Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 17 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 |
|---|---|---|---|---|
| GNC ACQUISITION HOLDINGS INC. | 63,363 | reported | 19 May 2020 | tx 18+170,348−76,485 |
| BORDERS GROUP INC | 55,583 | reported | 01 Apr 2009 | tx 9+58,506 |
| NEXTERA ENERGY INC | 53,879 | reported | 12 Feb 2026 | tx 18+25,326−135 |
| TJX COMPANIES INC /DE/ | 22,212 | reported | 21 Nov 2025 | tx 188+117,998.19−75,605 |
| FEDERAL REALTY INVESTMENT TRUST | 8,726 | reported | 16 Feb 2006 | tx 1+310 |
| Urban Edge Properties | 6,626 | reported | 05 May 2021 | tx 9+49,936 |
| FEDEX CORP | 4,907 | reported | 29 Sept 2025 | tx 14+10,703 |
| MFS CHARTER INCOME TRUST | 300 | reported | 08 Jun 2004 | tx 1+300 |
| MFS INTERMEDIATE INCOME TRUST | 300 | reported | 08 Jun 2004 | tx 1+300 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Feb 2026 | GRANT_AWARD | NEXTERA ENERGY INC | 2,130 | 0.00 USD | |
| 02 Sept 2021 | PURCHASE | TJX COMPANIES INC /DE/ | 20.23 | 72.54 USD | |
| 03 Jun 2021 | PURCHASE | TJX COMPANIES INC /DE/ | 21.82 | 66.99 USD | |
| 02 Dec 2021 | PURCHASE | TJX COMPANIES INC /DE/ | 1.67 | 71.26 USD | |
| 02 Sept 2021 | PURCHASE | TJX COMPANIES INC /DE/ | 1.59 | 72.54 USD | |
| 03 Jun 2021 | PURCHASE | TJX COMPANIES INC /DE/ | 1.71 | 66.99 USD | |
| 04 Mar 2021 | PURCHASE | TJX COMPANIES INC /DE/ | 22.45 | 64.87 USD | |
| 03 Mar 2022 | PURCHASE | TJX COMPANIES INC /DE/ | 22.35 | 66.13 USD | |
| 02 Dec 2021 | PURCHASE | TJX COMPANIES INC /DE/ | 20.67 | 71.26 USD | |
| 03 Mar 2022 | PURCHASE | TJX COMPANIES INC /DE/ | 1.79 | 66.13 USD | |
| 04 Jan 2021 | GIFT | TJX COMPANIES INC /DE/ | 174 | 0.00 USD | |
| 04 Mar 2021 | PURCHASE | TJX COMPANIES INC /DE/ | 1.72 | 64.87 USD | first after silence |
| 21 Nov 2025 | SALE | TJX COMPANIES INC /DE/ | 500 | 151.40 USD | |
| 29 Sept 2025 | GRANT_AWARD | FEDEX CORP | 823 | 0.00 USD | |
| 10 Jun 2025 | EXERCISE | TJX COMPANIES INC /DE/ | 957 | 0.00 USD | |
| 10 Jun 2025 | EXERCISE | TJX COMPANIES INC /DE/ | 957 | 0.00 USD | deriv |
| 10 Jun 2025 | GRANT_AWARD | TJX COMPANIES INC /DE/ | 239.2 | 0.00 USD | deriv |
| 10 Jun 2025 | GRANT_AWARD | TJX COMPANIES INC /DE/ | 793.4 | 0.00 USD | deriv |
| 10 Jun 2025 | GRANT_AWARD | TJX COMPANIES INC /DE/ | 957.88 | 0.00 USD | deriv |
| 10 Jun 2025 | GRANT_AWARD | TJX COMPANIES INC /DE/ | 793.4 | 0.00 USD | deriv |
| 03 Jun 2025 | SALE | TJX COMPANIES INC /DE/ | 950 | 128.09 USD | |
| 13 Feb 2025 | GRANT_AWARD | NEXTERA ENERGY INC | 2,700 | 0.00 USD | |
| 26 Dec 2024 | PURCHASE | FEDEX CORP | 333 | 276.06 USD | first after silence |
| 27 Nov 2024 | SALE | TJX COMPANIES INC /DE/ | 1,000 | 126.93 USD | |
| 23 Sept 2024 | GRANT_AWARD | FEDEX CORP | 755 | 0.00 USD |
4 purchases reported after at least 12 months of silence — most recent on 26 Dec 2024.