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