AAPL Apple | $333.02 +3.5% | Sale (Partial) $1,001 - $15,000 | 10/13/2020 | 9/11/2020 | +197.3%
 |
DIS Walt Disney | $94.78 +2.1% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -26.5%
 |
LOW Lowe's Companies | $207.35 +2.7% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +31.3%
 |
MSFT Microsoft | $381.70 +0.0% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +80.5%
 |
MSFT Microsoft | $381.70 +0.0% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +80.5%
 |
SBUX Starbucks | $103.25 +0.0% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +30.7%
 |
SBUX Starbucks | $103.25 +0.0% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +30.7%
 |
DIS Walt Disney | $94.78 +2.1% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -26.5%
 |
CSCO Cisco Systems | $114.17 +1.3% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +172.0%
 |
AAPL Apple | $333.02 +3.5% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +187.8%
 |
AAPL Apple | $333.02 +3.5% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +187.8%
 |
IBM International Business Machines | $214.16 +3.6% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +71.4%
 |
LOW Lowe's Companies | $207.35 +2.7% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +31.3%
 |
IBM International Business Machines | $214.16 +3.6% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +71.4%
 |
CMCSA Comcast | $22.30 +1.7% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -48.8%
 |
CMCSA Comcast | $22.30 +1.7% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | -48.8%
 |
CSCO Cisco Systems | $114.17 +1.3% | Sale (Partial) $1,001 - $15,000 | 9/18/2020 | 8/19/2020 | +172.0%
 |
PLD Prologis | $147.43 +1.6% | Purchase $1,001 - $15,000 | 8/12/2020 | 7/15/2020 | +57.3%
 |
TROW T. Rowe Price Group | $116.50 +1.3% | Sale (Full) $1,001 - $15,000 | 8/12/2020 | 7/15/2020 | -10.8%
 |
AMGN Amgen | $376.04 +1.2% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +89.6%
 |
T AT&T | $24.06 +4.8% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -30.7%
 |
JNJ Johnson & Johnson | $263.43 +1.6% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +93.1%
 |
EMR Emerson Electric | $147.94 +2.1% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +193.8%
 |
BLK BlackRock | $1,054.61 +1.7% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +151.7%
 |
DOW DOW | $29.85 -3.4% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -13.0%
 |
MMM 3M | $172.44 +1.7% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +19.7%
 |
AAPL Apple | $333.02 +3.5% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +400.5%
 |
MSFT Microsoft | $381.70 +0.0% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +153.5%
 |
VFC V.F. | $17.05 +3.1% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -72.7%
 |
PG Procter & Gamble | $147.30 +0.2% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +26.9%
 |
TROW T. Rowe Price Group | $116.50 +1.3% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +12.4%
 |
PSX Phillips 66 | $206.94 0.0% | Purchase $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +233.3%
 |
MDT Medtronic | $83.12 +1.4% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | -11.1%
 |
WMT Walmart | $109.47 +1.0% | Sale (Partial) $1,001 - $15,000 | 3/27/2020 | 3/9/2020 | +180.3%
 |
DD DuPont de Nemours | $137.52 +0.1% | Sale (Full) $1,001 - $15,000 | 9/11/2019 | 8/1/2019 | +53.1%
 |
NVS Novartis | $154.84 -0.8% | Sale (Partial) $1,001 - $15,000 | 5/3/2019 | 4/5/2019 | +64.7%
 |
NVS Novartis | $154.84 -0.8% | Sale (Full) $1,001 - $15,000 | 11/18/2020 | 4/5/2019 | +64.7%
 |
DIS Walt Disney | $94.78 +2.1% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
CMCSA Comcast | $22.30 +1.7% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
PPG PPG Industries | $116.11 +2.1% | Sale (Full) $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
NVS Novartis | $154.84 -0.8% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
MDT Medtronic | $83.12 +1.4% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
AAPL Apple | $333.02 +3.5% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
CVS CVS Health | $107.64 +0.7% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
XOM ExxonMobil | $156.88 0.0% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
CSCO Cisco Systems | $114.17 +1.3% | Purchase $1,001 - $15,000 | 2/21/2019 | 1/25/2019 | |
WMT Walmart | $109.47 +1.0% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
DIS Walt Disney | $94.78 +2.1% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
PG Procter & Gamble | $147.30 +0.2% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
SBUX Starbucks | $103.25 +0.0% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
NVS Novartis | $154.84 -0.8% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
MSFT Microsoft | $381.70 +0.0% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
MDT Medtronic | $83.12 +1.4% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
JPM JPMorgan Chase & Co. | $352.88 +0.9% | Purchase $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
FRT Federal Realty Investment Trust | $126.07 +1.0% | Sale (Full) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
XOM ExxonMobil | $156.88 0.0% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
CMCSA Comcast | $22.30 +1.7% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
CSCO Cisco Systems | $114.17 +1.3% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
CVS CVS Health | $107.64 +0.7% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
AMGN Amgen | $376.04 +1.2% | Sale (Partial) $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
AAPL Apple | $333.02 +3.5% | Purchase $1,001 - $15,000 | 8/7/2019 | 12/7/2018 | |
XOM ExxonMobil | $156.88 0.0% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/25/2018 | |
SBUX Starbucks | $103.25 +0.0% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
MDT Medtronic | $83.12 +1.4% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
LOW Lowe's Companies | $207.35 +2.7% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
IBM International Business Machines | $214.16 +3.6% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
EMR Emerson Electric | $147.94 +2.1% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
CMCSA Comcast | $22.30 +1.7% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
CSCO Cisco Systems | $114.17 +1.3% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
AFL Aflac | $125.61 +1.0% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
BLK BlackRock | $1,054.61 +1.7% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
CVS CVS Health | $107.64 +0.7% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
GWW W.W. Grainger | $1,381.46 +1.0% | Sale (Full) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
VFC V.F. | $17.05 +3.1% | Sale (Full) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
UPS United Parcel Service | $114.60 +0.4% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
PG Procter & Gamble | $147.30 +0.2% | Purchase $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
MSFT Microsoft | $381.70 +0.0% | Sale (Partial) $1,001 - $15,000 | 5/15/2018 | 4/23/2018 | |
AAPL Apple | $333.02 +3.5% | Sale (Partial) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
IHE iShares U.S. Pharmaceuticals ETF | $102.38 +0.4% | Sale (Full) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
IHE iShares U.S. Pharmaceuticals ETF | $102.38 +0.4% | Sale (Full) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
AAPL Apple | $333.02 +3.5% | Sale (Partial) $1,001 - $15,000 | 2/13/2018 | 1/31/2018 | |
AAPL Apple | $333.02 +3.5% | Sale (Partial) $1,001 - $15,000 | 1/16/2018 | 12/29/2017 | |
IBM International Business Machines | $214.16 +3.6% | Purchase $1,001 - $15,000 | 12/12/2017 | 11/17/2017 | |
SLB SLB | $52.43 +11.0% | Sale (Full) $1,001 - $15,000 | 12/12/2017 | 11/7/2017 | |
QCOM Qualcomm | $166.97 -2.4% | Sale (Full) $1,001 - $15,000 | 12/12/2017 | 11/7/2017 | |
XOM ExxonMobil | $156.88 0.0% | Purchase $1,001 - $15,000 | 12/12/2017 | 11/7/2017 | |
T AT&T | $24.06 +4.8% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/25/2017 | |
CVS CVS Health | $107.64 +0.7% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/25/2017 | |
DIS Walt Disney | $94.78 +2.1% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/25/2017 | |
T AT&T | $24.06 +4.8% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/25/2017 | |
CVS CVS Health | $107.64 +0.7% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/25/2017 | |
DIS Walt Disney | $94.78 +2.1% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/25/2017 | |
MDT Medtronic | $83.12 +1.4% | Purchase $1,001 - $15,000 | 11/3/2017 | 10/24/2017 | |
ABT Abbott Laboratories | $103.13 +2.4% | Sale (Partial) $1,001 - $15,000 | 11/3/2017 | 10/24/2017 | |
MDT Medtronic | $83.12 +1.4% | Purchase $1,001 - $15,000 | 10/26/2018 | 10/24/2017 | |
ABT Abbott Laboratories | $103.13 +2.4% | Sale (Partial) $1,001 - $15,000 | 10/26/2018 | 10/24/2017 | |
TGT Target | $136.85 +1.8% | Sale (Full) $1,001 - $15,000 | 10/26/2018 | 10/17/2017 | |
TGT Target | $136.85 +1.8% | Sale (Partial) $1,001 - $15,000 | 11/3/2017 | 10/17/2017 | |
AAPL Apple | $333.02 +3.5% | Sale (Partial) $1,001 - $15,000 | 9/1/2017 | 8/8/2017 | |
TGT Target | $136.85 +1.8% | Purchase $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
AMT American Tower | $166.66 +1.2% | Sale (Full) $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
FRT Federal Realty Investment Trust | $126.07 +1.0% | Purchase $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
LOW Lowe's Companies | $207.35 +2.7% | Sale (Partial) $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
SO Southern | $97.29 +0.7% | Sale (Full) $1,001 - $15,000 | 4/26/2017 | 3/29/2017 | |
QCOM Qualcomm | $166.97 -2.4% | Sale (Partial) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | |
CVS CVS Health | $107.64 +0.7% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +47.8%
 |
PPG PPG Industries | $116.11 +2.1% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +40.5%
 |
JNJ Johnson & Johnson | $263.43 +1.6% | Sale (Full) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +159.2%
 |
CVX Chevron | $194.72 +0.2% | Sale (Partial) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +132.0%
 |
VFC V.F. | $17.05 +3.1% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | -62.0%
 |
GWW W.W. Grainger | $1,381.46 +1.0% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +652.1%
 |
PX P10 | $10.54 -18.9% | Sale (Full) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | |
TROW T. Rowe Price Group | $116.50 +1.3% | Purchase $1,001 - $15,000 | 10/31/2018 | 10/31/2016 | |
NSC Norfolk Southern | $351.69 +0.9% | Sale (Full) $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +319.8%
 |
AMGN Amgen | $376.04 +1.2% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | |
LOW Lowe's Companies | $207.35 +2.7% | Purchase $1,001 - $15,000 | 11/21/2016 | 10/31/2016 | +241.3%
 |
PG Procter & Gamble | $147.30 +0.2% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
WMT Walmart | $109.47 +1.0% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
SO Southern | $97.29 +0.7% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
T AT&T | $24.06 +4.8% | Sale (Partial) $1,001 - $15,000 | 7/27/2016 | 7/15/2016 | |
TM Toyota Motor | $177.48 +0.4% | Sale (Full) $15,001 - $50,000 | 12/6/2017 | 3/31/2016 | +72.5%
 |
WMT Walmart | $109.47 +1.0% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +439.9%
 |
VFC V.F. | $17.05 +3.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | -67.8%
 |
UTX United Technologies | $203.48 +2.8% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +375.3%
 |
DIS Walt Disney | $94.78 +2.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +1.2%
 |
PG Procter & Gamble | $147.30 +0.2% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +111.4%
 |
SO Southern | $97.29 +0.7% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +144.2%
 |
SLB SLB | $52.43 +11.0% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | -12.8%
 |
| Royal Dutch Shell plc | N/A | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
QCOM Qualcomm | $166.97 -2.4% | 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 | $57.32 -0.5% | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +8.2%
 |
NVS Novartis | $154.84 -0.8% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +177.7%
 |
NSC Norfolk Southern | $351.69 +0.9% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +375.3%
 |
MSFT Microsoft | $381.70 +0.0% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
LOW Lowe's Companies | $207.35 +2.7% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +204.2%
 |
JNJ Johnson & Johnson | $263.43 +1.6% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +181.7%
 |
F Ford Motor | $14.35 +1.4% | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +35.1%
 |
XOM ExxonMobil | $156.88 0.0% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +146.8%
 |
EMR Emerson Electric | $147.94 +2.1% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +221.7%
 |
| CenturyLink, Inc. | N/A | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
CMI Cummins | $663.96 -0.2% | Sale (Full) $15,001 - $50,000 | 12/6/2017 | 3/31/2016 | +606.2%
 |
CSCO Cisco Systems | $114.17 +1.3% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | |
CVX Chevron | $194.72 +0.2% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +160.1%
 |
CAT Caterpillar | $889.23 -0.6% | Sale (Full) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +1260.3%
 |
BLK BlackRock | $1,054.61 +1.7% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +255.0%
 |
AMT American Tower | $166.66 +1.2% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +86.6%
 |
AFL Aflac | $125.61 +1.0% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +353.2%
 |
ABT Abbott Laboratories | $103.13 +2.4% | Purchase $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | +174.3%
 |
T AT&T | $24.06 +4.8% | Sale (Partial) $1,001 - $15,000 | 12/6/2017 | 3/31/2016 | -13.5%
 |
LOW Lowe's Companies | $207.35 +2.7% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +204.2%
 |
XOM ExxonMobil | $156.88 0.0% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +146.8%
 |
EMR Emerson Electric | $147.94 +2.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +221.7%
 |
CMI Cummins | $663.96 -0.2% | Sale (Full) $15,001 - $50,000 | 5/2/2016 | 3/31/2016 | +606.2%
 |
CSCO Cisco Systems | $114.17 +1.3% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
CVX Chevron | $194.72 +0.2% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +160.1%
 |
| CenturyLink, Inc. | N/A | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
CAT Caterpillar | $889.23 -0.6% | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +1260.3%
 |
BLK BlackRock | $1,054.61 +1.7% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +255.0%
 |
AMT American Tower | $166.66 +1.2% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +86.6%
 |
AFL Aflac | $125.61 +1.0% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +353.2%
 |
ABT Abbott Laboratories | $103.13 +2.4% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +174.3%
 |
T AT&T | $24.06 +4.8% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | -13.5%
 |
F Ford Motor | $14.35 +1.4% | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +35.1%
 |
WMT Walmart | $109.47 +1.0% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +439.9%
 |
VFC V.F. | $17.05 +3.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | -67.8%
 |
UTX United Technologies | $203.48 +2.8% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +375.3%
 |
TM Toyota Motor | $177.48 +0.4% | Sale (Full) $15,001 - $50,000 | 5/2/2016 | 3/31/2016 | +72.5%
 |
DIS Walt Disney | $94.78 +2.1% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +1.2%
 |
PG Procter & Gamble | $147.30 +0.2% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +111.4%
 |
SO Southern | $97.29 +0.7% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +144.2%
 |
SLB SLB | $52.43 +11.0% | Sale (Partial) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | -12.8%
 |
| Royal Dutch Shell plc | N/A | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
QCOM Qualcomm | $166.97 -2.4% | 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 | $57.32 -0.5% | Sale (Full) $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +8.2%
 |
NVS Novartis | $154.84 -0.8% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +177.7%
 |
NSC Norfolk Southern | $351.69 +0.9% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +375.3%
 |
MSFT Microsoft | $381.70 +0.0% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | |
JNJ Johnson & Johnson | $263.43 +1.6% | Purchase $1,001 - $15,000 | 5/2/2016 | 3/31/2016 | +181.7%
 |
| 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 | $52.43 +11.0% | Purchase $1,001 - $15,000 | 2/25/2016 | 2/9/2016 | |
COP ConocoPhillips | $120.30 +0.1% | Sale (Full) $1,001 - $15,000 | 2/25/2016 | 2/9/2016 | |
CMI Cummins | $663.96 -0.2% | Purchase $1,001 - $15,000 | 1/12/2016 | 1/5/2016 | |
AAPL Apple | $333.02 +3.5% | Purchase $1,001 - $15,000 | 1/12/2016 | 1/5/2016 | |
INTC Intel | $92.32 -7.9% | Sale (Full) $1,001 - $15,000 | 1/12/2016 | 1/5/2016 | |
IHE iShares U.S. Pharmaceuticals ETF | $102.38 +0.4% | Purchase $1,001 - $15,000 | 8/28/2015 | 8/27/2015 | |
CAT Caterpillar | $889.23 -0.6% | 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 | $57.32 -0.5% | Purchase $1,001 - $15,000 | 8/20/2015 | 7/8/2015 | |
XOM ExxonMobil | $156.88 0.0% | Purchase $1,001 - $15,000 | 8/20/2015 | 12/16/2014 | |
PSX Phillips 66 | $206.94 0.0% | Sale $1,001 - $15,000 | 8/20/2015 | 9/11/2014 | |
INTC Intel | $92.32 -7.9% | Sale $1,001 - $15,000 | 8/20/2015 | 9/11/2014 | |
F Ford Motor | $14.35 +1.4% | Sale $1,001 - $15,000 | 8/20/2015 | 9/11/2014 | |