Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 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 |
|---|---|---|---|---|
| COMCAST CORP | 57,957.71 | reported | 03 Feb 2026 | tx 62+76,004.22−8,457 |
| CBRE GLOBAL REAL ESTATE INCOME FUND | 37,460 | reported | 29 Sept 2023 | tx 17+38,460−9,826.46 |
| ING CLARION REAL ESTATE INCOME FUND | 900 | reported | 12 Apr 2004 | tx 4+900 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Feb 2026 | SALE | COMCAST CORP | 8,275 | 29.70 USD | |
| 20 Nov 2025 | GRANT_AWARD | COMCAST CORP | 9,013 | 0.00 USD | |
| 31 Dec 2024 | GRANT_AWARD | COMCAST CORP | 900 | 0.00 USD | |
| 20 Nov 2024 | GRANT_AWARD | COMCAST CORP | 5,234 | 0.00 USD | |
| 30 Sept 2024 | GRANT_AWARD | COMCAST CORP | 808 | 0.00 USD | |
| 30 Jun 2024 | GRANT_AWARD | COMCAST CORP | 862 | 0.00 USD | |
| 31 Mar 2024 | GRANT_AWARD | COMCAST CORP | 779 | 0.00 USD | |
| 31 Dec 2023 | GRANT_AWARD | COMCAST CORP | 769.67 | 0.00 USD | |
| 20 Nov 2023 | GRANT_AWARD | COMCAST CORP | 5,240 | 0.00 USD | |
| 29 Sept 2023 | PURCHASE | CBRE GLOBAL REAL ESTATE INCOME FUND | 5,000 | 4.58 USD | |
| 30 Sept 2023 | GRANT_AWARD | COMCAST CORP | 704.78 | 0.00 USD | |
| 21 Sept 2023 | PURCHASE | CBRE GLOBAL REAL ESTATE INCOME FUND | 2,000 | 4.77 USD | |
| 25 Sept 2023 | PURCHASE | CBRE GLOBAL REAL ESTATE INCOME FUND | 2,000 | 4.61 USD | |
| 19 Sept 2023 | PURCHASE | CBRE GLOBAL REAL ESTATE INCOME FUND | 620 | 4.83 USD | |
| 20 Sept 2023 | PURCHASE | CBRE GLOBAL REAL ESTATE INCOME FUND | 2,380 | 4.87 USD | |
| 12 Sept 2023 | PURCHASE | CBRE GLOBAL REAL ESTATE INCOME FUND | 3,000 | 4.97 USD | first after silence |
| 30 Jun 2023 | GRANT_AWARD | COMCAST CORP | 752.11 | 0.00 USD | |
| 14 Apr 2023 | OTHER | CBRE GLOBAL REAL ESTATE INCOME FUND | 6,418 | 5.03 USD | |
| 31 Mar 2023 | GRANT_AWARD | COMCAST CORP | 824.32 | 0.00 USD | |
| 31 Dec 2022 | GRANT_AWARD | COMCAST CORP | 893.62 | 0.00 USD | |
| 20 Nov 2022 | GRANT_AWARD | COMCAST CORP | 5,677 | 0.00 USD | |
| 30 Sept 2022 | GRANT_AWARD | COMCAST CORP | 1,065.46 | 0.00 USD | |
| 30 Jun 2022 | GRANT_AWARD | COMCAST CORP | 782 | 0.00 USD | |
| 31 Mar 2022 | GRANT_AWARD | COMCAST CORP | 667.45 | 0.00 USD | |
| 31 Dec 2021 | GRANT_AWARD | COMCAST CORP | 620.9 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 12 Sept 2023.