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Shelley M Capito

shelley m capito

Senate / Republican / West Virginia
"Shelley Moore Capito focuses on economic development, energy, and infrastructure. She was the first woman elected to the U.S. Senate from West Virginia."

Net Worth Est.

$4.37 M

Trade volume

$4.62 M

Total trades

457

Last Traded

May. 08, 2025
  • Trades
  • Current Portfolio
  • Networth

Trade volume

Top Traded Sectors

  • Electronic technology

    81

  • Finance

    73

  • Technology services

    63

  • Health technology

    53

  • Consumer non-durables

    37

  • Energy minerals

    22

  • Producer manufacturing

    18

  • Retail trade

    18

  • Utilities

    14

  • Consumer services

    13

Trade Volume$4.62 M
Total Trades$457
Ticker
Transaction
Transaction on
Description
Change Since Trade
Copy Trade
GOOGL
GOOGL

Alphabet

Purchase

$1,001 - $15,000

May 08, 2025

Reported on

Jun 13, 2025
---
12.34%
GOOGL
GOOGL

Alphabet

Purchase

$1,001 - $15,000

Apr 29, 2025

Reported on

May 07, 2025
---
8.22%
TGT
TGT

Target

Sale

$1,001 - $15,000

Apr 11, 2025

Reported on

May 07, 2025
---
2.52%
NKE
NKE

Nike

Sale

$1,001 - $15,000

Apr 10, 2025

Reported on

May 07, 2025
---
9.39%
CEG
CEG

Constellation Energy

Purchase

$1,001 - $15,000

Mar 26, 2025

Reported on

Apr 10, 2025
---
41.23%
META
META

Meta Platforms

Purchase

$1,001 - $15,000

Mar 26, 2025

Reported on

Apr 10, 2025
---
13.88%
-

Meta Platforms Inc

Purchase

$1,001 - $15,000

Feb 25, 2025

Reported on

Mar 06, 2025
---
----
CMCSA
CMCSA

Comcast

Sale

$1,001 - $15,000

Feb 24, 2025

Reported on

Mar 06, 2025
---
-5.62%
ABT
ABT

Abbott Laboratories

Sale (Partial)

$1,001 - $15,000

Feb 24, 2025

Reported on

Mar 06, 2025
---
-1.88%
ACN
ACN

Accenture

Sale (Partial)

$1,001 - $15,000

Feb 24, 2025

Reported on

Mar 06, 2025
---
-15.81%
AAPL
AAPL

Apple

Sale (Partial)

$1,001 - $15,000

Feb 05, 2025

Reported on

Mar 06, 2025
---
-15.44%
MSFT
MSFT

Microsoft

Sale (Partial)

$1,001 - $15,000

Feb 04, 2025

Reported on

Mar 06, 2025
---
16.46%
CEG
CEG

Constellation Energy

Purchase

$1,001 - $15,000

Feb 04, 2025

Reported on

Mar 06, 2025
---
0.03%
BLK
BLK

BlackRock

Sale (Partial)

$1,001 - $15,000

Jan 17, 2025

Reported on

Feb 13, 2025
---
-2.53%
PSX
PSX

Phillips 66

Sale (Partial)

$1,001 - $15,000

Jan 17, 2025

Reported on

Feb 13, 2025
---
3.56%
ITW
ITW

Illinois Tool Works

Sale (Partial)

$1,001 - $15,000

Jan 17, 2025

Reported on

Feb 13, 2025
---
-5.88%
JPM
JPM

JPMorgan Chase

Sale (Partial)

$1,001 - $15,000

Jan 17, 2025

Reported on

Feb 13, 2025
---
5.71%
AFL
AFL

Aflac

Sale (Partial)

$1,001 - $15,000

Jan 17, 2025

Reported on

Feb 13, 2025
---
-3.62%
AAPL
AAPL

Apple

Sale (Partial)

$1,001 - $15,000

Jan 17, 2025

Reported on

Feb 13, 2025
---
-14.52%
LOW
LOW

Lowe's Companies

Sale (Partial)

$1,001 - $15,000

Jan 17, 2025

Reported on

Feb 13, 2025
---
-19.24%
CB
CB

Chubb

Sale (Partial)

$1,001 - $15,000

Jan 17, 2025

Reported on

Feb 13, 2025
---
4.70%
MSFT
MSFT

Microsoft

Sale (Partial)

$1,001 - $15,000

Jan 17, 2025

Reported on

Feb 13, 2025
---
11.94%
GWW
GWW

W.W. Grainger

Sale (Partial)

$1,001 - $15,000

Jan 17, 2025

Reported on

Feb 13, 2025
---
-6.37%
-

Analog Devices

Sale (Partial)

$1,001 - $15,000

Jan 13, 2025

Reported on

Feb 13, 2025
---
----
MSFT
MSFT

Microsoft

Sale (Partial)

$1,001 - $15,000

Jan 03, 2025

Reported on

Feb 13, 2025
---
13.44%
GE
GE

GE Aero

Purchase

$1,001 - $15,000

Dec 27, 2024

Reported on

Jan 06, 2025
---
38.69%
UNH
UNH

UnitedHealth Group

Sale (Partial)

$1,001 - $15,000

Dec 20, 2024

Reported on

Jan 06, 2025
---
-38.58%
MSFT
MSFT

Microsoft

Sale (Partial)

$1,001 - $15,000

Dec 16, 2024

Reported on

Jan 06, 2025
---
6.34%
LOW
LOW

Lowe's Companies

Sale (Partial)

$1,001 - $15,000

Dec 13, 2024

Reported on

Jan 06, 2025
---
-19.65%
AVGO
AVGO

Broadcom

Purchase

$1,001 - $15,000

Dec 12, 2024

Reported on

Jan 06, 2025
---
39.08%
CSL
CSL

Carlisle Companies

Purchase

$1,001 - $15,000

Oct 08, 2024

Reported on

Nov 12, 2024
---
-22.79%
NKE
NKE

Nike

Purchase

$1,001 - $15,000

Aug 28, 2024

Reported on

Sep 05, 2024
---
-28.12%
AVGO
AVGO

Broadcom

Purchase

$1,001 - $15,000

Aug 27, 2024

Reported on

Sep 05, 2024
---
55.68%
NSC
NSC

Norfolk Southern

Sale (Partial)

$1,001 - $15,000

Aug 22, 2024

Reported on

Sep 05, 2024
---
6.68%
PEP
PEP

PepsiCo

Sale (Partial)

$1,001 - $15,000

Jul 25, 2024

Reported on

Aug 11, 2024
---
-24.53%
LOW
LOW

Lowe's Companies

Sale (Partial)

$1,001 - $15,000

Jul 25, 2024

Reported on

Aug 11, 2024
---
-10.20%
XOM
XOM

Exxon Mobil

Sale (Partial)

$1,001 - $15,000

Jul 17, 2024

Reported on

Aug 11, 2024
---
-3.78%
MSFT
MSFT

Microsoft

Sale (Partial)

$1,001 - $15,000

Jul 17, 2024

Reported on

Aug 11, 2024
---
8.28%
C
C

Citigroup

Sale (Partial)

$1,001 - $15,000

Jul 17, 2024

Reported on

Aug 11, 2024
---
15.89%
AVGO
AVGO

Broadcom

Purchase

$1,001 - $15,000

Jul 01, 2024

Reported on

Aug 11, 2024
---
53.13%
APD
APD

Air Products & Chemicals

Sale

$1,001 - $15,000

Jun 27, 2024

Reported on

Jul 11, 2024
---
4.68%
MSFT
MSFT

Microsoft

Sale (Partial)

$1,001 - $15,000

Apr 23, 2024

Reported on

May 13, 2024
---
17.83%
AAPL
AAPL

Apple

Sale (Partial)

$1,001 - $15,000

Apr 23, 2024

Reported on

May 13, 2024
---
17.78%
JPM
JPM

JPMorgan Chase

Sale (Partial)

$1,001 - $15,000

Apr 23, 2024

Reported on

May 13, 2024
---
42.58%
SPGI
SPGI

S&P Global

Sale (Partial)

$1,001 - $15,000

Apr 09, 2024

Reported on

May 13, 2024
---
15.55%
MSFT
MSFT

Microsoft

Sale (Partial)

$1,001 - $15,000

Apr 09, 2024

Reported on

May 13, 2024
---
12.66%
AAPL
AAPL

Apple

Sale (Partial)

$1,001 - $15,000

Apr 09, 2024

Reported on

May 13, 2024
---
15.86%
GWW
GWW

W.W. Grainger

Sale (Partial)

$1,001 - $15,000

Apr 09, 2024

Reported on

May 13, 2024
---
3.47%
ZTS
ZTS

Zoetis

Purchase

$15,001 - $50,000

Feb 27, 2024

Reported on

Mar 15, 2024
---
-22.08%
SBUX
SBUX

Starbucks

Purchase

$15,001 - $50,000

Feb 23, 2024

Reported on

Mar 15, 2024
---
-3.49%
BDX
BDX

Becton Dickinson

Sale

$1,001 - $15,000

Feb 15, 2024

Reported on

Mar 15, 2024
---
-29.74%
MDT
MDT

Medtronic

Sale

$1,001 - $15,000

Feb 09, 2024

Reported on

Mar 15, 2024
---
0.87%
ENB
ENB

Enbridge

Sale

$1,001 - $15,000

Jan 19, 2024

Reported on

Feb 14, 2024
---
25.01%
ES
ES

Eversource Energy

Sale

$1,001 - $15,000

Jan 19, 2024

Reported on

Feb 14, 2024
---
16.83%
TFC
TFC

Truist Finl

Sale (Partial)

$15,001 - $50,000

Dec 29, 2023

Reported on

Jan 12, 2024
---
7.83%
AAPL
AAPL

Apple

Sale (Partial)

$1,001 - $15,000

Dec 19, 2023

Reported on

Jan 12, 2024
---
-0.18%
ADI
ADI

Analog Devices

Sale (Partial)

$1,001 - $15,000

Dec 19, 2023

Reported on

Jan 12, 2024
---
16.08%
ACN
ACN

Accenture

Sale (Partial)

$1,001 - $15,000

Dec 19, 2023

Reported on

Jan 12, 2024
---
-10.29%
MSFT
MSFT

Microsoft

Sale (Partial)

$1,001 - $15,000

Dec 19, 2023

Reported on

Jan 12, 2024
---
28.66%
JPM
JPM

JPMorgan Chase

Sale (Partial)

$1,001 - $15,000

Dec 19, 2023

Reported on

Jan 12, 2024
---
62.64%
MDLZ
MDLZ

Mondelez International

Sale (Partial)

$1,001 - $15,000

Dec 18, 2023

Reported on

Jan 12, 2024
---
-6.63%
KO
KO

Coca-Cola

Sale (Partial)

$1,001 - $15,000

Dec 18, 2023

Reported on

Jan 12, 2024
---
17.27%
MSFT
MSFT

Microsoft

Sale (Partial)

$1,001 - $15,000

Dec 18, 2023

Reported on

Jan 12, 2024
---
28.87%
PFE
PFE

Pfizer

Sale (Partial)

$1,001 - $15,000

Dec 18, 2023

Reported on

Jan 12, 2024
---
-11.75%
CSCO
CSCO

Cisco Systems

Purchase

$1,001 - $15,000

Dec 01, 2023

Reported on

Jan 12, 2024
---
35.84%
CVX
CVX

Chevron

Purchase

$1,001 - $15,000

Dec 01, 2023

Reported on

Jan 12, 2024
---
2.33%
SPGI
SPGI

S&P Global

Purchase

$1,001 - $15,000

Dec 01, 2023

Reported on

Jan 12, 2024
---
19.11%
CMCSA
CMCSA

Comcast

Purchase

$1,001 - $15,000

Dec 01, 2023

Reported on

Jan 12, 2024
---
-18.83%
MSFT
MSFT

Microsoft

Sale (Partial)

$1,001 - $15,000

Nov 30, 2023

Reported on

Dec 11, 2023
---
26.74%
WFC
WFC

Wells Fargo

Sale (Partial)

$1,001 - $15,000

Nov 27, 2023

Reported on

Dec 19, 2023
---
73.73%
SHEL
SHEL

Shell

Sale

$1,001 - $15,000

Nov 27, 2023

Reported on

Dec 19, 2023
---
9.41%
SPGI
SPGI

S&P Global

Purchase

$1,001 - $15,000

Sep 27, 2023

Reported on

Oct 14, 2023
---
38.44%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Sep 22, 2023

Reported on

Oct 14, 2023
---
-3.07%
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Sep 22, 2023

Reported on

Oct 14, 2023
---
-39.30%
RTX
RTX

RTX

Sale

$1,001 - $15,000

Sep 21, 2023

Reported on

Oct 14, 2023
---
100.81%
USB
USB

U.S. Bancorp

Sale

$1,001 - $15,000

Sep 01, 2023

Reported on

Oct 14, 2023
---
16.73%
MSFT
MSFT

Microsoft

Sale (Partial)

$1,001 - $15,000

Aug 22, 2023

Reported on

Sep 15, 2023
---
48.93%
AAPL
AAPL

Apple

Sale (Partial)

$1,001 - $15,000

Aug 22, 2023

Reported on

Sep 15, 2023
---
10.92%
LOW
LOW

Lowe's Companies

Sale (Partial)

$1,001 - $15,000

Aug 22, 2023

Reported on

Sep 15, 2023
---
-6.60%
FDS
FDS

FactSet Research Systems

Sale (Partial)

$1,001 - $15,000

Aug 02, 2023

Reported on

Sep 15, 2023
---
-2.09%
AFL
AFL

Aflac

Sale (Partial)

$1,001 - $15,000

Aug 02, 2023

Reported on

Sep 15, 2023
---
34.61%
MSFT
MSFT

Microsoft

Sale (Partial)

$1,001 - $15,000

Jun 22, 2023

Reported on

Jul 17, 2023
---
41.37%
CLX
CLX

Clorox

Sale

$1,001 - $15,000

Jun 14, 2023

Reported on

Jul 17, 2023
---
-21.44%
AAPL
AAPL

Apple

Purchase

$1,001 - $15,000

Jun 14, 2023

Reported on

Jul 17, 2023
---
6.87%
NKE
NKE

Nike

Purchase

$1,001 - $15,000

Jun 14, 2023

Reported on

Jul 17, 2023
---
-47.27%
CB
CB

Chubb

Sale

$1,001 - $15,000

Jun 12, 2023

Reported on

Jul 17, 2023
---
48.07%
AMGN
AMGN

Amgen

Sale

$1,001 - $15,000

Jun 12, 2023

Reported on

Jul 17, 2023
---
33.25%
MSFT
MSFT

Microsoft

Sale (Partial)

$15,001 - $50,000

Jun 12, 2023

Reported on

Jul 17, 2023
---
44.72%
WMT
WMT

Walmart

Sale (Partial)

$1,001 - $15,000

Jun 07, 2023

Reported on

Jul 17, 2023
---
90.18%
C
C

Citigroup

Sale (Partial)

$1,001 - $15,000

May 10, 2023

Reported on

Jun 14, 2023
---
68.97%
XOM
XOM

Exxon Mobil

Sale (Partial)

$1,001 - $15,000

May 10, 2023

Reported on

Jun 14, 2023
---
5.06%
BMY
BMY

Bristol-Myers Squibb

Sale

$1,001 - $15,000

May 10, 2023

Reported on

Jun 14, 2023
---
-31.61%
UPS
UPS

United Parcel Service

Sale

$1,001 - $15,000

Apr 04, 2023

Reported on

May 15, 2023
---
-47.95%
MCD
MCD

McDonald's

Sale (Partial)

$1,001 - $15,000

Apr 04, 2023

Reported on

May 15, 2023
---
2.60%
DUK
DUK

Duke Energy

Sale

$15,001 - $50,000

Apr 04, 2023

Reported on

May 15, 2023
---
19.07%
VFC
VFC

VF

Sale

$1,001 - $15,000

Dec 15, 2022

Reported on

Jan 18, 2023
---
-57.28%
WFC
WFC

Wells Fargo

Sale (Partial)

$1,001 - $15,000

Oct 19, 2022

Reported on

Nov 13, 2022
---
71.34%
AFL
AFL

Aflac

Sale (Partial)

$1,001 - $15,000

Oct 17, 2022

Reported on

Nov 13, 2022
---
72.11%
JPM
JPM

JPMorgan Chase

Sale (Partial)

$1,001 - $15,000

Oct 17, 2022

Reported on

Nov 13, 2022
---
136.46%
AAPL
AAPL

Apple

Sale (Partial)

$1,001 - $15,000

Oct 17, 2022

Reported on

Nov 13, 2022
---
38.04%
LIN
LIN

Linde

Sale (Partial)

$1,001 - $15,000

Oct 17, 2022

Reported on

Nov 13, 2022
---
63.28%
BLK
BLK

BlackRock

Sale (Partial)

$1,001 - $15,000

Oct 17, 2022

Reported on

Nov 13, 2022
---
72.07%
LOW
LOW

Lowe's Companies

Sale (Partial)

$1,001 - $15,000

Oct 17, 2022

Reported on

Nov 13, 2022
---
9.22%
JNJ
JNJ

Johnson & Johnson

Sale (Partial)

$1,001 - $15,000

Oct 17, 2022

Reported on

Nov 13, 2022
---
-9.52%
MSFT
MSFT

Microsoft

Sale (Partial)

$1,001 - $15,000

Oct 17, 2022

Reported on

Nov 13, 2022
---
102.18%
UNH
UNH

UnitedHealth Group

Sale (Partial)

$1,001 - $15,000

Oct 17, 2022

Reported on

Nov 13, 2022
---
-41.14%
COST
COST

Costco Wholesale

Purchase

$1,001 - $15,000

Jul 01, 2022

Reported on

Aug 10, 2022
---
100.70%
MMM
MMM

3M

Sale

$1,001 - $15,000

Jun 30, 2022

Reported on

Jul 15, 2022
---
31.71%
MSFT
MSFT

Microsoft

Sale (Partial)

$1,001 - $15,000

Jun 17, 2022

Reported on

Jul 15, 2022
---
93.92%
BMY
BMY

Bristol-Myers Squibb

Sale (Partial)

$1,001 - $15,000

Jun 17, 2022

Reported on

Jul 15, 2022
---
-36.51%
KO
KO

Coca-Cola

Sale (Partial)

$1,001 - $15,000

Jun 17, 2022

Reported on

Jul 15, 2022
---
16.46%
IBM
IBM

IBM

Sale (Partial)

$1,001 - $15,000

Jun 17, 2022

Reported on

Jul 15, 2022
---
109.75%
INTC
INTC

Intel

Sale (Partial)

$1,001 - $15,000

Jun 17, 2022

Reported on

Jul 15, 2022
---
-41.87%
F
F

Ford Motor

Sale

$1,001 - $15,000

Jun 16, 2022

Reported on

Jul 15, 2022
---
-7.29%
INTC
INTC

Intel

Sale

$15,001 - $50,000

Jun 16, 2022

Reported on

Jul 15, 2022
---
-42.45%
CMS
CMS

CMS Energy

Purchase

$1,001 - $15,000

Jun 01, 2022

Reported on

Jul 15, 2022
---
-2.88%
NEE
NEE

NextEra Energy

Sale (Partial)

$1,001 - $15,000

May 26, 2022

Reported on

Jun 12, 2022
---
-4.08%
WEC
WEC

WEC Energy Gr

Sale (Partial)

$1,001 - $15,000

May 25, 2022

Reported on

Jun 12, 2022
---
-1.87%
AAPL
AAPL

Apple

Sale (Partial)

$1,001 - $15,000

Feb 24, 2022

Reported on

Mar 11, 2022
---
20.79%
MSFT
MSFT

Microsoft

Sale (Partial)

$1,001 - $15,000

Feb 24, 2022

Reported on

Mar 11, 2022
---
63.02%
LOW
LOW

Lowe's Companies

Sale (Partial)

$1,001 - $15,000

Feb 24, 2022

Reported on

Mar 11, 2022
---
-1.21%
LHX
LHX

L3Harris Technologies

Sale (Partial)

$1,001 - $15,000

Feb 24, 2022

Reported on

Mar 11, 2022
---
8.91%
NEE
NEE

NextEra Energy

Sale (Partial)

$1,001 - $15,000

Feb 24, 2022

Reported on

Mar 11, 2022
---
-5.13%
VZ
VZ

Verizon Communications

Sale (Partial)

$1,001 - $15,000

Dec 28, 2021

Reported on

Jan 21, 2022
---
-20.96%
SMFG
SMFG

Sumitomo Mitsui Finl Gr

Sale (Partial)

$1,001 - $15,000

Dec 28, 2021

Reported on

Jan 15, 2022
---
119.06%
MSFT
MSFT

Microsoft

Sale (Partial)

$1,001 - $15,000

Dec 17, 2021

Reported on

Jan 15, 2022
---
48.31%
AMGN
AMGN

Amgen

Purchase

$1,001 - $15,000

Dec 15, 2021

Reported on

Jan 15, 2022
---
32.10%
NVS
NVS

Novartis

Sale

$1,001 - $15,000

Dec 15, 2021

Reported on

Jan 21, 2022
---
50.32%
PPG
PPG

PPG Indus

Purchase

$1,001 - $15,000

Oct 13, 2021

Reported on

Nov 12, 2021
---
-30.02%
AAPL
AAPL

Apple

Purchase

$1,001 - $15,000

Aug 25, 2021

Reported on

Sep 15, 2021
---
32.50%
AAPL
AAPL

Apple

Sale (Partial)

$1,001 - $15,000

Aug 17, 2021

Reported on

Sep 15, 2021
---
30.89%
MSFT
MSFT

Microsoft

Sale (Partial)

$1,001 - $15,000

Aug 17, 2021

Reported on

Sep 15, 2021
---
63.86%
C
C

Citigroup

Sale (Partial)

$1,001 - $15,000

Jul 26, 2021

Reported on

Aug 11, 2021
---
15.61%
IBM
IBM

IBM

Sale (Partial)

$1,001 - $15,000

Jul 26, 2021

Reported on

Aug 11, 2021
---
107.68%
MSFT
MSFT

Microsoft

Sale (Partial)

$1,001 - $15,000

Jul 26, 2021

Reported on

Aug 11, 2021
---
66.14%
INTC
INTC

Intel

Sale (Partial)

$1,001 - $15,000

Jul 26, 2021

Reported on

Aug 11, 2021
---
-60.43%
USB
USB

U.S. Bancorp

Purchase

$1,001 - $15,000

Jun 24, 2021

Reported on

Jul 16, 2021
---
-23.93%
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Jun 23, 2021

Reported on

Jul 16, 2021
---
81.29%
AAPL
AAPL

Apple

Purchase

$1,001 - $15,000

Jun 23, 2021

Reported on

Jul 16, 2021
---
47.03%
T
T

AT&T

Sale

$1,001 - $15,000

May 25, 2021

Reported on

Jun 08, 2021
---
24.14%
WFC
WFC

Wells Fargo

Sale (Partial)

$1,001 - $15,000

May 10, 2021

Reported on

Jun 08, 2021
---
60.39%
WFC
WFC

Wells Fargo

Sale (Partial)

$1,001 - $15,000

Apr 26, 2021

Reported on

May 19, 2021
---
69.32%
C
C

Citigroup

Sale (Partial)

$1,001 - $15,000

Mar 25, 2021

Reported on

Apr 12, 2021
---
9.24%
WFC
WFC

Wells Fargo

Purchase

$15,001 - $50,000

Mar 24, 2021

Reported on

Apr 12, 2021
---
96.07%
BLK
BLK

BlackRock

Purchase

$1,001 - $15,000

Mar 09, 2021

Reported on

Apr 12, 2021
---
35.67%
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Mar 09, 2021

Reported on

Apr 12, 2021
---
80.44%
USB
USB

U.S. Bancorp

Purchase

$1,001 - $15,000

Mar 09, 2021

Reported on

Apr 12, 2021
---
-18.20%
UBSI
UBSI

United Bankshares

Purchase

$100,001 - $250,000

Mar 03, 2021

Reported on

Apr 12, 2021
---
-10.85%
UBSI
UBSI

United Bankshares

Purchase

$50,001 - $100,000

Feb 23, 2021

Reported on

Mar 14, 2021
---
-7.62%
CSCO
CSCO

Cisco Systems

Sale (Partial)

$1,001 - $15,000

Feb 08, 2021

Reported on

Mar 14, 2021
---
34.53%
CLX
CLX

Clorox

Sale (Partial)

$1,001 - $15,000

Dec 31, 2020

Reported on

Jan 12, 2021
---
-40.11%
AMT
AMT

American Tower

Purchase

$1,001 - $15,000

Dec 31, 2020

Reported on

Jan 12, 2021
---
-4.00%
XOM
XOM

Exxon Mobil

Sale

$1,001 - $15,000

Dec 31, 2020

Reported on

Jan 12, 2021
---
174.60%
PSX
PSX

Phillips 66

Purchase

$1,001 - $15,000

Dec 31, 2020

Reported on

Jan 12, 2021
---
78.47%
PII
PII

Polaris

Sale

$1,001 - $15,000

Dec 31, 2020

Reported on

Jan 12, 2021
---
-57.97%
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Dec 31, 2020

Reported on

Jan 12, 2021
---
-12.40%
SYY
SYY

Sysco

Sale

$1,001 - $15,000

Dec 31, 2020

Reported on

Jan 12, 2021
---
-0.39%
CARR
CARR

Carrier Global

Sale

$1,001 - $15,000

Dec 31, 2020

Reported on

Jan 12, 2021
---
85.21%
OTIS
OTIS

Otis Worldwide

Sale

$1,001 - $15,000

Dec 31, 2020

Reported on

Jan 12, 2021
---
41.63%
WFC
WFC

Wells Fargo

Sale

$15,001 - $50,000

Dec 15, 2020

Reported on

Jan 12, 2021
---
151.40%
WFC
WFC

Wells Fargo

Purchase

$15,001 - $50,000

Jun 25, 2020

Reported on

Jul 14, 2020
---
173.07%
-

United Technologies Corp.

$15,001 - $50,000

Apr 07, 2020

Reported on

May 14, 2020
Exchange of securities of United Technologies Corp - Raytheon Technologies Corp. stock received
----
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Mar 03, 2020

Reported on

Apr 29, 2020
---
191.92%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Mar 03, 2020

Reported on

Apr 29, 2020
---
11.17%
ABT
ABT

Abbott Laboratories

Purchase

$1,001 - $15,000

Mar 03, 2020

Reported on

Apr 29, 2020
---
69.78%
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Mar 03, 2020

Reported on

Apr 29, 2020
---
134.23%
CMCSA
CMCSA

Comcast

Purchase

$1,001 - $15,000

Dec 16, 2019

Reported on

Jan 12, 2020
---
-21.30%
C
C

Citigroup

Sale (Partial)

$1,001 - $15,000

Dec 11, 2019

Reported on

Jan 12, 2020
---
3.71%
-

BBT

$100,001 - $250,000

Dec 09, 2019

Reported on

Jan 27, 2020
---
----
MSFT
MSFT

Microsoft

Sale (Partial)

$1,001 - $15,000

Oct 15, 2019

Reported on

Nov 11, 2019
---
239.21%
MSFT
MSFT

Microsoft

Sale (Partial)

$1,001 - $15,000

Jun 10, 2019

Reported on

Jul 10, 2019
---
262.17%
C
C

Citigroup

Sale (Partial)

$1,001 - $15,000

Jun 10, 2019

Reported on

Jul 10, 2019
---
16.73%
NSC
NSC

Norfolk Southern

Sale

$1,001 - $15,000

Jun 10, 2019

Reported on

Jul 10, 2019
---
25.58%
HBAN
HBAN

Huntington Bancshares

Sale

$1,001 - $15,000

Jun 10, 2019

Reported on

Jul 10, 2019
---
17.13%
XOM
XOM

Exxon Mobil

Sale (Partial)

$1,001 - $15,000

Jun 10, 2019

Reported on

Jul 10, 2019
---
51.10%
INTC
INTC

Intel

Sale (Partial)

$1,001 - $15,000

Jun 10, 2019

Reported on

Jul 10, 2019
---
-54.08%
WFC
WFC

Wells Fargo

Sale

$15,001 - $50,000

Apr 09, 2019

Reported on

May 11, 2019
---
55.26%
C
C

Citigroup

Sale (Partial)

$1,001 - $15,000

Apr 09, 2019

Reported on

May 11, 2019
---
20.17%
WFC
WFC

Wells Fargo

Sale (Partial)

$15,001 - $50,000

Apr 01, 2019

Reported on

May 11, 2019
---
53.12%
MDLZ
MDLZ

Mondelez International

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
40.81%
V
V

Visa

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
125.91%
PM
PM

Philip Morris Intl

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
104.63%
AAGIY
AAGIY

AIA Group

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
-12.28%
NPSNY
NPSNY

Naspers

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
96.09%
AAPL
AAPL

Apple

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
339.53%
CSX
CSX

CSX

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
32.58%
GOOG
GOOG

Alphabet

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
195.94%
AZN
AZN

AstraZeneca

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
67.72%
AMZN
AMZN

Amazon.com

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
154.42%
NVO
NVO

Novo Nordisk

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
197.59%
AHKSY
AHKSY

Asahi Kasei

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
-40.03%
DE
DE

Deere

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
227.25%
GDDY
GDDY

GoDaddy

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
137.54%
ICE
ICE

Intercontinental Exchange

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
147.77%
KYCCF
KYCCF

Keyence

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
31.87%
CME
CME

CME Group

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
59.29%
MRAAY
MRAAY

Murata Manufacturing

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
-16.25%
MSFT
MSFT

Microsoft

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
325.63%
MCO
MCO

Moody's

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
174.29%
SLB
SLB

Schlumberger

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
-14.81%
JPM
JPM

JPMorgan Chase

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
162.54%
CVX
CVX

Chevron

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
19.88%
SFTBY
SFTBY

SoftBank Group

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
24.55%
DEO
DEO

Diageo

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
-36.60%
ATVI
ATVI

Activision Blizzard

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
----
HLT
HLT

Hilton Worldwide Holdings

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
198.99%
EADSY
EADSY

Airbus

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
----
LVS
LVS

Las Vegas Sands

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
-30.54%
ASML
ASML

ASML Holding

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
320.59%
CABGY
CABGY

Carlsberg

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
11.48%
SAFRY
SAFRY

Safran

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
126.61%
RBGLY
RBGLY

Reckitt Benckiser Group

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
-14.50%
TSM
TSM

Taiwan Semiconductor

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
452.54%
ENB
ENB

Enbridge

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
23.27%
DHR
DHR

Danaher

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
73.64%
INTC
INTC

Intel

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
-59.72%
GILD
GILD

Gilead Sciences

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
67.86%
AMT
AMT

American Tower

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
16.38%
AVGO
AVGO

Broadcom

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
833.84%
CCI
CCI

Crown Castle

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
-19.56%
ESLOY
ESLOY

Essilorluxottica

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
137.37%
SRE
SRE

Sempra Energy

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
20.77%
BK
BK

Bank of New York Mellon

Sale

$1,001 - $15,000

Mar 11, 2019

Reported on

Apr 17, 2019
---
76.73%
KO
KO

Coca-Cola

Purchase

$1,001 - $15,000

Mar 04, 2019

Reported on

Apr 17, 2019
---
51.61%
ANCX
ANCX

Access National Corporation

$1,001 - $15,000

Feb 01, 2019

Reported on

Mar 28, 2019
Merger - stock of Access National Corporation exchanged for Union Bankshares Corporation
----
PEP
PEP

PepsiCo

Purchase

$1,001 - $15,000

Dec 13, 2018

Reported on

Jan 11, 2019
---
9.06%
PG
PG

Procter & Gamble

Purchase

$1,001 - $15,000

Dec 13, 2018

Reported on

Jan 11, 2019
---
63.77%
GIS
GIS

General Mills

Sale

$1,001 - $15,000

Dec 12, 2018

Reported on

Jan 11, 2019
---
37.34%
QCOM
QCOM

Qualcomm

Sale

$1,001 - $15,000

Nov 29, 2018

Reported on

Dec 08, 2018
---
164.38%
IBM
IBM

IBM

Sale

$1,001 - $15,000

Nov 29, 2018

Reported on

Dec 08, 2018
---
144.08%
SHECY
SHECY

Shin-Etsu Chemical

Sale

$1,001 - $15,000

Nov 13, 2018

Reported on

Dec 08, 2018
---
83.98%
INCY
INCY

Incyte

Sale

$1,001 - $15,000

Nov 12, 2018

Reported on

Dec 08, 2018
---
8.61%
PX
PX

Praxair, Inc.

$1,001 - $15,000

Oct 31, 2018

Reported on

Nov 08, 2018
---
----
LIN
LIN

Linde

$1,001 - $15,000

Oct 31, 2018

Reported on

Dec 08, 2018
Praxair, Inc. exchanged for Linde PLC (received) 10/31/18
177.21%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Oct 17, 2018

Reported on

Nov 08, 2018
---
8.08%
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Oct 16, 2018

Reported on

Nov 08, 2018
---
152.22%
WAB
WAB

Westinghouse Air Brake

Purchase

$1,001 - $15,000

Sep 27, 2018

Reported on

Oct 18, 2018
---
87.87%
QCOM
QCOM

Qualcomm

Sale (Partial)

$1,001 - $15,000

Sep 27, 2018

Reported on

Oct 18, 2018
---
114.24%
GILD
GILD

Gilead Sciences

Purchase

$1,001 - $15,000

Sep 25, 2018

Reported on

Oct 18, 2018
---
44.02%
ENB
ENB

Enbridge

Sale (Partial)

$1,001 - $15,000

Jul 25, 2018

Reported on

Aug 10, 2018
---
28.73%
BA
BA

Boeing

Sale

$1,001 - $15,000

Jun 07, 2018

Reported on

Jul 14, 2018
---
-46.36%
BNPQY
BNPQY

BNP Paribas

Sale

$1,001 - $15,000

May 18, 2018

Reported on

Jun 09, 2018
---
20.98%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
415.72%
GD
GD

General Dynamics

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
25.45%
RHHBY
RHHBY

Roche Holding

Sale

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
41.91%
BLK
BLK

BlackRock

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
90.68%
FDS
FDS

FactSet Research Systems

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
120.13%
AL
AL

Air Lease

Sale

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
34.22%
MMM
MMM

3M

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
-15.25%
WEC
WEC

WEC Energy Gr

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
65.86%
IBM
IBM

IBM

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
103.70%
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
76.53%
BDX
BDX

Becton, Dickinson

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
-25.10%
ADP
ADP

Automatic Data Processing

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
163.73%
CSCO
CSCO

Cisco Systems

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
50.53%
MDT
MDT

Medtronic

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
8.01%
UBSI
UBSI

United Bankshares

Sale

$15,001 - $50,000

Apr 24, 2018

Reported on

May 14, 2018
---
-1.50%
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
88.37%
AMGN
AMGN

Amgen

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
68.45%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
19.45%
LOW
LOW

Lowe's Companies

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
154.29%
PEP
PEP

PepsiCo

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
27.24%
APD
APD

Air Products & Chemicals

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
67.91%
VGK
VGK

Vanguard FTSEEuropean ETF

Sale

$15,001 - $50,000

Apr 24, 2018

Reported on

May 14, 2018
---
28.22%
NSC
NSC

Norfolk Southern

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
87.40%
IYE
IYE

iShares U.S. Energy ETF

Sale

$15,001 - $50,000

Apr 24, 2018

Reported on

May 14, 2018
---
16.17%
CVX
CVX

Chevron

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
20.93%
MCD
MCD

McDonald's

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
84.10%
CME
CME

CME Group

Sale

$15,001 - $50,000

Apr 24, 2018

Reported on

May 14, 2018
---
68.38%
CLB
CLB

Core Laboratories

Sale

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
-89.36%
GIS
GIS

General Mills

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
19.36%
PII
PII

Polaris

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
-63.44%
LULU
LULU

Lululemon Athletica

Sale

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
135.96%
CL
CL

Colgate-Palmolive

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
32.36%
ABT
ABT

Abbott Laboratories

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
127.08%
ADI
ADI

Analog Devices

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
162.01%
ES
ES

Eversource Energy

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
4.98%
SYY
SYY

Sysco

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
19.44%
T
T

AT&T

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
4.70%
MS
MS

Morgan Stanley

Sale

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
149.71%
CLX
CLX

Clorox

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
5.19%
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
44.47%
PSX
PSX

Phillips 66

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
14.27%
WMT
WMT

Walmart

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
229.68%
NKE
NKE

Nike

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
-11.14%
CHK
CHK

Chesapeake Energy

Sale

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
----
BRK-B
BRK-B

Berkshire Hathaway Inc. New Common Stock

Sale

$15,001 - $50,000

Apr 24, 2018

Reported on

May 14, 2018
---
----
ITW
ITW

Illinois Tool Works

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
61.25%
KHC
KHC

Kraft Heinz

Sale

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
-54.57%
QCOM
QCOM

Qualcomm

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
207.63%
PG
PG

Procter & Gamble

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
117.96%
AFL
AFL

Aflac

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
127.21%
VFC
VFC

VF

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
-83.90%
TGT
TGT

Target

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
34.86%
USB
USB

U.S. Bancorp

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
-14.18%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
102.81%
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
148.13%
NVS
NVS

Novartis

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
81.30%
CB
CB

Chubb

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
107.31%
PAYX
PAYX

Paychex

Purchase

$1,001 - $15,000

Apr 24, 2018

Reported on

May 14, 2018
---
150.74%
MCD
MCD

McDonald's

Purchase

$1,001 - $15,000

Apr 06, 2018

Reported on

May 14, 2018
---
79.62%
GD
GD

General Dynamics

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
25.91%
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
144.87%
ABT
ABT

Abbott Laboratories

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
121.20%
VFC
VFC

VF

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
-83.79%
CSCO
CSCO

Cisco Systems

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
57.44%
WMT
WMT

Walmart

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
224.87%
NSC
NSC

Norfolk Southern

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
89.18%
MMM
MMM

3M

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
-22.05%
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
88.07%
MDT
MDT

Medtronic

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
7.57%
ADP
ADP

Automatic Data Processing

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
161.06%
PEP
PEP

PepsiCo

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
16.73%
T
T

AT&T

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
1.40%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
102.14%
AMGN
AMGN

Amgen

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
68.39%
BDX
BDX

Becton, Dickinson

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
-21.44%
BLK
BLK

BlackRock

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
81.93%
CVX
CVX

Chevron

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
26.34%
CL
CL

Colgate-Palmolive

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
22.81%
PAYX
PAYX

Paychex

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
141.91%
PSX
PSX

Phillips 66

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
27.67%
WEC
WEC

WEC Energy Gr

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
63.85%
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
74.56%
USB
USB

U.S. Bancorp

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
-15.29%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
419.85%
SYY
SYY

Sysco

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
22.65%
LOW
LOW

Lowe's Companies

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
137.55%
ITW
ITW

Illinois Tool Works

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
52.04%
AFL
AFL

Aflac

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
134.85%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
15.32%
UBSI
UBSI

United Bankshares

Sale (Partial)

$15,001 - $50,000

Apr 05, 2018

Reported on

May 14, 2018
---
-1.36%
PII
PII

Polaris

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
-66.23%
ADI
ADI

Analog Devices

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
152.53%
CLX
CLX

Clorox

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
-7.16%
CB
CB

Chubb

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
107.81%
ES
ES

Eversource Energy

Purchase

$1,001 - $15,000

Apr 05, 2018

Reported on

May 14, 2018
---
3.98%
APD
APD

Air Products & Chemicals

Purchase

$1,001 - $15,000

Apr 04, 2018

Reported on

May 14, 2018
---
69.85%
MDLZ
MDLZ

Mondelez International

Purchase

$1,001 - $15,000

Apr 04, 2018

Reported on

May 14, 2018
---
57.71%
WFC
WFC

Wells Fargo

Sale (Partial)

$15,001 - $50,000

Mar 28, 2018

Reported on

Apr 07, 2018
---
45.18%
FANUY
FANUY

Fanuc

Sale

$1,001 - $15,000

Mar 28, 2018

Reported on

Apr 07, 2018
---
-47.53%
RHHBY
RHHBY

Roche Holding

Sale

$1,001 - $15,000

Feb 28, 2018

Reported on

Mar 08, 2018
---
37.05%
ICE
ICE

Intercontinental Exchange

Purchase

$1,001 - $15,000

Feb 27, 2018

Reported on

Mar 08, 2018
---
144.80%
MDLZ
MDLZ

Mondelez International

Purchase

$1,001 - $15,000

Feb 27, 2018

Reported on

Mar 08, 2018
---
50.76%
OXY
OXY

Occidental Petroleum

Sale

$1,001 - $15,000

Feb 27, 2018

Reported on

Mar 08, 2018
---
-32.06%
STT
STT

State Street

Purchase

$1,001 - $15,000

Feb 27, 2018

Reported on

Mar 08, 2018
---
-7.34%
BUD
BUD

Anheuser-Busch InBev

Purchase

$1,001 - $15,000

Feb 21, 2018

Reported on

Mar 08, 2018
---
-32.47%
INTC
INTC

Intel

Purchase

$1,001 - $15,000

Jan 26, 2018

Reported on

Feb 10, 2018
---
-57.09%
FANUY
FANUY

Fanuc

Sale (Partial)

$1,001 - $15,000

Jan 26, 2018

Reported on

Feb 10, 2018
---
-54.92%
HXL
HXL

Hexcel

Sale

$1,001 - $15,000

Jan 26, 2018

Reported on

Feb 10, 2018
---
-19.61%
SLB
SLB

Schlumberger

Purchase

$1,001 - $15,000

Jan 26, 2018

Reported on

Feb 10, 2018
---
-53.81%
RYAAY
RYAAY

Ryanair Holdings

Purchase

$1,001 - $15,000

Jan 26, 2018

Reported on

Feb 10, 2018
---
13.07%
MSFT
MSFT

Microsoft

Sale (Partial)

$1,001 - $15,000

Jan 04, 2018

Reported on

Feb 10, 2018
---
451.30%
NSC
NSC

Norfolk Southern

Sale

$1,001 - $15,000

Jan 04, 2018

Reported on

Feb 10, 2018
---
71.62%
C
C

Citigroup

Sale (Partial)

$15,001 - $50,000

Jan 04, 2018

Reported on

Feb 10, 2018
---
3.76%
GE
GE

General Electric

Sale (Partial)

$1,001 - $15,000

Jan 04, 2018

Reported on

Feb 10, 2018
---
166.00%
BMY
BMY

Bristol-Myers Squibb

Sale (Partial)

$1,001 - $15,000

Jan 04, 2018

Reported on

Feb 10, 2018
---
-24.15%
IBM
IBM

IBM

Sale (Partial)

$1,001 - $15,000

Jan 04, 2018

Reported on

Feb 10, 2018
---
83.37%
PG
PG

Procter & Gamble

Sale

$1,001 - $15,000

Jan 04, 2018

Reported on

Feb 10, 2018
---
73.31%
INTC
INTC

Intel

Sale (Partial)

$15,001 - $50,000

Jan 04, 2018

Reported on

Feb 10, 2018
---
-51.63%
KO
KO

Coca-Cola

Sale (Partial)

$1,001 - $15,000

Jan 04, 2018

Reported on

Feb 10, 2018
---
50.20%
MRK
MRK

Merck & Co

Sale

$1,001 - $15,000

Jan 04, 2018

Reported on

Feb 10, 2018
---
45.76%
GWW
GWW

W.W. Grainger

Sale

$1,001 - $15,000

Jan 04, 2018

Reported on

Feb 10, 2018
---
341.70%
XOM
XOM

Exxon Mobil

Sale (Partial)

$1,001 - $15,000

Jan 04, 2018

Reported on

Feb 10, 2018
---
30.37%
CSCO
CSCO

Cisco Systems

Sale (Partial)

$1,001 - $15,000

Jan 04, 2018

Reported on

Feb 10, 2018
---
68.86%
CSX
CSX

CSX

Purchase

$1,001 - $15,000

Dec 20, 2017

Reported on

Jan 10, 2018
---
74.55%
GDDY
GDDY

GoDaddy

Purchase

$1,001 - $15,000

Dec 20, 2017

Reported on

Jan 10, 2018
---
250.04%
SSDOY
SSDOY

Shiseido Co

Sale

$1,001 - $15,000

Dec 19, 2017

Reported on

Jan 10, 2018
---
-64.32%
ENB
ENB

Enbridge

Purchase

$1,001 - $15,000

Dec 19, 2017

Reported on

Jan 10, 2018
---
15.84%
SGAPY
SGAPY

Singapore Telecom

Sale

$1,001 - $15,000

Dec 19, 2017

Reported on

Jan 10, 2018
---
15.93%
MRK
MRK

Merck & Co

Sale (Partial)

$1,001 - $15,000

Oct 26, 2017

Reported on

Nov 07, 2017
---
34.14%
BMY
BMY

Bristol-Myers Squibb

Sale (Partial)

$1,001 - $15,000

Oct 26, 2017

Reported on

Nov 07, 2017
---
-23.15%
C
C

Citigroup

Sale (Partial)

$1,001 - $15,000

Oct 26, 2017

Reported on

Nov 07, 2017
---
6.18%
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Oct 26, 2017

Reported on

Nov 07, 2017
---
169.27%
GILD
GILD

Gilead Sciences

Purchase

$1,001 - $15,000

Oct 25, 2017

Reported on

Nov 07, 2017
---
35.19%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Oct 25, 2017

Reported on

Nov 07, 2017
---
117.04%
SJM
SJM

JM Smucker

Sale

$1,001 - $15,000

Oct 06, 2017

Reported on

Nov 07, 2017
---
-7.94%
K
K

Kellogg

Sale

$1,001 - $15,000

Sep 27, 2017

Reported on

Oct 06, 2017
---
33.45%
HLT
HLT

Hilton Worldwide Holdings

Purchase

$1,001 - $15,000

Sep 12, 2017

Reported on

Oct 06, 2017
---
274.69%
SSDOY
SSDOY

Shiseido Co

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
-59.70%
RHHBY
RHHBY

Roche Holding

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
25.90%
TSM
TSM

Taiwan Semiconductor

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
469.33%
CME
CME

CME Group

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
112.51%
CABGY
CABGY

Carlsberg

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
17.79%
AZN
AZN

AstraZeneca

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
119.41%
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
209.84%
CVX
CVX

Chevron

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
33.77%
LVS
LVS

Las Vegas Sands

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
-33.81%
AHKSY
AHKSY

Asahi Kasei

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
-43.84%
OXY
OXY

Occidental Petroleum

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
-24.72%
VTKLY
VTKLY

VTech Holdings

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
-48.98%
MCO
MCO

Moody's

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
247.62%
V
V

Visa

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
225.94%
MRAAY
MRAAY

Murata Manufacturing

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
-13.60%
SGAPY
SGAPY

Singapore Telecom

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
12.83%
NVO
NVO

Novo Nordisk

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
208.57%
SMECF
SMECF

SMC

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
2.22%
INCY
INCY

Incyte

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
-47.27%
AVGO
AVGO

Broadcom

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
929.29%
BNPQY
BNPQY

BNP Paribas

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
15.93%
JKHY
JKHY

Jack Henry & Associates

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
77.89%
SFTBY
SFTBY

SoftBank Group

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
52.83%
KYCCF
KYCCF

Keyence

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
48.39%
CCI
CCI

Crown Castle

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
-6.68%
ASML
ASML

ASML Holding

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
376.86%
RBGLY
RBGLY

Reckitt Benckiser Group

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
-26.77%
FANUY
FANUY

Fanuc

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
-32.51%
AMT
AMT

American Tower

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
48.62%
ENB
ENB

Enbridge

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
11.01%
HXL
HXL

Hexcel

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
1.95%
ETN
ETN

Eaton Corp

Purchase

$1,001 - $15,000

Sep 08, 2017

Reported on

Oct 06, 2017
---
364.18%
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Sep 05, 2017

Reported on

Oct 16, 2017
---
46.66%
SIEGY
SIEGY

Siemens

Purchase

$1,001 - $15,000

Sep 05, 2017

Reported on

Oct 16, 2017
---
81.64%
T
T

AT&T

Purchase

$1,001 - $15,000

Sep 05, 2017

Reported on

Oct 16, 2017
---
-1.20%
NVS
NVS

Novartis

Purchase

$1,001 - $15,000

Sep 05, 2017

Reported on

Oct 16, 2017
---
66.57%
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Sep 05, 2017

Reported on

Oct 16, 2017
---
55.06%
LVMUY
LVMUY

LVMH

Purchase

$1,001 - $15,000

Sep 05, 2017

Reported on

Oct 16, 2017
---
106.15%
PM
PM

Philip Morris Intl

Purchase

$1,001 - $15,000

Sep 05, 2017

Reported on

Oct 16, 2017
---
55.19%
AXAHY
AXAHY

AXA

Purchase

$1,001 - $15,000

Sep 05, 2017

Reported on

Oct 16, 2017
---
68.22%
MRK
MRK

Merck & Co

Purchase

$1,001 - $15,000

Sep 05, 2017

Reported on

Oct 16, 2017
---
30.70%
WEC
WEC

WEC Energy Gr

Purchase

$1,001 - $15,000

Sep 05, 2017

Reported on

Oct 06, 2017
---
58.37%
BASFY
BASFY

Basf

Purchase

$1,001 - $15,000

Sep 05, 2017

Reported on

Oct 16, 2017
---
-51.00%
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Sep 05, 2017

Reported on

Oct 16, 2017
---
90.52%
TD
TD

Toronto-Dominion Bank

Purchase

$1,001 - $15,000

Sep 05, 2017

Reported on

Oct 16, 2017
---
31.87%
PFE
PFE

Pfizer

Purchase

$1,001 - $15,000

Sep 05, 2017

Reported on

Oct 16, 2017
---
-25.42%
CMPGY
CMPGY

Compass Gr

Purchase

$1,001 - $15,000

Sep 05, 2017

Reported on

Oct 16, 2017
---
55.26%
INTC
INTC

Intel

Purchase

$1,001 - $15,000

Sep 05, 2017

Reported on

Oct 16, 2017
---
-38.64%
RHHBY
RHHBY

Roche Holding

Purchase

$1,001 - $15,000

Sep 05, 2017

Reported on

Oct 16, 2017
---
25.18%
CSCO
CSCO

Cisco Systems

Purchase

$1,001 - $15,000

Sep 05, 2017

Reported on

Oct 16, 2017
---
108.22%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Sep 05, 2017

Reported on

Oct 16, 2017
---
552.41%
CSCO
CSCO

Cisco Systems

Purchase

$1,001 - $15,000

Aug 30, 2017

Reported on

Sep 11, 2017
---
105.81%
SO
SO

Southern

Sale

$1,001 - $15,000

Aug 18, 2017

Reported on

Sep 11, 2017
---
83.50%
C
C

Citigroup

Sale

$1,001 - $15,000

Jun 27, 2017

Reported on

Jul 24, 2017
---
21.98%
WFC
WFC

Wells Fargo

Sale

$1,001 - $15,000

Jun 27, 2017

Reported on

Jul 24, 2017
---
40.59%
WFC
WFC

Wells Fargo

Sale (Partial)

$1,001 - $15,000

Apr 24, 2017

Reported on

May 06, 2017
---
39.31%
ANCX
ANCX

Access National Corporation

$1,001 - $15,000

Apr 04, 2017

Reported on

Oct 06, 2017
Middleburg Financial Corp merged with Access National Bank in a stock for stock exchange
----
-

MBRG - Middleberg Financial corp

$1,001 - $15,000

Apr 04, 2017

Reported on

Oct 06, 2017
Middleburg Financial Corp merged with Access National Bank in a stock for stock exchange
----
USB
USB

U.S. Bancorp

Purchase

$1,001 - $15,000

Jan 30, 2017

Reported on

Feb 11, 2017
---
-18.13%
JWN
JWN

Nordstrom

Sale

$1,001 - $15,000

Nov 14, 2016

Reported on

Dec 17, 2016
---
-58.59%
BRK-B
BRK-B

Berkshire Hathaway Inc. New Common Stock

Purchase

$1,001 - $15,000

Jun 24, 2016

Reported on

Jul 22, 2016
---
----
F
F

Ford Motor

Purchase

$1,001 - $15,000

Jun 13, 2016

Reported on

Jul 22, 2016
---
-19.65%
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Apr 19, 2016

Reported on

May 04, 2016
---
142.40%
LOW
LOW

Lowe's Companies

Purchase

$1,001 - $15,000

Apr 19, 2016

Reported on

May 04, 2016
---
175.92%
ABT
ABT

Abbott Laboratories

Purchase

$1,001 - $15,000

Apr 19, 2016

Reported on

May 04, 2016
---
201.96%
CLX
CLX

Clorox

Purchase

$1,001 - $15,000

Apr 19, 2016

Reported on

May 04, 2016
---
-4.45%
MMM
MMM

3M

Purchase

$1,001 - $15,000

Apr 19, 2016

Reported on

May 04, 2016
---
0.47%
CB
CB

Chubb

Purchase

$1,001 - $15,000

Apr 19, 2016

Reported on

May 04, 2016
---
131.23%
MDT
MDT

Medtronic

Purchase

$1,001 - $15,000

Apr 19, 2016

Reported on

May 04, 2016
---
9.76%
ITW
ITW

Illinois Tool Works

Purchase

$1,001 - $15,000

Apr 19, 2016

Reported on

May 04, 2016
---
128.36%
GD
GD

General Dynamics

Purchase

$1,001 - $15,000

Apr 19, 2016

Reported on

May 04, 2016
---
103.77%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Apr 19, 2016

Reported on

May 04, 2016
---
33.77%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Apr 19, 2016

Reported on

May 04, 2016
---
751.64%
SJM
SJM

JM Smucker

Purchase

$1,001 - $15,000

Apr 19, 2016

Reported on

May 04, 2016
---
-25.92%
VFC
VFC

VF

Purchase

$1,001 - $15,000

Apr 19, 2016

Reported on