Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 53 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 |
|---|---|---|---|---|
| MORGAN STANLEY | 933,294.25 | reported | 02 Mar 2015 | tx 28+1,042,147.93−465,385 |
| Alphabet Inc. | 902,564 | reported | 25 May 2026 | tx 324+2,564,736−2,450,960 |
| Google Inc. | 46,367 | reported | 03 Jun 2015 | tx 1+46,367 |
| Blackstone Inc. | 41,588.374 | reported | 11 May 2026 | tx 60+48,804.014−0.59 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 25 May 2026 | CONVERSION | Alphabet Inc. | 1,624 | 0.00 USD | |
| 25 May 2026 | TAX_WITHHOLDING | Alphabet Inc. | 1,639 | 379.38 USD | |
| 25 May 2026 | CONVERSION | Alphabet Inc. | 1,624 | 0.00 USD | |
| 11 May 2026 | PURCHASE | Blackstone Inc. | 125.609 | 122.77 USD | |
| 11 May 2026 | PURCHASE | Blackstone Inc. | 229.496 | 123.19 USD | |
| 11 May 2026 | PURCHASE | Blackstone Inc. | 83.739 | 122.77 USD | |
| 16 Mar 2026 | GIFT | Alphabet Inc. | 53,305 | 0.00 USD | |
| 11 Nov 2025 | GIFT | Alphabet Inc. | 64,050 | 0.00 USD | |
| 11 Nov 2025 | GIFT | Alphabet Inc. | 64,050 | 0.00 USD | |
| 15 Dec 2025 | GRANT_AWARD | Alphabet Inc. | 32 | 0.00 USD | |
| 15 Dec 2025 | GRANT_AWARD | Alphabet Inc. | 55 | 0.00 USD | |
| 16 Mar 2026 | GIFT | Alphabet Inc. | 53,305 | 0.00 USD | |
| 25 Apr 2026 | CONVERSION | Alphabet Inc. | 6,495 | 0.00 USD | |
| 25 Apr 2026 | TAX_WITHHOLDING | Alphabet Inc. | 6,555 | 342.32 USD | |
| 25 Apr 2026 | CONVERSION | Alphabet Inc. | 6,495 | 0.00 USD | |
| 25 Mar 2026 | CONVERSION | Alphabet Inc. | 4,741 | 0.00 USD | |
| 25 Mar 2026 | TAX_WITHHOLDING | Alphabet Inc. | 4,785 | 289.20 USD | |
| 25 Mar 2026 | CONVERSION | Alphabet Inc. | 4,253 | 0.00 USD | |
| 25 Mar 2026 | TAX_WITHHOLDING | Alphabet Inc. | 4,293 | 289.20 USD | |
| 25 Mar 2026 | CONVERSION | Alphabet Inc. | 8,994 | 0.00 USD | |
| 16 Mar 2026 | GRANT_AWARD | Alphabet Inc. | 26 | 0.00 USD | |
| 16 Mar 2026 | GRANT_AWARD | Alphabet Inc. | 47 | 0.00 USD | |
| 17 Feb 2026 | PURCHASE | Blackstone Inc. | 275.6 | 130.30 USD | |
| 17 Feb 2026 | PURCHASE | Blackstone Inc. | 99.59 | 131.11 USD | |
| 17 Feb 2026 | PURCHASE | Blackstone Inc. | 149.38 | 131.11 USD |
1 purchase reported after at least 12 months of silence — most recent on 08 Nov 2021.