| Company | Type | Amount Range | Price | Date |
|---|---|---|---|---|
| JPM JPMORGAN CHASE & CO | Sale | $1,001–$15,000 | $300.77 | Jan 28, 2026 |
| AAPL Apple Inc. | Sale | $1,001–$15,000 | $268.47 | Nov 7, 2025 |
| GOOGL Alphabet Inc. | Sale | $1,001–$15,000 | $279.70 | Nov 7, 2025 |
| UPS UNITED PARCEL SERVICE INC | Purchase | $1,001–$15,000 | $95.95 | Nov 7, 2025 |
| AMZN AMAZON COM INC | Sale | $1,001–$15,000 | $244.41 | Nov 7, 2025 |
| V VISA INC. | Purchase | $1,001–$15,000 | $336.02 | Nov 7, 2025 |
| NVDA NVIDIA CORP | Sale | $1,001–$15,000 | $188.15 | Nov 7, 2025 |
| UNH UNITEDHEALTH GROUP INC | Sale | $1,001–$15,000 | $411.44 | Apr 30, 2025 |
| AMZN AMAZON COM INC | Purchase | $1,001–$15,000 | $184.42 | Apr 30, 2025 |
| AAPL Apple Inc. | Purchase | $1,001–$15,000 | $212.50 | Apr 30, 2025 |
| NVDA NVIDIA CORP | Purchase | $1,001–$15,000 | $108.92 | Apr 30, 2025 |
| XOM EXXON MOBIL CORP | Sale | $1,001–$15,000 | $105.63 | Apr 30, 2025 |
| AMZN AMAZON COM INC | Purchase | $1,001–$15,000 | $182.12 | Apr 14, 2025 |
| WMT Walmart Inc. | Purchase | $1,001–$15,000 | $94.73 | Apr 14, 2025 |
| NVDA NVIDIA CORP | Purchase | $1,001–$15,000 | $110.71 | Apr 14, 2025 |
| XOM EXXON MOBIL CORP | Purchase | $1,001–$15,000 | $103.39 | Apr 14, 2025 |
| JPM JPMORGAN CHASE & CO | Purchase | $1,001–$15,000 | $234.72 | Apr 14, 2025 |
| GOOGL Alphabet Inc. | Purchase | $1,001–$15,000 | $161.47 | Apr 14, 2025 |
| EOG EOG RESOURCES INC | Purchase | $1,001–$15,000 | $107.64 | Apr 14, 2025 |
| AAPL Apple Inc. | Purchase | $1,001–$15,000 | $202.52 | Apr 14, 2025 |
| V VISA INC. | Purchase | $1,001–$15,000 | $335.18 | Apr 14, 2025 |
| MSFT MICROSOFT CORP | Purchase | $1,001–$15,000 | $387.81 | Apr 14, 2025 |
| UNH UNITEDHEALTH GROUP INC | Purchase | $1,001–$15,000 | $587.06 | Apr 14, 2025 |
| ONEW OneWater Marine Inc. | Sale | $1,001–$15,000 | $26.83 | Jul 24, 2024 |