| 2023-10-19 | 2023-09-28 | Sale |
WMT Walmart Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2023-10-19 | 2023-09-28 | Sale |
UNH UnitedHealth Group Incorporated Common Stock |
$1,001 - $15,000 |
Source |
| 2023-10-19 | 2023-09-28 | Sale |
PLD Prologis, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2023-10-19 | 2023-09-28 | Sale |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2023-10-19 | 2023-09-28 | Sale |
KMI Kinder Morgan, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2023-10-19 | 2023-09-28 | Sale |
JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 |
Source |
| 2023-10-19 | 2023-09-15 | Sale |
IFF International Flavors & Fragrances |
$1,001 - $15,000 |
Source |
| 2023-10-19 | 2023-09-28 | Sale |
HIG The Hartford Insurance Group, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2023-10-19 | 2023-09-28 | Sale |
GOOG Alphabet Inc. - Class C Capital Stock |
$1,001 - $15,000 |
Source |
| 2023-10-19 | 2023-09-15 | Sale |
FIS Fidelity National Information Services,... |
$1,001 - $15,000 |
Source |
| 2023-10-19 | 2023-09-28 | Sale |
EOG EOG Resources, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2023-10-19 | 2023-09-28 | Sale |
CAT Caterpillar, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2023-10-19 | 2023-09-28 | Sale |
AMZN Amazon.com, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2023-10-19 | 2023-09-07 | Buy |
AMT American Tower Corporation |
$1,001 - $15,000 |
Source |
| 2023-10-19 | 2023-09-28 | Sale |
ABBV AbbVie Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2023-10-19 | 2023-09-28 | Sale |
AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2023-09-30 | 2023-07-21 | Buy |
ZTS Zoetis Inc. Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2023-09-30 | 2023-07-27 | Partial sale |
UNP Union Pacific Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2023-09-30 | 2023-06-13 | Buy |
SPGI S&P Global Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2023-09-30 | 2023-08-17 | Sale |
PSX Phillips 66 |
$1,001 - $15,000 |
Source |
| 2023-09-30 | 2023-07-31 | Buy |
PG Procter & Gamble Company |
$1,001 - $15,000 |
Source |
| 2023-09-30 | 2023-07-31 | Sale |
KMB Kimberly-Clark Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2023-09-30 | 2023-07-21 | Sale |
DG Dollar General Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2023-09-30 | 2023-06-13 | Sale |
CB Chubb Limited Common Stock |
$1,001 - $15,000 |
Source |
| 2023-09-30 | 2023-06-13 | Partial sale |
AVGO Broadcom Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2023-09-30 | 2023-04-21 | Partial sale |
ACN Accenture plc Class A Ordinary Shares |
$1,001 - $15,000 |
Source |
| 2023-08-13 | 2022-07-15 | Buy |
TJX TJX Companies, Inc. |
$1,001 - $15,000 |
Source |
| 2023-08-13 | 2022-02-27 | Partial sale |
PDM Piedmont Office Realty Trust, Inc. |
$1,001 - $15,000 |
Source |
| 2023-08-13 | 2022-12-07 | Buy |
MA Mastercard Incorporated Common Stock |
$1,001 - $15,000 |
Source |
| 2023-08-13 | 2022-10-08 | Buy |
ACN Accenture plc Class A Ordinary Shares |
$1,001 - $15,000 |
Source |
| 2023-06-09 | 2023-05-30 | Buy |
JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 |
Source |
| 2023-05-07 | 2023-04-20 | Buy |
XOM Exxon Mobil Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2023-05-07 | 2023-04-20 | Sale |
CSCO Cisco Systems, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2023-03-05 | 2023-02-03 | Partial sale |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2023-03-05 | 2023-02-03 | Buy |
Vaneck Morningstar Intl Moat ETF |
$1,001 - $15,000 |
Source |
| 2023-03-05 | 2023-02-03 | Sale |
SPDR Bloomberg Short Term HI |
$1,001 - $15,000 |
Source |
| 2023-03-05 | 2023-02-03 | Partial sale |
Ishares US Technology ETF |
$1,001 - $15,000 |
Source |
| 2023-03-05 | 2023-02-03 | Buy |
Ishares US Pharmaceuticals ETF |
$1,001 - $15,000 |
Source |
| 2023-03-05 | 2023-02-03 | Buy |
Ishares MSCI Euro Financial |
$1,001 - $15,000 |
Source |
| 2023-03-05 | 2023-02-03 | Sale |
Global X MSCI Norway ETF |
$1,001 - $15,000 |
Source |
| 2023-02-15 | 2023-01-04 | Sale |
Virtus Vontobel Foreign Opp |
$15,001 - $50,000 |
Source |
| 2023-02-15 | 2023-01-17 | Sale |
Vanguard Total Intl Bond ETF |
$15,001 - $50,000 |
Source |
| 2023-02-15 | 2023-01-17 | Sale |
Vanguard Total Bond Market |
$15,001 - $50,000 |
Source |
| 2023-02-15 | 2023-01-17 | Buy |
Metropolitan West Tot Ret Bd I |
$15,001 - $50,000 |
Source |
| 2023-02-15 | 2023-01-04 | Buy |
Harding Loevner Intl Eqty Inst |
$15,001 - $50,000 |
Source |
| 2023-02-15 | 2023-01-17 | Buy |
AB Global Bond Adv |
$15,001 - $50,000 |
Source |
| 2023-02-15 | 2023-01-03 | Partial sale |
ELV Elevance Health, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2023-02-15 | 2023-01-20 | Sale |
BAX Baxter International Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2023-02-15 | 2023-01-04 | Partial sale |
Ishares Edge MSCI Min Vol USA |
$1,001 - $15,000 |
Source |
| 2023-02-15 | 2023-01-20 | Buy |
Harding Loevner Intl Eqty Inst |
$1,001 - $15,000 |
Source |
| 2023-01-05 | 2022-12-21 | Partial sale |
MCD McDonald's Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2023-01-05 | 2023-12-07 | Buy |
MA Mastercard Incorporated Common Stock |
$1,001 - $15,000 |
Source |
| 2023-01-05 | 2022-12-21 | Buy |
DG Dollar General Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2023-01-05 | 2022-12-07 | Buy |
CMCSA Comcast Corporation - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2023-01-05 | 2022-12-14 | Buy |
Vanguard Total Intl Bond ETF |
$1,001 - $15,000 |
Source |
| 2023-01-05 | 2022-12-21 | Buy |
Vanguard Total Inl Bond ETF |
$1,001 - $15,000 |
Source |
| 2023-01-05 | 2022-12-21 | Buy |
Vanguard Total Bond Market ETF |
$1,001 - $15,000 |
Source |
| 2023-01-05 | 2022-12-14 | Buy |
Vanguard Total Bond Market ETF |
$1,001 - $15,000 |
Source |
| 2023-01-05 | 2022-12-14 | Partial sale |
Metropolitan West Tot Ret Bd I |
$1,001 - $15,000 |
Source |
| 2023-01-05 | 2022-12-14 | Partial sale |
AB Global Bond Adv |
$1,001 - $15,000 |
Source |