| Ticker | Sector | Trades |
|---|---|---|
| BRK.B | Financials | 5 |
| FBKWX | Fixed Income | 5 |
| CMCSA | Communication Services | 4 |
| COST | Consumer Staples | 4 |
| SBUX | Consumer Discretionary | 4 |
| BRP | Consumer Discretionary | 4 |
| HSY | Consumer Staples | 3 |
| UPS | Industrials | 3 |
| JNJ | Health Care | 3 |
| JPM | Financials | 3 |
| Ticker | Sector | Type | Trade date | Amount | Source |
|---|---|---|---|---|---|
| HSY | Consumer Staples | sell | 02/10/2026 | $1,001 - $15,000 | PTR ↗ |
| UNP | Industrials | buy | 10/14/2025 | $1,001 - $15,000 | PTR ↗ |
| CMCSA | Communication Services | sell | 08/04/2025 | $1,001 - $15,000 | PTR ↗ |
| NVO | Health Care | buy | 08/04/2025 | $15,001 - $50,000 | PTR ↗ |
| UPS | Industrials | sell | 07/22/2025 | $1,001 - $15,000 | PTR ↗ |
| BRK.B | Financials | sell | 06/16/2025 | $1,001 - $15,000 | PTR ↗ |
| JNJ | Health Care | sell | 06/16/2025 | $1,001 - $15,000 | PTR ↗ |
| JPM | Financials | sell | 06/16/2025 | $15,001 - $50,000 | PTR ↗ |
| MCD | Consumer Discretionary | sell | 06/16/2025 | $1,001 - $15,000 | PTR ↗ |
| MSFT | Information Technology | sell | 06/16/2025 | $1,001 - $15,000 | PTR ↗ |
| UNP | Industrials | buy | 04/21/2025 | $1,001 - $15,000 | PTR ↗ |
| BWIN | Financials | sell | 04/10/2025 | $500,001 - $1,000,000 | PTR ↗ |
| NVO | Health Care | buy | 03/27/2025 | $1,001 - $15,000 | PTR ↗ |
| AMZN | Consumer Discretionary | buy | 02/26/2025 | $1,001 - $15,000 | PTR ↗ |
| LMT | Industrials | buy | 02/19/2025 | $1,001 - $15,000 | PTR ↗ |
| BWIN | Financials | sell | 02/06/2025 | $15,001 - $50,000 | PTR ↗ |
| COST | Consumer Staples | sell | 01/28/2025 | $1,001 - $15,000 | PTR ↗ |
| ADP | Information Technology | buy | 09/25/2024 | $1,001 - $15,000 | PTR ↗ |
| ITW | Industrials | buy | 09/25/2024 | $1,001 - $15,000 | PTR ↗ |
| ADP | Information Technology | buy | 09/24/2024 | $50,001 - $100,000 | PTR ↗ |
| ITW | Industrials | buy | 09/24/2024 | $1,001 - $15,000 | PTR ↗ |
| HSY | Consumer Staples | sell | 08/14/2024 | $1,001 - $15,000 | PTR ↗ |
| APD | Materials | buy | 08/07/2024 | $50,001 - $100,000 | PTR ↗ |
| CSCO | Information Technology | buy | 08/07/2024 | $50,001 - $100,000 | PTR ↗ |
| FBKWX | Fixed Income | buy | 08/07/2024 | $100,001 - $250,000 | PTR ↗ |
| GD | Industrials | buy | 08/07/2024 | $50,001 - $100,000 | PTR ↗ |
| QQQ | Large Cap Growth | buy | 08/07/2024 | $50,001 - $100,000 | PTR ↗ |
| JNJ | Health Care | buy | 08/07/2024 | $15,001 - $50,000 | PTR ↗ |
| SBUX | Consumer Discretionary | buy | 08/07/2024 | $15,001 - $50,000 | PTR ↗ |
| ACN | Information Technology | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| APD | Materials | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| GOOG | Communication Services | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| AMGN | Health Care | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| AAPL | Information Technology | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| BRK.B | Financials | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| CB | Financials | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| CMCSA | Communication Services | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| COST | Consumer Staples | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| FBKWX | Fixed Income | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| SDVY | Mid Cap Value | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| GD | Industrials | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| HD | Consumer Discretionary | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| QQQM | Large Cap Growth | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| JNJ | Health Care | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| JPM | Financials | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| LMT | Industrials | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| LSYIX | Fixed Income | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| MCD | Consumer Discretionary | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| MRK | Health Care | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| MSFT | Information Technology | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| PEP | Consumer Staples | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| PG | Consumer Staples | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| SBUX | Consumer Discretionary | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| HSY | Consumer Staples | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| UPS | Industrials | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| UNH | Health Care | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| V | Financials | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| WMT | Consumer Staples | buy | 08/07/2024 | $1,001 - $15,000 | PTR ↗ |
| COST | Consumer Staples | sell | 08/06/2024 | $15,001 - $50,000 | PTR ↗ |
| ONEQ | Funds / ETFs | sell | 08/06/2024 | $15,001 - $50,000 | PTR ↗ |
| FQAL | Funds / ETFs | sell | 08/06/2024 | $15,001 - $50,000 | PTR ↗ |
| IJR | Small Cap Blend | sell | 08/06/2024 | $15,001 - $50,000 | PTR ↗ |
| DGRO | Funds / ETFs | sell | 08/06/2024 | $15,001 - $50,000 | PTR ↗ |
| LSYIX | Fixed Income | sell | 08/06/2024 | $1,001 - $15,000 | PTR ↗ |
| MSFT | Information Technology | sell | 08/06/2024 | $100,001 - $250,000 | PTR ↗ |
| NEE | Utilities | sell | 08/06/2024 | $50,001 - $100,000 | PTR ↗ |
| ACN | Information Technology | buy | 08/02/2024 | $1,001 - $15,000 | PTR ↗ |
| BRKB | Unclassified | buy | 08/02/2024 | $1,001 - $15,000 | PTR ↗ |
| FBKWX | Fixed Income | buy | 08/02/2024 | $15,001 - $50,000 | PTR ↗ |
| JPM | Financials | buy | 08/02/2024 | $1,001 - $15,000 | PTR ↗ |
| UPS | Industrials | buy | 08/02/2024 | $1,001 - $15,000 | PTR ↗ |
| DFS | Financials | sell | 08/01/2024 | $1,001 - $15,000 | PTR ↗ |
| SBUX | Consumer Discretionary | sell | 08/01/2024 | $1,001 - $15,000 | PTR ↗ |
| BRP | Consumer Discretionary | sell | 05/08/2024 | $500,001 - $1,000,000 | PTR ↗ |
| BRP | Consumer Discretionary | sell | 03/21/2024 | $1,000,001 - $5,000,000 | PTR ↗ |
| AAPL | Information Technology | sell | 01/30/2024 | $1,001 - $15,000 | PTR ↗ |
| BRK.B | Financials | sell | 01/30/2024 | $1,001 - $15,000 | PTR ↗ |
| SBUX | Consumer Discretionary | sell | 01/30/2024 | $1,001 - $15,000 | PTR ↗ |
| WMT | Consumer Staples | sell | 01/30/2024 | $1,001 - $15,000 | PTR ↗ |
| GOOG | Communication Services | sell | 09/11/2023 | $50,001 - $100,000 | PTR ↗ |
| BRK.B | Financials | sell | 09/11/2023 | $15,001 - $50,000 | PTR ↗ |
| MRK | Health Care | sell | 09/11/2023 | $50,001 - $100,000 | PTR ↗ |
| UNH | Health Care | sell | 09/11/2023 | $15,001 - $50,000 | PTR ↗ |
| CMCSA | Communication Services | sell | 04/19/2023 | $1,001 - $15,000 | PTR ↗ |
| COST | Consumer Staples | buy | 04/19/2023 | $1,001 - $15,000 | PTR ↗ |
| BRK.B | Financials | sell | 02/15/2023 | $15,001 - $50,000 | PTR ↗ |
| CMCSA | Communication Services | sell | 02/15/2023 | $15,001 - $50,000 | PTR ↗ |
| IJR | Small Cap Blend | sell | 02/15/2023 | $50,001 - $100,000 | PTR ↗ |
| MDT | Health Care | sell | 02/15/2023 | $50,001 - $100,000 | PTR ↗ |
| PNC | Financials | sell | 02/15/2023 | $15,001 - $50,000 | PTR ↗ |
| UNH | Health Care | sell | 02/15/2023 | $50,001 - $100,000 | PTR ↗ |
| FBKWX | Fixed Income | buy | 09/13/2022 | $15,001 - $50,000 | PTR ↗ |
| LUBYX | Fixed Income | sell | 09/09/2022 | $1,001 - $15,000 | PTR ↗ |
| LUBYX | Fixed Income | buy | 09/09/2022 | $100,001 - $250,000 | PTR ↗ |
| MDT | Health Care | buy | 09/09/2022 | $1,001 - $15,000 | PTR ↗ |
| FBKWX | Fixed Income | sell | 09/08/2022 | $15,001 - $50,000 | PTR ↗ |
| BRP | Consumer Discretionary | sell | 04/27/2021 | $1,000,001 - $5,000,000 | PTR ↗ |
| BRP | Consumer Discretionary | exchange | 02/11/2021 | $1,000,001 - $5,000,000 | PTR ↗ |