Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| Elevance Health, Inc. | 38,838 | reported | 03 Mar 2026 | tx 50+197,062−58,467 |
| WELLS FARGO & COMPANY/MN | 17,851.965 | reported | 28 Apr 2026 | tx 12+22,611−616 |
| HILLENBRAND INDUSTRIES INC | 0 | reported | 13 Dec 2021 | tx 4+3,629−3,668 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Apr 2026 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 3,436 | 81.50 USD | deriv |
| 03 Mar 2026 | TAX_WITHHOLDING | Elevance Health, Inc. | 496 | 284.03 USD | |
| 02 Mar 2026 | GRANT_AWARD | Elevance Health, Inc. | 2,865 | 0.00 USD | |
| 02 Mar 2026 | GRANT_AWARD | Elevance Health, Inc. | 5,951 | 0.00 USD | |
| 02 Mar 2026 | TAX_WITHHOLDING | Elevance Health, Inc. | 1,421 | 294.07 USD | |
| 02 Mar 2026 | GRANT_AWARD | Elevance Health, Inc. | 23,512 | 0.00 USD | deriv |
| 29 Apr 2025 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 3,728 | 71.10 USD | deriv |
| 03 Mar 2025 | GRANT_AWARD | Elevance Health, Inc. | 3,035 | 0.00 USD | |
| 03 Mar 2025 | GRANT_AWARD | Elevance Health, Inc. | 4,213 | 0.00 USD | |
| 03 Mar 2025 | TAX_WITHHOLDING | Elevance Health, Inc. | 2,613 | 395.50 USD | |
| 03 Mar 2025 | GRANT_AWARD | Elevance Health, Inc. | 11,549 | 0.00 USD | deriv |
| 30 Apr 2024 | GRANT_AWARD | WELLS FARGO & COMPANY/MN | 4,046 | 59.32 USD | deriv |
| 23 Apr 2024 | EXERCISE | Elevance Health, Inc. | 5,473 | 238.27 USD | |
| 23 Apr 2024 | SALE | Elevance Health, Inc. | 14,011 | 533.73 USD | |
| 24 Apr 2024 | SALE | Elevance Health, Inc. | 3,434 | 532.68 USD | |
| 24 Apr 2024 | EXERCISE | Elevance Health, Inc. | 2,043 | 238.27 USD | |
| 24 Apr 2024 | SALE | Elevance Health, Inc. | 2,765 | 532.14 USD | |
| 23 Apr 2024 | SALE | Elevance Health, Inc. | 100 | 534.74 USD | |
| 24 Apr 2024 | EXERCISE | Elevance Health, Inc. | 2,043 | 0.00 USD | deriv |
| 23 Apr 2024 | EXERCISE | Elevance Health, Inc. | 5,473 | 0.00 USD | deriv |
| 15 Mar 2024 | OTHER | WELLS FARGO & COMPANY/MN | 118 | 25.00 USD | |
| 01 Mar 2024 | TAX_WITHHOLDING | Elevance Health, Inc. | 4,902 | 499.11 USD | |
| 01 Mar 2024 | GRANT_AWARD | Elevance Health, Inc. | 9,152 | 0.00 USD | |
| 01 Mar 2024 | GRANT_AWARD | Elevance Health, Inc. | 2,405 | 0.00 USD | |
| 01 Mar 2024 | GRANT_AWARD | Elevance Health, Inc. | 9,280 | 0.00 USD | deriv |