Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| Lumen Technologies, Inc. | 5,280,852 | reported | 01 Mar 2026 | tx 24+8,604,501−2,874,651 |
| ARROW ELECTRONICS, INC. | 16,318 | reported | 11 Mar 2022 | tx 87+224,164−265,559 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Mar 2026 | TAX_WITHHOLDING | Lumen Technologies, Inc. | 836,079 | 7.11 USD | |
| 01 Mar 2026 | OTHER | Lumen Technologies, Inc. | 133,002 | 0.00 USD | |
| 01 Mar 2026 | GRANT_AWARD | Lumen Technologies, Inc. | 906,713 | 0.00 USD | |
| 14 Aug 2025 | PURCHASE | Lumen Technologies, Inc. | 18,000 | 4.29 USD | |
| 14 Aug 2025 | PURCHASE | Lumen Technologies, Inc. | 12,000 | 4.29 USD | first after silence |
| 15 Aug 2025 | PURCHASE | Lumen Technologies, Inc. | 11,500 | 4.44 USD | |
| 15 Aug 2025 | PURCHASE | Lumen Technologies, Inc. | 17,000 | 4.44 USD | |
| 15 Aug 2025 | PURCHASE | Lumen Technologies, Inc. | 11,500 | 4.44 USD | |
| 14 Aug 2025 | PURCHASE | Lumen Technologies, Inc. | 12,000 | 4.29 USD | |
| 04 Apr 2025 | TAX_WITHHOLDING | Lumen Technologies, Inc. | 32,896 | 3.27 USD | |
| 01 Mar 2025 | GRANT_AWARD | Lumen Technologies, Inc. | 1,277,084 | 0.00 USD | |
| 04 Apr 2025 | OTHER | Lumen Technologies, Inc. | 236,435 | 0.00 USD | |
| 01 Mar 2025 | GRANT_AWARD | Lumen Technologies, Inc. | 638,542 | 0.00 USD | |
| 01 Mar 2025 | TAX_WITHHOLDING | Lumen Technologies, Inc. | 315,698 | 4.72 USD | |
| 04 Apr 2024 | TAX_WITHHOLDING | Lumen Technologies, Inc. | 32,896 | 1.34 USD | |
| 01 Mar 2024 | TAX_WITHHOLDING | Lumen Technologies, Inc. | 113,510 | 1.62 USD | |
| 01 Mar 2024 | GRANT_AWARD | Lumen Technologies, Inc. | 1,393,022 | 0.00 USD | |
| 03 Nov 2023 | PURCHASE | Lumen Technologies, Inc. | 500,000 | 1.10 USD | |
| 18 May 2023 | GRANT_AWARD | Lumen Technologies, Inc. | 1,152,517 | 0.00 USD | |
| 04 Apr 2023 | TAX_WITHHOLDING | Lumen Technologies, Inc. | 21,618 | 2.43 USD | |
| 30 Mar 2023 | OTHER | Lumen Technologies, Inc. | 1,152,517 | 0.00 USD | |
| 01 Mar 2023 | GRANT_AWARD | Lumen Technologies, Inc. | 1,920,861 | 0.00 USD | |
| 04 Apr 2022 | GRANT_AWARD | Lumen Technologies, Inc. | 394,057 | 0.00 USD | |
| 04 Apr 2022 | GRANT_AWARD | Lumen Technologies, Inc. | 339,705 | 0.00 USD | |
| 11 Mar 2022 | TAX_WITHHOLDING | ARROW ELECTRONICS, INC. | 1,950 | 119.86 USD |
1 purchase reported after at least 12 months of silence — most recent on 14 Aug 2025.