Total Purchases (max)
$805K
Total Sales (max)
$225K
Net Portfolio Value
$580K
15 active positions of 52 total · Using max values from amount ranges
| # | Ticker | Asset | Purchases | Sales | Net Value | Txns | % of Portfolio |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | $140K | $15K | $125K | 8 | 21.6% | |
| 2 | BRKB | $50K | — | $50K | 1 | 8.6% | |
| 3 | JNJ | $75K | $30K | $45K | 7 | 7.8% | |
| 4 | INTC | $75K | $30K | $45K | 7 | 7.8% | |
| 5 | GILD | $75K | $30K | $45K | 7 | 7.8% | |
| 6 | OXY | $60K | $15K | $45K | 5 | 7.8% | |
| 7 | MPC | $60K | $15K | $45K | 5 | 7.8% | |
| 8 | TXN | $60K | $30K | $30K | 6 | 5.2% | |
| 9 | KO | $60K | $30K | $30K | 6 | 5.2% | |
| 10 | 3V64.TI | $30K | — | $30K | 2 | 5.2% | |
| 11 | 0QZI.IL | $30K | — | $30K | 2 | 5.2% | |
| 12 | AMZN | $30K | $15K | $15K | 3 | 2.6% | |
| 13 | FB | $30K | $15K | $15K | 3 | 2.6% | |
| 14 | — | $15K | — | $15K | 1 | 2.6% | |
| 15 | — | $15K | — | $15K | 1 | 2.6% | |
| 16 | GOOG | $90K | $90K | $0 | 12 | — | |
| 17 | CI | $30K | $30K | $0 | 4 | — | |
| 18 | PII | $30K | $30K | $0 | 4 | — | |
| 19 | KMB | $30K | $30K | $0 | 4 | — | |
| 20 | CMCSA | $30K | $30K | $0 | 4 | — | |
| 21 | CSCO | $30K | $30K | $0 | 4 | — | |
| 22 | CVX | $30K | $30K | $0 | 4 | — | |
| 23 | BK | $30K | $30K | $0 | 4 | — | |
| 24 | PFE | $30K | $30K | $0 | 4 | — | |
| 25 | V | $30K | $30K | $0 | 4 | — | |
| 26 | ABBV | $30K | $30K | $0 | 4 | — | |
| 27 | RDS-B | $30K | $30K | $0 | 4 | — | |
| 28 | VZ TMUS | — | — | $0 | 1 | — | |
| 29 | WY | $30K | $30K | $0 | 4 | — | |
| 30 | LM09.SG | $30K | $30K | $0 | 4 | — | |
| 31 | GS | $30K | $30K | $0 | 4 | — | |
| 32 | HAL | $45K | $50K | -$5K | 4 | — | |
| 33 | KR | $30K | $45K | -$15K | 5 | — | |
| 34 | DVA | $30K | $45K | -$15K | 5 | — | |
| 35 | JPM | $30K | $45K | -$15K | 5 | — | |
| 36 | ALL | $15K | $30K | -$15K | 3 | — | |
| 37 | DIS | $65K | $90K | -$25K | 8 | — | |
| 38 | META | — | $30K | -$30K | 2 | — | |
| 39 | GIS | $30K | $60K | -$30K | 6 | — | |
| 40 | WFC | $65K | $105K | -$40K | 9 | — | |
| 41 | USB | $45K | $90K | -$45K | 9 | — | |
| 42 | CVS | $45K | $90K | -$45K | 9 | — | |
| 43 | BAC | $45K | $90K | -$45K | 9 | — | |
| 44 | COST | $60K | $105K | -$45K | 11 | — | |
| 45 | VUSFX | — | $50K | -$50K | 1 | — | |
| 46 | VZ | $30K | $90K | -$60K | 8 | — | |
| 47 | MSFT | $30K | $90K | -$60K | 8 | — | |
| 48 | XOM | $75K | $135K | -$60K | 14 | — | |
| 49 | BRK.B | $60K | $125K | -$65K | 10 | — | |
| 50 | AAPL | $60K | $150K | -$90K | 14 | — | |
| 51 | VWO | — | $100K | -$100K | 2 | — | |
| 52 | JNK | — | $200K | -$200K | 4 | — |