| TSLA Tesla | $342.03 -1.1% | Purchase $1,001 - $15,000 | 11/8/2024 | 11/7/2024 | +15.2%
|
| PANW Palo Alto Networks | $392.89 +1.2% | Purchase $1,001 - $15,000 | 11/8/2024 | 11/7/2024 | +1.5%
|
| NOW ServiceNow | $1,022.98 +0.1% | Purchase $1,001 - $15,000 | 11/8/2024 | 11/7/2024 | +0.7%
|
| GS The Goldman Sachs Group | $581.93 +0.1% | Purchase $1,001 - $15,000 | 11/8/2024 | 11/7/2024 | 0.0%
|
| NEE NextEra Energy | $76.87 -0.3% | Purchase $1,001 - $15,000 | 11/8/2024 | 11/7/2024 | +3.1%
|
| BX Blackstone | $185.03 +0.1% | Purchase $1,001 - $15,000 | 11/8/2024 | 11/7/2024 | +5.0%
|
| TSCO Tractor Supply | $270.00 -1.0% | Purchase $1,001 - $15,000 | 11/8/2024 | 11/7/2024 | -6.7%
|
| HSY Hershey | $174.00 +2.2% | Purchase $1,001 - $15,000 | 11/8/2024 | 11/7/2024 | +0.6%
|
| SO Southern | $87.97 -0.4% | Purchase $1,001 - $15,000 | 11/8/2024 | 11/7/2024 | +1.2%
|
| DELL Dell Technologies | $133.93 -1.4% | Purchase $1,001 - $15,000 | 11/8/2024 | 11/7/2024 | -2.9%
|
| FDX FedEx | $288.03 -1.7% | Purchase $1,001 - $15,000 | 11/8/2024 | 11/7/2024 | +1.7%
|
| BRK.B Berkshire Hathaway | $468.83 0.0% | Purchase $1,001 - $15,000 | 11/8/2024 | 11/7/2024 | +1.9%
|
| GLW Corning | $47.35 +0.1% | Purchase $1,001 - $15,000 | 11/4/2024 | 11/1/2024 | -2.1%
|
| META Meta Platforms | $565.52 +0.8% | Purchase $1,001 - $15,000 | 11/4/2024 | 11/1/2024 | -0.3%
|
| INTC Intel | $24.01 -0.8% | Purchase $1,001 - $15,000 | 11/4/2024 | 11/1/2024 | +3.5%
|
| AMD Advanced Micro Devices | $137.60 -1.3% | Purchase $1,001 - $15,000 | 11/4/2024 | 11/1/2024 | -3.0%
|
| DUK Duke Energy | $113.78 +0.2% | Purchase $1,001 - $15,000 | 11/4/2024 | 11/1/2024 | +1.0%
|
| HSY Hershey | $174.00 +2.2% | Purchase $1,001 - $15,000 | 11/4/2024 | 11/1/2024 | -2.9%
|
| TSLA Tesla | $342.03 -1.1% | Purchase $1,001 - $15,000 | 11/4/2024 | 11/1/2024 | +37.4%
|
| AAPL Apple | $229.00 +0.3% | Purchase $1,001 - $15,000 | 11/4/2024 | 11/1/2024 | +2.7%
|
| DLR Digital Realty Trust | $185.91 -0.7% | Purchase $1,001 - $15,000 | 11/4/2024 | 11/1/2024 | +5.6%
|
| BRK.B Berkshire Hathaway | $468.83 0.0% | Purchase $1,001 - $15,000 | 11/4/2024 | 11/1/2024 | +3.7%
|
| NVDA NVIDIA | $145.89 -0.8% | Purchase $1,001 - $15,000 | 11/1/2024 | 11/1/2024 | +7.7%
|
| LW Lamb Weston | $76.11 +1.4% | Sale (Full) $1,001 - $15,000 | 11/14/2024 | 10/31/2024 | -2.0%
|
| LEG Leggett & Platt | $11.28 -1.5% | Sale (Full) $1,001 - $15,000 | 11/14/2024 | 10/31/2024 | -6.1%
|
| AR Antero Resources | $33.19 +4.0% | Purchase $1,001 - $15,000 | 11/11/2024 | 10/31/2024 | +28.2%
|
| GTES Gates Industrial | $21.09 -0.9% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/31/2024 | +8.9%
|
| APPF AppFolio | $230.65 +0.9% | Sale $1,001 - $15,000 | 11/6/2024 | 10/31/2024 | +11.0%
|
| ICUI ICU Medical | $167.59 -1.2% | Sale $1,001 - $15,000 | 11/6/2024 | 10/31/2024 | -1.8%
|
| SF Stifel Financial | $113.42 +0.2% | Sale $1,001 - $15,000 | 11/6/2024 | 10/31/2024 | +9.5%
|
| ITT ITT | $152.20 -0.5% | Sale $1,001 - $15,000 | 11/6/2024 | 10/31/2024 | +8.6%
|
| TCBI Texas Capital Bancshares | $83.90 -2.3% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/31/2024 | +9.0%
|
| GOOGL Alphabet | $175.98 -1.2% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/31/2024 | +2.8%
|
| MSFT Microsoft | $415.49 -0.6% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/31/2024 | +2.2%
|
| AMTM Amentum | $22.41 +2.1% | Sale $1,001 - $15,000 | 11/6/2024 | 10/31/2024 | -24.7%
|
| AMZN Amazon.com | $202.88 -0.8% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/31/2024 | +8.8%
|
| QCOM QUALCOMM | $154.27 -6.3% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/31/2024 | -5.2%
|
| LLY Eli Lilly and Company | $753.41 +3.2% | Purchase $15,001 - $50,000 | 11/7/2024 | 10/30/2024 | -11.0%
|
| MCD McDonald's | $290.89 +0.1% | Purchase $100,001 - $250,000 | 11/15/2024 | 10/29/2024 | -1.4%
|
| MCD McDonald's | $290.89 +0.1% | Sale (Full) $15,001 - $50,000 | 11/15/2024 | 10/29/2024 | -1.4%
|
| ADBE Adobe | $499.50 0.0% | Sale (Full) $15,001 - $50,000 | 11/15/2024 | 10/29/2024 | +2.9%
|
| TRV Travelers Companies | $257.12 -0.8% | Sale (Full) $15,001 - $50,000 | 11/15/2024 | 10/29/2024 | +3.4%
|
| AAPL Apple | $229.00 +0.3% | Sale (Full) $15,001 - $50,000 | 11/15/2024 | 10/29/2024 | -2.0%
|
| MSFT Microsoft | $415.49 -0.6% | Sale (Full) $15,001 - $50,000 | 11/15/2024 | 10/29/2024 | -3.8%
|
| JNJ Johnson & Johnson | $153.10 +0.1% | Sale (Full) $15,001 - $50,000 | 11/15/2024 | 10/29/2024 | -4.4%
|
| KMB Kimberly-Clark | $136.37 +0.6% | Sale (Full) $15,001 - $50,000 | 11/15/2024 | 10/29/2024 | +1.4%
|
| CTVA Corteva | $58.77 +0.9% | Sale (Full) $1,001 - $15,000 | 11/15/2024 | 10/29/2024 | -3.3%
|
| HON Honeywell International | $226.67 -0.7% | Sale (Full) $15,001 - $50,000 | 11/15/2024 | 10/29/2024 | +10.0%
|
| OC Owens Corning | $194.27 +0.1% | Sale (Full) $15,001 - $50,000 | 11/15/2024 | 10/29/2024 | +7.3%
|
| TTNDY Techtronic Industries | $68.01 +1.5% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/29/2024 | -5.9%
|
| SBUX Starbucks | $98.26 -0.1% | Sale (Partial) $1,001 - $15,000 | 11/7/2024 | 10/29/2024 | +0.9%
|
| DIS Walt Disney | $114.27 +1.6% | Sale (Full) $1,001 - $15,000 | 11/7/2024 | 10/29/2024 | +18.9%
|
| HON Honeywell International | $226.67 -0.7% | Sale (Partial) $1,001 - $15,000 | 11/7/2024 | 10/29/2024 | +10.0%
|
| MA Mastercard | $512.54 -1.3% | Sale (Partial) $1,001 - $15,000 | 11/7/2024 | 10/29/2024 | +1.2%
|
| VZ Verizon Communications | $42.22 +0.7% | Sale (Partial) $1,001 - $15,000 | 11/7/2024 | 10/29/2024 | +2.2%
|
| DSCSY Disco | $26.87 -1.8% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/28/2024 | +3.6%
|
| TSLA Tesla | $342.03 -1.1% | Sale (Full) $100,001 - $250,000 | 11/7/2024 | 10/28/2024 | +30.3%
|
| TSLA Tesla | $342.03 -1.1% | Sale (Full) $15,001 - $50,000 | 11/7/2024 | 10/28/2024 | +30.3%
|
| TTNDY Techtronic Industries | $68.01 +1.5% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/28/2024 | -8.0%
|
| TSLA Tesla | $342.03 -1.1% | Purchase $1,001 - $15,000 | 11/13/2024 | 10/25/2024 | +27.1%
|
| CWEN Clearway Energy | $27.92 +0.5% | Sale $15,001 - $50,000 | 11/11/2024 | 10/25/2024 | +7.4%
|
| OXY Occidental Petroleum | $50.91 +0.8% | Purchase $15,001 - $50,000 | 11/11/2024 | 10/25/2024 | -1.3%
|
| ALG Alamo Group | $191.88 +0.6% | Sale $1,001 - $15,000 | 11/6/2024 | 10/25/2024 | +11.7%
|
| DSCSY Disco | $26.87 -1.8% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/25/2024 | +8.8%
|
| EPAC Enerpac Tool Group | $47.52 +0.9% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/25/2024 | +6.2%
|
| GLW Corning | $47.35 +0.1% | Sale $1,001 - $15,000 | 11/12/2024 | 10/24/2024 | +1.2%
|
| NVDA NVIDIA | $145.89 -0.8% | Sale $15,001 - $50,000 | 11/12/2024 | 10/24/2024 | +3.9%
|
| NVDA NVIDIA | $145.89 -0.8% | Purchase $15,001 - $50,000 | 11/12/2024 | 10/24/2024 | +3.9%
|
| BA Boeing | $146.11 +0.4% | Sale $1,001 - $15,000 | 11/12/2024 | 10/24/2024 | -5.9%
|
| CVS CVS Health | $56.83 +1.9% | Sale $1,001 - $15,000 | 11/12/2024 | 10/24/2024 | +1.3%
|
| TSM Taiwan Semiconductor Manufacturing | $188.41 -0.7% | Sale $1,001 - $15,000 | 11/6/2024 | 10/24/2024 | -4.8%
|
| BX Blackstone | $185.03 +0.1% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/24/2024 | +9.1%
|
| PYPL PayPal | $84.74 +0.8% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/24/2024 | +4.1%
|
| NGL NGL Energy Partners | $4.51 +3.9% | Sale $50,001 - $100,000 | 10/29/2024 | 10/24/2024 | +7.4%
|
| HTGC Hercules Capital | $18.81 -1.4% | Purchase $15,001 - $50,000 | 11/12/2024 | 10/23/2024 | -5.3%
|
| REGN Regeneron Pharmaceuticals | $743.35 -0.2% | Sale $1,001 - $15,000 | 11/6/2024 | 10/23/2024 | -21.0%
|
| LRCX Lam Research | $70.05 -0.2% | Sale $1,001 - $15,000 | 11/6/2024 | 10/22/2024 | -4.0%
|
| BX Blackstone | $185.03 +0.1% | Purchase $1,001 - $15,000 | 10/22/2024 | 10/21/2024 | +8.4%
|
| MSFT Microsoft | $415.49 -0.6% | Purchase $1,001 - $15,000 | 10/22/2024 | 10/21/2024 | -0.8%
|
| INTC Intel | $24.01 -0.8% | Purchase $1,001 - $15,000 | 10/22/2024 | 10/21/2024 | +5.1%
|
| NSRGY Nestlé | $86.87 -0.3% | Purchase $1,001 - $15,000 | 10/22/2024 | 10/21/2024 | -12.8%
|
| HD Home Depot | $399.98 -1.7% | Purchase $1,001 - $15,000 | 10/22/2024 | 10/21/2024 | -1.6%
|
| ASML ASML | $658.43 -0.6% | Purchase $1,001 - $15,000 | 10/22/2024 | 10/21/2024 | -7.8%
|
| TSLA Tesla | $342.03 -1.1% | Purchase $1,001 - $15,000 | 10/22/2024 | 10/21/2024 | +56.3%
|
| BRK.B Berkshire Hathaway | $468.83 0.0% | Purchase $1,001 - $15,000 | 10/22/2024 | 10/21/2024 | +0.9%
|
| V Visa | $307.39 -1.4% | Purchase $1,001 - $15,000 | 10/22/2024 | 10/21/2024 | +7.2%
|
| CAT Caterpillar | $381.44 -0.2% | Purchase $1,001 - $15,000 | 10/22/2024 | 10/21/2024 | -2.3%
|
| FMAO Farmers & Merchants Bancorp | $31.91 -0.4% | Purchase $1,001 - $15,000 | 11/7/2024 | 10/20/2024 | +13.4%
|
| NFLX Netflix | $883.85 +1.4% | Sale $1,001 - $15,000 | 11/6/2024 | 10/18/2024 | +15.7%
|
| IVZ Invesco | $17.41 +0.8% | Sale (Full) $1,001 - $15,000 | 11/14/2024 | 10/17/2024 | -4.8%
|
| KKR KKR & Co. Inc. | $152.12 -0.4% | Sale $1,001 - $15,000 | 11/6/2024 | 10/17/2024 | +10.4%
|
| VRT Vertiv | $137.56 -2.4% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/17/2024 | +20.4%
|
| META Meta Platforms | $565.52 +0.8% | Sale $1,001 - $15,000 | 11/6/2024 | 10/17/2024 | -2.0%
|
| NVDA NVIDIA | $145.89 -0.8% | Sale $1,001 - $15,000 | 11/6/2024 | 10/17/2024 | +6.5%
|
| LRCX Lam Research | $70.05 -0.2% | Sale $1,001 - $15,000 | 11/6/2024 | 10/17/2024 | -4.2%
|
| USPH U.S. Physical Therapy | $94.17 +3.9% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/17/2024 | +11.5%
|
| BKNG Booking | $5,016.43 +0.8% | Sale $1,001 - $15,000 | 11/6/2024 | 10/17/2024 | +14.8%
|
| XNGSY ENN Energy | $26.44 0.0% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/17/2024 | -4.8%
|
| PPBI Pacific Premier Bancorp | $27.61 -0.2% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/17/2024 | +0.9%
|
| GOOG Alphabet | $177.33 -1.3% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/17/2024 | +7.8%
|
| MDB MongoDB | $281.76 -2.6% | Sale $1,001 - $15,000 | 11/6/2024 | 10/17/2024 | +3.6%
|
| BRK.B Berkshire Hathaway | $468.83 0.0% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/17/2024 | +0.6%
|
| ALGM Allegro MicroSystems | $20.14 +3.3% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/17/2024 | -2.3%
|
| TDG TransDigm Group | $1,293.11 +3.4% | Sale $1,001 - $15,000 | 11/6/2024 | 10/17/2024 | -7.8%
|
| CHRD Chord Energy | $129.84 +1.5% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/17/2024 | -0.6%
|
| LLY Eli Lilly and Company | $753.41 +3.2% | Sale $1,001 - $15,000 | 11/6/2024 | 10/16/2024 | -17.8%
|
| BABA Alibaba Group | $86.77 -0.4% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/16/2024 | -15.1%
|
| NGL NGL Energy Partners | $4.51 +3.9% | Sale $50,001 - $100,000 | 10/29/2024 | 10/16/2024 | +4.4%
|
| AMZN Amazon.com | $202.88 -0.8% | Sale $15,001 - $50,000 | 11/14/2024 | 10/15/2024 | +8.1%
|
| XOM Exxon Mobil | $120.35 +1.4% | Sale $15,001 - $50,000 | 11/14/2024 | 10/15/2024 | 0.0%
|
| PFE Pfizer | $24.95 -0.6% | Sale $1,001 - $15,000 | 11/14/2024 | 10/15/2024 | -15.3%
|
| LNG Cheniere Energy | $220.78 +0.3% | Sale $1,001 - $15,000 | 11/14/2024 | 10/15/2024 | +20.1%
|
| PSX Phillips 66 | $131.41 +0.4% | Sale $15,001 - $50,000 | 11/14/2024 | 10/15/2024 | 0.0%
|
| FANG Diamondback Energy | $181.46 +0.7% | Sale $15,001 - $50,000 | 11/14/2024 | 10/15/2024 | +0.9%
|
| NEE NextEra Energy | $76.87 -0.3% | Sale $1,001 - $15,000 | 11/14/2024 | 10/15/2024 | -7.2%
|
| LIN Linde | $450.14 +1.4% | Sale $1,001 - $15,000 | 11/14/2024 | 10/15/2024 | -6.4%
|
| REGN Regeneron Pharmaceuticals | $743.35 -0.2% | Sale $1,001 - $15,000 | 11/14/2024 | 10/15/2024 | -26.9%
|
| CRWD CrowdStrike | $350.15 -0.9% | Sale $1,001 - $15,000 | 11/14/2024 | 10/15/2024 | +15.8%
|
| MFC Manulife Financial | $32.19 -0.3% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/15/2024 | +6.2%
|
| TSLA Tesla | $342.03 -1.1% | Sale $1,001 - $15,000 | 11/6/2024 | 10/14/2024 | +56.1%
|
| TSLA Tesla | $342.03 -1.1% | Sale (Partial) $15,001 - $50,000 | 11/7/2024 | 10/11/2024 | +57.0%
|
| IBM International Business Machines | $214.61 +2.1% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/10/2024 | -7.9%
|
| LDOS Leidos | $162.15 +2.4% | Sale $1,001 - $15,000 | 10/11/2024 | 10/10/2024 | -1.5%
|
| SAIC Science Applications International | $123.05 +3.0% | Sale $1,001 - $15,000 | 10/11/2024 | 10/10/2024 | -13.8%
|
| IWM iShares Russell 2000 ETF | $230.92 +0.1% | Sale (Partial) $1,001 - $15,000 | 10/18/2024 | 10/9/2024 | +5.9%
|
| CSL Carlisle Companies | $431.86 -0.7% | Purchase $1,001 - $15,000 | 11/12/2024 | 10/8/2024 | -6.2%
|
| KO Coca-Cola | $63.01 +0.7% | Purchase $1,001 - $15,000 | 11/7/2024 | 10/8/2024 | -8.9%
|
| CELH Celsius | $27.71 +1.5% | Sale (Full) $1,001 - $15,000 | 11/7/2024 | 10/8/2024 | -3.6%
|
| NOW ServiceNow | $1,022.98 +0.1% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/8/2024 | +10.9%
|
| AAPL Apple | $229.00 +0.3% | Sale $15,001 - $50,000 | 10/24/2024 | 10/7/2024 | +3.3%
|
| IVV iShares Core S&P 500 ETF | $593.44 +0.0% | Sale (Partial) $1,001 - $15,000 | 10/18/2024 | 10/6/2024 | +3.1%
|
| MFC Manulife Financial | $32.19 -0.3% | Sale $1,001 - $15,000 | 11/6/2024 | 10/4/2024 | +6.5%
|
| TSM Taiwan Semiconductor Manufacturing | $188.41 -0.7% | Sale $1,001 - $15,000 | 11/6/2024 | 10/4/2024 | +4.0%
|
| TEL TE Connectivity | $147.88 +0.6% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/4/2024 | +1.7%
|
| NOW ServiceNow | $1,022.98 +0.1% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/4/2024 | +11.5%
|
| AMAT Applied Materials | $170.49 +0.7% | Purchase $1,001 - $15,000 | 10/8/2024 | 10/4/2024 | -15.6%
|
| DELL Dell Technologies | $133.93 -1.4% | Purchase $1,001 - $15,000 | 10/8/2024 | 10/4/2024 | +11.2%
|
| JPM JPMorgan Chase & Co. | $240.78 -1.0% | Purchase $1,001 - $15,000 | 10/8/2024 | 10/4/2024 | +14.0%
|
| LRCX Lam Research | $70.05 -0.2% | Purchase $1,001 - $15,000 | 10/8/2024 | 10/4/2024 | -14.1%
|
| ASML ASML | $658.43 -0.6% | Purchase $1,001 - $15,000 | 10/8/2024 | 10/4/2024 | -21.0%
|
| V Visa | $307.39 -1.4% | Purchase $1,001 - $15,000 | 10/8/2024 | 10/4/2024 | +10.6%
|
| FDX FedEx | $288.03 -1.7% | Purchase $1,001 - $15,000 | 10/8/2024 | 10/4/2024 | +10.5%
|
| COST Costco Wholesale | $928.08 -0.2% | Purchase $1,001 - $15,000 | 10/8/2024 | 10/4/2024 | +5.1%
|
| AVGO Broadcom | $163.25 -1.3% | Sale $1,001 - $15,000 | 11/6/2024 | 10/3/2024 | -5.0%
|
| HD Home Depot | $399.98 -1.7% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/3/2024 | -2.8%
|
| MSFT Microsoft | $415.49 -0.6% | Sale $1,001 - $15,000 | 11/6/2024 | 10/3/2024 | -0.3%
|
| TEL TE Connectivity | $147.88 +0.6% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/3/2024 | +2.2%
|
| NVDA NVIDIA | $145.89 -0.8% | Sale $1,001 - $15,000 | 11/7/2024 | 10/2/2024 | +22.8%
|
| AAPL Apple | $229.00 +0.3% | Purchase $15,001 - $50,000 | 11/6/2024 | 10/2/2024 | +1.0%
|
| MSFT Microsoft | $415.49 -0.6% | Sale $15,001 - $50,000 | 11/6/2024 | 10/2/2024 | -0.4%
|
| MCK McKesson | $621.29 +0.9% | Purchase $1,001 - $15,000 | 11/7/2024 | 10/1/2024 | +24.6%
|
| APPF AppFolio | $230.65 +0.9% | Sale $1,001 - $15,000 | 11/7/2024 | 10/1/2024 | -0.7%
|
| NU NU | $13.32 -1.1% | Purchase $1,001 - $15,000 | 11/7/2024 | 10/1/2024 | -0.9%
|
| SNPS Synopsys | $541.56 +1.4% | Sale $1,001 - $15,000 | 11/7/2024 | 10/1/2024 | +9.3%
|
| KO Coca-Cola | $63.01 +0.7% | Purchase $1,001 - $15,000 | 11/5/2024 | 10/1/2024 | -12.2%
|
| EFC Ellington Financial | $12.30 -0.6% | Purchase $1,001 - $15,000 | 10/21/2024 | 9/30/2024 | -4.6%
|
| J Jacobs Solutions | $132.45 -0.8% | Exchange $1,001 - $15,000 | 10/15/2024 | 9/30/2024 | +1.2%
|
| J Jacobs Solutions | $132.45 -0.8% | Exchange $15,001 - $50,000 | 10/15/2024 | 9/30/2024 | +1.2%
|
| AMTM Amentum | $22.41 +2.1% | Exchange $1,001 - $15,000 | 10/15/2024 | 9/30/2024 | |
| NGL NGL Energy Partners | $4.51 +3.9% | Sale $100,001 - $250,000 | 10/4/2024 | 9/30/2024 | 0.0%
|
| TT Trane Technologies | $411.16 -0.5% | Sale $1,001 - $15,000 | 10/3/2024 | 9/27/2024 | +7.1%
|
| APH Amphenol | $70.91 -0.1% | Sale $1,001 - $15,000 | 10/3/2024 | 9/27/2024 | +9.1%
|
| FI Fiserv | $217.94 +1.3% | Sale (Partial) $1,001 - $15,000 | 10/18/2024 | 9/26/2024 | +22.9%
|
| PYPL PayPal | $84.74 +0.8% | Purchase $1,001 - $15,000 | 10/3/2024 | 9/26/2024 | +5.8%
|
| ITW Illinois Tool Works | $266.38 0.0% | Purchase $50,001 - $100,000 | 10/15/2024 | 9/25/2024 | +3.2%
|
| ITW Illinois Tool Works | $266.38 0.0% | Purchase $1,001 - $15,000 | 10/15/2024 | 9/25/2024 | +3.2%
|
| NSC Norfolk Southern | $259.10 -0.2% | Sale (Full) $1,001 - $15,000 | 10/5/2024 | 9/25/2024 | +6.5%
|
| BOOT Boot Barn | $132.65 -0.2% | Sale $1,001 - $15,000 | 10/3/2024 | 9/25/2024 | -19.6%
|
| CNS Cohen & Steers | $99.65 -0.3% | Sale $1,001 - $15,000 | 10/3/2024 | 9/25/2024 | +4.2%
|
| META Meta Platforms | $565.52 +0.8% | Sale $1,001 - $15,000 | 10/3/2024 | 9/25/2024 | -0.5%
|
| ALG Alamo Group | $191.88 +0.6% | Sale $1,001 - $15,000 | 10/3/2024 | 9/25/2024 | +7.7%
|
| CRNX Crinetics Pharmaceuticals | $56.07 +1.6% | Purchase $1,001 - $15,000 | 10/3/2024 | 9/25/2024 | +11.1%
|
| ICFI ICF International | $136.48 +2.3% | Sale $1,001 - $15,000 | 10/3/2024 | 9/25/2024 | -18.4%
|
| ADP Automatic Data Processing | $298.59 +0.4% | Purchase $50,001 - $100,000 | 10/15/2024 | 9/24/2024 | +7.9%
|
| ADP Automatic Data Processing | $298.59 +0.4% | Purchase $1,001 - $15,000 | 10/15/2024 | 9/24/2024 | +7.9%
|
| GD General Dynamics | $279.98 -0.3% | Purchase $15,001 - $50,000 | 10/11/2024 | 9/24/2024 | -8.1%
|
| MRK Merck & Co., Inc. | $97.43 +0.9% | Sale $15,001 - $50,000 | 10/11/2024 | 9/24/2024 | -15.2%
|
| HDB HDFC Bank | $63.32 +0.3% | Purchase $1,001 - $15,000 | 10/3/2024 | 9/24/2024 | -4.2%
|
| SNPS Synopsys | $541.56 +1.4% | Sale $1,001 - $15,000 | 10/3/2024 | 9/24/2024 | +6.9%
|
| FCX Freeport-McMoRan | $43.70 -1.0% | Sale $1,001 - $15,000 | 10/3/2024 | 9/24/2024 | -10.3%
|
| IBN ICICI Bank | $29.74 -0.1% | Sale $1,001 - $15,000 | 10/3/2024 | 9/23/2024 | -5.2%
|
| HDB HDFC Bank | $63.32 +0.3% | Purchase $1,001 - $15,000 | 10/3/2024 | 9/23/2024 | -4.1%
|
| NOW ServiceNow | $1,022.98 +0.1% | Purchase $1,001 - $15,000 | 10/3/2024 | 9/23/2024 | +10.5%
|
| TSM Taiwan Semiconductor Manufacturing | $188.41 -0.7% | Sale $1,001 - $15,000 | 10/3/2024 | 9/23/2024 | +7.9%
|
| IBM International Business Machines | $214.61 +2.1% | Purchase $1,001 - $15,000 | 10/3/2024 | 9/23/2024 | -2.6%
|
| LRCX Lam Research | $70.05 -0.2% | Sale $1,001 - $15,000 | 10/3/2024 | 9/23/2024 | -10.7%
|
| ASML ASML | $658.43 -0.6% | Sale $1,001 - $15,000 | 10/3/2024 | 9/23/2024 | -18.1%
|
| SPG Simon Property Group | $180.91 -0.2% | Sale $1,000,001 - $5,000,000 | 11/4/2024 | 9/20/2024 | +8.6%
|
| ACN Accenture | $357.04 +0.9% | Sale (Partial) $1,001 - $15,000 | 10/5/2024 | 9/20/2024 | +6.2%
|
| NKE NIKE | $73.33 -0.8% | Sale (Partial) $1,001 - $15,000 | 10/5/2024 | 9/20/2024 | -15.3%
|
| AAPL Apple | $229.00 +0.3% | Sale (Partial) $1,001 - $15,000 | 10/5/2024 | 9/20/2024 | +0.4%
|
| MSFT Microsoft | $415.49 -0.6% | Sale (Partial) $1,001 - $15,000 | 10/5/2024 | 9/20/2024 | -4.5%
|
| GWW W.W. Grainger | $1,178.45 +0.5% | Sale (Partial) $1,001 - $15,000 | 10/5/2024 | 9/20/2024 | +14.2%
|
| BX Blackstone | $185.03 +0.1% | Purchase $1,001 - $15,000 | 10/3/2024 | 9/20/2024 | +17.0%
|
| IBN ICICI Bank | $29.74 -0.1% | Sale $1,001 - $15,000 | 10/3/2024 | 9/20/2024 | -5.2%
|
| HDB HDFC Bank | $63.32 +0.3% | Purchase $1,001 - $15,000 | 10/3/2024 | 9/20/2024 | -3.7%
|
| CRWD CrowdStrike | $350.15 -0.9% | Purchase $1,001 - $15,000 | 9/23/2024 | 9/20/2024 | +16.8%
|
| BRK.B Berkshire Hathaway | $468.83 0.0% | Purchase $1,001 - $15,000 | 9/23/2024 | 9/20/2024 | +2.8%
|
| SCCO Southern Copper | $102.98 -0.8% | Purchase $1,001 - $15,000 | 9/23/2024 | 9/20/2024 | -0.5%
|
| GOOG Alphabet | $177.33 -1.3% | Purchase $1,001 - $15,000 | 9/23/2024 | 9/20/2024 | +7.7%
|