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| Date | Ticker | Asset | Action | Amount | Trade Price | 30D Price | 1M Return | Alpha | 1M Prediction |
|---|---|---|---|---|---|---|---|---|---|
May 8, 2026 | ACN | Stock | Sell |
| $15,001 - $50,000 |
| $180.42 |
| $178.25 |
| -1.2% |
| -1.2% |
May 8, 2026 | TSM | Stock | Buy | $1,001 - $15,000 | $410.72 | $414.20 | +0.8% | +0.9% |
May 8, 2026 | AXP | Stock | Buy | $1,001 - $15,000 | $316.03 | $310.66 | -1.7% | -1.7% |
Apr 16, 2026 | INTU | Stock | Sell | $15,001 - $50,000 | $387.11 | $393.00 | +1.5% | -3.8% |
Apr 16, 2026 | ABT | Stock | Sell | $15,001 - $50,000 | $95.47 | $84.47 | -11.5% | -16.9% |
Apr 16, 2026 | SPGI | Stock | Sell | $15,001 - $50,000 | $435.78 | $402.21 | -7.7% | -13.0% |
Apr 16, 2026 | PG | Stock | Sell | $15,001 - $50,000 | $142.04 | $141.57 | -0.3% | -5.7% |
Apr 15, 2026 | AMP | Stock | Sell | $50,001 - $100,000 | $466.45 | $470.38 | +0.8% | -4.8% |
Feb 19, 2026 | TSM | Stock | Buy | $1,001 - $15,000 | $359.38 | $329.24 | -8.4% | -3.4% |
Feb 19, 2026 | INTU | Stock | Sell | $1,001 - $15,000 | $380.36 | $454.16 | +19.4% | +24.4% |
Feb 19, 2026 | KMI | Stock | Buy | $1,001 - $15,000 | $32.24 | $32.54 | +0.9% | +5.9% |
Feb 18, 2026 | INTU | Stock | Sell | $15,001 - $50,000 | $388.37 | $454.16 | +16.9% | +22.2% |
Jan 14, 2026 | SPGI | Stock | Buy | $15,001 - $50,000 | $543.74 | $408.59 | -24.9% | -23.6% |
Jan 14, 2026 | PAYX | Stock | Sell | $15,001 - $50,000 | $109.15 | $94.38 | -13.5% | -12.3% |
Jan 14, 2026 | AWK | Stock | Sell | $50,001 - $100,000 | $131.56 | $133.50 | +1.5% | +2.7% |
Dec 12, 2025 | NFLX | Stock | Sell | $1,001 - $15,000 | $95.19 | $89.46 | -6.0% | -8.1% |
Dec 12, 2025 | FERG | Stock | Buy | $15,001 - $50,000 | $222.08 | $237.06 | +6.7% | +4.6% |
Oct 10, 2025 | CHD | Stock | Sell | $15,001 - $50,000 | $87.13 | $86.29 | -1.0% | -3.7% |
Sep 12, 2025 | ACN | Stock | Sell | $1,001 - $15,000 | $238.54 | $240.94 | +1.0% | +1.4% |
Aug 19, 2025 | ACN | Stock | Sell | $1,001 - $15,000 | $255.88 | $239.55 | -6.4% | -9.9% |
Aug 19, 2025 | ATO | Stock | Buy | $15,001 - $50,000 | $164.01 | $161.51 | -1.5% | -5.0% |
Jul 10, 2025 | SCHW | Stock | Buy | $15,001 - $50,000 | $92.52 | $96.81 | +4.6% | +2.8% |
Jun 20, 2025 | INTU | Stock | Buy | $1,001 - $15,000 | $755.00 | $747.57 | -1.0% | -6.6% |
May 16, 2025 | TMO | Stock | Sell | $15,001 - $50,000 | $410.55 | $401.70 | -2.2% | -2.6% |
May 16, 2025 | NFLX | Stock | Buy | $15,001 - $50,000 | $119.15 | $121.21 | +1.7% | +1.3% |
Apr 11, 2025 | TMO | Stock | Sell | $15,001 - $50,000 | $436.54 | $401.65 | -8.0% | -13.7% |
Jan 17, 2025 | AZO | Stock | Buy | $15,001 - $50,000 | $3228.40 | $3458.55 | +7.1% | +5.1% |
Dec 12, 2024 | ROL | Stock | Buy | $15,001 - $50,000 | $48.18 | $45.54 | -5.5% | -1.9% |
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