BRP The Baldwin Insurance Group | $36.42 -0.1% | Sale $500,001 - $1,000,000 | 6/2/2024 | 5/8/2024 | +16.0%
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BRP The Baldwin Insurance Group | $36.42 -0.1% | Sale $1,001 - $15,000 | 4/23/2024 | 4/9/2024 | +27.1%
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BRP The Baldwin Insurance Group | $36.42 -0.1% | Sale $1,000,001 - $5,000,000 | 4/23/2024 | 3/21/2024 | +22.0%
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IJR iShares Core S&P Small-Cap ETF | $106.19 +0.6% | Sale $1,001 - $15,000 | 10/12/2023 | 9/11/2023 | +8.9%
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MRK Merck & Co., Inc. | $125.76 -0.5% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +15.8%
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UNH UnitedHealth Group | $489.45 +0.3% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +2.1%
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WMT Walmart | $69.68 -0.5% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +27.2%
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CSCO Cisco Systems | $46.06 -1.3% | Sale $50,001 - $100,000 | 10/12/2023 | 9/11/2023 | -19.0%
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AAPL Apple | $227.82 +0.7% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +27.0%
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MCD McDonald's | $247.83 -1.3% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -11.4%
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UPS United Parcel Service | $135.50 -0.6% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -15.8%
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V Visa | $266.21 -1.5% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +7.7%
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JNJ Johnson & Johnson | $145.48 -0.7% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -10.6%
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PG Procter & Gamble | $166.52 +0.8% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +7.6%
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DFS Discover Financial Services | $128.86 0.0% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +43.7%
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QQQ Invesco QQQ | $497.34 +0.2% | Sale $1,001 - $15,000 | 10/12/2023 | 9/11/2023 | +31.9%
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GOOG Alphabet | $190.48 -0.8% | Sale $50,001 - $100,000 | 10/12/2023 | 9/11/2023 | +38.3%
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BRK.B Berkshire Hathaway | $409.32 -0.4% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +12.0%
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JPM JPMorgan Chase & Co. | $205.08 +0.1% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +42.0%
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SBUX Starbucks | $74.57 -1.9% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -22.1%
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PEP PepsiCo | $162.12 -1.4% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -9.4%
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HD Home Depot | $339.60 +1.5% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +3.4%
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PFE Pfizer | $27.93 -0.4% | Sale $1,001 - $15,000 | 10/12/2023 | 9/11/2023 | -17.7%
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NEE NextEra Energy | $72.10 +0.0% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +6.8%
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MSFT Microsoft | $466.24 -0.3% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +38.0%
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CMCSA Comcast | $37.33 -1.4% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | -2.4%
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COST Costco Wholesale | $880.84 -0.5% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +77.6%
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COST Costco Wholesale | $880.84 -0.5% | Purchase $50,001 - $100,000 | 5/23/2023 | 4/19/2023 | +77.6%
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AAPL Apple | $227.82 +0.7% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +35.9%
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CMCSA Comcast | $37.33 -1.4% | Purchase $50,001 - $100,000 | 5/23/2023 | 4/19/2023 | -2.4%
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FQAL Fidelity Quality Factor ETF | $62.21 +0.1% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +30.1%
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QQQ Invesco QQQ | $497.34 +0.2% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +56.0%
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IVV iShares Core S&P 500 ETF | $558.35 +0.1% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +34.2%
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IJR iShares Core S&P Small-Cap ETF | $106.19 +0.6% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +11.0%
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SBUX Starbucks | $74.57 -1.9% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | -30.4%
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WMT Walmart | $69.68 -0.5% | Sale $15,001 - $50,000 | 3/7/2023 | 2/21/2023 | +41.9%
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BRK.A Berkshire Hathaway | $614,679.44 -0.6% | Sale $15,001 - $50,000 | 3/7/2023 | 2/21/2023 | +34.1%
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QQQ Invesco QQQ | $497.34 +0.2% | Sale $1,001 - $15,000 | 3/7/2023 | 2/21/2023 | +69.1%
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MSFT Microsoft | $466.24 -0.3% | Sale $15,001 - $50,000 | 3/7/2023 | 2/21/2023 | +84.5%
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VZ Verizon Communications | $41.54 +0.6% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +2.9%
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UNH UnitedHealth Group | $489.45 +0.3% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | -0.4%
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UPS United Parcel Service | $135.50 -0.6% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | -27.5%
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SBUX Starbucks | $74.57 -1.9% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | -31.6%
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BRK.B Berkshire Hathaway | $409.32 -0.4% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +32.2%
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PFE Pfizer | $27.93 -0.4% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | -35.5%
|
NEE NextEra Energy | $72.10 +0.0% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | -6.3%
|
QQQ Invesco QQQ | $497.34 +0.2% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +60.9%
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CMCSA Comcast | $37.33 -1.4% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | -5.3%
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CSCO Cisco Systems | $46.06 -1.3% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | -4.9%
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AAPL Apple | $227.82 +0.7% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +46.7%
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PNC The PNC Financial Services Group | $158.77 +1.4% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | -0.8%
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MSFT Microsoft | $466.24 -0.3% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +73.1%
|
MDT Medtronic | $76.84 -1.0% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | -9.1%
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JPM JPMorgan Chase & Co. | $205.08 +0.1% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +42.6%
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IJR iShares Core S&P Small-Cap ETF | $106.19 +0.6% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +0.5%
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CSCO Cisco Systems | $46.06 -1.3% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +4.4%
|
WMT Walmart | $69.68 -0.5% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | +54.6%
|
MSFT Microsoft | $466.24 -0.3% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | +85.0%
|
WMT Walmart | $69.68 -0.5% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +54.6%
|
MDT Medtronic | $76.84 -1.0% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | -14.9%
|
MDT Medtronic | $76.84 -1.0% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | -14.9%
|
IVW iShares S&P 500 Growth ETF | $95.97 +0.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +50.6%
|
ONEQ Fidelity NASDAQ Composite Index ETF | $72.57 +0.3% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +59.1%
|
CSCO Cisco Systems | $46.06 -1.3% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | +4.4%
|
LMT Lockheed Martin | $461.69 -0.1% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/12/2022 | +10.3%
|
LMT Lockheed Martin | $461.69 -0.1% | Purchase $50,001 - $100,000 | 10/11/2022 | 9/12/2022 | +10.3%
|
SBUX Starbucks | $74.57 -1.9% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/9/2022 | -15.9%
|
SBUX Starbucks | $74.57 -1.9% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -15.9%
|
HD Home Depot | $339.60 +1.5% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +13.3%
|
HD Home Depot | $339.60 +1.5% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/9/2022 | +13.3%
|
BRP The Baldwin Insurance Group | $36.42 -0.1% | Sale $1,000,001 - $5,000,000 | 6/1/2021 | 4/27/2021 | +21.5%
|
BRP The Baldwin Insurance Group | $36.42 -0.1% | Sale $1,000,001 - $5,000,000 | 3/3/2022 | 4/27/2021 | +21.5%
|
BRP The Baldwin Insurance Group | $36.42 -0.1% | Exchange $1,000,001 - $5,000,000 | 3/26/2021 | 2/11/2021 | +27.6%
|