WBD Warner Bros. Discovery | $10.48 +1.0% | Sale $1,001 - $15,000 | 9/13/2024 | 8/12/2024 | +56.2%
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YUM Yum! Brands | $138.94 -0.3% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +1.4%
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MCK McKesson | $628.50 +0.3% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | +15.7%
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CMCSA Comcast | $43.19 +1.5% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | +10.6%
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COKE Coca-Cola Consolidated | $1,304.29 -0.6% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +38.0%
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CMCSA Comcast | $43.19 +1.5% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +10.6%
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YUM Yum! Brands | $138.94 -0.3% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | +1.4%
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T AT&T | $23.16 -0.5% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +35.4%
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IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $52.15 +0.2% | Purchase $1,001 - $15,000 | 12/7/2023 | 11/30/2023 | +2.9%
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CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $97.63 +0.5% | Sale $1,001 - $15,000 | 12/7/2023 | 11/28/2023 | +4.5%
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UNP Union Pacific | $244.66 -0.2% | Sale $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +15.3%
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EOG EOG Resources | $133.26 +0.1% | Purchase $15,001 - $50,000 | 12/7/2023 | 11/3/2023 | +4.0%
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EMXC iShares MSCI Emerging Markets ex China ETF | $57.77 +0.1% | Purchase $15,001 - $50,000 | 11/9/2023 | 10/6/2023 | +16.3%
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EMXC iShares MSCI Emerging Markets ex China ETF | $57.77 +0.1% | Purchase $50,001 - $100,000 | 11/9/2023 | 10/6/2023 | +16.3%
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PFE Pfizer | $26.21 +1.5% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -36.3%
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PARA Paramount Global | $10.85 +0.7% | Sale $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | -52.0%
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CMI Cummins | $375.04 +1.1% | Purchase $1,001 - $15,000 | 4/17/2023 | 3/3/2023 | +45.3%
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SHY iShares 1-3 Year Treasury Bond ETF | $82.32 +0.1% | Purchase $100,001 - $250,000 | 1/4/2023 | 12/22/2022 | +1.2%
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SCHP Schwab U.S. TIPS ETF | $26.41 +0.3% | Sale $100,001 - $250,000 | 1/4/2023 | 12/2/2022 | -1.9%
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DGX Quest Diagnostics | $162.66 -0.4% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/14/2022 | +8.2%
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EFA iShares MSCI EAFE ETF | $78.97 +1.3% | Purchase $50,001 - $100,000 | 12/13/2022 | 11/14/2022 | +21.9%
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TXN Texas Instruments | $201.03 +0.9% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/11/2022 | +12.0%
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TGT Target | $132.31 +1.7% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/11/2022 | -23.7%
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CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $97.63 +0.5% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +7.8%
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FHYS Federated Hermes Short Duration High Yield ETF | $23.17 +0.0% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +5.6%
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FDEV Fidelity International Multifactor ETF | $28.52 +1.1% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/2/2022 | +29.5%
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VUG Vanguard Growth ETF | $409.13 +0.8% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +92.5%
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VYM Vanguard High Dividend Yield ETF | $134.74 +0.3% | Purchase $15,001 - $50,000 | 12/13/2022 | 11/2/2022 | +28.1%
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IJR iShares Core S&P Small-Cap ETF | $126.53 +0.2% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | +28.7%
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SCHP Schwab U.S. TIPS ETF | $26.41 +0.3% | Purchase $1,001 - $15,000 | 12/13/2022 | 11/1/2022 | +1.2%
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EMR Emerson Electric | $132.60 +0.0% | Sale $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | +47.3%
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UPS United Parcel Service | $135.72 +0.0% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -30.8%
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TGT Target | $132.31 +1.7% | Purchase $15,001 - $50,000 | 9/2/2022 | 8/8/2022 | -20.8%
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CLX Clorox | $167.17 +0.0% | Sale $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | -3.2%
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APD Air Products and Chemicals | $334.33 +0.3% | Purchase $15,001 - $50,000 | 1/14/2022 | 12/14/2021 | +12.1%
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LHX L3Harris Technologies | $246.25 +0.4% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | +10.2%
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GILD Gilead Sciences | $92.58 +0.2% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | +37.5%
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BMY Bristol-Myers Squibb | $59.22 -0.1% | Sale $15,001 - $50,000 | 9/2/2022 | 11/10/2021 | -0.3%
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GD General Dynamics | $284.01 +0.6% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +45.3%
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DGX Quest Diagnostics | $162.66 -0.4% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +16.2%
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MRK Merck & Co., Inc. | $101.64 -1.4% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | |
TXN Texas Instruments | $201.03 +0.9% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +7.6%
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HRL Hormel Foods | $32.43 +1.6% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -30.9%
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BLK BlackRock | $1,022.80 +0.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | +18.8%
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D Dominion Energy | $58.75 -0.5% | Sale $15,001 - $50,000 | 9/2/2022 | 7/28/2021 | -22.4%
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WM Waste Management | $228.22 -0.1% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +97.6%
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ABT Abbott Laboratories | $118.77 -0.2% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +2.4%
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D Dominion Energy | $58.75 -0.5% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -13.6%
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IRM Iron Mountain | $123.67 -0.5% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +254.2%
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JNJ Johnson & Johnson | $155.01 -0.3% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +1.3%
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PG Procter & Gamble | $179.26 -0.1% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +46.8%
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VTRS Viatris | $13.09 -1.0% | Sale $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | -3.7%
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CLX Clorox | $167.17 +0.0% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | -6.2%
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CSCO Cisco Systems | $59.21 -0.1% | Purchase $1,001 - $15,000 | 9/2/2022 | 3/4/2021 | +32.9%
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AMGN Amgen | $282.87 +1.0% | Purchase $15,001 - $50,000 | 9/2/2022 | 3/4/2021 | +27.5%
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UNP Union Pacific | $244.66 -0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +40.9%
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HRL Hormel Foods | $32.43 +1.6% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | -36.6%
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CVX Chevron | $161.93 -0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 8/4/2020 | +87.2%
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CVS CVS Health | $59.85 -0.2% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -5.4%
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ABT Abbott Laboratories | $118.77 -0.2% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +18.9%
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AFL Aflac | $114.00 -0.1% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +214.1%
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MO Altria Group | $57.74 +0.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +35.8%
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BUD Anheuser-Busch InBev SA/NV | $53.80 -0.5% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -3.3%
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BECN Beacon Roofing Supply | $113.02 +0.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +286.7%
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BTI British American Tobacco | $37.94
| Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +7.5%
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CSCO Cisco Systems | $59.21 -0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +27.9%
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CLX Clorox | $167.17 +0.0% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -26.9%
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GLW Corning | $48.67 +0.9% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +60.9%
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D Dominion Energy | $58.75 -0.5% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -28.4%
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DOV Dover | $205.90 -0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +96.5%
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EMR Emerson Electric | $132.60 +0.0% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +112.9%
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ENR Energizer | $38.11 -0.4% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -22.4%
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HAL Halliburton | $31.86 -0.1% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +117.5%
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JNJ Johnson & Johnson | $155.01 -0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +5.6%
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MCD McDonald's | $296.01 +0.3% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +50.8%
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MDLZ Mondelez International | $64.95 -0.2% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | +16.6%
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PG Procter & Gamble | $179.26 -0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +40.2%
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SPKE Spark Energy | | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -100.0%
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KHC Kraft Heinz | $31.97 +0.1% | Sale $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | -9.3%
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USB U.S. Bancorp | $53.29 -0.4% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +46.7%
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WM Waste Management | $228.22 -0.1% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +112.3%
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YUMC Yum China | $46.55 -0.5% | Sale $1,001 - $15,000 | 9/14/2020 | 7/28/2020 | -11.5%
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AMGN Amgen | $282.87 +1.0% | Purchase $15,001 - $50,000 | 9/14/2020 | 7/28/2020 | +10.8%
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CVX Chevron | $161.93 -0.1% | Sale $1,001 - $15,000 | 8/12/2020 | 3/17/2020 | +129.1%
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QCOM QUALCOMM | $158.53 +1.4% | Sale $15,001 - $50,000 | 8/12/2020 | 3/16/2020 | +145.9%
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PFE Pfizer | $26.21 +1.5% | Purchase $15,001 - $50,000 | 8/12/2020 | 8/14/2019 | -24.3%
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EXC Exelon | $39.56 +0.1% | Sale $15,001 - $50,000 | 8/12/2020 | 7/24/2019 | -13.0%
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ABBV AbbVie | $182.93 -0.1% | Purchase $15,001 - $50,000 | 8/12/2020 | 7/2/2019 | +147.9%
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PSX Phillips 66 | $133.98 +0.5% | Sale $1,001 - $15,000 | 8/12/2020 | 4/11/2019 | +36.0%
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CVS CVS Health | $59.85 -0.2% | Purchase $15,001 - $50,000 | 8/12/2020 | 4/11/2019 | +13.6%
 |
BTI British American Tobacco | $37.94
| Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | +6.9%
 |
KHC Kraft Heinz | $31.97 +0.1% | Purchase $1,001 - $15,000 | 8/12/2020 | 2/1/2019 | -33.1%
 |
BTI British American Tobacco | $37.94
| Purchase $15,001 - $50,000 | 8/12/2020 | 2/1/2019 | +6.9%
 |
MZOR Mazor Robotics | $58.23
| Sale $15,001 - $50,000 | 8/12/2020 | 12/27/2018 | |