| | Tue, Jun 23rd, 2026, 21:42UTC |
| | |
Assessment - Stand and Poor's 100 in Pound sterling - 7/01/24 - RS = 23
⇐
| |
|
⇓instrument |
freshest |
⇓ Δday |
7/01/24 |
⇓ Δwk |
1/22/24 |
prc diff |
⇓ Δ23 |
|
∅-RS |
| |  |
 |
 |
 |
|
 |
S&P 100 |
2,030.436 |
8/12/24 |
0.17 |
2,107.134 |
-3.64 |
1,800.717 |
306.417 |
17.02 |
|
18.75 |
| |  |
 |
 |
 |
|
 |
Broadcom |
117.562 |
8/12/24 |
0.24 |
1,297.915 |
-90.94 |
959.187 |
338.728 |
35.31 |
|
55.20 |
| |  |
 |
 |
 |
L |
 |
Qualcomm |
128.850 |
8/12/24 |
-0.97 |
158.229 |
-18.57 |
120.140 |
38.089 |
31.70 |
|
43.94 |
| |  |
 |
 |
 |
|
 |
Eli Lilly |
699.567 |
8/12/24 |
-0.82 |
723.290 |
-3.28 |
495.806 |
227.484 |
45.88 |
|
47.37 |
| |  |
 |
 |
 |
|
 |
Meta Platforms |
408.130 |
8/12/24 |
-0.35 |
399.215 |
2.23 |
300.040 |
99.175 |
33.05 |
|
37.24 |
| |  |
 |
 |
 |
|
 |
Netflix |
500.830 |
8/12/24 |
-0.13 |
532.843 |
-6.01 |
381.718 |
151.125 |
39.59 |
|
36.70 |
| |  |
 |
 |
 |
L |
 |
Costco |
683.106 |
8/12/24 |
1.01 |
668.947 |
2.12 |
544.241 |
124.705 |
22.91 |
|
32.20 |
| |  |
 |
 |
 |
L |
 |
General Motors |
34.006 |
8/12/24 |
-1.13 |
36.925 |
-7.90 |
27.758 |
9.167 |
33.03 |
|
27.33 |
| |  |
 |
 |
 |
L |
 |
Alphabet C |
129.689 |
8/12/24 |
-0.87 |
145.936 |
-11.13 |
116.085 |
29.852 |
25.72 |
|
29.59 |
| |  |
 |
 |
 |
|
 |
American Express |
187.513 |
8/12/24 |
-0.34 |
184.950 |
1.39 |
145.399 |
39.551 |
27.20 |
|
26.28 |
| |  |
 |
 |
 |
L |
 |
Bank of America |
30.193 |
8/12/24 |
-0.29 |
31.649 |
-4.60 |
25.581 |
6.068 |
23.72 |
|
24.41 |
| |  |
 |
 |
 |
L |
 |
Goldman Sachs |
384.043 |
8/12/24 |
-0.97 |
366.767 |
4.71 |
303.325 |
63.442 |
20.92 |
|
26.59 |
| |  |
 |
 |
 |
L |
 |
Oracle |
104.874 |
8/12/24 |
0.39 |
113.188 |
-7.35 |
86.527 |
26.661 |
30.81 |
|
23.56 |
| |  |
 |
 |
 |
|
 |
Wells Fargo |
41.181 |
8/12/24 |
-1.33 |
47.928 |
-14.08 |
38.140 |
9.789 |
25.67 |
|
25.84 |
| |  |
 |
 |
 |
|
 |
Amazon.com |
131.943 |
8/12/24 |
-0.08 |
155.990 |
-15.42 |
121.641 |
34.349 |
28.24 |
|
29.06 |
| |  |
 |
 |
 |
L |
 |
HP |
26.721 |
8/12/24 |
0.72 |
27.662 |
-3.40 |
22.932 |
4.730 |
20.62 |
|
17.46 |
| |  |
 |
 |
 |
L |
 |
Walmart |
54.343 |
8/12/24 |
1.10 |
53.378 |
1.81 |
42.541 |
10.838 |
25.48 |
|
20.49 |
| |  |
 |
 |
 |
|
 |
Citigroup |
45.753 |
8/12/24 |
|
50.175 |
-8.81 |
41.527 |
8.648 |
20.83 |
|
27.06 |
| |  |
 |
 |
 |
|
 |
Microsoft |
321.797 |
8/12/24 |
0.19 |
361.285 |
-10.93 |
311.616 |
49.669 |
15.94 |
|
22.44 |
| |  |
 |
 |
 |
|
 |
AMD |
108.189 |
8/12/24 |
1.86 |
124.737 |
-13.27 |
132.172 |
-7.435 |
-5.63 |
|
18.11 |
| |  |
 |
 |
 |
L |
 |
Colgate-Palmolive |
80.115 |
8/12/24 |
-0.77 |
75.575 |
6.01 |
63.202 |
12.373 |
19.58 |
|
18.18 |
| |  |
 |
 |
 |
|
 |
JP Morgan Chase |
163.102 |
8/12/24 |
0.19 |
162.516 |
0.36 |
133.689 |
28.827 |
21.56 |
|
23.75 |
| |  |
 |
 |
 |
L |
 |
Apple |
172.072 |
8/12/24 |
0.71 |
171.455 |
0.36 |
152.377 |
19.077 |
12.52 |
|
17.76 |
| |  |
 |
 |
 |
L |
 |
Raytheon Tech |
92.234 |
8/12/24 |
0.39 |
78.747 |
17.13 |
66.817 |
11.930 |
17.85 |
|
12.07 |
| |  |
 |
 |
 |
L |
 |
eBay |
44.147 |
8/12/24 |
-1.26 |
41.671 |
5.94 |
32.269 |
9.402 |
29.14 |
|
15.96 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
7/01/24 |
⇓ Δwk |
1/22/24 |
prc diff |
⇓ Δ23 |
|
∅-RS |
| |  |
 |
 |
 |
|
 |
BNY Mellon |
50.048 |
8/12/24 |
-0.80 |
47.549 |
5.26 |
43.091 |
4.458 |
10.35 |
|
20.24 |
| |  |
 |
 |
 |
|
 |
General Dynamics |
230.347 |
8/12/24 |
-0.61 |
227.713 |
1.16 |
196.286 |
31.427 |
16.01 |
|
13.97 |
| |  |
 |
 |
 |
L |
 |
T-Mobile US |
154.210 |
8/12/24 |
0.39 |
141.657 |
8.86 |
129.186 |
12.471 |
9.65 |
|
17.27 |
| |  |
 |
 |
 |
L |
 |
Texas Instruments |
151.924 |
8/12/24 |
-0.08 |
153.934 |
-1.31 |
137.398 |
16.535 |
12.03 |
|
15.25 |
| |  |
 |
 |
 |
|
 |
Freeport-McMoRan |
32.875 |
8/12/24 |
1.24 |
38.294 |
-14.15 |
29.455 |
8.838 |
30.01 |
|
17.22 |
| |  |
 |
 |
 |
|
 |
Capital One |
104.510 |
8/12/24 |
-1.56 |
110.506 |
-5.43 |
101.915 |
8.591 |
8.43 |
|
16.29 |
| |  |
 |
 |
 |
|
 |
Simon Property |
121.106 |
8/12/24 |
-3.51 |
115.901 |
4.49 |
111.613 |
4.288 |
3.84 |
|
12.33 |
| |  |
 |
 |
 |
L |
 |
Morgan Stanley |
75.021 |
8/12/24 |
0.13 |
78.438 |
-4.36 |
67.375 |
11.063 |
16.42 |
|
13.97 |
| |  |
 |
 |
 |
L |
 |
Amgen |
253.128 |
8/12/24 |
-0.77 |
246.017 |
2.89 |
243.754 |
2.263 |
0.93 |
|
13.54 |
| |  |
 |
 |
 |
|
 |
AIG |
56.645 |
8/12/24 |
-0.62 |
58.924 |
-3.87 |
54.431 |
4.492 |
8.25 |
|
11.39 |
| |  |
 |
 |
 |
|
 |
Merck (MSD) |
89.766 |
8/12/24 |
-0.93 |
101.172 |
-11.27 |
93.860 |
7.313 |
7.79 |
|
11.17 |
| |  |
 |
 |
 |
|
 |
Caterpillar |
265.808 |
8/12/24 |
-0.66 |
260.311 |
2.11 |
226.865 |
33.446 |
14.74 |
|
12.45 |
| |  |
 |
 |
 |
L |
 |
Southern |
68.977 |
8/12/24 |
0.46 |
60.909 |
13.25 |
54.085 |
6.824 |
12.62 |
|
9.10 |
| |  |
 |
 |
 |
L |
 |
AT&T |
15.370 |
8/12/24 |
-0.31 |
15.014 |
2.37 |
13.203 |
1.811 |
13.71 |
|
17.94 |
| |  |
 |
 |
 |
|
 |
AbbVie |
150.437 |
8/12/24 |
0.13 |
134.767 |
11.63 |
129.979 |
4.788 |
3.68 |
|
9.27 |
| |  |
 |
 |
 |
|
 |
Berkshire Hathaway |
340.450 |
8/12/24 |
-0.30 |
320.516 |
6.22 |
289.257 |
31.259 |
10.81 |
|
8.23 |
| |  |
 |
 |
 |
|
 |
Emerson Electric |
81.531 |
8/12/24 |
-0.60 |
85.470 |
-4.61 |
75.556 |
9.914 |
13.12 |
|
8.98 |
| |  |
 |
 |
 |
L |
 |
Procter & Gamble |
131.951 |
8/12/24 |
-2.19 |
128.716 |
2.51 |
116.203 |
12.513 |
10.77 |
|
4.93 |
| |  |
 |
 |
 |
|
 |
Linde |
353.414 |
8/12/24 |
-0.05 |
339.303 |
4.16 |
319.443 |
19.859 |
6.22 |
|
4.62 |
| |  |
 |
 |
 |
L |
 |
Philip Morris |
91.830 |
8/12/24 |
0.07 |
80.091 |
14.66 |
72.640 |
7.451 |
10.26 |
|
6.82 |
| |  |
 |
 |
 |
L |
 |
Honeywell |
155.666 |
8/12/24 |
-0.73 |
166.867 |
-6.71 |
157.997 |
8.870 |
5.61 |
|
6.94 |
| |  |
 |
 |
 |
L |
 |
AEP |
76.840 |
8/12/24 |
-0.40 |
69.041 |
11.30 |
60.718 |
8.322 |
13.71 |
|
6.75 |
| |  |
 |
 |
 |
|
 |
Walt Disney |
67.989 |
8/12/24 |
-0.30 |
77.552 |
-12.33 |
74.723 |
2.829 |
3.79 |
|
2.83 |
| |  |
 |
 |
 |
|
 |
IBM |
149.884 |
8/12/24 |
-1.03 |
138.509 |
8.21 |
135.826 |
2.682 |
1.97 |
|
9.62 |
| |  |
 |
 |
 |
|
 |
Verizon |
32.060 |
8/12/24 |
-0.54 |
33.017 |
-2.90 |
31.106 |
1.912 |
6.15 |
|
12.51 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
7/01/24 |
⇓ Δwk |
1/22/24 |
prc diff |
⇓ Δ23 |
|
∅-RS |
| |  |
 |
 |
 |
|
 |
Thermo Fisher |
473.880 |
8/12/24 |
0.48 |
428.514 |
10.59 |
434.907 |
-6.393 |
-1.47 |
|
1.22 |
| |  |
 |
 |
 |
|
 |
Target |
106.804 |
8/12/24 |
-0.35 |
115.284 |
-7.36 |
110.308 |
4.976 |
4.51 |
|
6.31 |
| |  |
 |
 |
 |
L |
 |
Fox A |
30.716 |
8/12/24 |
-1.27 |
26.990 |
13.80 |
24.575 |
2.415 |
9.83 |
|
7.99 |
| |  |
 |
 |
 |
|
 |
MetLife |
55.253 |
8/12/24 |
-0.40 |
55.277 |
-0.04 |
54.620 |
0.657 |
1.20 |
|
5.87 |
| |  |
 |
 |
 |
|
 |
Visa |
205.580 |
8/12/24 |
0.05 |
208.230 |
-1.27 |
213.135 |
-4.906 |
-2.30 |
|
2.09 |
| |  |
 |
 |
 |
|
 |
Home Depot |
273.545 |
8/12/24 |
-0.81 |
265.935 |
2.86 |
280.321 |
-14.386 |
-5.13 |
|
1.14 |
| |  |
 |
 |
 |
|
 |
Mastercard |
360.462 |
8/12/24 |
-0.24 |
346.161 |
4.13 |
345.598 |
0.563 |
0.16 |
|
2.59 |
| |  |
 |
 |
 |
L |
 |
Coca-Cola |
53.924 |
8/12/24 |
-0.74 |
50.056 |
7.73 |
46.816 |
3.240 |
6.92 |
|
5.94 |
| |  |
 |
 |
 |
L |
 |
Altria |
39.797 |
8/12/24 |
-0.24 |
36.411 |
9.30 |
31.813 |
4.598 |
14.45 |
|
7.41 |
| |  |
 |
 |
 |
|
 |
Lowe´s |
182.782 |
8/12/24 |
-2.02 |
168.931 |
8.20 |
172.787 |
-3.856 |
-2.23 |
|
-3.37 |
| |  |
 |
 |
 |
|
 |
Lockheed Martin |
440.530 |
8/12/24 |
0.97 |
368.966 |
19.40 |
360.538 |
8.428 |
2.34 |
|
3.89 |
| |  |
 |
 |
 |
|
 |
U.S. Bancorp |
32.804 |
8/12/24 |
-1.43 |
31.040 |
5.68 |
32.835 |
-1.795 |
-5.47 |
|
1.73 |
| |  |
 |
 |
 |
L |
 |
3M |
97.581 |
8/12/24 |
-0.65 |
79.585 |
22.61 |
84.893 |
-5.307 |
-6.25 |
|
1.84 |
| |  |
 |
 |
 |
|
 |
Dow |
41.307 |
8/12/24 |
-0.84 |
41.632 |
-0.78 |
42.093 |
-0.461 |
-1.10 |
|
-3.17 |
| |  |
 |
 |
 |
|
 |
Exxon Mobil |
94.132 |
8/12/24 |
0.13 |
90.936 |
3.51 |
76.090 |
14.846 |
19.51 |
|
5.70 |
| |  |
 |
 |
 |
|
 |
Chevron |
114.715 |
8/12/24 |
0.02 |
123.811 |
-7.35 |
111.982 |
11.829 |
10.56 |
|
0.30 |
| |  |
 |
 |
 |
S |
 |
FedEx |
220.815 |
8/12/24 |
0.63 |
236.264 |
-6.54 |
197.016 |
39.247 |
19.92 |
|
16.74 |
| |  |
 |
 |
 |
|
 |
Norfolk Southern |
187.615 |
8/12/24 |
-1.02 |
169.327 |
10.80 |
188.725 |
-19.398 |
-10.28 |
|
-5.23 |
| |  |
 |
 |
 |
S |
 |
Medtronic |
64.223 |
8/12/24 |
-1.04 |
61.004 |
5.28 |
67.956 |
-6.953 |
-10.23 |
|
-6.07 |
| |  |
 |
 |
 |
S |
 |
Ford Motor |
7.800 |
8/12/24 |
-2.38 |
10.093 |
-22.73 |
8.802 |
1.291 |
14.67 |
|
4.98 |
| |  |
 |
 |
 |
|
 |
Abbott Labs |
85.273 |
8/12/24 |
-0.84 |
81.634 |
4.46 |
89.742 |
-8.108 |
-9.03 |
|
-3.09 |
| |  |
 |
 |
 |
S |
 |
Union Pacific |
187.275 |
8/12/24 |
-0.32 |
177.870 |
5.29 |
191.059 |
-13.189 |
-6.90 |
|
-1.66 |
| |  |
 |
 |
 |
S |
 |
UnitedHealth |
447.159 |
8/12/24 |
1.17 |
391.281 |
14.28 |
403.157 |
-11.876 |
-2.95 |
|
-2.37 |
| |  |
 |
 |
 |
|
 |
Devon Energy |
35.857 |
8/12/24 |
0.91 |
37.756 |
-5.03 |
32.363 |
5.392 |
16.66 |
|
0.31 |
| |  |
 |
 |
 |
|
 |
PepsiCo |
135.598 |
8/12/24 |
-0.56 |
128.850 |
5.24 |
129.759 |
-0.909 |
-0.70 |
|
-5.85 |
| |
|
⇓instrument |
freshest |
⇓ Δday |
7/01/24 |
⇓ Δwk |
1/22/24 |
prc diff |
⇓ Δ23 |
|
∅-RS |
| |  |
 |
 |
 |
S |
 |
ConocoPhilips |
87.037 |
8/12/24 |
2.04 |
90.462 |
-3.79 |
84.924 |
5.538 |
6.52 |
|
-2.12 |
| |  |
 |
 |
 |
|
 |
Nike |
59.042 |
8/12/24 |
0.40 |
60.775 |
-2.85 |
79.030 |
-18.255 |
-23.10 |
|
-24.43 |
| |  |
 |
 |
 |
L |
 |
Biogen |
159.028 |
8/12/24 |
-0.48 |
183.336 |
-13.26 |
195.138 |
-11.802 |
-6.05 |
|
-4.24 |
| |  |
 |
 |
 |
S |
 |
Mondelez |
54.802 |
8/12/24 |
-0.63 |
51.607 |
6.19 |
57.465 |
-5.858 |
-10.19 |
|
-7.90 |
| |  |
 |
 |
 |
S |
 |
Johnson & Johnson |
126.469 |
8/12/24 |
-0.46 |
115.838 |
9.18 |
127.685 |
-11.847 |
-9.28 |
|
-6.86 |
| |  |
 |
 |
 |
|
 |
Exelon |
29.189 |
8/12/24 |
-0.54 |
27.330 |
6.80 |
27.396 |
-0.066 |
-0.24 |
|
-9.46 |
| |  |
 |
 |
 |
S |
 |
McDonald´s |
213.150 |
8/12/24 |
0.58 |
197.749 |
7.79 |
234.519 |
-36.771 |
-15.68 |
|
-10.58 |
| |  |
 |
 |
 |
S |
 |
Cisco Systems |
35.485 |
8/12/24 |
-1.34 |
37.590 |
-5.60 |
40.529 |
-2.939 |
-7.25 |
|
-6.29 |
| |  |
 |
 |
 |
S |
 |
Halliburton |
24.822 |
8/12/24 |
1.23 |
26.444 |
-6.13 |
27.058 |
-0.614 |
-2.27 |
|
-10.88 |
| |  |
 |
 |
 |
L |
 |
Pfizer |
22.505 |
8/12/24 |
-0.35 |
22.323 |
0.82 |
22.249 |
0.074 |
0.33 |
|
-6.74 |
| |  |
 |
 |
 |
|
 |
Tesla Motors |
156.220 |
8/12/24 |
-1.26 |
166.005 |
-5.89 |
164.095 |
1.909 |
1.16 |
|
-1.30 |
| |  |
 |
 |
 |
S |
 |
Comcast |
30.478 |
8/12/24 |
-1.41 |
30.193 |
0.94 |
34.281 |
-4.087 |
-11.92 |
|
-10.37 |
| |  |
 |
 |
 |
S |
 |
Accenture |
248.350 |
8/12/24 |
-0.59 |
239.325 |
3.77 |
288.589 |
-49.264 |
-17.07 |
|
-7.25 |
| |  |
 |
 |
 |
|
 |
Boeing |
129.831 |
8/12/24 |
-2.25 |
147.684 |
-12.09 |
168.913 |
-21.228 |
-12.57 |
|
-8.33 |
| |  |
 |
 |
 |
|
 |
Starbucks |
60.933 |
8/12/24 |
2.58 |
61.012 |
-0.13 |
73.143 |
-12.132 |
-16.59 |
|
-17.05 |
| |  |
 |
 |
 |
S |
 |
UPS |
98.767 |
8/12/24 |
-0.76 |
107.540 |
-8.16 |
124.643 |
-17.103 |
-13.72 |
|
-12.57 |
| |  |
 |
 |
 |
S |
 |
CVS Health |
44.147 |
8/12/24 |
-2.28 |
45.998 |
-4.02 |
58.101 |
-12.103 |
-20.83 |
|
-17.23 |
| |  |
 |
 |
 |
S |
 |
Baxter |
29.213 |
8/12/24 |
-0.59 |
26.151 |
11.71 |
30.430 |
-4.279 |
-14.06 |
|
-15.08 |
| |  |
 |
 |
 |
S |
 |
Gilead Sciences |
57.737 |
8/12/24 |
-0.91 |
54.296 |
6.34 |
61.638 |
-7.342 |
-11.91 |
|
-8.03 |
| |  |
 |
 |
 |
S |
 |
Intel |
15.314 |
8/12/24 |
-1.78 |
24.395 |
-37.22 |
37.896 |
-13.501 |
-35.63 |
|
-18.28 |
| |  |
 |
 |
 |
S |
 |
Bristol-Myers |
37.226 |
8/12/24 |
0.73 |
32.669 |
13.95 |
38.957 |
-6.288 |
-16.14 |
|
-21.14 |
| |  |
 |
 |
 |
S |
 |
Walgreens Boots |
8.068 |
8/12/24 |
-4.49 |
9.160 |
-11.92 |
17.730 |
-8.570 |
-48.34 |
|
-46.87 |
| S&P 100 - 96 out of 96 instruments rated - 7/01/24 / 1/22/24 - 63 did rise, Market-Ratio(23) in GBP = 65.63 % |
| Stock Exchange Currency: USD $ Dollar |
Technical Chart
Transactions Stand and Poor's 100 in Pound sterling * L23 - 51 ex 5 (1)
|
⇐ |
| |
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | | prc diff | d % | asset | yield | | | long |
1/02/06 |
4/17/06 |
105 |
 |
 |
 |
AMD |
100 |
531 |
|
18.808 |
17.470 |
|
-1.338 |
-7 |
9,290 |
-23 |
|
| |
4/17/06 |
5/22/06 |
35 |
 |
 |
 |
Freeport-McMoRan |
100 |
499 |
|
18.609 |
14.437 |
|
-4.172 |
-22 |
7,208 |
-93 |
|
| |
5/22/06 |
6/05/06 |
14 |
 |
 |
 |
AMD |
100 |
408 |
|
17.653 |
15.440 |
|
-2.214 |
-13 |
6,305 |
-97 |
|
| |
6/05/06 |
6/19/06 |
14 |
 |
 |
 |
Norfolk Southern |
100 |
229 |
|
27.416 |
26.768 |
|
-0.648 |
-2 |
6,156 |
-46 |
|
| 6/19/06 |
6/26/06 |
7 |
|
- cash - |
| |
6/26/06 |
7/10/06 |
14 |
 |
 |
 |
Starbucks |
100 |
613 |
|
10.039 |
9.627 |
|
-0.412 |
-4 |
5,904 |
-66 |
|
| |
7/10/06 |
7/17/06 |
7 |
 |
 |
 |
Caterpillar |
100 |
149 |
|
39.595 |
37.636 |
|
-1.959 |
-5 |
5,612 |
-93 |
|
| 7/17/06 |
7/24/06 |
7 |
|
- cash - |
| |
7/24/06 |
8/07/06 |
14 |
 |
 |
 |
Merck (MSD) |
100 |
267 |
|
20.958 |
21.402 |
|
0.443 |
2 |
5,730 |
73 |
|
| 8/07/06 |
8/14/06 |
7 |
|
- cash - |
| |
8/14/06 |
10/09/06 |
56 |
 |
 |
 |
Merck (MSD) |
100 |
264 |
|
21.634 |
22.377 |
|
0.743 |
3 |
5,926 |
25 |
|
| |
10/09/06 |
12/11/06 |
63 |
 |
 |
 |
Oracle |
100 |
597 |
|
9.916 |
9.244 |
|
-0.672 |
-7 |
5,525 |
-33 |
|
| |
12/11/06 |
2/12/07 |
63 |
 |
 |
 |
Comcast |
100 |
758 |
|
7.279 |
6.837 |
|
-0.442 |
-6 |
5,190 |
-30 |
|
| |
2/12/07 |
3/05/07 |
21 |
 |
 |
 |
Simon Property |
100 |
88 |
|
58.952 |
53.481 |
|
-5.471 |
-9 |
4,708 |
-82 |
|
| |
3/05/07 |
4/16/07 |
42 |
 |
 |
 |
Apple |
100 |
2,974 |
|
1.583 |
1.644 |
|
0.061 |
4 |
4,890 |
39 |
|
| |
4/16/07 |
4/23/07 |
7 |
 |
 |
 |
Amazon.com |
100 |
4,297 |
|
1.138 |
1.118 |
|
-0.020 |
-2 |
4,805 |
-60 |
|
| |
4/23/07 |
5/07/07 |
14 |
 |
 |
 |
AEP |
100 |
190 |
|
25.274 |
25.354 |
|
0.080 |
0 |
4,820 |
9 |
|
| |
5/07/07 |
11/12/07 |
189 |
 |
 |
 |
Amazon.com |
100 |
3,158 |
|
1.526 |
1.842 |
|
0.316 |
21 |
5,818 |
44 |
|
| 11/12/07 |
11/19/07 |
7 |
|
- cash - |
| |
11/19/07 |
11/26/07 |
7 |
 |
 |
 |
Apple |
100 |
2,041 |
|
2.850 |
2.988 |
|
0.138 |
5 |
6,100 |
1,086 |
|
| 11/26/07 |
12/03/07 |
7 |
|
- cash - |
| |
12/03/07 |
12/17/07 |
14 |
 |
 |
 |
Amazon.com |
100 |
2,759 |
|
2.210 |
2.109 |
|
-0.101 |
-5 |
5,820 |
-71 |
|
| 12/17/07 |
12/24/07 |
7 |
|
- cash - |
| |
12/24/07 |
1/07/08 |
14 |
 |
 |
 |
Apple |
100 |
1,626 |
|
3.579 |
3.214 |
|
-0.365 |
-10 |
5,227 |
-94 |
|
| 1/07/08 |
5/05/08 |
119 |
|
- cash - |
| |
5/05/08 |
5/12/08 |
7 |
 |
 |
 |
Mastercard |
100 |
354 |
|
14.749 |
14.856 |
|
0.107 |
1 |
5,265 |
46 |
|
| 5/12/08 |
8/11/08 |
91 |
|
- cash - |
| |
8/11/08 |
8/25/08 |
14 |
 |
 |
 |
Amgen |
100 |
157 |
|
33.323 |
34.520 |
|
1.197 |
4 |
5,453 |
151 |
|
| 8/25/08 |
4/06/09 |
224 |
|
- cash - |
| |
4/06/09 |
4/13/09 |
7 |
 |
 |
 |
Netflix |
100 |
1,272 |
|
4.284 |
4.811 |
|
0.527 |
12 |
6,123 |
42,354 |
|
| 4/13/09 |
4/27/09 |
14 |
|
- cash - |
| |
4/27/09 |
6/15/09 |
49 |
 |
 |
 |
Ford Motor |
100 |
1,759 |
|
3.481 |
3.606 |
|
0.125 |
4 |
6,343 |
30 |
|
| 6/15/09 |
6/22/09 |
7 |
|
- cash - |
| |
6/22/09 |
5/24/10 |
336 |
 |
 |
 |
Ford Motor |
100 |
1,944 |
|
3.261 |
7.601 |
|
4.340 |
133 |
14,780 |
151 |
|
| 5/24/10 |
7/19/10 |
56 |
|
- cash - |
| |
7/19/10 |
8/16/10 |
28 |
 |
 |
 |
Netflix |
100 |
1,331 |
|
11.102 |
12.572 |
|
1.469 |
13 |
16,736 |
406 |
|
| 8/16/10 |
10/18/10 |
63 |
|
- cash - |
| |
10/18/10 |
8/08/11 |
294 |
 |
 |
 |
Netflix |
100 |
1,224 |
|
13.670 |
19.722 |
|
6.052 |
44 |
24,143 |
58 |
|
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | | prc diff | d % | asset | yield | |
| 8/08/11 |
1/09/12 |
154 |
|
- cash - |
| |
1/09/12 |
2/20/12 |
42 |
 |
 |
 |
Biogen |
100 |
324 |
|
74.478 |
73.033 |
|
-1.446 |
-2 |
23,675 |
-16 |
|
| |
2/20/12 |
8/27/12 |
189 |
 |
 |
 |
Apple |
100 |
2,039 |
|
11.609 |
15.260 |
|
3.651 |
31 |
31,119 |
70 |
|
| 8/27/12 |
9/10/12 |
14 |
|
- cash - |
| |
9/10/12 |
10/15/12 |
35 |
 |
 |
 |
eBay |
100 |
2,439 |
|
12.758 |
12.412 |
|
-0.346 |
-3 |
30,276 |
-25 |
|
| |
10/15/12 |
1/06/14 |
448 |
 |
 |
 |
Gilead Sciences |
100 |
1,445 |
|
20.942 |
44.612 |
|
23.670 |
113 |
64,479 |
85 |
|
| |
1/06/14 |
5/12/14 |
126 |
 |
 |
 |
Tesla Motors |
100 |
10,801 |
|
5.969 |
7.298 |
|
1.329 |
22 |
78,833 |
79 |
|
| |
5/12/14 |
10/13/14 |
154 |
 |
 |
 |
Broadcom |
100 |
1,923 |
|
40.982 |
42.956 |
|
1.975 |
5 |
82,630 |
12 |
|
| 10/13/14 |
10/27/14 |
14 |
|
- cash - |
| |
10/27/14 |
11/17/14 |
21 |
 |
 |
 |
Gilead Sciences |
100 |
1,182 |
|
69.861 |
64.241 |
|
-5.620 |
-8 |
75,987 |
-77 |
|
| |
11/17/14 |
6/08/15 |
203 |
 |
 |
 |
Broadcom |
100 |
1,342 |
|
56.617 |
90.329 |
|
33.711 |
60 |
121,228 |
132 |
|
| 6/08/15 |
6/15/15 |
7 |
|
- cash - |
| |
6/15/15 |
7/06/15 |
21 |
 |
 |
 |
Netflix |
100 |
2,024 |
|
59.883 |
60.601 |
|
0.718 |
1 |
122,681 |
23 |
|
| 7/06/15 |
7/13/15 |
7 |
|
- cash - |
| |
7/13/15 |
7/27/15 |
14 |
 |
 |
 |
Netflix |
100 |
1,878 |
|
65.302 |
68.395 |
|
3.093 |
5 |
128,489 |
234 |
|
| 7/27/15 |
8/03/15 |
7 |
|
- cash - |
| |
8/03/15 |
8/24/15 |
21 |
 |
 |
 |
Netflix |
100 |
1,779 |
|
72.202 |
61.407 |
|
-10.794 |
-15 |
109,286 |
-94 |
|
| 8/24/15 |
12/07/15 |
105 |
|
- cash - |
| |
12/07/15 |
12/14/15 |
7 |
 |
 |
 |
Netflix |
100 |
1,312 |
|
83.269 |
79.718 |
|
-3.550 |
-4 |
104,628 |
-90 |
|
| 12/14/15 |
3/07/16 |
84 |
|
- cash - |
| |
3/07/16 |
3/14/16 |
7 |
 |
 |
 |
Meta Platforms |
100 |
1,411 |
|
74.103 |
76.840 |
|
2.737 |
4 |
108,489 |
563 |
|
| 3/14/16 |
3/21/16 |
7 |
|
- cash - |
| |
3/21/16 |
3/28/16 |
7 |
 |
 |
 |
AMD |
100 |
55,672 |
|
1.949 |
1.950 |
|
0.001 |
0 |
108,538 |
2 |
|
| 3/28/16 |
4/04/16 |
7 |
|
- cash - |
| |
4/04/16 |
4/11/16 |
7 |
 |
 |
 |
AMD |
100 |
54,703 |
|
1.984 |
1.939 |
|
-0.046 |
-2 |
106,045 |
-70 |
|
| 4/11/16 |
4/18/16 |
7 |
|
- cash - |
| |
4/18/16 |
8/21/17 |
490 |
 |
 |
 |
AMD |
100 |
54,859 |
|
1.933 |
9.343 |
|
7.410 |
383 |
512,565 |
223 |
|
| |
8/21/17 |
4/02/18 |
224 |
 |
 |
 |
Boeing |
100 |
2,804 |
|
182.741 |
229.680 |
|
46.939 |
26 |
644,182 |
45 |
|
| 4/02/18 |
4/16/18 |
14 |
|
- cash - |
| |
4/16/18 |
5/14/18 |
28 |
 |
 |
 |
Netflix |
100 |
2,999 |
|
214.731 |
242.345 |
|
27.614 |
13 |
726,996 |
384 |
|
| 5/14/18 |
5/21/18 |
7 |
|
- cash - |
| |
5/21/18 |
5/28/18 |
7 |
 |
 |
 |
Netflix |
100 |
2,942 |
|
247.067 |
263.844 |
|
16.776 |
7 |
776,351 |
2,974 |
|
| 5/28/18 |
6/11/18 |
14 |
|
- cash - |
| |
6/11/18 |
6/18/18 |
7 |
 |
 |
 |
Netflix |
100 |
2,874 |
|
270.057 |
294.670 |
|
24.613 |
9 |
847,089 |
9,345 |
|
| 6/18/18 |
7/16/18 |
28 |
|
- cash - |
| |
7/16/18 |
7/30/18 |
14 |
 |
 |
 |
Netflix |
100 |
2,799 |
|
302.604 |
254.783 |
|
-47.821 |
-16 |
713,239 |
-99 |
|
| 7/30/18 |
8/13/18 |
14 |
|
- cash - |
| |
8/13/18 |
10/29/18 |
77 |
 |
 |
 |
AMD |
100 |
46,140 |
|
15.458 |
13.158 |
|
-2.300 |
-15 |
607,137 |
-53 |
|
| 10/29/18 |
11/05/18 |
7 |
|
- cash - |
| |
11/05/18 |
11/19/18 |
14 |
 |
 |
 |
AMD |
100 |
39,730 |
|
15.281 |
14.857 |
|
-0.424 |
-3 |
590,293 |
-52 |
|
| 11/19/18 |
12/03/18 |
14 |
|
- cash - |
| |
12/03/18 |
12/10/18 |
7 |
 |
 |
 |
AMD |
100 |
31,715 |
|
18.612 |
15.913 |
|
-2.699 |
-15 |
504,691 |
-100 |
|
| 12/10/18 |
3/25/19 |
105 |
|
- cash - |
| |
3/25/19 |
8/05/19 |
133 |
 |
 |
 |
AMD |
100 |
25,648 |
|
19.677 |
23.038 |
|
3.361 |
17 |
590,903 |
54 |
|
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | | prc diff | d % | asset | yield | | | |
8/05/19 |
9/30/19 |
56 |
 |
 |
 |
Starbucks |
100 |
7,661 |
|
77.124 |
71.895 |
|
-5.228 |
-7 |
550,850 |
-37 |
|
| |
9/30/19 |
10/07/19 |
7 |
 |
 |
 |
Target |
100 |
6,336 |
|
86.930 |
87.569 |
|
0.639 |
1 |
554,899 |
47 |
|
| 10/07/19 |
10/21/19 |
14 |
|
- cash - |
| |
10/21/19 |
2/03/20 |
105 |
 |
 |
 |
Target |
100 |
6,338 |
|
87.539 |
86.548 |
|
-0.990 |
-1 |
548,623 |
-4 |
|
| |
2/03/20 |
3/02/20 |
28 |
 |
 |
 |
Tesla Motors |
100 |
13,715 |
|
40.001 |
38.783 |
|
-1.218 |
-3 |
531,918 |
-33 |
|
| 3/02/20 |
8/10/20 |
161 |
|
- cash - |
| |
8/10/20 |
5/10/21 |
273 |
 |
 |
 |
Tesla Motors |
100 |
7,361 |
|
72.258 |
148.194 |
|
75.936 |
105 |
1,090,883 |
161 |
|
| |
5/10/21 |
7/19/21 |
70 |
 |
 |
 |
Freeport-McMoRan |
100 |
36,113 |
|
30.207 |
23.694 |
|
-6.513 |
-22 |
855,685 |
-72 |
|
| |
7/19/21 |
2/14/22 |
210 |
 |
 |
 |
Devon Energy |
100 |
46,934 |
|
18.231 |
38.608 |
|
20.376 |
112 |
1,812,031 |
268 |
|
| 2/14/22 |
2/21/22 |
7 |
|
- cash - |
| |
2/21/22 |
3/07/22 |
14 |
 |
 |
 |
Devon Energy |
100 |
45,039 |
|
40.232 |
45.648 |
|
5.416 |
13 |
2,055,958 |
2,592 |
|
| 3/07/22 |
3/21/22 |
14 |
|
- cash - |
| |
3/21/22 |
4/11/22 |
21 |
 |
 |
 |
Devon Energy |
100 |
44,112 |
|
46.607 |
46.052 |
|
-0.554 |
-1 |
2,031,505 |
-19 |
|
| 4/11/22 |
11/21/22 |
224 |
|
- cash - |
| |
11/21/22 |
1/09/23 |
49 |
 |
 |
 |
Biogen |
100 |
7,945 |
|
255.667 |
225.186 |
|
-30.481 |
-12 |
1,789,333 |
-61 |
|
| |
1/09/23 |
1/23/23 |
14 |
 |
 |
 |
Boeing |
100 |
10,466 |
|
170.963 |
169.692 |
|
-1.271 |
-1 |
1,776,029 |
-18 |
|
| 1/23/23 |
1/30/23 |
7 |
|
- cash - |
| |
1/30/23 |
5/01/23 |
91 |
 |
 |
 |
Netflix |
100 |
6,148 |
|
288.857 |
259.092 |
|
-29.765 |
-10 |
1,593,032 |
-35 |
|
| 5/01/23 |
7/24/23 |
84 |
|
- cash - |
| |
7/24/23 |
8/14/23 |
21 |
 |
 |
 |
Meta Platforms |
100 |
7,011 |
|
227.187 |
241.066 |
|
13.880 |
6 |
1,690,342 |
180 |
|
| 8/14/23 |
8/21/23 |
7 |
|
- cash - |
| |
8/21/23 |
9/11/23 |
21 |
 |
 |
 |
Meta Platforms |
100 |
7,440 |
|
227.173 |
245.558 |
|
18.385 |
8 |
1,827,127 |
287 |
|
| 9/11/23 |
11/06/23 |
56 |
|
- cash - |
| |
11/06/23 |
11/13/23 |
7 |
 |
 |
 |
Meta Platforms |
100 |
7,159 |
|
255.212 |
268.212 |
|
13.000 |
5 |
1,920,195 |
1,234 |
|
| 11/13/23 |
12/04/23 |
21 |
|
- cash - |
| |
12/04/23 |
4/29/24 |
147 |
 |
 |
 |
Meta Platforms |
100 |
7,576 |
|
253.454 |
344.240 |
|
90.787 |
36 |
2,607,994 |
114 |
|
| |
4/29/24 |
6/03/24 |
35 |
 |
 |
 |
Broadcom |
100 |
2,448 |
|
1,065.155 |
1,035.352 |
|
-29.802 |
-3 |
2,535,038 |
-26 |
|
| |
6/03/24 |
8/12/24 |
70 |
 |
 |
 |
Qualcomm |
100 |
15,718 |
|
161.275 |
128.850 |
|
-32.425 |
-20 |
2,025,385 |
-69 |
|
| accum | 1/02/06 |
8/12/24 | 5650 |
days out of 7477 invested (76%) |
20,154 |
2,025,385 |
41 |
|
Instrument Related Contribution
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | | prc diff | d % | | | total |
| AMD | long | 1/02/06 | 4/17/06 | 105 | 18.81 | 17.47 | | -1.34 | -7.11 | | | |
| | | 5/22/06 | 6/05/06 | 14 | 17.65 | 15.44 | | -2.21 | -12.54 | | | |
| | | 3/21/16 | 3/28/16 | 7 | 1.95 | 1.95 | | 0.00 | 0.05 | | | |
| | | 4/04/16 | 4/11/16 | 7 | 1.98 | 1.94 | | -0.05 | -2.30 | | | |
| | | 4/18/16 | 8/21/17 | 490 | 1.93 | 9.34 | | 7.41 | 383.35 | | | |
| | | 8/13/18 | 10/29/18 | 77 | 15.46 | 13.16 | | -2.30 | -14.88 | | | |
| | | 11/05/18 | 11/19/18 | 14 | 15.28 | 14.86 | | -0.42 | -2.77 | | | |
| | | 12/03/18 | 12/10/18 | 7 | 18.61 | 15.91 | | -2.70 | -14.50 | | | |
| | | 3/25/19 | 8/05/19 | 133 | 19.68 | 23.04 | | 3.36 | 17.08 | | | 218.00 |
| Tesla Motors | | 1/06/14 | 5/12/14 | 126 | 5.97 | 7.30 | | 1.33 | 22.26 | | | |
| | | 2/03/20 | 3/02/20 | 28 | 40.00 | 38.78 | | -1.22 | -3.04 | | | |
| | | 8/10/20 | 5/10/21 | 273 | 72.26 | 148.19 | | 75.94 | 105.09 | | | 143.11 |
| Ford Motor | | 4/27/09 | 6/15/09 | 49 | 3.48 | 3.61 | | 0.12 | 3.59 | | | |
| | | 6/22/09 | 5/24/10 | 336 | 3.26 | 7.60 | | 4.34 | 133.07 | | | 141.43 |
| Devon Energy | | 7/19/21 | 2/14/22 | 210 | 18.23 | 38.61 | | 20.38 | 111.77 | | | |
| | | 2/21/22 | 3/07/22 | 14 | 40.23 | 45.65 | | 5.42 | 13.46 | | | |
| | | 3/21/22 | 4/11/22 | 21 | 46.61 | 46.05 | | -0.55 | -1.19 | | | 137.42 |
| Gilead Sciences | | 10/15/12 | 1/06/14 | 448 | 20.94 | 44.61 | | 23.67 | 113.03 | | | |
| | | 10/27/14 | 11/17/14 | 21 | 69.86 | 64.24 | | -5.62 | -8.04 | | | 95.89 |
| Meta Platforms | | 3/07/16 | 3/14/16 | 7 | 74.10 | 76.84 | | 2.74 | 3.69 | | | |
| | | 7/24/23 | 8/14/23 | 21 | 227.19 | 241.07 | | 13.88 | 6.11 | | | |
| | | 8/21/23 | 9/11/23 | 21 | 227.17 | 245.56 | | 18.39 | 8.09 | | | |
| | | 11/06/23 | 11/13/23 | 7 | 255.21 | 268.21 | | 13.00 | 5.09 | | | |
| | | 12/04/23 | 4/29/24 | 147 | 253.45 | 344.24 | | 90.79 | 35.82 | | | 69.76 |
| Broadcom | | 5/12/14 | 10/13/14 | 154 | 40.98 | 42.96 | | 1.97 | 4.82 | | | |
| | | 11/17/14 | 6/08/15 | 203 | 56.62 | 90.33 | | 33.71 | 59.54 | | | |
| | | 4/29/24 | 6/03/24 | 35 | 1,065.15 | 1,035.35 | | -29.80 | -2.80 | | | 62.55 |
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | | prc diff | d % | | | total |
| Netflix | | 4/06/09 | 4/13/09 | 7 | 4.28 | 4.81 | | 0.53 | 12.30 | | | |
| | | 7/19/10 | 8/16/10 | 28 | 11.10 | 12.57 | | 1.47 | 13.24 | | | |
| | | 10/18/10 | 8/08/11 | 294 | 13.67 | 19.72 | | 6.05 | 44.27 | | | |
| | | 6/15/15 | 7/06/15 | 21 | 59.88 | 60.60 | | 0.72 | 1.20 | | | |
| | | 7/13/15 | 7/27/15 | 14 | 65.30 | 68.40 | | 3.09 | 4.74 | | | |
| | | 8/03/15 | 8/24/15 | 21 | 72.20 | 61.41 | | -10.79 | -14.95 | | | |
| | | 12/07/15 | 12/14/15 | 7 | 83.27 | 79.72 | | -3.55 | -4.26 | | | |
| | | 4/16/18 | 5/14/18 | 28 | 214.73 | 242.34 | | 27.61 | 12.86 | | | |
| | | 5/21/18 | 5/28/18 | 7 | 247.07 | 263.84 | | 16.78 | 6.79 | | | |
| | | 6/11/18 | 6/18/18 | 7 | 270.06 | 294.67 | | 24.61 | 9.11 | | | |
| | | 7/16/18 | 7/30/18 | 14 | 302.60 | 254.78 | | -47.82 | -15.80 | | | |
| | | 1/30/23 | 5/01/23 | 91 | 288.86 | 259.09 | | -29.77 | -10.30 | | | 57.25 |
| Apple | | 3/05/07 | 4/16/07 | 42 | 1.58 | 1.64 | | 0.06 | 3.87 | | | |
| | | 11/19/07 | 11/26/07 | 7 | 2.85 | 2.99 | | 0.14 | 4.86 | | | |
| | | 12/24/07 | 1/07/08 | 14 | 3.58 | 3.21 | | -0.36 | -10.20 | | | |
| | | 2/20/12 | 8/27/12 | 189 | 11.61 | 15.26 | | 3.65 | 31.45 | | | 28.56 |
| Boeing | | 8/21/17 | 4/02/18 | 224 | 182.74 | 229.68 | | 46.94 | 25.69 | | | |
| | | 1/09/23 | 1/23/23 | 14 | 170.96 | 169.69 | | -1.27 | -0.74 | | | 24.75 |
| Amazon.com | | 4/16/07 | 4/23/07 | 7 | 1.14 | 1.12 | | -0.02 | -1.75 | | | |
| | | 5/07/07 | 11/12/07 | 189 | 1.53 | 1.84 | | 0.32 | 20.71 | | | |
| | | 12/03/07 | 12/17/07 | 14 | 2.21 | 2.11 | | -0.10 | -4.59 | | | 13.16 |
| Merck (MSD) | | 7/24/06 | 8/07/06 | 14 | 20.96 | 21.40 | | 0.44 | 2.12 | | | |
| | | 8/14/06 | 10/09/06 | 56 | 21.63 | 22.38 | | 0.74 | 3.43 | | | 5.62 |
| Amgen | | 8/11/08 | 8/25/08 | 14 | 33.32 | 34.52 | | 1.20 | 3.59 | | | 3.59 |
| Mastercard | | 5/05/08 | 5/12/08 | 7 | 14.75 | 14.86 | | 0.11 | 0.72 | | | 0.72 |
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | | prc diff | d % | | | total |
| AEP | | 4/23/07 | 5/07/07 | 14 | 25.27 | 25.35 | | 0.08 | 0.32 | | | 0.32 |
| Target | | 9/30/19 | 10/07/19 | 7 | 86.93 | 87.57 | | 0.64 | 0.74 | | | |
| | | 10/21/19 | 2/03/20 | 105 | 87.54 | 86.55 | | -0.99 | -1.13 | | | -0.40 |
| Norfolk Southern | | 6/05/06 | 6/19/06 | 14 | 27.42 | 26.77 | | -0.65 | -2.36 | | | -2.36 |
| eBay | | 9/10/12 | 10/15/12 | 35 | 12.76 | 12.41 | | -0.35 | -2.71 | | | -2.71 |
| Caterpillar | | 7/10/06 | 7/17/06 | 7 | 39.59 | 37.64 | | -1.96 | -4.95 | | | -4.95 |
| Comcast | | 12/11/06 | 2/12/07 | 63 | 7.28 | 6.84 | | -0.44 | -6.08 | | | -6.08 |
| Oracle | | 10/09/06 | 12/11/06 | 63 | 9.92 | 9.24 | | -0.67 | -6.78 | | | -6.78 |
| Simon Property | | 2/12/07 | 3/05/07 | 21 | 58.95 | 53.48 | | -5.47 | -9.28 | | | -9.28 |
| Starbucks | | 6/26/06 | 7/10/06 | 14 | 10.04 | 9.63 | | -0.41 | -4.11 | | | |
| | | 8/05/19 | 9/30/19 | 56 | 77.12 | 71.90 | | -5.23 | -6.78 | | | -10.61 |
| Biogen | | 1/09/12 | 2/20/12 | 42 | 74.48 | 73.03 | | -1.45 | -1.94 | | | |
| | | 11/21/22 | 1/09/23 | 49 | 255.67 | 225.19 | | -30.48 | -11.92 | | | -13.63 |
| Qualcomm | | 6/03/24 | 8/12/24 | 70 | 161.27 | 128.85 | | -32.42 | -20.11 | | | -20.11 |
| Freeport-McMoRan | | 4/17/06 | 5/22/06 | 35 | 18.61 | 14.44 | | -4.17 | -22.42 | | | |
| | | 5/10/21 | 7/19/21 | 70 | 30.21 | 23.69 | | -6.51 | -21.56 | | | -39.15 |
Annotations
| 2/26/24 | Walmart | | | stock split 1:3 (three for one) |
| 8/25/22 | Tesla Motors | | | stock split 1:3 (three for one) |
| 7/18/22 | Alphabet C | | | stock split 1:20 (twenty for one) |
| 6/06/22 | Amazon.com | | | stock split 1:20 (twenty for one) |
| 4/03/20 | Raytheon Tech | | | spin-off Carrier and Otis = split 1000:1589 due to UTX-RTN merger |
| 6/19/18 | S&P 100 | | | removal of Monsanto (Bayer) and Time Warner (AT&T) due to acquisitions |
| 9/01/17 | S&P 100 | | | Charter Communications replaces DuPont |
| 2/21/17 | Comcast | | | split 1:2 (two for one) |
| 12/17/16 | S&P 100 | | | index components adjustment
in: Danaher, Duke Energy and NextEra Energy
out: Anadarko Petroleum, Devon Energy and Norfolk Southern |
| 9/07/16 | S&P 100 | | | Kraft Heinz replaces EMC2 |
| 12/24/15 | Nike | | | stock split 1:2 (two for one) |
| 11/02/15 | S&P 100 | | | BlackRock replaces HP |
| | Hewlett-Packard | | | forward stock split 1000:2202 (two thousand two hundred and two for one thousand) |
| | Hewlett-Packard | | | spin-off of HP Enterprise |
| 9/01/15 | S&P 100 | | | complete analysis |
| 7/20/15 | S&P 100 | | | PayPal replaces eBay |
| | eBay | | | spin-off of PayPal ratio 2790 : 3839 |
| 7/14/15 | Netflix | | | forward stock split 1:7 (seven for one) |
| 6/30/15 | S&P 100 | | | Priceline replaces Baxter |
| | Baxter | | | drops out of S&P 100 |
| 4/09/15 | Starbucks | | | forward stock split 1:2 (two for one) |
| 3/20/15 | S&P 100 | | | Actavis, Celgene and Kinder Morgan replace Apache, Freeport-McMoRan and National Oilwell Varco |
| 3/19/15 | Visa | | | forward stock split 1:4 (four for one) |
| 5/01/13 | T-Mobile US | | | reverse split 2:1 (one for two) and special dividend 4,06 |
|
|