bivio Club Index
Reports
Spreadsheet
Help
Investment Performance Detail
Investment Performance Detail
3D Systems Corp (DDD)
3M Company (MMM)
ADC Telecomm Inc (ADCT)
AFLAC Inc (AFL)
AT&T Corp (T)
AT&T Inc (T)
AT&T Wireless Group Inc (AWE)
AbbVie Inc (ABBV)
Abbott Laboratories (ABT)
Adobe Systems Inc (ADBE)
Advanced Micro Devices (AMD)
Agere Systems Inc Cl B (AGRB)
Agere Systems Inc. (AGR)
Agilent Technologies Inc (A)
Air Lease Corp (AL)
Alibaba Group Holding Ltd (BABA)
Alphabet Inc (GOOG)
Alphabet Inc A (GOOGL)
Altria Group (MO)
Amazon.com Inc (AMZN)
Amer Power Conversion Cp (APCC)
Amgen Co (AMGN)
Anheuser-Busch Companies Inc (BUD)
Apple Inc (AAPL)
Applied Materials Inc (AMAT)
Avaya Inc (AV)
BP Plc (BP)
Bank of America Corp (BAC)
Bed, Bath & Beyond Inc (BBBY)
Berkshire Hathaway Inc Cl B (BRKB)
Best Buy Co. Inc (BBY)
Bio Reference Laboratories (BRLI)
Biomet Inc (BMET)
Block Inc (XYZ)
Boeing Company (BA)
Bright Horizons Family Solutions Inc (BFAM)
Broadcom Inc. (AVGO)
CSX Corp (CSX)
Calpine Cp (CPNLQ)
Canopy Growth Corp (CGC)
Cardinal Health Inc (CAH)
Caterpillar Inc (CAT)
Celgene (CELG)
Chevron (CVX)
Chicos Fas Inc (CHS)
Chipotle Mexican Grill Inc (CMG)
Cisco Systems Inc (CSCO)
Citadel Brdcstng (CTDBQ)
Citigroup (C)
Clayton Homes Inc (CMH)
Coca-Cola Company (KO)
Cognizant Technology Solutions Corp (CTSH)
Comcast Corp Class A (CMCSA)
Conoco Philips (COP)
Constellation Brands Inc (STZ)
Corning Inc (GLW)
Costco Wholesale (COST)
Crowdstrike Holdings Inc (CRWD)
Cvs Health Corp (CVS)
D. R. Horton Inc. (DHI)
Danaher Corp (DHR)
Deere & Company (DE)
Dell Inc (DELL)
Diebold Nixdorf (DBDQQ)
Dollar General Corp (DG)
EBay Inc (EBAY)
EMC Corp (EMC)
Eli Lilly & Company (LLY)
Enron Corp (ENRNQ)
Express Scripts Inc (ESRX)
Exxon Mobil Corp (XOM)
FactSet Research Systems Inc (FDS)
Fastenal Co (FAST)
First Data Corp (FDC)
Fiserv Inc (FI)
Ford Motor Company (F)
Frontier Communications Corp (FTRCQ)
GE Aerospace (GE)
GE Vernova Inc (GEV)
Garmin Ltd (GRMN)
Gentex Cp (GNTX)
Gilead Science (GILD)
Harley Davidson Inc (HOG)
Home Depot Inc (HD)
Hp Inc (HPQ)
Infosys Ltd (INFY)
Intel Corp (INTC)
Invesco QQQ Trust Series 1 (QQQ)
J.P. Morgan Chase & Company (JPM)
Johnson & Johnson (JNJ)
Johnson Controls Inc (JCI)
Knight Transportation (KNX)
Kohl's Corp (KSS)
Krispy Kreme Doughnuts Inc (KKD)
L3 Technologies Inc (LLL)
LKQ Corp (LKQ)
Lowe's Companies Inc (LOW)
Lucent Technologies Inc (LU)
MBNA Corp (KRB)
Mastercard Incorp Common Stock (MA)
Mcdata Cp Cl A (MCDTA)
Mcdonalds Corp (MCD)
Medco Health Solutions Inc (MHS)
Medtronic Plc (MDT)
Merck & Co (MRK)
Meta Platforms Inc (META)
Microsoft Corp (MSFT)
Moderna Inc (MRNA)
Mondelez Int Cla (MDLZ)
Motorola Solutions Inc (MSI)
NIKE Inc (NKE)
Netflix Inc (NFLX)
Nextera Energy (NEE)
Nokia Corp. ADS (NOK)
Nortel Networks (NRTLQ)
Novo Nordisk A/S (NVO)
Nvidia Corp (NVDA)
OCA Inc (OCAI)
Oracle Corp (ORCL)
Palantir Technologies Inc (PLTR)
Palm Inc (PALM)
PayPal Holdings Inc (PYPL)
Paychex Inc (PAYX)
Pepsico Inc (PEP)
Petmed Express Inc (PETS)
Pfizer Inc (PFE)
Procter & Gamble Company (PG)
Qualcomm Inc (QCOM)
Qwest Communications International Inc (Q)
RTX Corp (RTX)
Salesforce Inc (CRM)
Schlumberger Limited (SLB)
Sirius XM Inc (SIRI)
Skyworks Solution (SWKS)
Southwest Airlines Co (LUV)
Staples Inc (SPLS)
Starbucks Corp (SBUX)
Stryker Corp (SYK)
Sun Microsys (JAVA)
Sysco Corp (SYY)
TJX Companies Inc (TJX)
Taiwan Semiconductor Manufacturing CoLtd (TSM)
Tapestry Inc (TPR)
Target Corp (TGT)
Telefonaktiebolaget LM Ericsson (ERIC)
Tellabs Inc (TLAB)
Tesla Inc (TSLA)
Teva Pharm Ind Inc ADR (TEVA)
Texas Instruments (TXN)
Time Warner Inc (TWX)
Transocean Ltd (RIG)
Travelers Prop Casualty B Wi (TAPB)
Travelers Prop Casualty Cl A (TAPA)
Ulta Beauty Inc (ULTA)
Under Armour Inc (UA)
Under Armour Inc Cl A (UAA)
United Parcel Service CL B (UPS)
UnitedHealth Group Inc (UNH)
VISA Inc (V)
Valero Energy Corp (VLO)
Verizon Comm (VZ)
Viatris Inc (VTRS)
Viavi Solutions (VIAV)
Walgreens Boots Alliance, Inc. (WBA)
Walmart Inc (WMT)
Walt Disney Company (DIS)
Washington Mutual Inc (WAMUQ)
Waste Management (WM)
Wells Fargo & Company (WFC)
Whole Foods Mkt (WFM)
Worldcom Inc (WCOEE)
Worldcom Inc Mci Grp (MCWEE)
XM Satellite Radio Hldgs Cl A (XMSR)
YUM! Brands (YUM)
Zoom Communications Inc (ZM)
to
Generate
Date
Description
Investments
Returns
12/31/2000
beginning market value
0.00
05/01/2020
buy, 0.851227 shares
83.60
06/01/2020
buy, 0.045656 shares
4.84
07/01/2020
buy, 0.01234 shares
1.30
08/03/2020
buy, 0.051675 shares
5.63
09/01/2020
buy, 0.019683 shares
2.24
10/01/2020
sell, 0.030684 shares
3.01
10/01/2020
sell, STCG
0.45
11/02/2020
sell, 0.041442 shares
4.07
11/02/2020
sell, STCG
0.52
12/01/2020
sell, 0.019683 shares
2.24
12/01/2020
sell, 0.051675 shares
5.63
12/01/2020
sell, 0.01234 shares
1.30
12/01/2020
sell, 0.045656 shares
4.84
12/01/2020
sell, 0.779101 shares
76.52
12/01/2020
sell, STCG
18.16
12/01/2022
buy, 1.020288 shares
171.22
01/03/2023
sell, 0.033604 shares
5.64
01/03/2023
sell, STCG
0.36
02/01/2023
buy, 0.04539 shares
7.01
03/01/2023
sell, 0.04539 shares
7.01
03/01/2023
sell, 0.986684 shares
165.58
03/01/2023
sell, STCG
18.99
04/03/2023
buy, 1.054798 shares
172.85
05/01/2023
sell, 1.054798 shares
172.85
05/01/2023
sell, STCG
3.08
10/02/2023
buy, 0.976127 shares
147.60
11/01/2023
buy, 0.027294 shares
4.48
12/01/2023
sell, 0.001231 shares
0.19
12/01/2023
sell, STCG
0.02
01/02/2024
buy, 0.009674 shares
1.74
02/01/2024
buy, 0.036021 shares
6.79
03/01/2024
buy, 0.055379 shares
11.40
04/01/2024
buy, 0.015577 shares
3.32
05/01/2024
sell, 0.060356 shares
9.13
05/01/2024
sell, STCG
3.35
06/03/2024
buy, 0.066926 shares
13.47
07/01/2024
sell, 0.019281 shares
2.92
07/01/2024
sell, STCG
1.12
08/01/2024
buy, 0.011842 shares
2.44
09/03/2024
buy, 0.01755 shares
3.67
10/01/2024
buy, 0.03898 shares
8.11
11/01/2024
buy, 0.051265 shares
10.97
12/02/2024
buy, 0.071825 shares
16.17
01/02/2025
sell, 0.005194 shares
0.79
01/02/2025
sell, LTCG
0.25
02/03/2025
buy, 0.006898 shares
1.54
03/09/2025
ending market value
298.25
699.74
786.92
Annualized Internal Rate of Return = 22.8%
Return to the report list
bivio.com