AAPLApple Inc.Sale2015-04-02$1,001 – $15,0006.53200Mega CapTechnology34NormalNoNoNo
DISWalt Disney CompanyPurchase2015-03-10$1,001 – $15,0007500Large CapConsumer43NormalNoNoNo
SPYSPDR S&P 500 ETF TrustPurchase2015-08-26$50,001 – $100,0007.50ETFETF43Above AverageNoNoNo
HDHome Depot Inc.Sale2015-11-06$100,001 – $250,0006500Large CapConsumer30MediumNoYesYes
JPMJPMorgan Chase & Co.Purchase2015-08-23$1,001 – $15,0006.5500Large CapFinancial Services32NormalNoNoNo
AMZNAmazon.com Inc.Purchase2015-11-18$15,001 – $50,0007500Mega CapConsumer39NormalNoNoNo
CVXChevron CorporationPurchase2015-07-16$1,001 – $15,0007.5500Large CapEnergy35NormalYesNoNo
AMZNAmazon.com Inc.Sale2015-07-26$50,001 – $100,0006500Mega CapConsumer37Above AverageNoYesNo
JNJJohnson & JohnsonPurchase2015-12-12$100,001 – $250,0006.5500Large CapConsumer38MediumNoNoYes
PGProcter & Gamble CompanySale2015-02-15$15,001 – $50,0007500Large CapConsumer31NormalNoNoNo
COPConocoPhillipsPurchase2015-11-03$1,001 – $15,0007.5500Large CapEnergy38NormalNoNoNo
VVisa Inc.Purchase2015-06-06$50,001 – $100,0006500Large CapFinancial Services39Above AverageNoYesNo
HDHome Depot Inc.Purchase2015-09-08$50,001 – $100,0006.5500Large CapConsumer30Above AverageNoNoNo
METAMeta Platforms Inc.Sale2015-07-07$100,001 – $250,0007500Mega CapTechnology36MediumYesNoYes
AMZNAmazon.com Inc.Purchase2015-11-15$1,001 – $15,0007.5500Mega CapConsumer32NormalNoNoNo
MSFTMicrosoft CorporationSale2015-01-11$1,001 – $15,00062800Mega CapTechnology41NormalNoYesNo
MAMastercard Inc.Purchase2015-08-24$1,001 – $15,0006.5500Large CapFinancial Services33NormalNoNoNo
GOOGLAlphabet Inc.Purchase2015-12-14$250,001 – $500,00071800Mega CapTechnology40LargeNoNoNo
AAPLApple Inc.Purchase2015-03-27$50,001 – $100,0007.53200Mega CapTechnology36Above AverageNoNoYes
TSLATesla Inc.Purchase2015-09-09$50,001 – $100,0006500Mega CapConsumer33Above AverageNoYesNo
ABBVAbbVie Inc.Sale2015-03-07$1,001 – $15,0006.5500Large CapConsumer43NormalYesNoNo
VVisa Inc.Sale2015-08-02$1,001 – $15,0007500Large CapFinancial Services31NormalNoNoNo
METAMeta Platforms Inc.Purchase2015-02-22$100,001 – $250,0007.5500Mega CapTechnology37MediumNoNoNo
SPYSPDR S&P 500 ETF TrustPurchase2015-03-08$15,001 – $50,00060ETFETF30NormalNoYesYes
METAMeta Platforms Inc.Purchase2015-01-21$250,001 – $500,0006.5500Mega CapTechnology38LargeNoNoNo
HDHome Depot Inc.Sale2015-10-11$1,001 – $15,0007500Large CapConsumer38NormalNoNoNo
VVisa Inc.Sale2015-10-02$1,001 – $15,0007.5500Large CapFinancial Services33NormalNoNoNo
MSFTMicrosoft CorporationPurchase2015-04-11$500,001 – $1,000,00062800Mega CapTechnology37LargeYesYesNo
COSTCostco Wholesale CorpPurchase2015-10-31$500,001 – $1,000,0006.5500Large CapConsumer30LargeNoNoYes
COPConocoPhillipsPurchase2015-03-18$50,001 – $100,0007500Large CapEnergy33Above AverageNoNoNo
MAMastercard Inc.Purchase2015-11-11$1,001 – $15,0007.5500Large CapFinancial Services31NormalNoNoNo
SPYSPDR S&P 500 ETF TrustSale2015-08-07$1,001 – $15,00060ETFETF35NormalNoYesNo
WMTWalmart Inc.Purchase2015-08-29$50,001 – $100,0006.5500Large CapConsumer34Above AverageNoNoNo
VVisa Inc.Purchase2015-12-29$1,001 – $15,0007500Large CapFinancial Services40NormalNoNoYes
WFCWells Fargo & CompanySale2015-06-14$15,001 – $50,0007.5500Large CapFinancial Services43NormalYesNoNo
MSFTMicrosoft CorporationPurchase2015-02-22$1,001 – $15,00062800Mega CapTechnology37NormalNoYesNo
NVDANVIDIA CorporationPurchase2015-11-08$500,001 – $1,000,0006.5500Mega CapTechnology36LargeNoNoNo
CVXChevron CorporationPurchase2015-02-02$15,001 – $50,0007500Large CapEnergy45NormalNoNoNo
SPYSPDR S&P 500 ETF TrustPurchase2015-10-07$15,001 – $50,0007.50ETFETF34NormalNoNoYes
GOOGLAlphabet Inc.Sale2015-07-03$50,001 – $100,00061800Mega CapTechnology30Above AverageNoYesNo
CVXChevron CorporationSale2015-07-08$1,001 – $15,0006.5500Large CapEnergy43NormalNoNoNo
BACBank of America CorpPurchase2015-12-20$15,001 – $50,0007500Large CapFinancial Services40NormalYesNoNo
COPConocoPhillipsPurchase2015-09-23$1,001 – $15,0007.5500Large CapEnergy34NormalNoNoNo
DISWalt Disney CompanySale2015-07-23$1,001 – $15,0006500Large CapConsumer32NormalNoYesYes
VTIVanguard Total Stock Market ETFSale2015-06-16$1,001 – $15,0006.50ETFETF33NormalNoNoNo
UNHUnitedHealth Group Inc.Purchase2015-03-30$250,001 – $500,0007500Large CapConsumer43LargeNoNoNo
XOMExxon Mobil CorporationPurchase2015-10-29$500,001 – $1,000,0007.5500Large CapEnergy37LargeNoNoNo
AAPLApple Inc.Purchase2015-01-07$1,001 – $15,00063200Mega CapTechnology40NormalNoYesNo
CVXChevron CorporationPurchase2016-11-02$1,001 – $15,0007500Large CapEnergy33NormalNoNoNo
MAMastercard Inc.Sale2016-04-16$15,001 – $50,0007.5500Large CapFinancial Services41NormalNoNoNo
ABBVAbbVie Inc.Sale2016-03-07$1,001 – $15,0006500Large CapConsumer36NormalNoYesYes
GOOGLAlphabet Inc.Sale2016-01-16$50,001 – $100,0006.51800Mega CapTechnology31Above AverageYesNoNo
UNHUnitedHealth Group Inc.Purchase2016-07-06$15,001 – $50,0007500Large CapConsumer31NormalNoNoNo
AMZNAmazon.com Inc.Purchase2016-06-03$15,001 – $50,0007.5500Mega CapConsumer35NormalNoNoNo
HDHome Depot Inc.Purchase2016-03-16$1,001 – $15,0006500Large CapConsumer40NormalNoYesNo
JNJJohnson & JohnsonPurchase2016-12-16$100,001 – $250,0006.5500Large CapConsumer45MediumNoNoYes
CVXChevron CorporationSale2016-04-06$50,001 – $100,0007500Large CapEnergy41Above AverageNoNoNo
BACBank of America CorpSale2016-05-16$50,001 – $100,0007.5500Large CapFinancial Services45Above AverageNoNoNo
JPMJPMorgan Chase & Co.Sale2016-11-27$50,001 – $100,0006500Large CapFinancial Services34Above AverageYesYesNo
AMZNAmazon.com Inc.Sale2016-03-15$250,001 – $500,0006.5500Mega CapConsumer42LargeNoNoNo
NVDANVIDIA CorporationSale2016-03-27$1,001 – $15,0007500Mega CapTechnology35NormalNoNoYes
VTIVanguard Total Stock Market ETFPurchase2016-11-27$1,001 – $15,0007.50ETFETF42NormalNoNoNo
PFEPfizer Inc.Sale2016-03-16$50,001 – $100,0006500Large CapConsumer43Above AverageNoYesNo
METAMeta Platforms Inc.Sale2016-08-01$50,001 – $100,0006.5500Mega CapTechnology36Above AverageNoNoNo
GOOGLAlphabet Inc.Sale2016-12-24$15,001 – $50,00071800Mega CapTechnology39NormalNoNoNo
METAMeta Platforms Inc.Purchase2016-01-04$50,001 – $100,0007.5500Mega CapTechnology42Above AverageYesNoYes
JPMJPMorgan Chase & Co.Purchase2016-12-15$15,001 – $50,0006500Large CapFinancial Services45NormalNoYesNo
SPYSPDR S&P 500 ETF TrustPurchase2016-10-25$1,001 – $15,0006.50ETFETF31NormalNoNoNo
COSTCostco Wholesale CorpPurchase2016-11-22$1,001 – $15,0007500Large CapConsumer40NormalNoNoNo
UNHUnitedHealth Group Inc.Purchase2016-01-02$500,001 – $1,000,0007.5500Large CapConsumer41LargeNoNoNo
NVDANVIDIA CorporationSale2016-04-05$100,001 – $250,0006500Mega CapTechnology38MediumNoYesYes
PGProcter & Gamble CompanyPurchase2016-07-10$1,001 – $15,0006.5500Large CapConsumer36NormalNoNoNo
AAPLApple Inc.Sale2016-08-02$15,001 – $50,00073200Mega CapTechnology38NormalYesNoNo
DISWalt Disney CompanySale2016-05-17$1,001 – $15,0007.5500Large CapConsumer35NormalNoNoNo
PGProcter & Gamble CompanySale2016-01-06$1,001 – $15,0006500Large CapConsumer33NormalNoYesNo
VVisa Inc.Purchase2016-01-24$100,001 – $250,0006.5500Large CapFinancial Services30MediumNoNoYes
QQQInvesco QQQ TrustPurchase2016-03-27$250,001 – $500,00070ETFETF34LargeNoNoNo
VTIVanguard Total Stock Market ETFPurchase2016-01-20$100,001 – $250,0007.50ETFETF39MediumNoNoNo
PFEPfizer Inc.Sale2016-02-10$100,001 – $250,0006500Large CapConsumer30MediumNoYesNo
BACBank of America CorpPurchase2016-09-29$1,001 – $15,0006.5500Large CapFinancial Services43NormalYesNoNo
XOMExxon Mobil CorporationSale2016-08-03$50,001 – $100,0007500Large CapEnergy44Above AverageNoNoYes
WFCWells Fargo & CompanySale2016-03-19$50,001 – $100,0007.5500Large CapFinancial Services38Above AverageNoNoNo
XOMExxon Mobil CorporationPurchase2016-10-19$1,001 – $15,0006500Large CapEnergy35NormalNoYesNo
TSLATesla Inc.Sale2016-08-15$1,001 – $15,0006.5500Mega CapConsumer44NormalNoNoNo
VVisa Inc.Purchase2016-07-29$15,001 – $50,0007500Large CapFinancial Services40NormalNoNoNo
VTIVanguard Total Stock Market ETFPurchase2016-05-26$100,001 – $250,0007.50ETFETF38MediumNoNoYes
HDHome Depot Inc.Purchase2016-09-20$1,001 – $15,0006500Large CapConsumer44NormalYesYesNo
TSLATesla Inc.Sale2016-09-18$1,001 – $15,0006.5500Mega CapConsumer41NormalNoNoNo
QQQInvesco QQQ TrustSale2016-07-04$1,001 – $15,00070ETFETF36NormalNoNoNo
QQQInvesco QQQ TrustSale2016-12-22$15,001 – $50,0007.50ETFETF34NormalNoNoNo
AMZNAmazon.com Inc.Purchase2016-07-08$50,001 – $100,0006500Mega CapConsumer31Above AverageNoYesYes
SPYSPDR S&P 500 ETF TrustSale2016-11-05$500,001 – $1,000,0006.50ETFETF44LargeNoNoNo
HDHome Depot Inc.Sale2016-10-22$50,001 – $100,0007500Large CapConsumer44Above AverageNoNoNo
AMZNAmazon.com Inc.Purchase2016-07-04$500,001 – $1,000,0007.5500Mega CapConsumer41LargeYesNoNo
JNJJohnson & JohnsonSale2016-07-12$50,001 – $100,0006500Large CapConsumer41Above AverageNoYesNo
PFEPfizer Inc.Sale2016-11-22$15,001 – $50,0006.5500Large CapConsumer43NormalNoNoYes
PFEPfizer Inc.Sale2016-01-15$15,001 – $50,0007500Large CapConsumer40NormalNoNoNo
PFEPfizer Inc.Purchase2016-08-04$100,001 – $250,0007.5500Large CapConsumer41MediumNoNoNo
SPYSPDR S&P 500 ETF TrustSale2016-07-16$1,001 – $15,00060ETFETF33NormalNoYesNo
COPConocoPhillipsSale2016-11-20$1,001 – $15,0006.5500Large CapEnergy31NormalNoNoNo
ABBVAbbVie Inc.Sale2016-09-25$1,001 – $15,0007500Large CapConsumer43NormalYesNoYes
VVisa Inc.Purchase2016-05-19$1,001 – $15,0007.5500Large CapFinancial Services36NormalNoNoNo
UNHUnitedHealth Group Inc.Purchase2016-08-02$1,001 – $15,0006500Large CapConsumer41NormalNoYesNo
QQQInvesco QQQ TrustPurchase2016-12-27$50,001 – $100,0006.50ETFETF30Above AverageNoNoNo
NVDANVIDIA CorporationPurchase2016-03-24$15,001 – $50,0007500Mega CapTechnology41NormalNoNoNo
WMTWalmart Inc.Sale2016-02-28$50,001 – $100,0007.5500Large CapConsumer45Above AverageNoNoYes
METAMeta Platforms Inc.Sale2016-09-19$100,001 – $250,0006500Mega CapTechnology33MediumNoYesNo
JPMJPMorgan Chase & Co.Purchase2016-07-13$15,001 – $50,0006.5500Large CapFinancial Services44NormalYesNoNo
QQQInvesco QQQ TrustPurchase2016-12-07$50,001 – $100,00070ETFETF39Above AverageNoNoNo
MAMastercard Inc.Purchase2016-11-01$1,001 – $15,0007.5500Large CapFinancial Services37NormalNoNoNo
CVXChevron CorporationSale2016-07-19$50,001 – $100,0006500Large CapEnergy43Above AverageNoYesYes
WMTWalmart Inc.Purchase2016-12-12$1,001 – $15,0006.5500Large CapConsumer36NormalNoNoNo
QQQInvesco QQQ TrustPurchase2016-05-10$15,001 – $50,00070ETFETF37NormalNoNoNo
ABBVAbbVie Inc.Purchase2016-04-09$1,001 – $15,0007.5500Large CapConsumer45NormalNoNoNo
AAPLApple Inc.Purchase2016-07-24$15,001 – $50,00063200Mega CapTechnology38NormalYesYesNo
AMZNAmazon.com Inc.Sale2016-01-16$1,001 – $15,0006.5500Mega CapConsumer40NormalNoNoYes
WMTWalmart Inc.Purchase2016-12-18$1,001 – $15,0007500Large CapConsumer34NormalNoNoNo
TSLATesla Inc.Sale2016-09-22$50,001 – $100,0007.5500Mega CapConsumer44Above AverageNoNoNo
VTIVanguard Total Stock Market ETFPurchase2016-06-15$250,001 – $500,00060ETFETF41LargeNoYesNo
HDHome Depot Inc.Purchase2016-11-21$15,001 – $50,0006.5500Large CapConsumer35NormalNoNoNo
JNJJohnson & JohnsonPurchase2016-03-01$50,001 – $100,0007500Large CapConsumer36Above AverageNoNoYes
JPMJPMorgan Chase & Co.Sale2016-11-02$1,001 – $15,0007.5500Large CapFinancial Services45NormalYesNoNo
AAPLApple Inc.Purchase2016-08-16$15,001 – $50,00063200Mega CapTechnology31NormalNoYesNo
SPYSPDR S&P 500 ETF TrustPurchase2016-08-05$1,001 – $15,0006.50ETFETF33NormalNoNoNo
NVDANVIDIA CorporationSale2016-01-28$1,001 – $15,0007500Mega CapTechnology45NormalNoNoNo
XOMExxon Mobil CorporationPurchase2016-11-03$1,001 – $15,0007.5500Large CapEnergy45NormalNoNoYes
ABBVAbbVie Inc.Purchase2016-02-19$15,001 – $50,0006500Large CapConsumer33NormalNoYesNo
MSFTMicrosoft CorporationPurchase2016-05-24$500,001 – $1,000,0006.52800Mega CapTechnology30LargeNoNoNo
DISWalt Disney CompanyPurchase2016-12-25$1,001 – $15,0007500Large CapConsumer39NormalYesNoNo
TSLATesla Inc.Sale2016-06-08$15,001 – $50,0007.5500Mega CapConsumer32NormalNoNoNo
CVXChevron CorporationPurchase2017-12-08$500,001 – $1,000,0007500Large CapEnergy40LargeNoNoNo
HDHome Depot Inc.Purchase2017-09-24$100,001 – $250,0007.5500Large CapConsumer43MediumNoNoNo
AMZNAmazon.com Inc.Sale2017-12-02$100,001 – $250,0006500Mega CapConsumer40MediumNoYesNo
JPMJPMorgan Chase & Co.Sale2017-11-23$50,001 – $100,0006.5500Large CapFinancial Services33Above AverageNoNoNo
UNHUnitedHealth Group Inc.Sale2017-09-02$500,001 – $1,000,0007500Large CapConsumer35LargeYesNoYes
DISWalt Disney CompanyPurchase2017-09-22$100,001 – $250,0007.5500Large CapConsumer45MediumNoNoNo
ABBVAbbVie Inc.Purchase2017-10-02$1,001 – $15,0006500Large CapConsumer40NormalNoYesNo
HDHome Depot Inc.Purchase2017-01-21$1,001 – $15,0006.5500Large CapConsumer32NormalNoNoNo
PFEPfizer Inc.Purchase2017-01-30$1,001 – $15,0007500Large CapConsumer45NormalNoNoNo
JNJJohnson & JohnsonPurchase2017-07-29$15,001 – $50,0007.5500Large CapConsumer40NormalNoNoYes
JNJJohnson & JohnsonPurchase2017-10-04$1,001 – $15,0006500Large CapConsumer45NormalNoYesNo
MSFTMicrosoft CorporationSale2017-07-25$1,001 – $15,0006.52800Mega CapTechnology42NormalYesNoNo
DISWalt Disney CompanyPurchase2017-07-25$15,001 – $50,0007500Large CapConsumer44NormalNoNoNo
DISWalt Disney CompanySale2017-08-31$1,001 – $15,0007.5500Large CapConsumer36NormalNoNoNo
COPConocoPhillipsSale2017-06-05$50,001 – $100,0006500Large CapEnergy40Above AverageNoYesYes
ABBVAbbVie Inc.Purchase2017-01-21$1,001 – $15,0006.5500Large CapConsumer42NormalNoNoNo
MSFTMicrosoft CorporationPurchase2017-05-12$50,001 – $100,00072800Mega CapTechnology34Above AverageNoNoNo
ABBVAbbVie Inc.Purchase2017-11-13$250,001 – $500,0007.5500Large CapConsumer35LargeNoNoNo
DISWalt Disney CompanyPurchase2017-06-02$1,001 – $15,0006500Large CapConsumer37NormalYesYesNo
DISWalt Disney CompanyPurchase2017-02-20$1,001 – $15,0006.5500Large CapConsumer35NormalNoNoYes
DISWalt Disney CompanyPurchase2017-04-30$1,001 – $15,0007500Large CapConsumer43NormalNoNoNo
SPYSPDR S&P 500 ETF TrustSale2017-03-25$500,001 – $1,000,0007.50ETFETF35LargeNoNoNo
DISWalt Disney CompanyPurchase2017-12-10$100,001 – $250,0006500Large CapConsumer37MediumNoYesNo
NVDANVIDIA CorporationPurchase2017-11-24$1,001 – $15,0006.5500Mega CapTechnology32NormalNoNoNo
AAPLApple Inc.Sale2017-10-10$15,001 – $50,00073200Mega CapTechnology44NormalNoNoYes
QQQInvesco QQQ TrustPurchase2017-07-22$15,001 – $50,0007.50ETFETF31NormalYesNoNo
COPConocoPhillipsPurchase2017-10-24$1,001 – $15,0006500Large CapEnergy32NormalNoYesNo
WFCWells Fargo & CompanyPurchase2017-11-07$1,001 – $15,0006.5500Large CapFinancial Services38NormalNoNoNo
MAMastercard Inc.Purchase2017-05-18$15,001 – $50,0007500Large CapFinancial Services40NormalNoNoNo
BACBank of America CorpPurchase2017-09-05$1,000,001 – $5,000,0007.5500Large CapFinancial Services31Very LargeNoNoYes
METAMeta Platforms Inc.Sale2017-09-23$100,001 – $250,0006500Mega CapTechnology32MediumNoYesNo
KOCoca-Cola CompanyPurchase2017-11-10$15,001 – $50,0006.5500Large CapConsumer37NormalNoNoNo
KOCoca-Cola CompanyPurchase2017-06-02$1,001 – $15,0007500Large CapConsumer34NormalYesNoNo
QQQInvesco QQQ TrustPurchase2017-12-04$15,001 – $50,0007.50ETFETF45NormalNoNoNo
BACBank of America CorpPurchase2017-04-24$1,001 – $15,0006500Large CapFinancial Services44NormalNoYesYes
DISWalt Disney CompanyPurchase2017-10-26$50,001 – $100,0006.5500Large CapConsumer36Above AverageNoNoNo
GOOGLAlphabet Inc.Sale2017-07-01$250,001 – $500,00071800Mega CapTechnology43LargeNoNoNo
AAPLApple Inc.Purchase2017-08-13$15,001 – $50,0007.53200Mega CapTechnology34NormalNoNoNo
WMTWalmart Inc.Purchase2017-12-18$100,001 – $250,0006500Large CapConsumer37MediumNoYesNo
NVDANVIDIA CorporationSale2017-02-22$100,001 – $250,0006.5500Mega CapTechnology40MediumYesNoYes
ABBVAbbVie Inc.Sale2017-05-16$15,001 – $50,0007500Large CapConsumer31NormalNoNoNo
JPMJPMorgan Chase & Co.Sale2017-11-09$250,001 – $500,0007.5500Large CapFinancial Services36LargeNoNoNo
METAMeta Platforms Inc.Purchase2017-12-15$100,001 – $250,0006500Mega CapTechnology38MediumNoYesNo
COPConocoPhillipsSale2017-09-28$50,001 – $100,0006.5500Large CapEnergy34Above AverageNoNoNo
AAPLApple Inc.Purchase2017-10-23$1,001 – $15,00073200Mega CapTechnology45NormalNoNoYes
QQQInvesco QQQ TrustPurchase2017-03-16$15,001 – $50,0007.50ETFETF44NormalNoNoNo
PFEPfizer Inc.Sale2017-08-02$1,001 – $15,0006500Large CapConsumer40NormalYesYesNo
TSLATesla Inc.Sale2017-04-21$1,001 – $15,0006.5500Mega CapConsumer41NormalNoNoNo
NVDANVIDIA CorporationPurchase2017-02-07$15,001 – $50,0007500Mega CapTechnology34NormalNoNoNo
DISWalt Disney CompanySale2017-08-06$1,001 – $15,0007.5500Large CapConsumer34NormalNoNoYes
MAMastercard Inc.Purchase2017-05-25$1,001 – $15,0006500Large CapFinancial Services32NormalNoYesNo
QQQInvesco QQQ TrustPurchase2017-05-23$100,001 – $250,0006.50ETFETF30MediumNoNoNo
MSFTMicrosoft CorporationSale2017-04-10$50,001 – $100,00072800Mega CapTechnology35Above AverageNoNoNo
SPYSPDR S&P 500 ETF TrustSale2017-02-23$1,001 – $15,0007.50ETFETF38NormalYesNoNo
QQQInvesco QQQ TrustPurchase2017-02-21$15,001 – $50,00060ETFETF30NormalNoYesYes
BACBank of America CorpPurchase2017-10-22$100,001 – $250,0006.5500Large CapFinancial Services43MediumNoNoNo
WFCWells Fargo & CompanyPurchase2017-10-11$1,001 – $15,0007500Large CapFinancial Services41NormalNoNoNo
JPMJPMorgan Chase & Co.Purchase2017-11-16$15,001 – $50,0007.5500Large CapFinancial Services41NormalNoNoNo
COSTCostco Wholesale CorpPurchase2017-02-28$15,001 – $50,0006500Large CapConsumer45NormalNoYesNo
DISWalt Disney CompanyPurchase2017-02-04$1,001 – $15,0006.5500Large CapConsumer30NormalNoNoYes
KOCoca-Cola CompanySale2017-10-31$1,001 – $15,0007500Large CapConsumer32NormalYesNoNo
VVisa Inc.Purchase2017-08-20$1,001 – $15,0007.5500Large CapFinancial Services37NormalNoNoNo
WMTWalmart Inc.Purchase2017-04-26$1,001 – $15,0006500Large CapConsumer30NormalNoYesNo
UNHUnitedHealth Group Inc.Purchase2017-01-02$1,001 – $15,0006.5500Large CapConsumer33NormalNoNoNo
PGProcter & Gamble CompanySale2017-03-16$250,001 – $500,0007500Large CapConsumer31LargeNoNoYes
WFCWells Fargo & CompanyPurchase2017-04-12$1,001 – $15,0007.5500Large CapFinancial Services31NormalNoNoNo
CVXChevron CorporationPurchase2017-04-07$1,001 – $15,0006500Large CapEnergy44NormalNoYesNo
DISWalt Disney CompanyPurchase2017-01-30$1,001 – $15,0006.5500Large CapConsumer39NormalYesNoNo
CVXChevron CorporationPurchase2017-01-31$15,001 – $50,0007500Large CapEnergy38NormalNoNoNo
XOMExxon Mobil CorporationPurchase2017-01-28$250,001 – $500,0007.5500Large CapEnergy32LargeNoNoYes
HDHome Depot Inc.Purchase2017-03-02$1,001 – $15,0006500Large CapConsumer43NormalNoYesNo
GOOGLAlphabet Inc.Purchase2017-10-12$15,001 – $50,0006.51800Mega CapTechnology45NormalNoNoNo
GOOGLAlphabet Inc.Purchase2017-02-10$15,001 – $50,00071800Mega CapTechnology44NormalNoNoNo
DISWalt Disney CompanyPurchase2017-05-28$15,001 – $50,0007.5500Large CapConsumer37NormalNoNoNo
JPMJPMorgan Chase & Co.Purchase2017-09-29$1,001 – $15,0006500Large CapFinancial Services32NormalYesYesYes
AMZNAmazon.com Inc.Purchase2017-01-02$50,001 – $100,0006.5500Mega CapConsumer39Above AverageNoNoNo
AAPLApple Inc.Purchase2017-05-05$1,001 – $15,00073200Mega CapTechnology45NormalNoNoNo
JNJJohnson & JohnsonSale2017-12-22$50,001 – $100,0007.5500Large CapConsumer44Above AverageNoNoNo
DISWalt Disney CompanyPurchase2017-11-05$1,001 – $15,0006500Large CapConsumer35NormalNoYesNo
MAMastercard Inc.Sale2017-02-08$100,001 – $250,0006.5500Large CapFinancial Services37MediumNoNoYes
UNHUnitedHealth Group Inc.Purchase2018-11-25$1,001 – $15,0006.5500Large CapConsumer31NormalNoNoNo
PGProcter & Gamble CompanySale2018-09-09$1,001 – $15,0007500Large CapConsumer43NormalYesNoNo
QQQInvesco QQQ TrustPurchase2018-04-17$1,001 – $15,0007.50ETFETF39NormalNoNoNo
JPMJPMorgan Chase & Co.Purchase2018-04-23$100,001 – $250,0006500Large CapFinancial Services42MediumNoYesYes
KOCoca-Cola CompanySale2018-11-19$1,001 – $15,0006.5500Large CapConsumer38NormalNoNoNo
JNJJohnson & JohnsonSale2018-04-07$1,001 – $15,0007500Large CapConsumer31NormalNoNoNo
COSTCostco Wholesale CorpSale2018-02-01$250,001 – $500,0007.5500Large CapConsumer32LargeNoNoNo
JNJJohnson & JohnsonPurchase2018-01-26$1,001 – $15,0006500Large CapConsumer33NormalNoYesNo
TSLATesla Inc.Sale2018-10-24$100,001 – $250,0006.5500Mega CapConsumer38MediumYesNoYes
BACBank of America CorpPurchase2018-07-20$1,001 – $15,0007500Large CapFinancial Services30NormalNoNoNo
QQQInvesco QQQ TrustSale2018-06-06$15,001 – $50,0007.50ETFETF41NormalNoNoNo
ABBVAbbVie Inc.Purchase2018-09-26$1,001 – $15,0006500Large CapConsumer44NormalNoYesNo
UNHUnitedHealth Group Inc.Purchase2018-11-19$15,001 – $50,0006.5500Large CapConsumer37NormalNoNoNo
QQQInvesco QQQ TrustSale2018-10-01$1,001 – $15,00070ETFETF32NormalNoNoYes
HDHome Depot Inc.Sale2018-04-05$50,001 – $100,0007.5500Large CapConsumer32Above AverageNoNoNo
WMTWalmart Inc.Purchase2018-12-26$1,001 – $15,0006500Large CapConsumer33NormalYesYesNo
WMTWalmart Inc.Purchase2018-04-17$1,001 – $15,0006.5500Large CapConsumer30NormalNoNoNo
XOMExxon Mobil CorporationPurchase2018-03-07$15,001 – $50,0007500Large CapEnergy35NormalNoNoNo
WFCWells Fargo & CompanySale2018-08-31$50,001 – $100,0007.5500Large CapFinancial Services35Above AverageNoNoYes
MAMastercard Inc.Purchase2018-02-18$50,001 – $100,0006500Large CapFinancial Services31Above AverageNoYesNo
UNHUnitedHealth Group Inc.Purchase2018-06-01$15,001 – $50,0006.5500Large CapConsumer35NormalNoNoNo
PFEPfizer Inc.Purchase2018-07-07$1,001 – $15,0007500Large CapConsumer44NormalNoNoNo
ABBVAbbVie Inc.Sale2018-10-26$1,001 – $15,0007.5500Large CapConsumer30NormalYesNoNo
DISWalt Disney CompanyPurchase2018-11-21$50,001 – $100,0006500Large CapConsumer41Above AverageNoYesYes
TSLATesla Inc.Sale2018-11-25$1,001 – $15,0006.5500Mega CapConsumer30NormalNoNoNo
UNHUnitedHealth Group Inc.Purchase2018-02-13$100,001 – $250,0007500Large CapConsumer33MediumNoNoNo
WFCWells Fargo & CompanyPurchase2018-01-26$1,001 – $15,0007.5500Large CapFinancial Services36NormalNoNoNo
UNHUnitedHealth Group Inc.Sale2018-04-01$100,001 – $250,0006500Large CapConsumer38MediumNoYesNo
KOCoca-Cola CompanyPurchase2018-06-03$100,001 – $250,0006.5500Large CapConsumer37MediumNoNoYes
QQQInvesco QQQ TrustPurchase2018-07-15$1,001 – $15,00070ETFETF34NormalYesNoNo
MAMastercard Inc.Purchase2018-02-25$1,001 – $15,0007.5500Large CapFinancial Services37NormalNoNoNo
PFEPfizer Inc.Purchase2018-12-05$250,001 – $500,0006500Large CapConsumer43LargeNoYesNo
PGProcter & Gamble CompanySale2018-04-09$50,001 – $100,0006.5500Large CapConsumer37Above AverageNoNoNo
VVisa Inc.Sale2018-03-20$15,001 – $50,0007500Large CapFinancial Services43NormalNoNoYes
AAPLApple Inc.Sale2018-11-26$1,001 – $15,0007.53200Mega CapTechnology38NormalNoNoNo
PFEPfizer Inc.Purchase2018-05-15$1,001 – $15,0006500Large CapConsumer41NormalNoYesNo
QQQInvesco QQQ TrustPurchase2018-07-29$100,001 – $250,0006.50ETFETF41MediumYesNoNo
XOMExxon Mobil CorporationPurchase2018-06-12$1,001 – $15,0007500Large CapEnergy43NormalNoNoNo
WFCWells Fargo & CompanySale2018-04-11$1,001 – $15,0007.5500Large CapFinancial Services45NormalNoNoYes
PFEPfizer Inc.Purchase2018-11-23$1,001 – $15,0006500Large CapConsumer35NormalNoYesNo
BACBank of America CorpSale2018-07-22$50,001 – $100,0006.5500Large CapFinancial Services42Above AverageNoNoNo
KOCoca-Cola CompanyPurchase2018-05-08$250,001 – $500,0007500Large CapConsumer41LargeNoNoNo
NVDANVIDIA CorporationSale2018-10-18$100,001 – $250,0007.5500Mega CapTechnology35MediumNoNoNo
AAPLApple Inc.Sale2018-11-25$100,001 – $250,00063200Mega CapTechnology30MediumYesYesYes
WMTWalmart Inc.Purchase2018-11-20$15,001 – $50,0006.5500Large CapConsumer40NormalNoNoNo
ABBVAbbVie Inc.Sale2018-06-24$1,001 – $15,0007500Large CapConsumer41NormalNoNoNo
METAMeta Platforms Inc.Sale2018-05-30$15,001 – $50,0007.5500Mega CapTechnology41NormalNoNoNo
GOOGLAlphabet Inc.Purchase2018-04-14$50,001 – $100,00061800Mega CapTechnology31Above AverageNoYesNo
BACBank of America CorpSale2018-05-18$1,001 – $15,0006.5500Large CapFinancial Services38NormalNoNoYes
ABBVAbbVie Inc.Sale2018-11-28$1,001 – $15,0007500Large CapConsumer38NormalNoNoNo
PGProcter & Gamble CompanyPurchase2018-02-21$15,001 – $50,0007.5500Large CapConsumer38NormalYesNoNo
VVisa Inc.Purchase2018-05-26$1,001 – $15,0006500Large CapFinancial Services35NormalNoYesNo
GOOGLAlphabet Inc.Purchase2018-01-11$50,001 – $100,0006.51800Mega CapTechnology43Above AverageNoNoNo
WMTWalmart Inc.Purchase2018-12-08$1,001 – $15,0007500Large CapConsumer38NormalNoNoYes
UNHUnitedHealth Group Inc.Purchase2018-05-16$250,001 – $500,0007.5500Large CapConsumer45LargeNoNoNo
WMTWalmart Inc.Purchase2018-03-02$1,001 – $15,0006500Large CapConsumer44NormalNoYesNo
PGProcter & Gamble CompanySale2018-07-28$50,001 – $100,0006.5500Large CapConsumer31Above AverageNoNoNo
WMTWalmart Inc.Sale2018-12-28$50,001 – $100,0007500Large CapConsumer31Above AverageYesNoNo
WMTWalmart Inc.Purchase2018-03-14$15,001 – $50,0007.5500Large CapConsumer36NormalNoNoYes
BACBank of America CorpSale2018-03-10$1,000,001 – $5,000,0006500Large CapFinancial Services39Very LargeNoYesNo
UNHUnitedHealth Group Inc.Purchase2018-12-16$50,001 – $100,0006.5500Large CapConsumer42Above AverageNoNoNo
QQQInvesco QQQ TrustSale2018-01-12$1,001 – $15,00070ETFETF36NormalNoNoNo
QQQInvesco QQQ TrustPurchase2018-12-26$15,001 – $50,0007.50ETFETF34NormalNoNoNo
COSTCostco Wholesale CorpSale2018-12-11$1,001 – $15,0006500Large CapConsumer33NormalNoYesYes
TSLATesla Inc.Purchase2018-01-31$1,001 – $15,0006.5500Mega CapConsumer39NormalYesNoNo
COPConocoPhillipsSale2018-12-03$50,001 – $100,0007500Large CapEnergy40Above AverageNoNoNo
MSFTMicrosoft CorporationPurchase2018-02-21$1,001 – $15,0007.52800Mega CapTechnology35NormalNoNoNo
GSGoldman Sachs Group Inc.Purchase2018-05-02$15,001 – $50,0006500Large CapFinancial Services31NormalNoYesNo
COPConocoPhillipsPurchase2018-09-21$50,001 – $100,0006.5500Large CapEnergy34Above AverageNoNoYes
JNJJohnson & JohnsonPurchase2018-08-20$15,001 – $50,0007500Large CapConsumer42NormalNoNoNo
MAMastercard Inc.Purchase2018-02-15$50,001 – $100,0007.5500Large CapFinancial Services31Above AverageNoNoNo
CVXChevron CorporationSale2018-10-30$15,001 – $50,0006500Large CapEnergy41NormalYesYesNo
WFCWells Fargo & CompanySale2018-08-05$100,001 – $250,0006.5500Large CapFinancial Services43MediumNoNoNo
KOCoca-Cola CompanyPurchase2018-06-17$1,001 – $15,0007500Large CapConsumer42NormalNoNoYes
UNHUnitedHealth Group Inc.Purchase2018-09-10$1,001 – $15,0007.5500Large CapConsumer39NormalNoNoNo
MAMastercard Inc.Sale2018-03-27$50,001 – $100,0006500Large CapFinancial Services38Above AverageNoYesNo
ABBVAbbVie Inc.Purchase2018-07-13$1,001 – $15,0006.5500Large CapConsumer33NormalNoNoNo
TSLATesla Inc.Sale2018-11-15$1,001 – $15,0007500Mega CapConsumer36NormalNoNoNo
CVXChevron CorporationPurchase2018-12-06$15,001 – $50,0007.5500Large CapEnergy37NormalYesNoYes
NVDANVIDIA CorporationSale2018-08-02$15,001 – $50,0006500Mega CapTechnology43NormalNoYesNo
KOCoca-Cola CompanySale2019-06-24$1,001 – $15,0007.5500Large CapConsumer37NormalNoNoNo
AMZNAmazon.com Inc.Sale2019-12-05$15,001 – $50,0006500Mega CapConsumer38NormalNoYesNo
UNHUnitedHealth Group Inc.Sale2019-08-19$50,001 – $100,0006.5500Large CapConsumer40Above AverageNoNoNo
METAMeta Platforms Inc.Sale2019-05-22$1,001 – $15,0007500Mega CapTechnology35NormalNoNoYes
TSLATesla Inc.Sale2019-08-27$100,001 – $250,0007.5500Mega CapConsumer43MediumNoNoNo
COSTCostco Wholesale CorpSale2019-02-13$1,001 – $15,0006500Large CapConsumer30NormalNoYesNo
XOMExxon Mobil CorporationSale2019-01-21$1,001 – $15,0006.5500Large CapEnergy42NormalYesNoNo
AMZNAmazon.com Inc.Sale2019-04-01$15,001 – $50,0007500Mega CapConsumer42NormalNoNoNo
COSTCostco Wholesale CorpSale2019-05-24$50,001 – $100,0007.5500Large CapConsumer42Above AverageNoNoYes
TSLATesla Inc.Purchase2019-11-09$250,001 – $500,0006500Mega CapConsumer42LargeNoYesNo
QQQInvesco QQQ TrustPurchase2019-06-04$250,001 – $500,0006.50ETFETF33LargeNoNoNo
PGProcter & Gamble CompanyPurchase2019-07-21$15,001 – $50,0007500Large CapConsumer32NormalNoNoNo
BACBank of America CorpPurchase2019-07-06$100,001 – $250,0007.5500Large CapFinancial Services43MediumNoNoNo
NVDANVIDIA CorporationSale2019-01-12$50,001 – $100,0006500Mega CapTechnology39Above AverageYesYesYes
COPConocoPhillipsPurchase2019-09-15$1,001 – $15,0006.5500Large CapEnergy37NormalNoNoNo
KOCoca-Cola CompanyPurchase2019-05-12$50,001 – $100,0007500Large CapConsumer39Above AverageNoNoNo
PGProcter & Gamble CompanyPurchase2019-12-25$15,001 – $50,0007.5500Large CapConsumer36NormalNoNoNo
TSLATesla Inc.Sale2019-08-05$15,001 – $50,0006500Mega CapConsumer38NormalNoYesNo
ABBVAbbVie Inc.Purchase2019-01-20$100,001 – $250,0006.5500Large CapConsumer33MediumNoNoYes
JPMJPMorgan Chase & Co.Purchase2019-12-12$1,001 – $15,0007500Large CapFinancial Services34NormalNoNoNo
COSTCostco Wholesale CorpSale2019-12-19$15,001 – $50,0007.5500Large CapConsumer42NormalYesNoNo
QQQInvesco QQQ TrustPurchase2019-06-23$1,001 – $15,00060ETFETF34NormalNoYesNo
JPMJPMorgan Chase & Co.Sale2019-08-21$1,001 – $15,0006.5500Large CapFinancial Services30NormalNoNoNo
AAPLApple Inc.Purchase2019-12-13$1,001 – $15,00073200Mega CapTechnology41NormalNoNoYes
MAMastercard Inc.Purchase2019-09-01$1,001 – $15,0007.5500Large CapFinancial Services41NormalNoNoNo
PGProcter & Gamble CompanyPurchase2019-12-16$15,001 – $50,0006500Large CapConsumer42NormalNoYesNo
VVisa Inc.Purchase2019-10-30$15,001 – $50,0006.5500Large CapFinancial Services43NormalNoNoNo
JNJJohnson & JohnsonSale2019-11-09$250,001 – $500,0007500Large CapConsumer36LargeYesNoNo
QQQInvesco QQQ TrustSale2019-05-02$15,001 – $50,0007.50ETFETF30NormalNoNoYes
ABBVAbbVie Inc.Purchase2019-12-13$15,001 – $50,0006500Large CapConsumer37NormalNoYesNo
SPYSPDR S&P 500 ETF TrustSale2019-07-17$250,001 – $500,0006.50ETFETF35LargeNoNoNo
METAMeta Platforms Inc.Purchase2019-07-05$1,001 – $15,0007500Mega CapTechnology36NormalNoNoNo
PFEPfizer Inc.Purchase2019-01-15$1,001 – $15,0007.5500Large CapConsumer31NormalNoNoNo
AMZNAmazon.com Inc.Purchase2019-02-10$1,001 – $15,0006500Mega CapConsumer30NormalNoYesYes
AMZNAmazon.com Inc.Purchase2019-02-03$1,001 – $15,0006.5500Mega CapConsumer44NormalYesNoNo
VVisa Inc.Sale2019-01-26$15,001 – $50,0007500Large CapFinancial Services31NormalNoNoNo
AAPLApple Inc.Purchase2019-11-07$100,001 – $250,0007.53200Mega CapTechnology37MediumNoNoNo
JPMJPMorgan Chase & Co.Purchase2019-10-30$100,001 – $250,0006500Large CapFinancial Services37MediumNoYesNo
BACBank of America CorpPurchase2019-01-09$100,001 – $250,0006.5500Large CapFinancial Services31MediumNoNoYes
ABBVAbbVie Inc.Sale2019-08-04$15,001 – $50,0007500Large CapConsumer40NormalNoNoNo
CVXChevron CorporationPurchase2019-09-21$1,001 – $15,0007.5500Large CapEnergy43NormalNoNoNo
DISWalt Disney CompanyPurchase2019-04-03$50,001 – $100,0006500Large CapConsumer31Above AverageYesYesNo
METAMeta Platforms Inc.Purchase2019-03-20$1,001 – $15,0006.5500Mega CapTechnology32NormalNoNoNo
BACBank of America CorpPurchase2019-11-09$1,001 – $15,0007500Large CapFinancial Services45NormalNoNoYes
TSLATesla Inc.Sale2019-07-26$15,001 – $50,0007.5500Mega CapConsumer38NormalNoNoNo
GSGoldman Sachs Group Inc.Sale2019-06-14$1,001 – $15,0006500Large CapFinancial Services37NormalNoYesNo
ABBVAbbVie Inc.Sale2019-06-13$250,001 – $500,0006.5500Large CapConsumer35LargeNoNoNo
XOMExxon Mobil CorporationPurchase2019-01-06$50,001 – $100,0007500Large CapEnergy43Above AverageNoNoNo
MSFTMicrosoft CorporationPurchase2019-07-04$1,001 – $15,0007.52800Mega CapTechnology43NormalYesNoYes
VVisa Inc.Sale2019-05-21$250,001 – $500,0006500Large CapFinancial Services31LargeNoYesNo
MSFTMicrosoft CorporationSale2019-12-24$1,001 – $15,0006.52800Mega CapTechnology44NormalNoNoNo
JPMJPMorgan Chase & Co.Purchase2019-02-06$1,001 – $15,0007500Large CapFinancial Services36NormalNoNoNo
PGProcter & Gamble CompanySale2019-04-08$1,001 – $15,0007.5500Large CapConsumer30NormalNoNoNo
WFCWells Fargo & CompanySale2019-02-09$50,001 – $100,0006500Large CapFinancial Services35Above AverageNoYesYes
PGProcter & Gamble CompanySale2019-09-26$500,001 – $1,000,0006.5500Large CapConsumer38LargeNoNoNo
PGProcter & Gamble CompanyPurchase2019-10-23$100,001 – $250,0007500Large CapConsumer35MediumYesNoNo
JPMJPMorgan Chase & Co.Purchase2019-06-28$50,001 – $100,0007.5500Large CapFinancial Services38Above AverageNoNoNo
VTIVanguard Total Stock Market ETFPurchase2019-08-10$15,001 – $50,00060ETFETF39NormalNoYesNo
ABBVAbbVie Inc.Purchase2019-12-15$50,001 – $100,0006.5500Large CapConsumer32Above AverageNoNoYes
HDHome Depot Inc.Purchase2019-12-07$15,001 – $50,0007500Large CapConsumer40NormalNoNoNo
WFCWells Fargo & CompanySale2019-02-05$15,001 – $50,0007.5500Large CapFinancial Services44NormalNoNoNo
HDHome Depot Inc.Sale2019-11-30$1,001 – $15,0006500Large CapConsumer41NormalNoYesNo
PGProcter & Gamble CompanySale2019-08-26$15,001 – $50,0006.5500Large CapConsumer34NormalYesNoNo
GOOGLAlphabet Inc.Purchase2019-12-02$250,001 – $500,00071800Mega CapTechnology34LargeNoNoYes
COPConocoPhillipsPurchase2019-04-16$100,001 – $250,0007.5500Large CapEnergy43MediumNoNoNo
QQQInvesco QQQ TrustSale2019-11-14$250,001 – $500,00060ETFETF32LargeNoYesNo
KOCoca-Cola CompanyPurchase2019-11-29$50,001 – $100,0006.5500Large CapConsumer39Above AverageNoNoNo
NVDANVIDIA CorporationPurchase2019-05-31$100,001 – $250,0007500Mega CapTechnology34MediumNoNoNo
COSTCostco Wholesale CorpSale2019-10-26$1,001 – $15,0007.5500Large CapConsumer32NormalNoNoYes
QQQInvesco QQQ TrustPurchase2019-12-23$1,001 – $15,00060ETFETF41NormalYesYesNo
AMZNAmazon.com Inc.Sale2019-03-15$1,001 – $15,0006.5500Mega CapConsumer34NormalNoNoNo
NVDANVIDIA CorporationPurchase2019-04-25$100,001 – $250,0007500Mega CapTechnology41MediumNoNoNo
METAMeta Platforms Inc.Purchase2019-07-21$250,001 – $500,0007.5500Mega CapTechnology41LargeNoNoNo
GOOGLAlphabet Inc.Purchase2019-08-15$1,001 – $15,00061800Mega CapTechnology41NormalNoYesYes
JPMJPMorgan Chase & Co.Purchase2019-08-28$15,001 – $50,0006.5500Large CapFinancial Services35NormalNoNoNo
GOOGLAlphabet Inc.Sale2019-10-11$1,001 – $15,00071800Mega CapTechnology43NormalNoNoNo
AAPLApple Inc.Purchase2019-01-29$50,001 – $100,0007.53200Mega CapTechnology37Above AverageYesNoNo
DISWalt Disney CompanyPurchase2019-06-04$15,001 – $50,0006500Large CapConsumer31NormalNoYesNo
PGProcter & Gamble CompanyPurchase2020-03-26$15,001 – $50,0007.5500Large CapConsumer39NormalYesNoNo
GOOGLAlphabet Inc.Purchase2020-05-17$15,001 – $50,00061800Mega CapTechnology44NormalNoYesNo
NVDANVIDIA CorporationSale2020-03-01$50,001 – $100,0006.5500Mega CapTechnology38Above AverageNoNoNo
WMTWalmart Inc.Purchase2020-11-18$15,001 – $50,0007500Large CapConsumer39NormalNoNoNo
WMTWalmart Inc.Sale2020-07-26$15,001 – $50,0007.5500Large CapConsumer34NormalNoNoYes
NVDANVIDIA CorporationPurchase2020-03-08$15,001 – $50,0006500Mega CapTechnology32NormalNoYesNo
JPMJPMorgan Chase & Co.Purchase2020-10-10$1,001 – $15,0006.5500Large CapFinancial Services35NormalNoNoNo
MSFTMicrosoft CorporationPurchase2020-10-30$1,000,001 – $5,000,00072800Mega CapTechnology42Very LargeYesNoNo
UNHUnitedHealth Group Inc.Sale2020-01-25$50,001 – $100,0007.5500Large CapConsumer31Above AverageNoNoNo
VTIVanguard Total Stock Market ETFPurchase2020-12-21$15,001 – $50,00060ETFETF32NormalNoYesYes
SPYSPDR S&P 500 ETF TrustPurchase2020-02-29$50,001 – $100,0006.50ETFETF30Above AverageNoNoNo
MAMastercard Inc.Sale2020-08-18$50,001 – $100,0007500Large CapFinancial Services30Above AverageNoNoNo
WMTWalmart Inc.Purchase2020-08-16$15,001 – $50,0007.5500Large CapConsumer33NormalNoNoNo
ABBVAbbVie Inc.Purchase2020-02-26$1,001 – $15,0006500Large CapConsumer31NormalNoYesNo
KOCoca-Cola CompanyPurchase2020-10-11$50,001 – $100,0006.5500Large CapConsumer43Above AverageYesNoYes
JPMJPMorgan Chase & Co.Purchase2020-10-08$100,001 – $250,0007500Large CapFinancial Services35MediumNoNoNo
JNJJohnson & JohnsonPurchase2020-07-05$1,001 – $15,0007.5500Large CapConsumer30NormalNoNoNo
BACBank of America CorpPurchase2020-06-24$15,001 – $50,0006500Large CapFinancial Services42NormalNoYesNo
JNJJohnson & JohnsonPurchase2020-06-16$250,001 – $500,0006.5500Large CapConsumer32LargeNoNoNo
CVXChevron CorporationSale2020-02-04$50,001 – $100,0007500Large CapEnergy42Above AverageNoNoYes
METAMeta Platforms Inc.Sale2020-11-23$1,001 – $15,0007.5500Mega CapTechnology33NormalNoNoNo
PGProcter & Gamble CompanySale2020-10-01$1,001 – $15,0006500Large CapConsumer37NormalYesYesNo
VVisa Inc.Purchase2020-09-21$15,001 – $50,0006.5500Large CapFinancial Services30NormalNoNoNo
JNJJohnson & JohnsonPurchase2020-02-18$1,001 – $15,0007500Large CapConsumer32NormalNoNoNo
METAMeta Platforms Inc.Sale2020-08-04$15,001 – $50,0007.5500Mega CapTechnology32NormalNoNoYes
QQQInvesco QQQ TrustPurchase2020-12-11$1,001 – $15,00060ETFETF34NormalNoYesNo
TSLATesla Inc.Sale2020-06-27$1,001 – $15,0006.5500Mega CapConsumer37NormalNoNoNo
WMTWalmart Inc.Purchase2020-09-25$15,001 – $50,0007500Large CapConsumer44NormalNoNoNo
CVXChevron CorporationSale2020-12-09$1,001 – $15,0007.5500Large CapEnergy37NormalYesNoNo
COSTCostco Wholesale CorpSale2020-06-07$1,001 – $15,0006500Large CapConsumer40NormalNoYesYes
BACBank of America CorpPurchase2020-10-04$15,001 – $50,0006.5500Large CapFinancial Services32NormalNoNoNo
XOMExxon Mobil CorporationSale2020-04-02$50,001 – $100,0007500Large CapEnergy37Above AverageNoNoNo
GOOGLAlphabet Inc.Sale2020-03-17$15,001 – $50,0007.51800Mega CapTechnology40NormalNoNoNo
COPConocoPhillipsPurchase2020-04-13$500,001 – $1,000,0006500Large CapEnergy32LargeNoYesNo
WMTWalmart Inc.Purchase2020-03-30$1,001 – $15,0006.5500Large CapConsumer31NormalNoNoYes
TSLATesla Inc.Purchase2020-11-28$1,001 – $15,0007500Mega CapConsumer34NormalYesNoNo
KOCoca-Cola CompanyPurchase2020-06-08$1,001 – $15,0007.5500Large CapConsumer37NormalNoNoNo
GSGoldman Sachs Group Inc.Purchase2020-03-22$50,001 – $100,0006500Large CapFinancial Services35Above AverageNoYesNo
COSTCostco Wholesale CorpSale2020-06-09$15,001 – $50,0006.5500Large CapConsumer42NormalNoNoNo
VVisa Inc.Purchase2020-11-12$15,001 – $50,0007500Large CapFinancial Services31NormalNoNoYes
WMTWalmart Inc.Purchase2020-11-19$100,001 – $250,0007.5500Large CapConsumer45MediumNoNoNo
MAMastercard Inc.Purchase2020-03-21$15,001 – $50,0006500Large CapFinancial Services30NormalNoYesNo
DISWalt Disney CompanySale2020-06-06$15,001 – $50,0006.5500Large CapConsumer43NormalYesNoNo
UNHUnitedHealth Group Inc.Purchase2020-05-01$15,001 – $50,0007500Large CapConsumer40NormalNoNoNo
KOCoca-Cola CompanyPurchase2020-12-24$50,001 – $100,0007.5500Large CapConsumer39Above AverageNoNoYes
JNJJohnson & JohnsonSale2020-01-14$1,001 – $15,0006500Large CapConsumer41NormalNoYesNo
WFCWells Fargo & CompanyPurchase2020-10-16$500,001 – $1,000,0006.5500Large CapFinancial Services33LargeNoNoNo
TSLATesla Inc.Sale2020-07-21$250,001 – $500,0007500Mega CapConsumer31LargeNoNoNo
KOCoca-Cola CompanyPurchase2020-10-07$500,001 – $1,000,0007.5500Large CapConsumer31LargeNoNoNo
NVDANVIDIA CorporationPurchase2020-06-15$50,001 – $100,0006500Mega CapTechnology36Above AverageYesYesYes
SPYSPDR S&P 500 ETF TrustPurchase2020-12-19$1,001 – $15,0006.50ETFETF34NormalNoNoNo
METAMeta Platforms Inc.Sale2020-09-02$1,001 – $15,0007500Mega CapTechnology40NormalNoNoNo
COSTCostco Wholesale CorpPurchase2020-07-09$50,001 – $100,0007.5500Large CapConsumer44Above AverageNoNoNo
MSFTMicrosoft CorporationPurchase2020-08-01$100,001 – $250,00062800Mega CapTechnology32MediumNoYesNo
JPMJPMorgan Chase & Co.Purchase2020-05-10$15,001 – $50,0006.5500Large CapFinancial Services30NormalNoNoYes
PGProcter & Gamble CompanyPurchase2020-07-09$15,001 – $50,0007500Large CapConsumer45NormalNoNoNo
QQQInvesco QQQ TrustPurchase2020-07-23$100,001 – $250,0007.50ETFETF40MediumYesNoNo
DISWalt Disney CompanySale2020-05-09$1,001 – $15,0006500Large CapConsumer39NormalNoYesNo
UNHUnitedHealth Group Inc.Purchase2020-05-26$15,001 – $50,0006.5500Large CapConsumer33NormalNoNoNo
VTIVanguard Total Stock Market ETFSale2020-11-30$15,001 – $50,00070ETFETF30NormalNoNoYes
PFEPfizer Inc.Purchase2020-06-19$1,001 – $15,0007.5500Large CapConsumer31NormalNoNoNo
METAMeta Platforms Inc.Sale2020-02-28$15,001 – $50,0006500Mega CapTechnology33NormalNoYesNo
WMTWalmart Inc.Sale2020-09-19$15,001 – $50,0006.5500Large CapConsumer34NormalNoNoNo
VTIVanguard Total Stock Market ETFSale2020-08-03$1,001 – $15,00070ETFETF35NormalYesNoNo
XOMExxon Mobil CorporationPurchase2020-05-11$15,001 – $50,0007.5500Large CapEnergy35NormalNoNoYes
GOOGLAlphabet Inc.Sale2020-08-07$1,001 – $15,00061800Mega CapTechnology34NormalNoYesNo
PFEPfizer Inc.Sale2020-07-06$250,001 – $500,0006.5500Large CapConsumer35LargeNoNoNo
GSGoldman Sachs Group Inc.Purchase2020-09-19$1,001 – $15,0007500Large CapFinancial Services31NormalNoNoNo
AAPLApple Inc.Purchase2020-09-24$1,001 – $15,0007.53200Mega CapTechnology38NormalNoNoNo
QQQInvesco QQQ TrustPurchase2020-04-04$15,001 – $50,00060ETFETF43NormalNoYesYes
BACBank of America CorpPurchase2020-05-12$100,001 – $250,0006.5500Large CapFinancial Services37MediumYesNoNo
BACBank of America CorpPurchase2020-03-31$1,001 – $15,0007500Large CapFinancial Services33NormalNoNoNo
MSFTMicrosoft CorporationSale2020-04-20$15,001 – $50,0007.52800Mega CapTechnology33NormalNoNoNo
UNHUnitedHealth Group Inc.Purchase2020-09-25$100,001 – $250,0006500Large CapConsumer33MediumNoYesNo
WFCWells Fargo & CompanySale2020-10-06$15,001 – $50,0006.5500Large CapFinancial Services45NormalNoNoYes
WMTWalmart Inc.Purchase2020-01-27$100,001 – $250,0007500Large CapConsumer31MediumNoNoNo
QQQInvesco QQQ TrustPurchase2020-05-25$100,001 – $250,0007.50ETFETF43MediumNoNoNo
CVXChevron CorporationPurchase2020-03-31$1,001 – $15,0006500Large CapEnergy44NormalYesYesNo
XOMExxon Mobil CorporationPurchase2020-03-01$1,001 – $15,0006.5500Large CapEnergy44NormalNoNoNo
JPMJPMorgan Chase & Co.Purchase2020-08-12$50,001 – $100,0007500Large CapFinancial Services35Above AverageNoNoYes
COPConocoPhillipsSale2021-01-31$15,001 – $50,0006.5500Large CapEnergy34NormalNoNoNo
SPYSPDR S&P 500 ETF TrustPurchase2021-04-09$15,001 – $50,00070ETFETF33NormalNoNoNo
CVXChevron CorporationPurchase2021-02-25$15,001 – $50,0007.5500Large CapEnergy36NormalNoNoNo
VVisa Inc.Purchase2021-01-27$1,001 – $15,0006500Large CapFinancial Services45NormalNoYesNo
COSTCostco Wholesale CorpPurchase2021-05-11$15,001 – $50,0006.5500Large CapConsumer35NormalNoNoYes
PFEPfizer Inc.Purchase2021-06-30$1,001 – $15,0007500Large CapConsumer32NormalYesNoNo
VVisa Inc.Purchase2021-06-27$1,001 – $15,0007.5500Large CapFinancial Services35NormalNoNoNo
AAPLApple Inc.Purchase2021-09-27$1,001 – $15,00063200Mega CapTechnology39NormalNoYesNo
PGProcter & Gamble CompanySale2021-01-02$15,001 – $50,0006.5500Large CapConsumer45NormalNoNoNo
DISWalt Disney CompanySale2021-01-01$50,001 – $100,0007500Large CapConsumer44Above AverageNoNoYes
XOMExxon Mobil CorporationSale2021-09-01$15,001 – $50,0007.5500Large CapEnergy39NormalNoNoNo
CVXChevron CorporationSale2021-11-23$1,001 – $15,0006500Large CapEnergy42NormalNoYesNo
AAPLApple Inc.Sale2021-10-18$500,001 – $1,000,0006.53200Mega CapTechnology45LargeYesNoNo
AAPLApple Inc.Purchase2021-02-28$500,001 – $1,000,00073200Mega CapTechnology42LargeNoNoNo
ABBVAbbVie Inc.Purchase2021-08-08$1,001 – $15,0007.5500Large CapConsumer41NormalNoNoYes
JPMJPMorgan Chase & Co.Sale2021-03-05$1,001 – $15,0006500Large CapFinancial Services43NormalNoYesNo
NVDANVIDIA CorporationPurchase2021-04-26$15,001 – $50,0006.5500Mega CapTechnology41NormalNoNoNo
COPConocoPhillipsPurchase2021-02-03$1,001 – $15,0007500Large CapEnergy41NormalNoNoNo
BACBank of America CorpPurchase2021-04-01$100,001 – $250,0007.5500Large CapFinancial Services32MediumNoNoNo
COSTCostco Wholesale CorpPurchase2021-02-10$1,001 – $15,0006500Large CapConsumer45NormalYesYesYes
COSTCostco Wholesale CorpSale2021-02-21$1,001 – $15,0006.5500Large CapConsumer33NormalNoNoNo
BACBank of America CorpSale2021-04-29$100,001 – $250,0007500Large CapFinancial Services38MediumNoNoNo
JPMJPMorgan Chase & Co.Sale2021-06-01$1,001 – $15,0007.5500Large CapFinancial Services42NormalNoNoNo
HDHome Depot Inc.Purchase2021-06-08$15,001 – $50,0006500Large CapConsumer43NormalNoYesNo
MSFTMicrosoft CorporationSale2021-01-10$250,001 – $500,0006.52800Mega CapTechnology38LargeNoNoYes
TSLATesla Inc.Purchase2021-04-09$100,001 – $250,0007500Mega CapConsumer45MediumNoNoNo
CVXChevron CorporationSale2021-01-04$15,001 – $50,0007.5500Large CapEnergy32NormalYesNoNo
METAMeta Platforms Inc.Sale2021-12-15$50,001 – $100,0006500Mega CapTechnology36Above AverageNoYesNo
QQQInvesco QQQ TrustPurchase2021-02-24$50,001 – $100,0006.50ETFETF30Above AverageNoNoNo
CVXChevron CorporationSale2021-01-10$15,001 – $50,0007500Large CapEnergy37NormalNoNoYes
PGProcter & Gamble CompanySale2021-08-11$50,001 – $100,0007.5500Large CapConsumer35Above AverageNoNoNo
BACBank of America CorpSale2021-10-21$50,001 – $100,0006500Large CapFinancial Services31Above AverageNoYesNo
BACBank of America CorpPurchase2021-07-16$1,001 – $15,0006.5500Large CapFinancial Services39NormalNoNoNo
QQQInvesco QQQ TrustSale2021-08-29$15,001 – $50,00070ETFETF42NormalYesNoNo
JPMJPMorgan Chase & Co.Sale2021-03-25$1,001 – $15,0007.5500Large CapFinancial Services30NormalNoNoYes
JNJJohnson & JohnsonPurchase2021-03-19$1,001 – $15,0006500Large CapConsumer45NormalNoYesNo
KOCoca-Cola CompanySale2021-03-05$100,001 – $250,0006.5500Large CapConsumer41MediumNoNoNo
COPConocoPhillipsSale2021-01-15$1,001 – $15,0007500Large CapEnergy34NormalNoNoNo
KOCoca-Cola CompanyPurchase2021-12-24$250,001 – $500,0007.5500Large CapConsumer39LargeNoNoNo
HDHome Depot Inc.Purchase2021-06-14$1,000,001 – $5,000,0006500Large CapConsumer33Very LargeNoYesYes
GSGoldman Sachs Group Inc.Purchase2021-03-19$15,001 – $50,0006.5500Large CapFinancial Services39NormalYesNoNo
WMTWalmart Inc.Sale2021-04-22$50,001 – $100,0007500Large CapConsumer44Above AverageNoNoNo
BACBank of America CorpPurchase2021-08-15$1,001 – $15,0007.5500Large CapFinancial Services44NormalNoNoNo
SPYSPDR S&P 500 ETF TrustPurchase2021-10-16$15,001 – $50,00060ETFETF40NormalNoYesNo
COSTCostco Wholesale CorpPurchase2021-06-10$15,001 – $50,0006.5500Large CapConsumer36NormalNoNoYes
JNJJohnson & JohnsonSale2021-10-30$100,001 – $250,0007500Large CapConsumer33MediumNoNoNo
HDHome Depot Inc.Sale2021-06-22$15,001 – $50,0007.5500Large CapConsumer45NormalNoNoNo
HDHome Depot Inc.Sale2021-01-31$50,001 – $100,0006500Large CapConsumer41Above AverageYesYesNo
JPMJPMorgan Chase & Co.Purchase2021-07-29$1,001 – $15,0006.5500Large CapFinancial Services42NormalNoNoNo
UNHUnitedHealth Group Inc.Purchase2021-09-23$1,001 – $15,0007500Large CapConsumer37NormalNoNoYes
NVDANVIDIA CorporationSale2021-03-30$15,001 – $50,0007.5500Mega CapTechnology35NormalNoNoNo
JPMJPMorgan Chase & Co.Purchase2021-07-07$100,001 – $250,0006500Large CapFinancial Services44MediumNoYesNo
HDHome Depot Inc.Purchase2021-12-18$15,001 – $50,0006.5500Large CapConsumer34NormalNoNoNo
ABBVAbbVie Inc.Purchase2021-12-09$15,001 – $50,0007500Large CapConsumer31NormalNoNoNo
JPMJPMorgan Chase & Co.Sale2021-12-03$1,001 – $15,0007.5500Large CapFinancial Services30NormalYesNoYes
HDHome Depot Inc.Sale2021-06-21$500,001 – $1,000,0006500Large CapConsumer43LargeNoYesNo
DISWalt Disney CompanySale2021-03-12$500,001 – $1,000,0006.5500Large CapConsumer36LargeNoNoNo
WMTWalmart Inc.Purchase2021-05-24$50,001 – $100,0007500Large CapConsumer45Above AverageNoNoNo
PFEPfizer Inc.Purchase2021-09-08$1,001 – $15,0007.5500Large CapConsumer34NormalNoNoNo
WMTWalmart Inc.Purchase2021-07-12$1,001 – $15,0006500Large CapConsumer45NormalNoYesYes
CVXChevron CorporationPurchase2021-09-02$100,001 – $250,0006.5500Large CapEnergy45MediumNoNoNo
ABBVAbbVie Inc.Purchase2021-05-28$500,001 – $1,000,0007500Large CapConsumer40LargeYesNoNo
JPMJPMorgan Chase & Co.Purchase2021-04-26$50,001 – $100,0007.5500Large CapFinancial Services42Above AverageNoNoNo
WMTWalmart Inc.Sale2021-10-19$1,001 – $15,0006500Large CapConsumer42NormalNoYesNo
COSTCostco Wholesale CorpPurchase2021-05-19$100,001 – $250,0006.5500Large CapConsumer31MediumNoNoYes
NVDANVIDIA CorporationSale2021-04-17$1,001 – $15,0007500Mega CapTechnology40NormalNoNoNo
VVisa Inc.Purchase2021-03-02$100,001 – $250,0007.5500Large CapFinancial Services32MediumNoNoNo
VTIVanguard Total Stock Market ETFPurchase2021-03-02$1,001 – $15,00060ETFETF41NormalNoYesNo
PFEPfizer Inc.Purchase2021-01-26$250,001 – $500,0006.5500Large CapConsumer33LargeYesNoNo
MSFTMicrosoft CorporationSale2021-12-30$1,001 – $15,00072800Mega CapTechnology36NormalNoNoYes
MSFTMicrosoft CorporationSale2021-02-16$100,001 – $250,0007.52800Mega CapTechnology31MediumNoNoNo
MAMastercard Inc.Sale2021-04-04$250,001 – $500,0006500Large CapFinancial Services33LargeNoYesNo
MSFTMicrosoft CorporationSale2021-04-07$1,001 – $15,0006.52800Mega CapTechnology37NormalNoNoNo
VTIVanguard Total Stock Market ETFPurchase2021-02-28$15,001 – $50,00070ETFETF36NormalNoNoNo
QQQInvesco QQQ TrustPurchase2021-11-22$250,001 – $500,0007.50ETFETF35LargeNoNoYes
UNHUnitedHealth Group Inc.Purchase2021-09-13$100,001 – $250,0006500Large CapConsumer43MediumYesYesNo
HDHome Depot Inc.Purchase2021-11-03$15,001 – $50,0006.5500Large CapConsumer40NormalNoNoNo
AAPLApple Inc.Purchase2021-04-17$15,001 – $50,00073200Mega CapTechnology34NormalNoNoNo
SPYSPDR S&P 500 ETF TrustPurchase2021-11-17$15,001 – $50,0007.50ETFETF33NormalNoNoNo
XOMExxon Mobil CorporationPurchase2022-02-25$50,001 – $100,0007500Large CapEnergy30Above AverageNoNoNo
VVisa Inc.Purchase2022-09-22$15,001 – $50,0007.5500Large CapFinancial Services45NormalNoNoNo
KOCoca-Cola CompanyPurchase2022-01-14$1,001 – $15,0006500Large CapConsumer44NormalNoYesNo
SPYSPDR S&P 500 ETF TrustPurchase2022-12-13$15,001 – $50,0006.50ETFETF45NormalYesNoYes
AAPLApple Inc.Purchase2022-02-06$1,001 – $15,00073200Mega CapTechnology32NormalNoNoNo
VVisa Inc.Sale2022-04-25$250,001 – $500,0007.5500Large CapFinancial Services33LargeNoNoNo
ABBVAbbVie Inc.Purchase2022-02-18$15,001 – $50,0006500Large CapConsumer35NormalNoYesNo
DISWalt Disney CompanySale2022-10-10$50,001 – $100,0006.5500Large CapConsumer44Above AverageNoNoNo
CVXChevron CorporationPurchase2022-12-08$50,001 – $100,0007500Large CapEnergy38Above AverageNoNoYes
GSGoldman Sachs Group Inc.Purchase2022-01-23$50,001 – $100,0007.5500Large CapFinancial Services33Above AverageNoNoNo
TSLATesla Inc.Purchase2022-07-17$100,001 – $250,0006500Mega CapConsumer34MediumYesYesNo
TSLATesla Inc.Purchase2022-11-07$15,001 – $50,0006.5500Mega CapConsumer42NormalNoNoNo
HDHome Depot Inc.Sale2022-03-12$100,001 – $250,0007500Large CapConsumer35MediumNoNoNo
TSLATesla Inc.Purchase2022-08-01$1,001 – $15,0007.5500Mega CapConsumer41NormalNoNoYes
BACBank of America CorpSale2022-11-23$1,001 – $15,0006500Large CapFinancial Services39NormalNoYesNo
GOOGLAlphabet Inc.Purchase2022-02-08$1,001 – $15,0006.51800Mega CapTechnology31NormalNoNoNo
JNJJohnson & JohnsonPurchase2022-04-14$50,001 – $100,0007500Large CapConsumer45Above AverageNoNoNo
JPMJPMorgan Chase & Co.Sale2022-09-24$1,001 – $15,0007.5500Large CapFinancial Services35NormalYesNoNo
AAPLApple Inc.Sale2022-06-22$15,001 – $50,00063200Mega CapTechnology37NormalNoYesYes
TSLATesla Inc.Sale2022-01-11$1,001 – $15,0006.5500Mega CapConsumer45NormalNoNoNo
NVDANVIDIA CorporationPurchase2022-06-28$1,001 – $15,0007500Mega CapTechnology35NormalNoNoNo
VTIVanguard Total Stock Market ETFPurchase2022-11-05$1,001 – $15,0007.50ETFETF33NormalNoNoNo
ABBVAbbVie Inc.Purchase2022-08-28$1,001 – $15,0006500Large CapConsumer35NormalNoYesNo
AMZNAmazon.com Inc.Purchase2022-11-20$15,001 – $50,0006.5500Mega CapConsumer41NormalNoNoYes
WFCWells Fargo & CompanyPurchase2022-06-24$250,001 – $500,0007500Large CapFinancial Services38LargeYesNoNo
BACBank of America CorpPurchase2022-01-02$1,001 – $15,0007.5500Large CapFinancial Services40NormalNoNoNo
BACBank of America CorpSale2022-08-30$50,001 – $100,0006500Large CapFinancial Services35Above AverageNoYesNo
METAMeta Platforms Inc.Purchase2022-04-12$15,001 – $50,0006.5500Mega CapTechnology30NormalNoNoNo
SPYSPDR S&P 500 ETF TrustSale2022-05-25$25,000,001 – $50,000,00070ETFETF33Very LargeNoNoYes
COSTCostco Wholesale CorpPurchase2022-11-02$15,001 – $50,0007.5500Large CapConsumer34NormalNoNoNo
MAMastercard Inc.Sale2022-01-06$1,001 – $15,0006500Large CapFinancial Services35NormalNoYesNo
BACBank of America CorpSale2022-03-29$1,001 – $15,0006.5500Large CapFinancial Services41NormalYesNoNo
BACBank of America CorpPurchase2022-08-06$1,001 – $15,0007500Large CapFinancial Services42NormalNoNoNo
GOOGLAlphabet Inc.Sale2022-01-08$1,001 – $15,0007.51800Mega CapTechnology38NormalNoNoYes
WMTWalmart Inc.Sale2022-03-31$100,001 – $250,0006500Large CapConsumer39MediumNoYesNo
MSFTMicrosoft CorporationPurchase2022-08-21$50,001 – $100,0006.52800Mega CapTechnology44Above AverageNoNoNo
CVXChevron CorporationSale2022-05-26$5,000,001 – $25,000,0007500Large CapEnergy33Very LargeNoNoNo
VTIVanguard Total Stock Market ETFPurchase2022-06-12$1,001 – $15,0007.50ETFETF44NormalNoNoNo
VVisa Inc.Purchase2022-03-17$250,001 – $500,0006500Large CapFinancial Services45LargeYesYesYes
AAPLApple Inc.Purchase2022-03-29$1,001 – $15,0006.53200Mega CapTechnology40NormalNoNoNo
WFCWells Fargo & CompanySale2022-04-16$1,001 – $15,0007500Large CapFinancial Services40NormalNoNoNo
VTIVanguard Total Stock Market ETFSale2022-10-12$50,001 – $100,0007.50ETFETF39Above AverageNoNoNo
UNHUnitedHealth Group Inc.Sale2022-09-21$50,001 – $100,0006500Large CapConsumer41Above AverageNoYesNo
HDHome Depot Inc.Purchase2022-11-23$50,001 – $100,0006.5500Large CapConsumer44Above AverageNoNoYes
MAMastercard Inc.Sale2022-12-20$1,001 – $15,0007500Large CapFinancial Services39NormalNoNoNo
MSFTMicrosoft CorporationSale2022-09-21$15,001 – $50,0007.52800Mega CapTechnology30NormalYesNoNo
JPMJPMorgan Chase & Co.Purchase2022-02-04$15,001 – $50,0006500Large CapFinancial Services33NormalNoYesNo
MAMastercard Inc.Sale2022-02-13$1,001 – $15,0006.5500Large CapFinancial Services42NormalNoNoNo
WFCWells Fargo & CompanySale2022-02-19$15,001 – $50,0007500Large CapFinancial Services41NormalNoNoYes
NVDANVIDIA CorporationPurchase2022-08-19$1,001 – $15,0007.5500Mega CapTechnology39NormalNoNoNo
VTIVanguard Total Stock Market ETFSale2022-08-02$50,001 – $100,00060ETFETF45Above AverageNoYesNo
BACBank of America CorpSale2022-06-27$1,001 – $15,0006.5500Large CapFinancial Services45NormalNoNoNo
SPYSPDR S&P 500 ETF TrustPurchase2022-06-11$15,001 – $50,00070ETFETF30NormalYesNoNo
SPYSPDR S&P 500 ETF TrustPurchase2022-01-22$1,001 – $15,0007.50ETFETF42NormalNoNoYes
MSFTMicrosoft CorporationSale2022-04-01$1,001 – $15,00062800Mega CapTechnology40NormalNoYesNo
JNJJohnson & JohnsonPurchase2022-09-02$1,001 – $15,0006.5500Large CapConsumer33NormalNoNoNo
ABBVAbbVie Inc.Sale2022-04-01$250,001 – $500,0007500Large CapConsumer44LargeNoNoNo
WMTWalmart Inc.Sale2022-01-29$250,001 – $500,0007.5500Large CapConsumer42LargeNoNoNo
ABBVAbbVie Inc.Sale2022-07-05$1,001 – $15,0006500Large CapConsumer31NormalNoYesYes
NVDANVIDIA CorporationSale2022-01-29$1,001 – $15,0006.5500Mega CapTechnology34NormalYesNoNo
HDHome Depot Inc.Purchase2022-06-21$15,001 – $50,0007500Large CapConsumer34NormalNoNoNo
COPConocoPhillipsPurchase2022-03-24$1,001 – $15,0007.5500Large CapEnergy35NormalNoNoNo
VVisa Inc.Purchase2022-11-13$50,001 – $100,0006500Large CapFinancial Services44Above AverageNoYesNo
BACBank of America CorpPurchase2022-08-20$1,001 – $15,0006.5500Large CapFinancial Services42NormalNoNoYes
PGProcter & Gamble CompanyPurchase2022-08-04$15,001 – $50,0007500Large CapConsumer43NormalNoNoNo
MAMastercard Inc.Purchase2022-11-11$100,001 – $250,0007.5500Large CapFinancial Services39MediumNoNoNo
METAMeta Platforms Inc.Purchase2022-07-24$1,001 – $15,0006500Mega CapTechnology44NormalYesYesNo
DISWalt Disney CompanySale2022-12-26$50,001 – $100,0006.5500Large CapConsumer45Above AverageNoNoNo
HDHome Depot Inc.Purchase2022-02-27$15,001 – $50,0007500Large CapConsumer36NormalNoNoYes
XOMExxon Mobil CorporationPurchase2022-02-15$250,001 – $500,0007.5500Large CapEnergy38LargeNoNoNo
PFEPfizer Inc.Purchase2022-12-23$1,001 – $15,0006500Large CapConsumer39NormalNoYesNo
VTIVanguard Total Stock Market ETFPurchase2022-10-12$1,001 – $15,0006.50ETFETF44NormalNoNoNo
MAMastercard Inc.Purchase2022-09-05$500,001 – $1,000,0007500Large CapFinancial Services34LargeNoNoNo
GSGoldman Sachs Group Inc.Purchase2022-03-25$50,001 – $100,0007.5500Large CapFinancial Services41Above AverageYesNoYes
WMTWalmart Inc.Purchase2022-04-26$1,001 – $15,0006500Large CapConsumer31NormalNoYesNo
ABBVAbbVie Inc.Purchase2022-08-31$1,001 – $15,0006.5500Large CapConsumer32NormalNoNoNo
VTIVanguard Total Stock Market ETFPurchase2022-07-14$15,001 – $50,00070ETFETF38NormalNoNoNo
PFEPfizer Inc.Purchase2022-04-02$50,001 – $100,0007.5500Large CapConsumer45Above AverageNoNoNo
GOOGLAlphabet Inc.Sale2022-07-01$1,001 – $15,00061800Mega CapTechnology35NormalNoYesYes
JPMJPMorgan Chase & Co.Sale2022-09-13$15,001 – $50,0006.5500Large CapFinancial Services38NormalNoNoNo
PFEPfizer Inc.Purchase2022-02-23$50,001 – $100,0007500Large CapConsumer43Above AverageYesNoNo
JNJJohnson & JohnsonSale2023-07-14$15,001 – $50,0007.5500Large CapConsumer31NormalYesNoNo
BACBank of America CorpPurchase2023-01-25$50,001 – $100,0006500Large CapFinancial Services34Above AverageNoYesNo
AMZNAmazon.com Inc.Sale2023-12-03$1,001 – $15,0006.5500Mega CapConsumer36NormalNoNoNo
MSFTMicrosoft CorporationPurchase2023-12-06$1,001 – $15,00072800Mega CapTechnology33NormalNoNoYes
QQQInvesco QQQ TrustPurchase2023-11-10$1,001 – $15,0007.50ETFETF35NormalNoNoNo
VVisa Inc.Purchase2023-03-04$15,001 – $50,0006500Large CapFinancial Services33NormalNoYesNo
METAMeta Platforms Inc.Purchase2023-04-12$1,001 – $15,0006.5500Mega CapTechnology30NormalNoNoNo
JPMJPMorgan Chase & Co.Purchase2023-07-27$1,001 – $15,0007500Large CapFinancial Services33NormalYesNoNo
MSFTMicrosoft CorporationPurchase2023-10-14$1,001 – $15,0007.52800Mega CapTechnology44NormalNoNoYes
PGProcter & Gamble CompanyPurchase2023-09-10$1,001 – $15,0006500Large CapConsumer35NormalNoYesNo
PFEPfizer Inc.Purchase2023-04-03$100,001 – $250,0006.5500Large CapConsumer35MediumNoNoNo
METAMeta Platforms Inc.Purchase2023-01-24$1,001 – $15,0007500Mega CapTechnology30NormalNoNoNo
AMZNAmazon.com Inc.Purchase2023-03-27$50,001 – $100,0007.5500Mega CapConsumer31Above AverageNoNoNo
METAMeta Platforms Inc.Purchase2023-07-07$15,001 – $50,0006500Mega CapTechnology37NormalNoYesYes
METAMeta Platforms Inc.Sale2023-06-02$100,001 – $250,0006.5500Mega CapTechnology38MediumYesNoNo
AAPLApple Inc.Purchase2023-03-10$50,001 – $100,00073200Mega CapTechnology44Above AverageNoNoNo
MAMastercard Inc.Purchase2023-09-14$100,001 – $250,0007.5500Large CapFinancial Services42MediumNoNoNo
JPMJPMorgan Chase & Co.Purchase2023-10-02$15,001 – $50,0006500Large CapFinancial Services44NormalNoYesNo
JPMJPMorgan Chase & Co.Sale2023-01-19$15,001 – $50,0006.5500Large CapFinancial Services35NormalNoNoYes
UNHUnitedHealth Group Inc.Purchase2023-07-20$50,001 – $100,0007500Large CapConsumer39Above AverageNoNoNo
TSLATesla Inc.Purchase2023-12-26$100,001 – $250,0007.5500Mega CapConsumer39MediumNoNoNo
JPMJPMorgan Chase & Co.Purchase2023-08-19$1,001 – $15,0006500Large CapFinancial Services37NormalYesYesNo
JNJJohnson & JohnsonPurchase2023-08-10$1,001 – $15,0006.5500Large CapConsumer40NormalNoNoNo
VVisa Inc.Purchase2023-01-13$15,001 – $50,0007500Large CapFinancial Services43NormalNoNoYes
CVXChevron CorporationSale2023-06-01$50,001 – $100,0007.5500Large CapEnergy36Above AverageNoNoNo
JPMJPMorgan Chase & Co.Purchase2023-01-22$250,001 – $500,0006500Large CapFinancial Services31LargeNoYesNo
MSFTMicrosoft CorporationPurchase2023-01-01$50,001 – $100,0006.52800Mega CapTechnology33Above AverageNoNoNo
MAMastercard Inc.Purchase2023-06-10$100,001 – $250,0007500Large CapFinancial Services45MediumNoNoNo
GSGoldman Sachs Group Inc.Purchase2023-04-09$500,001 – $1,000,0007.5500Large CapFinancial Services34LargeYesNoYes
PFEPfizer Inc.Purchase2023-01-17$15,001 – $50,0006500Large CapConsumer41NormalNoYesNo
UNHUnitedHealth Group Inc.Sale2023-07-15$1,001 – $15,0006.5500Large CapConsumer41NormalNoNoNo
MSFTMicrosoft CorporationPurchase2023-12-21$1,001 – $15,00072800Mega CapTechnology39NormalNoNoNo
HDHome Depot Inc.Purchase2023-09-22$1,001 – $15,0007.5500Large CapConsumer35NormalNoNoNo
KOCoca-Cola CompanySale2023-01-05$15,001 – $50,0006500Large CapConsumer42NormalNoYesYes
JNJJohnson & JohnsonSale2023-10-06$1,001 – $15,0006.5500Large CapConsumer33NormalNoNoNo
HDHome Depot Inc.Purchase2023-03-13$1,001 – $15,0007500Large CapConsumer37NormalYesNoNo
GSGoldman Sachs Group Inc.Sale2023-10-25$100,001 – $250,0007.5500Large CapFinancial Services36MediumNoNoNo
XOMExxon Mobil CorporationPurchase2023-06-30$15,001 – $50,0006500Large CapEnergy42NormalNoYesNo
AAPLApple Inc.Sale2023-12-11$100,001 – $250,0006.53200Mega CapTechnology34MediumNoNoYes
UNHUnitedHealth Group Inc.Sale2023-02-05$1,001 – $15,0007500Large CapConsumer33NormalNoNoNo
MAMastercard Inc.Purchase2023-05-30$1,001 – $15,0007.5500Large CapFinancial Services41NormalNoNoNo
QQQInvesco QQQ TrustSale2023-04-29$15,001 – $50,00060ETFETF34NormalNoYesNo
AAPLApple Inc.Purchase2023-01-05$1,001 – $15,0006.53200Mega CapTechnology42NormalYesNoNo
TSLATesla Inc.Sale2023-06-11$50,001 – $100,0007500Mega CapConsumer40Above AverageNoNoYes
VTIVanguard Total Stock Market ETFSale2023-07-25$1,001 – $15,0007.50ETFETF31NormalNoNoNo
MAMastercard Inc.Purchase2023-04-05$50,001 – $100,0006500Large CapFinancial Services34Above AverageNoYesNo
XOMExxon Mobil CorporationPurchase2023-04-02$15,001 – $50,0006.5500Large CapEnergy33NormalNoNoNo
COPConocoPhillipsPurchase2023-02-05$15,001 – $50,0007500Large CapEnergy36NormalNoNoNo
JNJJohnson & JohnsonSale2023-12-05$1,001 – $15,0007.5500Large CapConsumer44NormalNoNoYes
DISWalt Disney CompanyPurchase2023-04-26$50,001 – $100,0006500Large CapConsumer35Above AverageYesYesNo
KOCoca-Cola CompanyPurchase2023-12-06$1,001 – $15,0006.5500Large CapConsumer31NormalNoNoNo
PFEPfizer Inc.Purchase2023-06-01$50,001 – $100,0007500Large CapConsumer37Above AverageNoNoNo
VTIVanguard Total Stock Market ETFPurchase2023-09-26$50,001 – $100,0007.50ETFETF44Above AverageNoNoNo
COPConocoPhillipsPurchase2023-04-24$1,001 – $15,0006500Large CapEnergy43NormalNoYesYes
KOCoca-Cola CompanySale2023-12-14$100,001 – $250,0006.5500Large CapConsumer42MediumNoNoNo
QQQInvesco QQQ TrustSale2023-07-11$1,001 – $15,00070ETFETF38NormalNoNoNo
NVDANVIDIA CorporationPurchase2023-08-20$250,001 – $500,0007.5500Mega CapTechnology45LargeYesNoNo
TSLATesla Inc.Purchase2023-12-11$15,001 – $50,0006500Mega CapConsumer44NormalNoYesNo
VTIVanguard Total Stock Market ETFPurchase2023-06-22$1,001 – $15,0006.50ETFETF36NormalNoNoYes
HDHome Depot Inc.Sale2023-09-08$1,001 – $15,0007500Large CapConsumer32NormalNoNoNo
BACBank of America CorpPurchase2023-10-26$1,001 – $15,0007.5500Large CapFinancial Services43NormalNoNoNo
BACBank of America CorpSale2023-05-10$50,001 – $100,0006500Large CapFinancial Services40Above AverageNoYesNo
COPConocoPhillipsPurchase2023-06-08$1,001 – $15,0006.5500Large CapEnergy30NormalNoNoNo
QQQInvesco QQQ TrustPurchase2023-12-07$50,001 – $100,00070ETFETF44Above AverageYesNoYes
KOCoca-Cola CompanyPurchase2023-02-04$1,001 – $15,0007.5500Large CapConsumer30NormalNoNoNo
JPMJPMorgan Chase & Co.Purchase2023-09-07$15,001 – $50,0006500Large CapFinancial Services38NormalNoYesNo
GSGoldman Sachs Group Inc.Sale2023-12-20$1,001 – $15,0006.5500Large CapFinancial Services38NormalNoNoNo
CVXChevron CorporationPurchase2023-08-13$15,001 – $50,0007500Large CapEnergy34NormalNoNoNo
SPYSPDR S&P 500 ETF TrustSale2023-05-16$500,001 – $1,000,0007.50ETFETF32LargeNoNoYes
BACBank of America CorpPurchase2023-01-16$15,001 – $50,0006500Large CapFinancial Services36NormalNoYesNo
AAPLApple Inc.Sale2023-01-30$1,001 – $15,0006.53200Mega CapTechnology40NormalYesNoNo
MAMastercard Inc.Purchase2023-11-03$1,001 – $15,0007500Large CapFinancial Services42NormalNoNoNo
KOCoca-Cola CompanyPurchase2023-08-24$1,001 – $15,0007.5500Large CapConsumer37NormalNoNoNo
PGProcter & Gamble CompanyPurchase2023-11-07$1,001 – $15,0006500Large CapConsumer38NormalNoYesYes
PFEPfizer Inc.Sale2023-03-15$15,001 – $50,0006.5500Large CapConsumer44NormalNoNoNo
MAMastercard Inc.Purchase2023-11-25$100,001 – $250,0007500Large CapFinancial Services37MediumNoNoNo
MAMastercard Inc.Sale2023-09-11$15,001 – $50,0007.5500Large CapFinancial Services35NormalNoNoNo
NVDANVIDIA CorporationSale2023-03-07$15,001 – $50,0006500Mega CapTechnology40NormalYesYesNo
AAPLApple Inc.Purchase2024-11-13$15,001 – $50,00063200Mega CapTechnology31NormalNoYesNo
VVisa Inc.Purchase2024-08-28$1,001 – $15,0006.5500Large CapFinancial Services34NormalNoNoYes
CVXChevron CorporationPurchase2024-09-13$250,001 – $500,0007500Large CapEnergy40LargeNoNoNo
MAMastercard Inc.Sale2024-02-21$250,001 – $500,0007.5500Large CapFinancial Services31LargeNoNoNo
QQQInvesco QQQ TrustSale2024-11-12$1,001 – $15,00060ETFETF35NormalNoYesNo
WFCWells Fargo & CompanyPurchase2024-10-08$100,001 – $250,0006.5500Large CapFinancial Services35MediumNoNoNo
MAMastercard Inc.Purchase2024-03-30$15,001 – $50,0007500Large CapFinancial Services30NormalYesNoYes
VVisa Inc.Purchase2024-12-21$1,001 – $15,0007.5500Large CapFinancial Services44NormalNoNoNo
COPConocoPhillipsPurchase2024-08-09$1,001 – $15,0006500Large CapEnergy34NormalNoYesNo
GSGoldman Sachs Group Inc.Sale2024-03-07$500,001 – $1,000,0006.5500Large CapFinancial Services35LargeNoNoNo
GOOGLAlphabet Inc.Purchase2024-07-22$15,001 – $50,00071800Mega CapTechnology41NormalNoNoNo
DISWalt Disney CompanyPurchase2024-03-06$1,001 – $15,0007.5500Large CapConsumer41NormalNoNoYes
GOOGLAlphabet Inc.Purchase2024-09-15$50,001 – $100,00061800Mega CapTechnology34Above AverageNoYesNo
QQQInvesco QQQ TrustPurchase2024-12-18$100,001 – $250,0006.50ETFETF44MediumYesNoNo
JPMJPMorgan Chase & Co.Purchase2024-08-09$15,001 – $50,0007500Large CapFinancial Services34NormalNoNoNo
AAPLApple Inc.Purchase2024-06-17$15,001 – $50,0007.53200Mega CapTechnology38NormalNoNoNo
COSTCostco Wholesale CorpSale2024-11-27$1,001 – $15,0006500Large CapConsumer34NormalNoYesYes
JPMJPMorgan Chase & Co.Sale2024-11-21$1,001 – $15,0006.5500Large CapFinancial Services39NormalNoNoNo
QQQInvesco QQQ TrustPurchase2024-09-13$15,001 – $50,00070ETFETF39NormalNoNoNo
AMZNAmazon.com Inc.Purchase2024-04-03$15,001 – $50,0007.5500Mega CapConsumer45NormalNoNoNo
CVXChevron CorporationPurchase2024-02-19$100,001 – $250,0006500Large CapEnergy44MediumYesYesNo
QQQInvesco QQQ TrustSale2024-05-17$250,001 – $500,0006.50ETFETF42LargeNoNoYes
GOOGLAlphabet Inc.Purchase2024-08-05$50,001 – $100,00071800Mega CapTechnology42Above AverageNoNoNo
METAMeta Platforms Inc.Purchase2024-03-22$100,001 – $250,0007.5500Mega CapTechnology44MediumNoNoNo
KOCoca-Cola CompanyPurchase2024-12-13$1,001 – $15,0006500Large CapConsumer37NormalNoYesNo
GSGoldman Sachs Group Inc.Purchase2024-01-26$500,001 – $1,000,0006.5500Large CapFinancial Services32LargeNoNoNo
MSFTMicrosoft CorporationSale2024-06-24$1,001 – $15,00072800Mega CapTechnology32NormalNoNoYes
DISWalt Disney CompanyPurchase2024-11-10$100,001 – $250,0007.5500Large CapConsumer39MediumYesNoNo
MAMastercard Inc.Purchase2024-06-26$50,001 – $100,0006500Large CapFinancial Services35Above AverageNoYesNo
PFEPfizer Inc.Sale2024-02-27$15,001 – $50,0006.5500Large CapConsumer36NormalNoNoNo
GOOGLAlphabet Inc.Purchase2024-06-02$50,001 – $100,00071800Mega CapTechnology35Above AverageNoNoNo
GSGoldman Sachs Group Inc.Sale2024-03-05$1,001 – $15,0007.5500Large CapFinancial Services34NormalNoNoYes
SPYSPDR S&P 500 ETF TrustPurchase2024-12-05$1,001 – $15,00060ETFETF34NormalNoYesNo
QQQInvesco QQQ TrustPurchase2024-06-12$15,001 – $50,0006.50ETFETF33NormalNoNoNo
PFEPfizer Inc.Purchase2024-09-18$1,001 – $15,0007500Large CapConsumer42NormalYesNoNo
VTIVanguard Total Stock Market ETFSale2024-12-08$15,001 – $50,0007.50ETFETF33NormalNoNoNo
MAMastercard Inc.Purchase2024-02-04$50,001 – $100,0006500Large CapFinancial Services39Above AverageNoYesYes
GOOGLAlphabet Inc.Purchase2024-09-07$50,001 – $100,0006.51800Mega CapTechnology31Above AverageNoNoNo
VTIVanguard Total Stock Market ETFPurchase2024-05-23$100,001 – $250,00070ETFETF30MediumNoNoNo
JPMJPMorgan Chase & Co.Purchase2024-10-23$1,001 – $15,0007.5500Large CapFinancial Services32NormalNoNoNo
MSFTMicrosoft CorporationSale2024-09-13$1,001 – $15,00062800Mega CapTechnology44NormalNoYesNo
COSTCostco Wholesale CorpPurchase2024-11-20$1,001 – $15,0006.5500Large CapConsumer34NormalYesNoYes
HDHome Depot Inc.Purchase2024-11-24$15,001 – $50,0007500Large CapConsumer30NormalNoNoNo
TSLATesla Inc.Purchase2024-11-01$50,001 – $100,0007.5500Mega CapConsumer45Above AverageNoNoNo
AAPLApple Inc.Purchase2024-02-17$50,001 – $100,00063200Mega CapTechnology32Above AverageNoYesNo
MAMastercard Inc.Sale2024-12-26$1,001 – $15,0006.5500Large CapFinancial Services39NormalNoNoNo
COPConocoPhillipsPurchase2024-03-30$50,001 – $100,0007500Large CapEnergy34Above AverageNoNoYes
AMZNAmazon.com Inc.Purchase2024-10-20$1,001 – $15,0007.5500Mega CapConsumer44NormalNoNoNo
ABBVAbbVie Inc.Purchase2024-12-13$1,001 – $15,0006500Large CapConsumer32NormalYesYesNo
KOCoca-Cola CompanySale2024-09-21$1,000,001 – $5,000,0006.5500Large CapConsumer41Very LargeNoNoNo
AMZNAmazon.com Inc.Sale2024-07-29$1,001 – $15,0007500Mega CapConsumer30NormalNoNoNo
BACBank of America CorpSale2024-09-01$15,001 – $50,0007.5500Large CapFinancial Services35NormalNoNoYes
VTIVanguard Total Stock Market ETFPurchase2024-10-19$1,001 – $15,00060ETFETF44NormalNoYesNo
JPMJPMorgan Chase & Co.Sale2024-03-30$100,001 – $250,0006.5500Large CapFinancial Services34MediumNoNoNo
COSTCostco Wholesale CorpSale2024-03-21$15,001 – $50,0007500Large CapConsumer34NormalNoNoNo
VTIVanguard Total Stock Market ETFSale2024-04-06$50,001 – $100,0007.50ETFETF39Above AverageYesNoNo
PGProcter & Gamble CompanyPurchase2024-10-12$1,001 – $15,0006500Large CapConsumer44NormalNoYesYes
NVDANVIDIA CorporationSale2024-06-14$1,001 – $15,0006.5500Mega CapTechnology41NormalNoNoNo
VVisa Inc.Sale2024-03-06$100,001 – $250,0007500Large CapFinancial Services31MediumNoNoNo
BACBank of America CorpPurchase2024-08-24$1,001 – $15,0007.5500Large CapFinancial Services31NormalNoNoNo
ABBVAbbVie Inc.Purchase2024-11-20$1,001 – $15,0006500Large CapConsumer44NormalNoYesNo
KOCoca-Cola CompanyPurchase2024-12-06$1,001 – $15,0006.5500Large CapConsumer33NormalNoNoYes
QQQInvesco QQQ TrustPurchase2024-04-08$1,001 – $15,00070ETFETF31NormalYesNoNo
PFEPfizer Inc.Purchase2024-05-22$50,001 – $100,0007.5500Large CapConsumer32Above AverageNoNoNo
COPConocoPhillipsPurchase2024-03-18$100,001 – $250,0006500Large CapEnergy38MediumNoYesNo
GOOGLAlphabet Inc.Sale2024-07-17$50,001 – $100,0006.51800Mega CapTechnology39Above AverageNoNoNo
VVisa Inc.Sale2024-06-14$1,001 – $15,0007500Large CapFinancial Services35NormalNoNoYes
NVDANVIDIA CorporationPurchase2024-07-24$250,001 – $500,0007.5500Mega CapTechnology32LargeNoNoNo
WFCWells Fargo & CompanySale2024-05-11$1,001 – $15,0006500Large CapFinancial Services44NormalNoYesNo
UNHUnitedHealth Group Inc.Purchase2024-01-12$15,001 – $50,0006.5500Large CapConsumer33NormalYesNoNo
KOCoca-Cola CompanyPurchase2024-10-28$1,001 – $15,0007500Large CapConsumer45NormalNoNoNo
GSGoldman Sachs Group Inc.Sale2024-06-03$1,001 – $15,0007.5500Large CapFinancial Services42NormalNoNoYes
DISWalt Disney CompanySale2024-04-23$1,001 – $15,0006500Large CapConsumer38NormalNoYesNo
QQQInvesco QQQ TrustPurchase2024-12-19$1,001 – $15,0006.50ETFETF37NormalNoNoNo
AAPLApple Inc.Purchase2024-05-03$1,001 – $15,00073200Mega CapTechnology39NormalNoNoNo
BACBank of America CorpSale2024-05-23$1,001 – $15,0007.5500Large CapFinancial Services43NormalNoNoNo
PFEPfizer Inc.Sale2024-05-22$1,001 – $15,0006500Large CapConsumer37NormalYesYesYes
PFEPfizer Inc.Purchase2024-09-01$15,001 – $50,0006.5500Large CapConsumer45NormalNoNoNo
KOCoca-Cola CompanyPurchase2024-08-23$1,001 – $15,0007500Large CapConsumer45NormalNoNoNo
HDHome Depot Inc.Sale2024-11-01$1,001 – $15,0007.5500Large CapConsumer39NormalNoNoNo
METAMeta Platforms Inc.Purchase2025-02-14$15,001 – $50,0007500Mega CapTechnology41NormalYesNoNo
METAMeta Platforms Inc.Sale2025-02-03$50,001 – $100,0007.5500Mega CapTechnology32Above AverageNoNoYes
UNHUnitedHealth Group Inc.Purchase2025-02-26$50,001 – $100,0006500Large CapConsumer34Above AverageNoYesNo
METAMeta Platforms Inc.Sale2025-02-28$15,001 – $50,0006.5500Mega CapTechnology34NormalNoNoNo
COSTCostco Wholesale CorpPurchase2025-01-16$1,001 – $15,0007500Large CapConsumer36NormalNoNoNo
KOCoca-Cola CompanySale2025-02-10$15,001 – $50,0007.5500Large CapConsumer30NormalNoNoNo
AAPLApple Inc.Sale2025-01-07$500,001 – $1,000,00063200Mega CapTechnology40LargeNoYesYes
VVisa Inc.Purchase2025-01-29$1,001 – $15,0006.5500Large CapFinancial Services30NormalYesNoNo
SPYSPDR S&P 500 ETF TrustSale2025-01-20$100,001 – $250,00070ETFETF44MediumNoNoNo
VTIVanguard Total Stock Market ETFPurchase2025-02-23$50,001 – $100,0007.50ETFETF44Above AverageNoNoNo
COPConocoPhillipsSale2025-02-25$15,001 – $50,0006500Large CapEnergy38NormalNoYesNo
TSLATesla Inc.Purchase2025-02-24$100,001 – $250,0006.5500Mega CapConsumer35MediumNoNoYes
CVXChevron CorporationPurchase2025-02-12$15,001 – $50,0007500Large CapEnergy42NormalNoNoNo
TSLATesla Inc.Purchase2025-02-02$15,001 – $50,0007.5500Mega CapConsumer32NormalNoNoNo
MSFTMicrosoft CorporationPurchase2025-01-01$50,001 – $100,00062800Mega CapTechnology45Above AverageYesYesNo
BACBank of America CorpSale2025-01-11$15,001 – $50,0006.5500Large CapFinancial Services41NormalNoNoNo
COPConocoPhillipsSale2025-02-23$1,001 – $15,0007500Large CapEnergy36NormalNoNoYes
UNHUnitedHealth Group Inc.Purchase2025-01-20$15,001 – $50,0007.5500Large CapConsumer44NormalNoNoNo
QQQInvesco QQQ TrustSale2025-02-20$50,001 – $100,00060ETFETF40Above AverageNoYesNo
HDHome Depot Inc.Sale2025-01-29$100,001 – $250,0006.5500Large CapConsumer30MediumNoNoNo
GOOGLAlphabet Inc.Purchase2025-01-30$15,001 – $50,00071800Mega CapTechnology39NormalNoNoNo
HDHome Depot Inc.Sale2025-01-13$1,001 – $15,0007.5500Large CapConsumer37NormalYesNoYes
AAPLApple Inc.Sale2025-02-15$1,001 – $15,00063200Mega CapTechnology36NormalNoYesNo
ABBVAbbVie Inc.Purchase2025-02-14$250,001 – $500,0006.5500Large CapConsumer34LargeNoNoNo
WMTWalmart Inc.Purchase2025-02-26$50,001 – $100,0007500Large CapConsumer35Above AverageNoNoNo
VVisa Inc.Sale2025-02-23$50,001 – $100,0007.5500Large CapFinancial Services38Above AverageNoNoNo
XOMExxon Mobil CorporationPurchase2025-01-03$1,001 – $15,0006500Large CapEnergy41NormalNoYesYes
SPYSPDR S&P 500 ETF TrustPurchase2025-02-27$250,001 – $500,0006.50ETFETF44LargeNoNoNo
AMZNAmazon.com Inc.Purchase2025-02-03$1,001 – $15,0007500Mega CapConsumer31NormalYesNoNo
MSFTMicrosoft CorporationPurchase2025-02-11$1,000,001 – $5,000,0007.52800Mega CapTechnology31Very LargeNoNoNo
ABBVAbbVie Inc.Purchase2025-02-28$1,001 – $15,0006500Large CapConsumer33NormalNoYesNo
JNJJohnson & JohnsonPurchase2025-02-07$1,001 – $15,0006.5500Large CapConsumer35NormalNoNoYes
JPMJPMorgan Chase & Co.Purchase2025-01-12$15,001 – $50,0007500Large CapFinancial Services33NormalNoNoNo
VVisa Inc.Purchase2025-01-16$50,001 – $100,0007.5500Large CapFinancial Services34Above AverageNoNoNo
PFEPfizer Inc.Sale2025-02-27$15,001 – $50,0006500Large CapConsumer45NormalNoYesNo
ABBVAbbVie Inc.Sale2025-01-08$1,001 – $15,0006.5500Large CapConsumer32NormalYesNoNo
AMZNAmazon.com Inc.Sale2025-02-26$15,001 – $50,0007500Mega CapConsumer37NormalNoNoYes
JPMJPMorgan Chase & Co.Sale2025-02-05$1,001 – $15,0007.5500Large CapFinancial Services34NormalNoNoNo
PGProcter & Gamble CompanyPurchase2025-02-11$1,001 – $15,0006500Large CapConsumer33NormalNoYesNo
COPConocoPhillipsPurchase2025-02-17$250,001 – $500,0006.5500Large CapEnergy33LargeNoNoNo
METAMeta Platforms Inc.Purchase2025-01-28$15,001 – $50,0007500Mega CapTechnology35NormalNoNoNo
WFCWells Fargo & CompanySale2025-01-08$15,001 – $50,0007.5500Large CapFinancial Services38NormalNoNoYes
PGProcter & Gamble CompanyPurchase2025-01-13$15,001 – $50,0006500Large CapConsumer35NormalYesYesNo
GSGoldman Sachs Group Inc.Purchase2025-01-07$1,001 – $15,0006.5500Large CapFinancial Services42NormalNoNoNo
AAPLApple Inc.Purchase2025-02-21$15,001 – $50,00073200Mega CapTechnology37NormalNoNoNo
COPConocoPhillipsPurchase2025-02-06$50,001 – $100,0007.5500Large CapEnergy34Above AverageNoNoNo
UNHUnitedHealth Group Inc.Purchase2025-02-08$15,001 – $50,0006500Large CapConsumer33NormalNoYesYes
KOCoca-Cola CompanyPurchase2025-01-06$15,001 – $50,0006.5500Large CapConsumer38NormalNoNoNo
VVisa Inc.Sale2025-02-24$1,001 – $15,0007500Large CapFinancial Services37NormalNoNoNo
GSGoldman Sachs Group Inc.Purchase2025-01-23$1,001 – $15,0007.5500Large CapFinancial Services32NormalYesNoNo
GSGoldman Sachs Group Inc.Purchase2025-01-04$1,001 – $15,0006500Large CapFinancial Services35NormalNoYesNo
COSTCostco Wholesale CorpPurchase2025-02-04$1,001 – $15,0006.5500Large CapConsumer35NormalNoNoYes
DISWalt Disney CompanyPurchase2025-02-24$15,001 – $50,0007500Large CapConsumer42NormalNoNoNo
WFCWells Fargo & CompanySale2025-02-28$15,001 – $50,0007.5500Large CapFinancial Services33NormalNoNoNo
PFEPfizer Inc.Purchase2025-02-25$1,001 – $15,0006500Large CapConsumer40NormalNoYesNo
SPYSPDR S&P 500 ETF TrustPurchase2025-02-17$100,001 – $250,0006.50ETFETF36MediumNoNoNo
AAPLApple Inc.Purchase2025-01-01$1,001 – $15,00073200Mega CapTechnology31NormalYesNoYes
HDHome Depot Inc.Purchase2025-02-10$1,001 – $15,0007.5500Large CapConsumer32NormalNoNoNo
KOCoca-Cola CompanySale2025-02-26$50,001 – $100,0006500Large CapConsumer42Above AverageNoYesNo
WFCWells Fargo & CompanySale2025-02-01$15,001 – $50,0006.5500Large CapFinancial Services43NormalNoNoNo
XOMExxon Mobil CorporationSale2025-01-13$1,001 – $15,0007500Large CapEnergy34NormalNoNoNo
JPMJPMorgan Chase & Co.Purchase2025-02-28$1,001 – $15,0007.5500Large CapFinancial Services45NormalNoNoYes
XOMExxon Mobil CorporationSale2025-01-09$15,001 – $50,0006500Large CapEnergy36NormalNoYesNo
AMZNAmazon.com Inc.Sale2025-01-01$1,001 – $15,0006.5500Mega CapConsumer30NormalYesNoNo
XOMExxon Mobil CorporationSale2025-02-01$100,001 – $250,0007500Large CapEnergy44MediumNoNoNo
ABBVAbbVie Inc.Purchase2025-01-25$1,001 – $15,0007.5500Large CapConsumer43NormalNoNoNo
SPYSPDR S&P 500 ETF TrustPurchase2025-02-25$15,001 – $50,00060ETFETF39NormalNoYesYes
HDHome Depot Inc.Purchase2025-01-06$1,001 – $15,0006.5500Large CapConsumer44NormalNoNoNo
MAMastercard Inc.Sale2025-01-19$1,001 – $15,0007500Large CapFinancial Services34NormalNoNoNo
AMZNAmazon.com Inc.Purchase2025-01-11$1,001 – $15,0007.5500Mega CapConsumer42NormalNoNoNo
JNJJohnson & JohnsonPurchase2025-02-24$1,001 – $15,0006500Large CapConsumer45NormalYesYesNo
PGProcter & Gamble CompanyPurchase2025-02-27$1,001 – $15,0006.5500Large CapConsumer37NormalNoNoYes
COSTCostco Wholesale CorpSale2025-01-08$1,001 – $15,0007500Large CapConsumer30NormalNoNoNo
VTIVanguard Total Stock Market ETFSale2025-01-25$1,001 – $15,0007.50ETFETF33NormalNoNoNo
QQQInvesco QQQ TrustPurchase2025-02-08$1,001 – $15,00060ETFETF40NormalNoYesNo
SPYSPDR S&P 500 ETF TrustPurchase2025-01-07$100,001 – $250,0006.50ETFETF33MediumNoNoNo
PFEPfizer Inc.Purchase2025-01-25$100,001 – $250,0007500Large CapConsumer34MediumNoNoYes
VVisa Inc.Purchase2025-01-04$1,001 – $15,0007.5500Large CapFinancial Services44NormalYesNoNo
NVDANVIDIA CorporationSale2025-01-16$1,001 – $15,0006500Mega CapTechnology32NormalNoYesNo
QQQInvesco QQQ TrustPurchase2025-01-23$15,001 – $50,0006.50ETFETF38NormalNoNoNo
VVisa Inc.Sale2025-01-16$50,001 – $100,0007500Large CapFinancial Services36Above AverageNoNoNo
VTIVanguard Total Stock Market ETFPurchase2025-01-27$1,001 – $15,0007.50ETFETF42NormalNoNoYes
NVDANVIDIA CorporationSale2025-02-05$15,001 – $50,0006500Mega CapTechnology36NormalNoYesNo