| 2023-12-19 | 2023-11-27 | Partial sale |
WFC Wells Fargo & Company Common Stock |
$1,001 - $15,000 |
Source |
| 2023-12-19 | 2023-11-27 | Sale |
SHEL Royal Dutch Shell Plc ADR |
$1,001 - $15,000 |
Source |
| 2023-12-11 | 2023-11-30 | Partial sale |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2023-10-14 | 2023-09-01 | Sale |
USB U.S. Bancorp Common Stock |
$1,001 - $15,000 |
Source |
| 2023-10-14 | 2023-09-22 | Buy |
UNH UnitedHealth Group Incorporated Common Stock |
$1,001 - $15,000 |
Source |
| 2023-10-14 | 2023-09-27 | Buy |
SPGI S&P Global Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2023-10-14 | 2023-09-21 | Sale |
RTX RTX Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2023-10-14 | 2023-09-22 | Buy |
ACN Accenture plc Class A Ordinary Shares |
$1,001 - $15,000 |
Source |
| 2023-09-15 | 2023-08-22 | Partial sale |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2023-09-15 | 2023-08-22 | Partial sale |
LOW Lowe's Companies, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2023-09-15 | 2023-08-02 | Partial sale |
FDS FactSet Research Systems Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2023-09-15 | 2023-08-02 | Partial sale |
AFL Aflac Incorporated |
$1,001 - $15,000 |
Source |
| 2023-09-15 | 2023-08-22 | Partial sale |
AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2023-07-17 | 2023-06-12 | Partial sale |
MSFT Microsoft Corporation - Common Stock |
$15,001 - $50,000 |
Source |
| 2023-07-17 | 2023-06-07 | Partial sale |
WMT Walmart Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2023-07-17 | 2023-06-14 | Buy |
NKE Nike, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2023-07-17 | 2023-06-22 | Partial sale |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2023-07-17 | 2023-06-14 | Sale |
CLX Clorox Company |
$1,001 - $15,000 |
Source |
| 2023-07-17 | 2023-06-12 | Sale |
CB Chubb Limited Common Stock |
$1,001 - $15,000 |
Source |
| 2023-07-17 | 2023-06-12 | Sale |
AMGN Amgen Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2023-07-17 | 2023-06-14 | Buy |
AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2023-06-14 | 2023-05-10 | Partial sale |
XOM Exxon Mobil Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2023-06-14 | 2023-05-10 | Partial sale |
WFC Wells Fargo & Company Common Stock |
$1,001 - $15,000 |
Source |
| 2023-06-14 | 2023-05-10 | Partial sale |
C Citigroup, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2023-06-14 | 2023-05-10 | Sale |
BMY Bristol-Myers Squibb Company Common Stock |
$1,001 - $15,000 |
Source |
| 2023-05-15 | 2023-04-04 | Sale |
DUK Duke Energy Corporation |
$15,001 - $50,000 |
Source |
| 2023-05-15 | 2023-04-04 | Sale |
UPS United Parcel Service, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2023-05-15 | 2023-04-04 | Partial sale |
MCD McDonald's Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2023-03-13 | 2023-02-23 | Partial sale |
WFC Wells Fargo & Company Common Stock |
$1,001 - $15,000 |
Source |
| 2023-03-13 | 2023-02-06 | Buy |
CVX Chevron Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2023-01-17 | 2022-12-15 | Sale |
VFC V.F. Corporation (NYSE) |
$1,001 - $15,000 |
Source |
| 2023-01-17 | 2022-12-29 | Partial sale |
WFC |
$1,001 - $15,000 |
Source |
| 2023-01-17 | 2022-12-29 | Sale |
AXAHY |
$1,001 - $15,000 |
Source |