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| Date | Ticker | Asset | Action | Amount | Trade Price | 30D Price | 1M Return | Alpha | 1M Prediction |
|---|---|---|---|---|---|---|---|---|---|
Jul 1, 2026 | KO | Stock | Buy |
| $1,001 - $15,000 |
| $81.29 |
| $87.59 |
| +7.8% |
| +7.6% |
Jun 18, 2026 | HD | Stock | Buy | $1,001 - $15,000 | $334.28 | $338.87 | +1.4% | +1.8% |
Jun 12, 2026 | PPG | Stock | Buy | $1,001 - $15,000 | $119.34 | $116.76 | -2.2% | -4.2% |
Jun 10, 2026 | IBM | Stock | Buy | $1,001 - $15,000 | $272.36 | $287.56 | +5.6% | +1.2% |
Jun 9, 2026 | JNJ | Stock | Buy | $1,001 - $15,000 | $237.00 | $259.10 | +9.3% | +7.1% |
May 15, 2026 | PG | Stock | Buy | $1,001 - $15,000 | $140.52 | $148.50 | +5.7% | +5.3% |
Apr 1, 2026 | KO | Stock | Buy | $1,001 - $15,000 | $75.59 | $78.08 | +3.3% | -6.7% |
Mar 26, 2026 | HD | Stock | Buy | $1,001 - $15,000 | $325.98 | $333.39 | +2.3% | -8.4% |
Mar 12, 2026 | PPG | Stock | Buy | $1,001 - $15,000 | $100.08 | $109.62 | +9.5% | +7.2% |
Mar 10, 2026 | IBM | Stock | Buy | $1,001 - $15,000 | $248.37 | $235.45 | -5.2% | -5.9% |
Mar 10, 2026 | JNJ | Stock | Buy | $1,001 - $15,000 | $242.32 | $239.93 | -1.0% | -1.7% |
Feb 17, 2026 | PG | Stock | Buy | $1,001 - $15,000 | $157.18 | $142.69 | -9.2% | -5.8% |
Dec 18, 2025 | HD | Stock | Buy | $1,001 - $15,000 | $350.01 | $374.83 | +7.1% | +4.5% |
Dec 15, 2025 | KO | Stock | Buy | $1,001 - $15,000 | $70.03 | $70.50 | +0.7% | -1.1% |
Dec 12, 2025 | PPG | Stock | Buy | $1,001 - $15,000 | $102.28 | $106.10 | +3.7% | +1.6% |
Dec 12, 2025 | IBM | Stock | Buy | $1,001 - $15,000 | $305.24 | $300.29 | -1.6% | -3.7% |
Dec 9, 2025 | JNJ | Stock | Buy | $1,001 - $15,000 | $197.77 | $203.49 | +2.9% | +1.7% |
Jul 1, 2025 | KO | Stock | Buy | $1,001 - $15,000 | $69.70 | $66.02 | -5.3% | -7.6% |
Jun 18, 2025 | HD | Stock | Buy | $1,001 - $15,000 | $338.04 | $350.09 | +3.6% | -1.8% |
Jun 12, 2025 | PPG | Stock | Buy | $1,001 - $15,000 | $109.12 | $114.26 | +4.7% | +1.1% |
Jun 10, 2025 | JNJ | Stock | Buy | $1,001 - $15,000 | $152.64 | $153.85 | +0.8% | -3.3% |
Jun 10, 2025 | IBM | Stock | Buy | $1,001 - $15,000 | $269.35 | $280.26 | +4.1% | -0.0% |
May 15, 2025 | PG | Stock | Buy | $1,001 - $15,000 | $157.87 | $155.80 | -1.3% | -2.4% |
Apr 1, 2025 | KO | Stock | Buy | $1,001 - $15,000 | $69.85 | $69.28 | -0.8% | -0.4% |
Mar 27, 2025 | HD | Stock | Buy | $1,001 - $15,000 | $353.79 | $348.76 | -1.4% | +1.5% |
Mar 12, 2025 | PPG | Stock | Buy | $1,001 - $15,000 | $108.13 | $98.14 | -9.2% | -5.1% |
Mar 10, 2025 | IBM | Stock | Buy | $1,001 - $15,000 | $250.67 | $229.60 | -8.4% | -6.6% |
Mar 4, 2025 | JNJ | Stock | Buy | $1,001 - $15,000 | $160.94 | $155.49 | -3.4% | +3.3% |
Feb 18, 2025 | PG | Stock | Buy | $1,001 - $15,000 | $161.01 | $163.07 | +1.3% | +8.8% |
Dec 16, 2024 | KO | Stock | Buy | $1,001 - $15,000 | $60.76 | $60.00 | -1.2% | +0.7% |
Dec 12, 2024 | PPG | Stock | Buy | $1,001 - $15,000 | $120.83 | $110.27 | -8.7% | -5.1% |
Dec 12, 2024 | HD | Stock | Buy | $1,001 - $15,000 | $404.34 | $380.41 | -5.9% | -2.3% |
Dec 10, 2024 | JNJ | Stock | Buy | $1,001 - $15,000 | $144.80 | $138.04 | -4.7% | -2.8% |
Dec 10, 2024 | IBM | Stock | Buy | $1,001 - $15,000 | $225.88 | $217.56 | -3.7% | -1.8% |
House Committee on the Budget
memberHouse Committee on Ways and Means
memberJoint Committee on Taxation
member