AAPL Apple | $346.12 +1.5% | Sale (Partial) $1,001 - $15,000 | 10/13/2020 | 9/11/2020 | +209.0%
 |
DIS Walt Disney | $109.44 +0.9% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -15.1%
 |
LOW Lowe's Companies | $187.56 +1.1% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +18.8%
 |
MSFT Microsoft | $548.43 +1.3% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +159.3%
 |
MSFT Microsoft | $548.43 +1.3% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +159.3%
 |
SBUX Starbucks | $90.88 -1.5% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +15.1%
 |
SBUX Starbucks | $90.88 -1.5% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +15.1%
 |
DIS Walt Disney | $109.44 +0.9% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -15.1%
 |
CSCO Cisco Systems | $114.68 -0.6% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +173.2%
 |
AAPL Apple | $346.12 +1.5% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +199.1%
 |
AAPL Apple | $346.12 +1.5% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +199.1%
 |
IBM International Business Machines | $231.71 +2.1% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +85.5%
 |
LOW Lowe's Companies | $187.56 +1.1% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +18.8%
 |
IBM International Business Machines | $231.71 +2.1% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +85.5%
 |
CMCSA Comcast | $20.83 +0.7% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -52.2%
 |
CMCSA Comcast | $20.83 +0.7% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -52.2%
 |
CSCO Cisco Systems | $114.68 -0.6% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +173.2%
 |
PLD Prologis | $132.98 +0.4% | Purchase $1,001 - $15,000 | 8/12/2020 | 7/15/2020 | +41.9%
 |
TROW T. Rowe Price Group | $101.12 -2.8% | Sale (Full) $1,001 - $15,000 | 8/12/2020 | 7/15/2020 | -22.6%
 |
AMGN Amgen | $417.89 +0.1% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +110.7%
 |
T AT&T | $22.91 +1.9% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -34.0%
 |
JNJ Johnson & Johnson | $250.96 -4.8% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +83.9%
 |
EMR Emerson Electric | $161.41 -0.6% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +220.5%
 |
BLK BlackRock | $1,073.25 -1.0% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +156.1%
 |
DOW DOW | $28.28 +0.6% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -17.6%
 |
MMM 3M | $160.12 -0.5% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +11.1%
 |
AAPL Apple | $346.12 +1.5% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +420.1%
 |
MSFT Microsoft | $548.43 +1.3% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +264.2%
 |
VFC V.F. | $15.78 -0.1% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -74.7%
 |
PG Procter & Gamble | $152.82 -0.3% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +31.7%
 |
TROW T. Rowe Price Group | $101.12 -2.8% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -2.4%
 |
PSX Phillips 66 | $286.42 +1.8% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +361.3%
 |
MDT Medtronic | $91.34 -0.6% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -2.4%
 |
WMT Walmart | $113.79 +0.6% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +191.4%
 |
DD DuPont de Nemours | $129.44 +0.1% | Sale (Full) $1,001 - $15,000 | 9/11/2019 | 8/1/2019 | +44.1%
 |
NVS Novartis | $143.52 -0.2% | Sale (Partial) $1,001 - $15,000 | 5/3/2019 | 4/5/2019 | +52.7%
 |
NVS Novartis | $143.52 -0.2% | Sale (Full) $1,001 - $15,000 | 11/18/2020 | 4/5/2019 | +52.7%
 |
DIS Walt Disney | $109.44 +0.9% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
CMCSA Comcast | $20.83 +0.7% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
PPG PPG Industries | $104.23 +0.5% | Sale (Full) $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
NVS Novartis | $143.52 -0.2% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
MDT Medtronic | $91.34 -0.6% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
AAPL Apple | $346.12 +1.5% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
CVS CVS Health | $87.32 -0.5% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
XOM ExxonMobil | $174.17 +1.2% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
CSCO Cisco Systems | $114.68 -0.6% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
WMT Walmart | $113.79 +0.6% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
DIS Walt Disney | $109.44 +0.9% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
PG Procter & Gamble | $152.82 -0.3% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
SBUX Starbucks | $90.88 -1.5% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
NVS Novartis | $143.52 -0.2% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
MSFT Microsoft | $548.43 +1.3% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
MDT Medtronic | $91.34 -0.6% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
JPM JPMorgan Chase & Co. | $335.94 +0.5% | Purchase $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
FRT Federal Realty Investment Trust | $105.79 -0.6% | Sale (Full) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
XOM ExxonMobil | $174.17 +1.2% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
CMCSA Comcast | $20.83 +0.7% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
CSCO Cisco Systems | $114.68 -0.6% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
CVS CVS Health | $87.32 -0.5% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
AMGN Amgen | $417.89 +0.1% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
AAPL Apple | $346.12 +1.5% | Purchase $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
XOM ExxonMobil | $174.17 +1.2% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/25/2018 | |
SBUX Starbucks | $90.88 -1.5% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
MDT Medtronic | $91.34 -0.6% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
LOW Lowe's Companies | $187.56 +1.1% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
IBM International Business Machines | $231.71 +2.1% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
EMR Emerson Electric | $161.41 -0.6% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
CMCSA Comcast | $20.83 +0.7% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
CSCO Cisco Systems | $114.68 -0.6% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
AFL Aflac | $116.15 +0.2% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
BLK BlackRock | $1,073.25 -1.0% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
CVS CVS Health | $87.32 -0.5% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
GWW W.W. Grainger | $1,316.52 +0.7% | Sale (Full) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
VFC V.F. | $15.78 -0.1% | Sale (Full) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
UPS United Parcel Service | $95.08 -0.3% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
PG Procter & Gamble | $152.82 -0.3% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
MSFT Microsoft | $548.43 +1.3% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
AAPL Apple | $346.12 +1.5% | Sale (Partial) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
IHE iShares U.S. Pharmaceuticals ETF | $98.50 -1.7% | Sale (Full) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
IHE iShares U.S. Pharmaceuticals ETF | $98.50 -1.7% | Sale (Full) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
AAPL Apple | $346.12 +1.5% | Sale (Partial) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
AAPL Apple | $346.12 +1.5% | Sale (Partial) $1,001 - $15,000 | 1/16/2018 | 12/29/2017 | |
IBM International Business Machines | $231.71 +2.1% | Purchase $1,001 - $15,000 | 12/12/2017 | 11/17/2017 | |
SLB SLB | $48.78 +0.0% | Sale (Full) $1,001 - $15,000 | 12/12/2017 | 11/7/2017 | |
QCOM Qualcomm | $176.81 +1.4% | Sale (Full) $1,001 - $15,000 | 12/12/2017 | 11/7/2017 | |
XOM ExxonMobil | $174.17 +1.2% | Purchase $1,001 - $15,000 | 12/12/2017 | 11/7/2017 | |
T AT&T | $22.91 +1.9% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/25/2017 | |
CVS CVS Health | $87.32 -0.5% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/25/2017 | |
DIS Walt Disney | $109.44 +0.9% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/25/2017 | |
T AT&T | $22.91 +1.9% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/25/2017 | |
CVS CVS Health | $87.32 -0.5% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/25/2017 | |
DIS Walt Disney | $109.44 +0.9% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/25/2017 | |
MDT Medtronic | $91.34 -0.6% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/24/2017 | |
ABT Abbott Laboratories | $101.41 -0.4% | Sale (Partial) $1,001 - $15,000 | 11/3/2017 | 10/24/2017 | |
MDT Medtronic | $91.34 -0.6% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/24/2017 | |
ABT Abbott Laboratories | $101.41 -0.4% | Sale (Partial) $1,001 - $15,000 | 10/26/2018 | 10/24/2017 | |
TGT Target | $152.58 -0.7% | Sale (Full) $1,001 - $15,000 | 10/26/2018 | 10/17/2017 | |
TGT Target | $152.58 -0.7% | Sale (Partial) $1,001 - $15,000 | 11/3/2017 | 10/17/2017 | |
AAPL Apple | $346.12 +1.5% | Sale (Partial) $1,001 - $15,000 | 9/1/2017 | 8/8/2017 | |
TGT Target | $152.58 -0.7% | Purchase $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
AMT American Tower | $179.68 -1.6% | Sale (Full) $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
FRT Federal Realty Investment Trust | $105.79 -0.6% | Purchase $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
LOW Lowe's Companies | $187.56 +1.1% | Sale (Partial) $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
SO Southern | $87.13 +0.1% | Sale (Full) $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
QCOM Qualcomm | $176.81 +1.4% | Sale (Partial) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | |
CVS CVS Health | $87.32 -0.5% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +19.9%
 |
PPG PPG Industries | $104.23 +0.5% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +26.1%
 |
JNJ Johnson & Johnson | $250.96 -4.8% | Sale (Full) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +147.0%
 |
CVX Chevron | $218.02 +1.4% | Sale (Partial) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +159.7%
 |
VFC V.F. | $15.78 -0.1% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | -64.9%
 |
GWW W.W. Grainger | $1,316.52 +0.7% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +616.7%
 |
PX P10 | $10.54 -18.9% | Sale (Full) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | |
TROW T. Rowe Price Group | $101.12 -2.8% | Purchase $1,001 - $15,000 | 10/31/2018 | 10/31/2016 | |
NSC Norfolk Southern | $319.92 +0.2% | Sale (Full) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +281.9%
 |
AMGN Amgen | $417.89 +0.1% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | |
LOW Lowe's Companies | $187.56 +1.1% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +208.8%
 |
PG Procter & Gamble | $152.82 -0.3% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
WMT Walmart | $113.79 +0.6% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
SO Southern | $87.13 +0.1% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
T AT&T | $22.91 +1.9% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
TM Toyota Motor | $188.39 +2.0% | Sale (Full) $15,001 - $50,000 | 12/6/2017 | 3/31/2016 | +83.1%
 |
WMT Walmart | $113.79 +0.6% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +461.2%
 |
VFC V.F. | $15.78 -0.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | -70.2%
 |
UTX United Technologies | $203.48 +2.8% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +375.3%
 |
DIS Walt Disney | $109.44 +0.9% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +16.8%
 |
PG Procter & Gamble | $152.82 -0.3% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +119.3%
 |
SO Southern | $87.13 +0.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +118.7%
 |
SLB SLB | $48.78 +0.0% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | -18.9%
 |
| Royal Dutch Shell plc | N/A | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
QCOM Qualcomm | $176.81 +1.4% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
PX P10 | $10.54 -18.9% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
OXY Occidental Petroleum | $61.00 -0.2% | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +15.1%
 |
NVS Novartis | $143.52 -0.2% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +157.4%
 |
NSC Norfolk Southern | $319.92 +0.2% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +332.3%
 |
MSFT Microsoft | $548.43 +1.3% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
LOW Lowe's Companies | $187.56 +1.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +175.2%
 |
JNJ Johnson & Johnson | $250.96 -4.8% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +168.4%
 |
F Ford Motor | $12.05 +0.4% | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +13.4%
 |
XOM ExxonMobil | $174.17 +1.2% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +174.0%
 |
EMR Emerson Electric | $161.41 -0.6% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +251.0%
 |
| CenturyLink, Inc. | N/A | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
CMI Cummins | $523.01 -0.9% | Sale (Full) $15,001 - $50,000 | 12/6/2017 | 3/31/2016 | +456.3%
 |
CSCO Cisco Systems | $114.68 -0.6% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
CVX Chevron | $218.02 +1.4% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +191.2%
 |
CAT Caterpillar | $772.47 -3.4% | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +1081.7%
 |
BLK BlackRock | $1,073.25 -1.0% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +261.3%
 |
AMT American Tower | $179.68 -1.6% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +101.2%
 |
AFL Aflac | $116.15 +0.2% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +319.1%
 |
ABT Abbott Laboratories | $101.41 -0.4% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +169.7%
 |
T AT&T | $22.91 +1.9% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | -17.6%
 |
LOW Lowe's Companies | $187.56 +1.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +175.2%
 |
XOM ExxonMobil | $174.17 +1.2% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +174.0%
 |
EMR Emerson Electric | $161.41 -0.6% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +251.0%
 |
CMI Cummins | $523.01 -0.9% | Sale (Full) $15,001 - $50,000 | 5/2/2016 | 3/31/2016 | +456.3%
 |
CSCO Cisco Systems | $114.68 -0.6% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
CVX Chevron | $218.02 +1.4% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +191.2%
 |
| CenturyLink, Inc. | N/A | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
CAT Caterpillar | $772.47 -3.4% | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +1081.7%
 |
BLK BlackRock | $1,073.25 -1.0% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +261.3%
 |
AMT American Tower | $179.68 -1.6% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +101.2%
 |
AFL Aflac | $116.15 +0.2% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +319.1%
 |
ABT Abbott Laboratories | $101.41 -0.4% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +169.7%
 |
T AT&T | $22.91 +1.9% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | -17.6%
 |
F Ford Motor | $12.05 +0.4% | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +13.4%
 |
WMT Walmart | $113.79 +0.6% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +461.2%
 |
VFC V.F. | $15.78 -0.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | -70.2%
 |
UTX United Technologies | $203.48 +2.8% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +375.3%
 |
TM Toyota Motor | $188.39 +2.0% | Sale (Full) $15,001 - $50,000 | 5/2/2016 | 3/31/2016 | +83.1%
 |
DIS Walt Disney | $109.44 +0.9% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +16.8%
 |
PG Procter & Gamble | $152.82 -0.3% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +119.3%
 |
SO Southern | $87.13 +0.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +118.7%
 |
SLB SLB | $48.78 +0.0% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | -18.9%
 |
| Royal Dutch Shell plc | N/A | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
QCOM Qualcomm | $176.81 +1.4% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
PX P10 | $10.54 -18.9% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
OXY Occidental Petroleum | $61.00 -0.2% | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +15.1%
 |
NVS Novartis | $143.52 -0.2% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +157.4%
 |
NSC Norfolk Southern | $319.92 +0.2% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +332.3%
 |
MSFT Microsoft | $548.43 +1.3% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
JNJ Johnson & Johnson | $250.96 -4.8% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +168.4%
 |
| AMG Yacktman Service | N/A | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/29/2016 | |
| AMG Yacktman Service | N/A | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/29/2016 | |
SLB SLB | $48.78 +0.0% | Purchase $1,001 - $15,000 | 2/25/2016 | 2/9/2016 | |
COP ConocoPhillips | $139.69 +1.5% | Sale (Full) $1,001 - $15,000 | 2/25/2016 | 2/9/2016 | |
CMI Cummins | $523.01 -0.9% | Purchase $1,001 - $15,000 | 1/12/2016 | 1/5/2016 | |
AAPL Apple | $346.12 +1.5% | Purchase $1,001 - $15,000 | 1/12/2016 | 1/5/2016 | |
INTC Intel | $100.66 -0.7% | Sale (Full) $1,001 - $15,000 | 1/12/2016 | 1/5/2016 | |
IHE iShares U.S. Pharmaceuticals ETF | $98.50 -1.7% | Purchase $1,001 - $15,000 | 8/28/2015 | 8/27/2015 | |
CAT Caterpillar | $772.47 -3.4% | Purchase $1,001 - $15,000 | 8/28/2015 | 8/27/2015 | |
| Noble Energy, Inc. (NYSE) | N/A | Purchase $1,001 - $15,000 | 8/20/2015 | 7/16/2015 | |
OXY Occidental Petroleum | $61.00 -0.2% | Purchase $1,001 - $15,000 | 8/20/2015 | 7/8/2015 | |
XOM ExxonMobil | $174.17 +1.2% | Purchase $1,001 - $15,000 | 8/20/2015 | 12/16/2014 | |
PSX Phillips 66 | $286.42 +1.8% | Sale $1,001 - $15,000 | 8/20/2015 | 9/11/2014 | |
INTC Intel | $100.66 -0.7% | Sale $1,001 - $15,000 | 8/20/2015 | 9/11/2014 | |
F Ford Motor | $12.05 +0.4% | Sale $1,001 - $15,000 | 8/20/2015 | 9/11/2014 | |