SBUX Starbucks | $92.78 -0.2% | Sale $1,001 - $15,000 | 8/20/2024 | 8/14/2024 | -1.2%
|
SBUX Starbucks | $92.78 -0.2% | Sale $100,001 - $250,000 | 8/20/2024 | 8/14/2024 | -1.2%
|
JNJ Johnson & Johnson | $161.40 +0.8% | Purchase $15,001 - $50,000 | 8/20/2024 | 8/7/2024 | +1.6%
|
MCD McDonald's | $289.76 +1.4% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/7/2024 | +7.6%
|
HSY Hershey | $197.47 -0.2% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | -1.2%
|
CB Chubb | $272.07 +0.0% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +2.4%
|
SBUX Starbucks | $92.78 -0.2% | Purchase $15,001 - $50,000 | 8/20/2024 | 8/7/2024 | +23.2%
|
AMGN Amgen | $329.15 +0.2% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +5.3%
|
ACN Accenture | $333.60 +1.0% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +4.8%
|
GD General Dynamics | $294.06 -0.6% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +2.4%
|
QQQM Invesco NASDAQ 100 ETF | $198.60 +0.5% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +11.0%
|
UPS United Parcel Service | $127.92 -0.7% | Purchase $15,001 - $50,000 | 8/20/2024 | 8/7/2024 | +3.7%
|
APD Air Products and Chemicals | $275.82 +0.9% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | -0.6%
|
KVUE Kenvue | $21.70 +0.6% | Sale $1,001 - $15,000 | 8/20/2024 | 8/6/2024 | +4.1%
|
IJR iShares Core S&P Small-Cap ETF | $113.93 +1.2% | Sale $50,001 - $100,000 | 8/20/2024 | 8/6/2024 | +4.6%
|
FQAL Fidelity Quality Factor ETF | $63.50 +0.4% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +7.0%
|
WMT Walmart | $75.24 +0.9% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +11.1%
|
MSFT Microsoft | $424.14 -0.2% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +6.1%
|
NEE NextEra Energy | $79.64 +0.8% | Sale $50,001 - $100,000 | 8/20/2024 | 8/6/2024 | +3.5%
|
JPM JPMorgan Chase & Co. | $214.60 +0.0% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +7.1%
|
PFE Pfizer | $29.02 +0.4% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | -1.0%
|
DGRO iShares Core Dividend Growth ETF | $60.99 +0.4% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +4.9%
|
ONEQ Fidelity NASDAQ Composite Index ETF | $70.50 +0.4% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +9.4%
|
IJR iShares Core S&P Small-Cap ETF | $113.93 +1.2% | Sale $1,001 - $15,000 | 8/20/2024 | 8/6/2024 | +4.6%
|
AAPL Apple | $226.40 0.0% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +9.3%
|
COST Costco Wholesale | $881.42 +0.6% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +7.9%
|
QQQ Invesco QQQ | $482.50 +0.5% | Sale $100,001 - $250,000 | 8/20/2024 | 8/6/2024 | +9.8%
|
DFS Discover Financial Services | $133.36 -1.4% | Sale $50,001 - $100,000 | 8/20/2024 | 8/6/2024 | +6.5%
|
CB Chubb | $272.07 +0.0% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +0.3%
|
JNJ Johnson & Johnson | $161.40 +0.8% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -1.7%
|
UPS United Parcel Service | $127.92 -0.7% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -0.1%
|
ACN Accenture | $333.60 +1.0% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +3.3%
|
PEP PepsiCo | $175.21 -0.4% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -1.6%
|
MCD McDonald's | $289.76 +1.4% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +4.7%
|
PG Procter & Gamble | $170.16 -0.1% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +0.1%
|
GD General Dynamics | $294.06 -0.6% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +0.6%
|
SBUX Starbucks | $92.78 -0.2% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +22.3%
|
MRK Merck & Co., Inc. | $116.00 +0.7% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +0.7%
|
AMGN Amgen | $329.15 +0.2% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -1.4%
|
QQQM Invesco NASDAQ 100 ETF | $198.60 +0.5% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +7.5%
|
APD Air Products and Chemicals | $275.82 +0.9% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -2.1%
|
NEE NextEra Energy | $79.64 +0.8% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +1.6%
|
DFS Discover Financial Services | $133.36 -1.4% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | -2.1%
|
LMT Lockheed Martin | $553.76 -0.6% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +0.9%
|
AAPL Apple | $226.40 0.0% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +3.7%
|
JPM JPMorgan Chase & Co. | $214.60 +0.0% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +3.3%
|
GOOG Alphabet | $167.63 -0.8% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | -2.8%
|
KVUE Kenvue | $21.70 +0.6% | Sale $0 - $1,000 | 8/20/2024 | 8/1/2024 | +16.5%
|
PFE Pfizer | $29.02 +0.4% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | -5.3%
|
CSCO Cisco Systems | $50.45 +0.4% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +6.5%
|
COST Costco Wholesale | $881.42 +0.6% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +7.9%
|
WMT Walmart | $75.24 +0.9% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +7.8%
|
BRP The Baldwin Insurance Group | $43.11 +1.6% | Sale $500,001 - $1,000,000 | 6/2/2024 | 5/8/2024 | +37.2%
|
BRP The Baldwin Insurance Group | $43.11 +1.6% | Sale $1,001 - $15,000 | 4/23/2024 | 4/9/2024 | +50.4%
|
BRP The Baldwin Insurance Group | $43.11 +1.6% | Sale $1,000,001 - $5,000,000 | 4/23/2024 | 3/21/2024 | +44.4%
|
IJR iShares Core S&P Small-Cap ETF | $113.93 +1.2% | Sale $1,001 - $15,000 | 10/12/2023 | 9/11/2023 | +16.8%
|
MRK Merck & Co., Inc. | $116.00 +0.7% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +6.8%
|
UNH UnitedHealth Group | $578.09 -0.4% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +20.6%
|
WMT Walmart | $75.24 +0.9% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +37.3%
|
CSCO Cisco Systems | $50.45 +0.4% | Sale $50,001 - $100,000 | 10/12/2023 | 9/11/2023 | -11.2%
|
AAPL Apple | $226.40 0.0% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +26.2%
|
MCD McDonald's | $289.76 +1.4% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +3.6%
|
UPS United Parcel Service | $127.92 -0.7% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -20.5%
|
V Visa | $268.15 +0.0% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +8.5%
|
JNJ Johnson & Johnson | $161.40 +0.8% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -0.8%
|
PG Procter & Gamble | $170.16 -0.1% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +10.0%
|
DFS Discover Financial Services | $133.36 -1.4% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +48.7%
|
QQQ Invesco QQQ | $482.50 +0.5% | Sale $1,001 - $15,000 | 10/12/2023 | 9/11/2023 | +28.0%
|
GOOG Alphabet | $167.63 -0.8% | Sale $50,001 - $100,000 | 10/12/2023 | 9/11/2023 | +21.7%
|
BRK.B Berkshire Hathaway | $446.60 -0.4% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +22.2%
|
JPM JPMorgan Chase & Co. | $214.60 +0.0% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +48.6%
|
SBUX Starbucks | $92.78 -0.2% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -3.0%
|
PEP PepsiCo | $175.21 -0.4% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -2.1%
|
HD Home Depot | $370.44 +0.9% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +12.8%
|
PFE Pfizer | $29.02 +0.4% | Sale $1,001 - $15,000 | 10/12/2023 | 9/11/2023 | -14.5%
|
NEE NextEra Energy | $79.64 +0.8% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +17.9%
|
MSFT Microsoft | $424.14 -0.2% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +25.5%
|
CMCSA Comcast | $39.94 -0.2% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +4.4%
|
COST Costco Wholesale | $881.42 +0.6% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +77.7%
|
COST Costco Wholesale | $881.42 +0.6% | Purchase $50,001 - $100,000 | 5/23/2023 | 4/19/2023 | +77.7%
|
AAPL Apple | $226.40 0.0% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +35.1%
|
CMCSA Comcast | $39.94 -0.2% | Purchase $50,001 - $100,000 | 5/23/2023 | 4/19/2023 | +4.4%
|
FQAL Fidelity Quality Factor ETF | $63.50 +0.4% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +32.8%
|
QQQ Invesco QQQ | $482.50 +0.5% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +51.4%
|
IVV iShares Core S&P 500 ETF | $563.96 +0.4% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +35.6%
|
IJR iShares Core S&P Small-Cap ETF | $113.93 +1.2% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +19.1%
|
SBUX Starbucks | $92.78 -0.2% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | -13.4%
|
WMT Walmart | $75.24 +0.9% | Sale $15,001 - $50,000 | 3/7/2023 | 2/21/2023 | +53.2%
|
BRK.A Berkshire Hathaway | $669,987.00 -0.4% | Sale $15,001 - $50,000 | 3/7/2023 | 2/21/2023 | +46.1%
|
QQQ Invesco QQQ | $482.50 +0.5% | Sale $1,001 - $15,000 | 3/7/2023 | 2/21/2023 | +64.1%
|
MSFT Microsoft | $424.14 -0.2% | Sale $15,001 - $50,000 | 3/7/2023 | 2/21/2023 | +67.9%
|
VZ Verizon Communications | $41.04 +0.5% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +1.6%
|
UNH UnitedHealth Group | $578.09 -0.4% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +17.7%
|
UPS United Parcel Service | $127.92 -0.7% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | -31.5%
|
SBUX Starbucks | $92.78 -0.2% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | -14.9%
|
BRK.B Berkshire Hathaway | $446.60 -0.4% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +44.2%
|
PFE Pfizer | $29.02 +0.4% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | -33.0%
|
NEE NextEra Energy | $79.64 +0.8% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +3.5%
|
QQQ Invesco QQQ | $482.50 +0.5% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +56.1%
|
CMCSA Comcast | $39.94 -0.2% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +1.3%
|
CSCO Cisco Systems | $50.45 +0.4% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +4.1%
|
AAPL Apple | $226.40 0.0% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +45.8%
|
PNC The PNC Financial Services Group | $173.37 -0.1% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +8.4%
|
MSFT Microsoft | $424.14 -0.2% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +57.5%
|
MDT Medtronic | $87.51 +2.5% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +3.6%
|
JPM JPMorgan Chase & Co. | $214.60 +0.0% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +49.2%
|
IJR iShares Core S&P Small-Cap ETF | $113.93 +1.2% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +7.9%
|
CSCO Cisco Systems | $50.45 +0.4% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +14.4%
|
WMT Walmart | $75.24 +0.9% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | +66.9%
|
MSFT Microsoft | $424.14 -0.2% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | +68.3%
|
WMT Walmart | $75.24 +0.9% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +66.9%
|
MDT Medtronic | $87.51 +2.5% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | -3.1%
|
MDT Medtronic | $87.51 +2.5% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | -3.1%
|
IVW iShares S&P 500 Growth ETF | $94.10 +0.4% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +47.7%
|
ONEQ Fidelity NASDAQ Composite Index ETF | $70.50 +0.4% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +54.5%
|
CSCO Cisco Systems | $50.45 +0.4% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | +14.4%
|
LMT Lockheed Martin | $553.76 -0.6% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/12/2022 | +32.3%
|
LMT Lockheed Martin | $553.76 -0.6% | Purchase $50,001 - $100,000 | 10/11/2022 | 9/12/2022 | +32.3%
|
SBUX Starbucks | $92.78 -0.2% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/9/2022 | +4.6%
|
SBUX Starbucks | $92.78 -0.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +4.6%
|
HD Home Depot | $370.44 +0.9% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +23.6%
|
HD Home Depot | $370.44 +0.9% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/9/2022 | +23.6%
|
BRP The Baldwin Insurance Group | $43.11 +1.6% | Sale $1,000,001 - $5,000,000 | 6/1/2021 | 4/27/2021 | +43.8%
|
BRP The Baldwin Insurance Group | $43.11 +1.6% | Sale $1,000,001 - $5,000,000 | 3/3/2022 | 4/27/2021 | +43.8%
|
BRP The Baldwin Insurance Group | $43.11 +1.6% | Exchange $1,000,001 - $5,000,000 | 3/26/2021 | 2/11/2021 | +51.1%
|