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 |
|---|---|---|---|---|
| Fluence Energy, Inc. | 95,987 | reported | 18 Feb 2026 | tx 31+931,145−447,460 |
| AES CORP | 94,809 | reported | 03 Mar 2022 | tx 23+90,981−48,442 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Feb 2026 | GRANT_AWARD | Fluence Energy, Inc. | 95,987 | 0.00 USD | deriv |
| 18 Dec 2025 | TAX_WITHHOLDING | Fluence Energy, Inc. | 19,112 | 19.31 USD | |
| 18 Dec 2025 | EXERCISE | Fluence Energy, Inc. | 45,634 | — | |
| 18 Dec 2025 | EXERCISE | Fluence Energy, Inc. | 45,634 | 0.00 USD | deriv |
| 08 Dec 2025 | EXERCISE | Fluence Energy, Inc. | 26,144 | — | |
| 08 Dec 2025 | TAX_WITHHOLDING | Fluence Energy, Inc. | 10,622 | 22.86 USD | |
| 08 Dec 2025 | EXERCISE | Fluence Energy, Inc. | 26,144 | 0.00 USD | deriv |
| 01 Dec 2025 | GRANT_AWARD | Fluence Energy, Inc. | 113,461 | 0.00 USD | deriv |
| 01 Sept 2025 | TAX_WITHHOLDING | Fluence Energy, Inc. | 19,357 | 7.40 USD | |
| 01 Sept 2025 | EXERCISE | Fluence Energy, Inc. | 46,219 | 0.00 USD | |
| 01 Sept 2025 | EXERCISE | Fluence Energy, Inc. | 46,219 | 0.00 USD | deriv |
| 14 Mar 2025 | PURCHASE | Fluence Energy, Inc. | 9,450 | 5.26 USD | |
| 13 Feb 2025 | PURCHASE | Fluence Energy, Inc. | 23,500 | 6.35 USD | |
| 18 Dec 2024 | GRANT_AWARD | Fluence Energy, Inc. | 136,902 | 0.00 USD | deriv |
| 18 Dec 2024 | GRANT_AWARD | Fluence Energy, Inc. | 121,279 | 0.00 USD | deriv |
| 08 Dec 2024 | EXERCISE | Fluence Energy, Inc. | 26,144 | — | |
| 08 Dec 2024 | TAX_WITHHOLDING | Fluence Energy, Inc. | 10,811 | 16.92 USD | |
| 08 Dec 2024 | EXERCISE | Fluence Energy, Inc. | 26,144 | 0.00 USD | deriv |
| 01 Sept 2024 | TAX_WITHHOLDING | Fluence Energy, Inc. | 19,687 | 18.37 USD | |
| 01 Sept 2024 | EXERCISE | Fluence Energy, Inc. | 46,219 | — | |
| 01 Sept 2024 | EXERCISE | Fluence Energy, Inc. | 46,219 | 0.00 USD | deriv |
| 04 Mar 2024 | PURCHASE | Fluence Energy, Inc. | 6,700 | 14.77 USD | first after silence |
| 08 Dec 2023 | GRANT_AWARD | Fluence Energy, Inc. | 78,432 | 0.00 USD | deriv |
| 08 Dec 2023 | GRANT_AWARD | Fluence Energy, Inc. | 63,657 | 0.00 USD | deriv |
| 01 Sept 2023 | EXERCISE | Fluence Energy, Inc. | 46,220 | — |
2 purchases reported after at least 12 months of silence — most recent on 04 Mar 2024.