AAPL Apple | $305.26 +1.0% | Sale (Partial) $1,001 - $15,000 | 10/13/2020 | 9/11/2020 | +172.6%
 |
DIS Walt Disney | $104.80 +1.5% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -18.7%
 |
LOW Lowe's Companies | $217.97 +0.9% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +38.0%
 |
MSFT Microsoft | $496.88 +0.9% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +134.9%
 |
MSFT Microsoft | $496.88 +0.9% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +134.9%
 |
SBUX Starbucks | $108.55 +0.1% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +37.4%
 |
SBUX Starbucks | $108.55 +0.1% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +37.4%
 |
DIS Walt Disney | $104.80 +1.5% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -18.7%
 |
CSCO Cisco Systems | $113.47 -8.4% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +170.3%
 |
AAPL Apple | $305.26 +1.0% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +163.8%
 |
AAPL Apple | $305.26 +1.0% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +163.8%
 |
IBM International Business Machines | $236.71 +0.3% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +89.5%
 |
LOW Lowe's Companies | $217.97 +0.9% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +38.0%
 |
IBM International Business Machines | $236.71 +0.3% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +89.5%
 |
CMCSA Comcast | $26.18 +2.8% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -39.9%
 |
CMCSA Comcast | $26.18 +2.8% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -39.9%
 |
CSCO Cisco Systems | $113.47 -8.4% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +170.3%
 |
PLD Prologis | $141.28 +0.4% | Purchase $1,001 - $15,000 | 8/12/2020 | 7/15/2020 | +50.7%
 |
TROW T. Rowe Price Group | $111.30 -0.1% | Sale (Full) $1,001 - $15,000 | 8/12/2020 | 7/15/2020 | -14.8%
 |
AMGN Amgen | $417.84 +0.4% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +110.6%
 |
T AT&T | $24.59 +1.4% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -29.1%
 |
JNJ Johnson & Johnson | $262.55 +0.6% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +92.4%
 |
EMR Emerson Electric | $164.26 +0.3% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +226.2%
 |
BLK BlackRock | $1,185.12 +2.1% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +182.8%
 |
DOW DOW | $30.35 -0.7% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -11.6%
 |
MMM 3M | $182.66 -0.6% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +26.8%
 |
AAPL Apple | $305.26 +1.0% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +358.7%
 |
MSFT Microsoft | $496.88 +0.9% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +230.0%
 |
VFC V.F. | $14.73 +1.1% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -76.4%
 |
PG Procter & Gamble | $144.29 +0.1% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +24.3%
 |
TROW T. Rowe Price Group | $111.30 -0.1% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +7.4%
 |
PSX Phillips 66 | $232.55 +3.1% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +274.5%
 |
MDT Medtronic | $90.69 -0.1% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -3.0%
 |
WMT Walmart | $115.72 -0.2% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +196.3%
 |
DD DuPont de Nemours | $144.02 -0.2% | Sale (Full) $1,001 - $15,000 | 9/11/2019 | 8/1/2019 | +60.3%
 |
NVS Novartis | $151.86 -0.3% | Sale (Partial) $1,001 - $15,000 | 5/3/2019 | 4/5/2019 | +61.6%
 |
NVS Novartis | $151.86 -0.3% | Sale (Full) $1,001 - $15,000 | 11/18/2020 | 4/5/2019 | +61.6%
 |
DIS Walt Disney | $104.80 +1.5% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
CMCSA Comcast | $26.18 +2.8% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
PPG PPG Industries | $114.68 +0.1% | Sale (Full) $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
NVS Novartis | $151.86 -0.3% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
MDT Medtronic | $90.69 -0.1% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
AAPL Apple | $305.26 +1.0% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
CVS CVS Health | $94.93 +0.2% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
XOM ExxonMobil | $158.78 -0.6% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
CSCO Cisco Systems | $113.47 -8.4% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
WMT Walmart | $115.72 -0.2% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
DIS Walt Disney | $104.80 +1.5% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
PG Procter & Gamble | $144.29 +0.1% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
SBUX Starbucks | $108.55 +0.1% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
NVS Novartis | $151.86 -0.3% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
MSFT Microsoft | $496.88 +0.9% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
MDT Medtronic | $90.69 -0.1% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
JPM JPMorgan Chase & Co. | $363.37 -0.5% | Purchase $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
FRT Federal Realty Investment Trust | $118.98 +1.5% | Sale (Full) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
XOM ExxonMobil | $158.78 -0.6% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
CMCSA Comcast | $26.18 +2.8% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
CSCO Cisco Systems | $113.47 -8.4% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
CVS CVS Health | $94.93 +0.2% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
AMGN Amgen | $417.84 +0.4% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
AAPL Apple | $305.26 +1.0% | Purchase $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
XOM ExxonMobil | $158.78 -0.6% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/25/2018 | |
SBUX Starbucks | $108.55 +0.1% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
MDT Medtronic | $90.69 -0.1% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
LOW Lowe's Companies | $217.97 +0.9% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
IBM International Business Machines | $236.71 +0.3% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
EMR Emerson Electric | $164.26 +0.3% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
CMCSA Comcast | $26.18 +2.8% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
CSCO Cisco Systems | $113.47 -8.4% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
AFL Aflac | $121.09 +0.3% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
BLK BlackRock | $1,185.12 +2.1% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
CVS CVS Health | $94.93 +0.2% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
GWW W.W. Grainger | $1,320.84 +1.2% | Sale (Full) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
VFC V.F. | $14.73 +1.1% | Sale (Full) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
UPS United Parcel Service | $105.66 +1.7% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
PG Procter & Gamble | $144.29 +0.1% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
MSFT Microsoft | $496.88 +0.9% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
AAPL Apple | $305.26 +1.0% | Sale (Partial) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
IHE iShares U.S. Pharmaceuticals ETF | $102.99 +0.0% | Sale (Full) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
IHE iShares U.S. Pharmaceuticals ETF | $102.99 +0.0% | Sale (Full) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
AAPL Apple | $305.26 +1.0% | Sale (Partial) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
AAPL Apple | $305.26 +1.0% | Sale (Partial) $1,001 - $15,000 | 1/16/2018 | 12/29/2017 | |
IBM International Business Machines | $236.71 +0.3% | Purchase $1,001 - $15,000 | 12/12/2017 | 11/17/2017 | |
SLB SLB | $51.99 -1.2% | Sale (Full) $1,001 - $15,000 | 12/12/2017 | 11/7/2017 | |
QCOM Qualcomm | $164.79 +1.1% | Sale (Full) $1,001 - $15,000 | 12/12/2017 | 11/7/2017 | |
XOM ExxonMobil | $158.78 -0.6% | Purchase $1,001 - $15,000 | 12/12/2017 | 11/7/2017 | |
T AT&T | $24.59 +1.4% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/25/2017 | |
CVS CVS Health | $94.93 +0.2% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/25/2017 | |
DIS Walt Disney | $104.80 +1.5% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/25/2017 | |
T AT&T | $24.59 +1.4% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/25/2017 | |
CVS CVS Health | $94.93 +0.2% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/25/2017 | |
DIS Walt Disney | $104.80 +1.5% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/25/2017 | |
MDT Medtronic | $90.69 -0.1% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/24/2017 | |
ABT Abbott Laboratories | $111.37 +0.4% | Sale (Partial) $1,001 - $15,000 | 11/3/2017 | 10/24/2017 | |
MDT Medtronic | $90.69 -0.1% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/24/2017 | |
ABT Abbott Laboratories | $111.37 +0.4% | Sale (Partial) $1,001 - $15,000 | 10/26/2018 | 10/24/2017 | |
TGT Target | $155.59 +1.0% | Sale (Full) $1,001 - $15,000 | 10/26/2018 | 10/17/2017 | |
TGT Target | $155.59 +1.0% | Sale (Partial) $1,001 - $15,000 | 11/3/2017 | 10/17/2017 | |
AAPL Apple | $305.26 +1.0% | Sale (Partial) $1,001 - $15,000 | 9/1/2017 | 8/8/2017 | |
TGT Target | $155.59 +1.0% | Purchase $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
AMT American Tower | $174.19 +2.2% | Sale (Full) $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
FRT Federal Realty Investment Trust | $118.98 +1.5% | Purchase $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
LOW Lowe's Companies | $217.97 +0.9% | Sale (Partial) $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
SO Southern | $92.76 +0.3% | Sale (Full) $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
QCOM Qualcomm | $164.79 +1.1% | Sale (Partial) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | |
CVS CVS Health | $94.93 +0.2% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +30.3%
 |
PPG PPG Industries | $114.68 +0.1% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +38.7%
 |
JNJ Johnson & Johnson | $262.55 +0.6% | Sale (Full) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +158.4%
 |
CVX Chevron | $197.71 +0.6% | Sale (Partial) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +135.5%
 |
VFC V.F. | $14.73 +1.1% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | -67.2%
 |
GWW W.W. Grainger | $1,320.84 +1.2% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +619.1%
 |
PX P10 | $10.54 -18.9% | Sale (Full) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | |
TROW T. Rowe Price Group | $111.30 -0.1% | Purchase $1,001 - $15,000 | 10/31/2018 | 10/31/2016 | |
NSC Norfolk Southern | $338.45 +0.9% | Sale (Full) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +304.0%
 |
AMGN Amgen | $417.84 +0.4% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | |
LOW Lowe's Companies | $217.97 +0.9% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +258.8%
 |
PG Procter & Gamble | $144.29 +0.1% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
WMT Walmart | $115.72 -0.2% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
SO Southern | $92.76 +0.3% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
T AT&T | $24.59 +1.4% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
TM Toyota Motor | $188.53 +0.2% | Sale (Full) $15,001 - $50,000 | 12/6/2017 | 3/31/2016 | +83.2%
 |
WMT Walmart | $115.72 -0.2% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +470.7%
 |
VFC V.F. | $14.73 +1.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | -72.2%
 |
UTX United Technologies | $203.48 +2.8% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +375.3%
 |
DIS Walt Disney | $104.80 +1.5% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +11.9%
 |
PG Procter & Gamble | $144.29 +0.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +107.1%
 |
SO Southern | $92.76 +0.3% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +132.8%
 |
SLB SLB | $51.99 -1.2% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | -13.6%
 |
| Royal Dutch Shell plc | N/A | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
QCOM Qualcomm | $164.79 +1.1% | 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 | $57.84 -1.2% | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +9.2%
 |
NVS Novartis | $151.86 -0.3% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +172.3%
 |
NSC Norfolk Southern | $338.45 +0.9% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +357.4%
 |
MSFT Microsoft | $496.88 +0.9% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
LOW Lowe's Companies | $217.97 +0.9% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +219.8%
 |
JNJ Johnson & Johnson | $262.55 +0.6% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +180.8%
 |
F Ford Motor | $13.91 +0.6% | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +31.0%
 |
XOM ExxonMobil | $158.78 -0.6% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +149.8%
 |
EMR Emerson Electric | $164.26 +0.3% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +257.2%
 |
| CenturyLink, Inc. | N/A | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
CMI Cummins | $631.12 -1.1% | Sale (Full) $15,001 - $50,000 | 12/6/2017 | 3/31/2016 | +571.3%
 |
CSCO Cisco Systems | $113.47 -8.4% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
CVX Chevron | $197.71 +0.6% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +164.1%
 |
CAT Caterpillar | $855.97 +0.0% | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +1209.4%
 |
BLK BlackRock | $1,185.12 +2.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +298.9%
 |
AMT American Tower | $174.19 +2.2% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +95.1%
 |
AFL Aflac | $121.09 +0.3% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +336.9%
 |
ABT Abbott Laboratories | $111.37 +0.4% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +196.2%
 |
T AT&T | $24.59 +1.4% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | -11.6%
 |
LOW Lowe's Companies | $217.97 +0.9% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +219.8%
 |
XOM ExxonMobil | $158.78 -0.6% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +149.8%
 |
EMR Emerson Electric | $164.26 +0.3% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +257.2%
 |
CMI Cummins | $631.12 -1.1% | Sale (Full) $15,001 - $50,000 | 5/2/2016 | 3/31/2016 | +571.3%
 |
CSCO Cisco Systems | $113.47 -8.4% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
CVX Chevron | $197.71 +0.6% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +164.1%
 |
| CenturyLink, Inc. | N/A | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
CAT Caterpillar | $855.97 +0.0% | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +1209.4%
 |
BLK BlackRock | $1,185.12 +2.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +298.9%
 |
AMT American Tower | $174.19 +2.2% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +95.1%
 |
AFL Aflac | $121.09 +0.3% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +336.9%
 |
ABT Abbott Laboratories | $111.37 +0.4% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +196.2%
 |
T AT&T | $24.59 +1.4% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | -11.6%
 |
F Ford Motor | $13.91 +0.6% | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +31.0%
 |
WMT Walmart | $115.72 -0.2% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +470.7%
 |
VFC V.F. | $14.73 +1.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | -72.2%
 |
UTX United Technologies | $203.48 +2.8% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +375.3%
 |
TM Toyota Motor | $188.53 +0.2% | Sale (Full) $15,001 - $50,000 | 5/2/2016 | 3/31/2016 | +83.2%
 |
DIS Walt Disney | $104.80 +1.5% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +11.9%
 |
PG Procter & Gamble | $144.29 +0.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +107.1%
 |
SO Southern | $92.76 +0.3% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +132.8%
 |
SLB SLB | $51.99 -1.2% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | -13.6%
 |
| Royal Dutch Shell plc | N/A | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
QCOM Qualcomm | $164.79 +1.1% | 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 | $57.84 -1.2% | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +9.2%
 |
NVS Novartis | $151.86 -0.3% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +172.3%
 |
NSC Norfolk Southern | $338.45 +0.9% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +357.4%
 |
MSFT Microsoft | $496.88 +0.9% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
JNJ Johnson & Johnson | $262.55 +0.6% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +180.8%
 |
| 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 | $51.99 -1.2% | Purchase $1,001 - $15,000 | 2/25/2016 | 2/9/2016 | |
COP ConocoPhillips | $124.98 -1.8% | Sale (Full) $1,001 - $15,000 | 2/25/2016 | 2/9/2016 | |
CMI Cummins | $631.12 -1.1% | Purchase $1,001 - $15,000 | 1/12/2016 | 1/5/2016 | |
AAPL Apple | $305.26 +1.0% | Purchase $1,001 - $15,000 | 1/12/2016 | 1/5/2016 | |
INTC Intel | $104.56 +3.6% | Sale (Full) $1,001 - $15,000 | 1/12/2016 | 1/5/2016 | |
IHE iShares U.S. Pharmaceuticals ETF | $102.99 +0.0% | Purchase $1,001 - $15,000 | 8/28/2015 | 8/27/2015 | |
CAT Caterpillar | $855.97 +0.0% | 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 | $57.84 -1.2% | Purchase $1,001 - $15,000 | 8/20/2015 | 7/8/2015 | |
XOM ExxonMobil | $158.78 -0.6% | Purchase $1,001 - $15,000 | 8/20/2015 | 12/16/2014 | |
PSX Phillips 66 | $232.55 +3.1% | Sale $1,001 - $15,000 | 8/20/2015 | 9/11/2014 | |
INTC Intel | $104.56 +3.6% | Sale $1,001 - $15,000 | 8/20/2015 | 9/11/2014 | |
F Ford Motor | $13.91 +0.6% | Sale $1,001 - $15,000 | 8/20/2015 | 9/11/2014 | |