Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Global Business Travel Group, Inc. | 120,526 | reported | 13 May 2026 | tx 5+120,526 |
| AMERICAN EXPRESS CO | 1,487 | reported | 13 Mar 2026 | tx 59+340,238−228,150 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 May 2026 | GRANT_AWARD | Global Business Travel Group, Inc. | 23,429 | 0.00 USD | |
| 27 Sept 2023 | PURCHASE | AMERICAN EXPRESS CO | 2 | 150.01 USD | |
| 17 Oct 2023 | PURCHASE | AMERICAN EXPRESS CO | 1 | 154.37 USD | |
| 06 Dec 2023 | PURCHASE | AMERICAN EXPRESS CO | 5 | 168.52 USD | |
| 07 Dec 2023 | PURCHASE | AMERICAN EXPRESS CO | 2 | 169.11 USD | |
| 09 Apr 2025 | PURCHASE | AMERICAN EXPRESS CO | 2 | 261.56 USD | first after silence |
| 02 Mar 2026 | SALE | AMERICAN EXPRESS CO | 24 | 309.85 USD | anomaly |
| 13 Mar 2026 | SALE | AMERICAN EXPRESS CO | 16 | 301.27 USD | anomaly |
| 15 Sept 2023 | PURCHASE | AMERICAN EXPRESS CO | 9 | 162.94 USD | |
| 23 Feb 2024 | PURCHASE | AMERICAN EXPRESS CO | 2 | 214.64 USD | |
| 19 Feb 2026 | SALE | AMERICAN EXPRESS CO | 3,348 | 341.95 USD | |
| 19 Feb 2026 | SALE | AMERICAN EXPRESS CO | 4,977 | 341.14 USD | |
| 19 Feb 2026 | SALE | AMERICAN EXPRESS CO | 2,840 | 340.03 USD | |
| 19 Feb 2026 | SALE | AMERICAN EXPRESS CO | 2,835 | 338.98 USD | |
| 01 Feb 2026 | TAX_WITHHOLDING | AMERICAN EXPRESS CO | 13,045 | 352.17 USD | |
| 01 Feb 2026 | GRANT_AWARD | AMERICAN EXPRESS CO | 24,330 | — | |
| 01 Feb 2026 | GRANT_AWARD | AMERICAN EXPRESS CO | 14,659 | 0.00 USD | deriv |
| 12 Dec 2025 | GIFT | AMERICAN EXPRESS CO | 650 | 0.00 USD | |
| 12 Dec 2025 | SALE | AMERICAN EXPRESS CO | 1,400 | 384.93 USD | |
| 31 Oct 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 67,365 | 0.00 USD | deriv |
| 11 Jun 2025 | GRANT_AWARD | Global Business Travel Group, Inc. | 30,816 | 0.00 USD | |
| 13 May 2025 | SALE | AMERICAN EXPRESS CO | 400 | 302.44 USD | |
| 05 Feb 2025 | SALE | AMERICAN EXPRESS CO | 11,121 | 317.01 USD | |
| 28 Jan 2025 | TAX_WITHHOLDING | AMERICAN EXPRESS CO | 12,735 | 316.42 USD | |
| 28 Jan 2025 | GRANT_AWARD | AMERICAN EXPRESS CO | 23,856 | 316.42 USD |
1 purchase reported after at least 12 months of silence — most recent on 09 Apr 2025.