Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 10 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 |
|---|---|---|---|---|
| Acadia Healthcare Company, Inc. | 42,628 | reported | 06 May 2026 | tx 12+45,128−2,500 |
| FIRST HORIZON CORP | 23,976 | reported | 01 May 2015 | tx 11+29,388−6,512 |
| QUEST DIAGNOSTICS INC | 18,314 | reported | 20 May 2026 | tx 33+22,390−5,000 |
| TEAM HEALTH HOLDINGS INC. | 0 | reported | 06 Feb 2017 | tx 13+14,095−14,095 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | GRANT_AWARD | QUEST DIAGNOSTICS INC | 1,142 | 0.00 USD | |
| 06 May 2026 | GRANT_AWARD | Acadia Healthcare Company, Inc. | 6,331 | 0.00 USD | |
| 28 Jan 2026 | PURCHASE | QUEST DIAGNOSTICS INC | 67 | 183.51 USD | |
| 25 Nov 2025 | SALE | QUEST DIAGNOSTICS INC | 1,250 | 191.76 USD | |
| 21 Oct 2025 | GRANT_AWARD | QUEST DIAGNOSTICS INC | 70 | 189.08 USD | |
| 21 Jul 2025 | PURCHASE | QUEST DIAGNOSTICS INC | 79 | 167.50 USD | |
| 29 May 2025 | GRANT_AWARD | Acadia Healthcare Company, Inc. | 7,032 | 0.00 USD | |
| 15 May 2025 | GRANT_AWARD | QUEST DIAGNOSTICS INC | 1,203 | 0.00 USD | |
| 21 Apr 2025 | GRANT_AWARD | QUEST DIAGNOSTICS INC | 68 | 164.42 USD | |
| 05 Feb 2025 | SALE | QUEST DIAGNOSTICS INC | 1,250 | 164.57 USD | |
| 29 Jan 2025 | PURCHASE | QUEST DIAGNOSTICS INC | 72 | 158.04 USD | |
| 21 Oct 2024 | PURCHASE | QUEST DIAGNOSTICS INC | 76 | 149.37 USD | |
| 22 Jul 2024 | PURCHASE | QUEST DIAGNOSTICS INC | 77 | 146.97 USD | first after silence |
| 23 May 2024 | GRANT_AWARD | Acadia Healthcare Company, Inc. | 2,414 | 0.00 USD | |
| 16 May 2024 | GRANT_AWARD | QUEST DIAGNOSTICS INC | 1,482 | 0.00 USD | |
| 22 Apr 2024 | GRANT_AWARD | QUEST DIAGNOSTICS INC | 81 | 126.24 USD | |
| 04 Mar 2024 | SALE | Acadia Healthcare Company, Inc. | 2,500 | 85.56 USD | |
| 23 Feb 2024 | SALE | QUEST DIAGNOSTICS INC | 2,500 | 126.64 USD | |
| 31 Jan 2024 | GRANT_AWARD | QUEST DIAGNOSTICS INC | 88 | 129.33 USD | |
| 23 Oct 2023 | GRANT_AWARD | QUEST DIAGNOSTICS INC | 92 | 122.86 USD | |
| 25 Jul 2023 | GRANT_AWARD | QUEST DIAGNOSTICS INC | 78 | 144.59 USD | |
| 18 May 2023 | GRANT_AWARD | Acadia Healthcare Company, Inc. | 2,229 | 0.00 USD | |
| 17 May 2023 | GRANT_AWARD | QUEST DIAGNOSTICS INC | 1,369 | 0.00 USD | |
| 24 Apr 2023 | PURCHASE | QUEST DIAGNOSTICS INC | 72 | 143.08 USD | |
| 01 Feb 2023 | PURCHASE | QUEST DIAGNOSTICS INC | 64 | 146.75 USD |
1 purchase reported after at least 12 months of silence — most recent on 22 Jul 2024.