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| Date | Ticker | Asset | Action | Amount | Trade Price | 30D Price | 1M Return | Alpha | 1M Prediction |
|---|---|---|---|---|---|---|---|---|---|
Feb 27, 2026 | PANW | Stock | Sell |
| $1,001 - $15,000 |
| $148.92 |
| $147.02 |
| -1.3% |
| +6.0% |
Feb 27, 2026 | IFNNY | Stock | Buy | $1,001 - $15,000 | $54.02 | $42.60 | -21.1% | -13.8% |
Feb 26, 2026 | FSS | Stock | Buy | $1,001 - $15,000 | $117.46 | $106.47 | -9.4% | -1.6% |
Feb 20, 2026 | INTU | Stock | Sell | $1,001 - $15,000 | $380.55 | $455.56 | +19.7% | +25.4% |
Feb 18, 2026 | CVNA | Stock | Sell | $1,001 - $15,000 | $361.53 | $281.28 | -22.2% | -17.0% |
Feb 18, 2026 | V | Stock | Sell | $1,001 - $15,000 | $320.30 | $301.62 | -5.8% | -0.6% |
Feb 5, 2026 | UNH | Stock | Buy | $1,001 - $15,000 | $266.48 | $284.27 | +6.7% | +7.4% |
Feb 5, 2026 | CMI | Stock | Buy | $1,001 - $15,000 | $538.84 | $539.23 | +0.1% | +0.8% |
Feb 5, 2026 | GEV | Stock | Buy | $1,001 - $15,000 | $737.08 | $788.75 | +7.0% | +7.8% |
Feb 4, 2026 | NET | Stock | Sell | $1,001 - $15,000 | $166.88 | $195.19 | +17.0% | +19.0% |
Feb 4, 2026 | XOM | Stock | Buy | $1,001 - $15,000 | $146.61 | $151.21 | +3.1% | +5.1% |
Feb 4, 2026 | FICO | Stock | Sell | $1,001 - $15,000 | $1386.88 | $1476.00 | +6.4% | +8.4% |
Feb 4, 2026 | MRK | Stock | Buy | $1,001 - $15,000 | $117.46 | $114.94 | -2.1% | -0.1% |
Feb 2, 2026 | MNST | Stock | Buy | $1,001 - $15,000 | $81.10 | $78.61 | -3.1% | -1.6% |
Feb 2, 2026 | MSFT | Stock | Sell | $1,001 - $15,000 | $422.41 | $405.20 | -4.1% | -2.6% |
Feb 2, 2026 | XOM | Stock | Buy | $1,001 - $15,000 | $137.48 | $149.82 | +9.0% | +10.5% |
Jan 30, 2026 | NOW | Stock | Sell | $1,001 - $15,000 | $117.01 | $108.01 | -7.7% | -6.8% |
Jan 30, 2026 | UBER | Stock | Sell | $1,001 - $15,000 | $80.05 | $75.42 | -5.8% | -4.9% |
Jan 27, 2026 | GILD | Stock | Buy | $1,001 - $15,000 | $140.97 | $143.77 | +2.0% | +2.9% |
Jan 26, 2026 | ICE | Stock | Buy | $1,001 - $15,000 | $175.10 | $160.33 | -8.4% | -8.5% |
Jan 26, 2026 | NSRGY | Stock | Sell | $1,001 - $15,000 | $92.49 | $107.00 | +15.7% | +15.6% |
Jan 26, 2026 | SNDR | Stock | Sell | $1,001 - $15,000 | $29.92 | $26.91 | -10.1% | -10.1% |
Dec 17, 2025 | NOW | Stock | Sell | $1,001 - $15,000 | $156.48 | $127.31 | -18.6% | -22.0% |
Dec 12, 2025 | LNG | Stock | Sell | $1,001 - $15,000 | $188.86 | $193.67 | +2.5% | +0.4% |
Dec 11, 2025 | UBER | Stock | Sell | $1,001 - $15,000 | $85.44 | $85.44 | +0.0% | -1.0% |
Dec 8, 2025 | APD | Stock | Sell | $15,001 - $50,000 | $234.34 | $261.87 | +11.7% | +10.6% |
Dec 8, 2025 | UTZ | Stock | Sell | $1,001 - $15,000 | $9.57 | $9.94 | +3.9% | +2.7% |
Dec 5, 2025 | CVLT | Stock | Sell | $1,001 - $15,000 | $120.99 | $124.18 | +2.6% | +2.7% |
Dec 5, 2025 | MTHRY | Stock | Sell | $1,001 - $15,000 | $7.08 | $6.74 | -4.8% | -4.7% |
Dec 5, 2025 | SE | Stock | Sell | $1,001 - $15,000 | $133.99 | $131.49 | -1.9% | -1.8% |
Dec 5, 2025 | SSMXY | Stock | Sell | $1,001 - $15,000 | $9.23 | $9.84 | +6.6% | +6.7% |
Nov 21, 2025 | SYY | Stock | Sell | $1,001 - $15,000 | $76.07 | $73.94 | -2.8% | -6.4% |
Nov 19, 2025 | BHP | Stock | Sell | $1,001 - $15,000 | $53.47 | $59.32 | +10.9% | +7.9% |
Nov 19, 2025 | EW | Stock | Sell | $1,001 - $15,000 | $86.02 | $85.66 | -0.4% | -3.4% |
Nov 19, 2025 | FIS | Stock | Sell | $15,001 - $50,000 | $62.28 | $66.05 | +6.1% | +3.0% |
Nov 19, 2025 | HD | Stock | Sell | $1,001 - $15,000 | $332.35 | $345.00 | +3.8% | +0.8% |
Nov 19, 2025 | HUBS | Stock | Sell | $1,001 - $15,000 | $361.90 | $389.46 | +7.6% | +4.6% |
Nov 19, 2025 | KKR | Stock | Sell | $1,001 - $15,000 | $117.50 | $130.61 | +11.2% | +8.1% |
Nov 17, 2025 | CSW | Stock | Buy | $1,001 - $15,000 | $241.07 | $310.36 | +28.7% | +27.9% |
Oct 20, 2025 | MMM | Stock | Sell | $1,001 - $15,000 | $154.12 | $166.58 | +8.1% | +9.4% |
Oct 17, 2025 | NTES | Stock | Buy | $1,001 - $15,000 | $147.61 | $139.56 | -5.5% | -6.6% |
Oct 17, 2025 | NICE | Stock | Buy | $1,001 - $15,000 | $129.88 | $133.38 | +2.7% | +1.6% |
Oct 16, 2025 | ICE | Stock | Sell | $1,001 - $15,000 | $152.90 | $151.62 | -0.8% | -2.6% |
Sep 30, 2025 | MTHRY | Stock | Buy | $1,001 - $15,000 | $8.35 | $6.89 | -17.5% | -19.5% |
Sep 23, 2025 | CVLT | Stock | Buy | $1,001 - $15,000 | $191.79 | $168.03 | -12.4% | -13.7% |
Sep 23, 2025 | BWIN | Stock | Sell | $1,001 - $15,000 | $29.83 | $24.42 | -18.1% | -19.4% |
Sep 22, 2025 | DEO | Stock | Sell | $1,001 - $15,000 | $93.53 | $97.82 | +4.6% | +4.4% |
Sep 22, 2025 | IRT | Stock | Buy | $1,001 - $15,000 | $16.69 | $16.16 | -3.2% | -3.3% |
Sep 22, 2025 | NTRA | Stock | Buy | $1,001 - $15,000 | $179.19 | $188.02 | +4.9% | +4.8% |
Sep 22, 2025 | SYY | Stock | Buy | $1,001 - $15,000 | $80.25 | $78.02 | -2.8% | -2.9% |
House Committee on Financial Services
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