Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| AT&T INC. | 127,149.175 | reported | 30 Apr 2026 | tx 164+2,812,536.592−2,765,968.51 |
| DAVITA INC. | 8,030 | reported | 15 Nov 2020 | tx 19+25,019 |
| TIME WARNER INC | 0 | reported | 19 Nov 2014 | tx 115+574,496.55−504,554.1 |
| Magallanes, Inc. | 0 | reported | 08 Apr 2022 | tx 3−242,737.37 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 30 Apr 2026 | GRANT_AWARD | AT&T INC. | 2,866.632 | 26.13 USD | |
| 10 Mar 2026 | TAX_WITHHOLDING | AT&T INC. | 52,252.48 | 28.98 USD | |
| 28 Feb 2026 | GRANT_AWARD | AT&T INC. | 1,442.94 | 28.01 USD | |
| 25 Feb 2026 | GIFT | AT&T INC. | 352,000 | 0.00 USD | |
| 25 Feb 2026 | GIFT | AT&T INC. | 352,000 | 0.00 USD | |
| 13 Feb 2026 | TAX_WITHHOLDING | AT&T INC. | 10,504 | 28.80 USD | |
| 13 Feb 2026 | EXERCISE | AT&T INC. | 28,389 | — | |
| 13 Feb 2026 | EXERCISE | AT&T INC. | 28,389 | — | deriv |
| 30 Jan 2026 | GRANT_AWARD | AT&T INC. | 3,021.55 | 26.21 USD | |
| 29 Jan 2026 | OTHER | AT&T INC. | 139,506.93 | 25.13 USD | |
| 29 Jan 2026 | OTHER | AT&T INC. | 71,866 | — | |
| 29 Jan 2026 | GRANT_AWARD | AT&T INC. | 348,750 | — | |
| 29 Jan 2026 | TAX_WITHHOLDING | AT&T INC. | 137,377.07 | 25.13 USD | |
| 29 Jan 2026 | GRANT_AWARD | AT&T INC. | 84,560 | 0.00 USD | deriv |
| 15 Jan 2026 | EXERCISE | AT&T INC. | 39,692 | 0.00 USD | |
| 15 Jan 2026 | TAX_WITHHOLDING | AT&T INC. | 12,850 | 23.61 USD | |
| 15 Jan 2026 | TAX_WITHHOLDING | AT&T INC. | 6,619 | 23.61 USD | |
| 15 Jan 2026 | EXERCISE | AT&T INC. | 30,085 | 0.00 USD | |
| 15 Jan 2026 | EXERCISE | AT&T INC. | 39,692 | — | deriv |
| 15 Jan 2026 | EXERCISE | AT&T INC. | 30,085 | — | deriv |
| 31 Dec 2025 | GRANT_AWARD | AT&T INC. | 1,803.21 | 24.84 USD | |
| 28 Nov 2025 | GRANT_AWARD | AT&T INC. | 1,721.43 | 26.02 USD | |
| 28 Nov 2025 | TAX_WITHHOLDING | AT&T INC. | 3,299 | 26.02 USD | |
| 28 Nov 2025 | EXERCISE | AT&T INC. | 3,299 | — | |
| 28 Nov 2025 | EXERCISE | AT&T INC. | 3,299 | — | deriv |