| 2023-05-23 | 2023-04-19 | Buy |
COST Costco Wholesale Corporation - Common Stock |
$50,001 - $100,000 |
Source |
| 2023-05-23 | 2023-04-19 | Buy |
CMCSA Comcast Corporation - Class A Common Stock |
$50,001 - $100,000 |
Source |
| 2023-05-23 | 2023-04-19 | Buy |
LSYIX |
$50,001 - $100,000 |
Source |
| 2023-05-23 | 2023-04-19 | Sale |
FSKAX |
$50,001 - $100,000 |
Source |
| 2023-05-23 | 2023-04-19 | Partial sale |
SBUX Starbucks Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2023-05-23 | 2023-04-19 | Partial sale |
QQQ PowerShares QQQ Trust, Series 1 (NASDAQ) |
$1,001 - $15,000 |
Source |
| 2023-05-23 | 2023-04-19 | Buy |
IVV iShares Core S&P 500 ETF |
$1,001 - $15,000 |
Source |
| 2023-05-23 | 2023-04-19 | Partial sale |
IJR iShares Core S&P Small-Cap ETF |
$1,001 - $15,000 |
Source |
| 2023-05-23 | 2023-04-19 | Buy |
FQAL Fidelity Quality Factor ETF |
$1,001 - $15,000 |
Source |
| 2023-05-23 | 2023-04-19 | Buy |
COST Costco Wholesale Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2023-05-23 | 2023-04-19 | Buy |
CMCSA Comcast Corporation - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2023-05-23 | 2023-04-19 | Partial sale |
AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2023-05-23 | 2023-04-19 | Partial sale |
LUBYX |
$1,001 - $15,000 |
Source |
| 2023-05-23 | 2023-04-19 | Buy |
LSYIX |
$1,001 - $15,000 |
Source |
| 2023-05-23 | 2023-04-19 | Sale |
FSKAX |
$1,001 - $15,000 |
Source |
| 2023-05-23 | 2023-04-19 | Partial sale |
FMCSX |
$1,001 - $15,000 |
Source |
| 2023-05-23 | 2023-04-19 | Buy |
FFRHX |
$1,001 - $15,000 |
Source |
| 2023-05-23 | 2023-04-19 | Buy |
FCNTX |
$1,001 - $15,000 |
Source |
| 2023-03-07 | 2023-02-15 | Sale |
VZ Verizon Communications Inc. Common Stock |
$50,001 - $100,000 |
Source |
| 2023-03-07 | 2023-02-15 | Partial sale |
SBUX Starbucks Corporation - Common Stock |
$50,001 - $100,000 |
Source |
| 2023-03-07 | 2023-02-15 | Partial sale |
QQQ PowerShares QQQ Trust, Series 1 (NASDAQ) |
$50,001 - $100,000 |
Source |
| 2023-03-07 | 2023-02-15 | Sale |
MDT Medtronic plc. Ordinary Shares |
$50,001 - $100,000 |
Source |
| 2023-03-07 | 2023-02-15 | Partial sale |
JPM JP Morgan Chase & Co. Common Stock |
$50,001 - $100,000 |
Source |
| 2023-03-07 | 2023-02-15 | Partial sale |
IJR iShares Core S&P Small-Cap ETF |
$50,001 - $100,000 |
Source |
| 2023-03-07 | 2023-02-15 | Sale |
CMCSA Comcast Corporation - Class A Common Stock |
$50,001 - $100,000 |
Source |
| 2023-03-07 | 2023-02-15 | Partial sale |
BRK.B Berkshire Hathaway Inc. New Common Stock |
$50,001 - $100,000 |
Source |
| 2023-03-07 | 2023-02-21 | Partial sale |
WMT Walmart Inc. - Common Stock |
$15,001 - $50,000 |
Source |
| 2023-03-07 | 2023-02-15 | Sale |
UPS United Parcel Service, Inc. Common Stock |
$15,001 - $50,000 |
Source |
| 2023-03-07 | 2023-02-15 | Partial sale |
UNH UnitedHealth Group Incorporated Common Stock |
$15,001 - $50,000 |
Source |
| 2023-03-07 | 2023-02-15 | Sale |
PNC PNC Financial Services Group, Inc. |
$15,001 - $50,000 |
Source |
| 2023-03-07 | 2023-02-15 | Partial sale |
PFE Pfizer, Inc. Common Stock |
$15,001 - $50,000 |
Source |
| 2023-03-07 | 2023-02-15 | Partial sale |
NEE NextEra Energy, Inc. Common Stock |
$15,001 - $50,000 |
Source |
| 2023-03-07 | 2023-02-21 | Partial sale |
MSFT Microsoft Corporation - Common Stock |
$15,001 - $50,000 |
Source |
| 2023-03-07 | 2023-02-15 | Partial sale |
MSFT Microsoft Corporation - Common Stock |
$15,001 - $50,000 |
Source |
| 2023-03-07 | 2023-02-15 | Partial sale |
CSCO Cisco Systems, Inc. - Common Stock |
$15,001 - $50,000 |
Source |
| 2023-03-07 | 2023-02-21 | Partial sale |
BRK.A Berkshire Hathaway Inc. |
$15,001 - $50,000 |
Source |
| 2023-03-07 | 2023-02-15 | Partial sale |
AAPL Apple Inc. - Common Stock |
$15,001 - $50,000 |
Source |
| 2023-03-07 | 2023-02-21 | Partial sale |
QQQ PowerShares QQQ Trust, Series 1 (NASDAQ) |
$1,001 - $15,000 |
Source |