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 (SQ)
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)
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)
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
12/03/2018
buy, 1.092152 shares
122.58
01/02/2019
sell, 1.092152 shares
122.58
01/02/2019
sell, STCG
14.12
02/01/2019
buy, 1.017368 shares
105.68
03/01/2019
sell, 1.017368 shares
105.68
03/01/2019
sell, STCG
0.56
09/01/2020
buy, 1.2676 shares
126.94
11/02/2020
sell, 0.099689 shares
9.98
11/02/2020
sell, STCG
0.01
12/01/2020
buy, 0.050554 shares
6.05
01/04/2021
buy, 0.032516 shares
4.09
02/01/2021
sell, 0.050554 shares
6.05
02/01/2021
sell, 0.032516 shares
4.09
02/01/2021
sell, 1.167911 shares
116.96
02/01/2021
sell, STCG
35.05
07/01/2021
buy, 1.253929 shares
196.97
08/02/2021
buy, 0.003288 shares
0.50
09/01/2021
buy, 0.036192 shares
5.78
10/01/2021
buy, 0.016712 shares
2.79
11/01/2021
sell, 0.046956 shares
7.38
11/01/2021
sell, STCG
0.59
12/01/2021
sell, 0.003288 shares
0.50
12/01/2021
sell, 1.206973 shares
189.59
12/01/2021
sell, 0.036192 shares
5.78
12/01/2021
sell, 0.016712 shares
2.79
12/01/2021
sell, STCG
0.78
01/03/2022
buy, 1.270242 shares
205.40
02/01/2022
buy, 0.011351 shares
1.72
03/01/2022
sell, 0.004714 shares
0.76
03/01/2022
sell, STCG
0.12
04/01/2022
buy, 0.017487 shares
2.37
05/02/2022
buy, 0.003154 shares
0.38
06/01/2022
buy, 0.037848 shares
4.92
07/01/2022
buy, 0.002013 shares
0.23
08/01/2022
sell, 0.019838 shares
3.21
08/01/2022
sell, STCG
0.94
09/01/2022
sell, 0.007237 shares
1.17
09/01/2022
sell, STCG
0.34
10/03/2022
sell, 0.028444 shares
4.60
10/03/2022
sell, STCG
1.54
11/01/2022
buy, 0.014089 shares
1.81
12/01/2022
sell, 0.034891 shares
5.64
12/01/2022
sell, STCG
0.89
01/03/2023
buy, 0.031749 shares
4.29
02/01/2023
buy, 0.051453 shares
7.18
03/01/2023
sell, 0.019404 shares
3.14
03/01/2023
sell, LTCG
0.37
04/03/2023
sell, 0.012454 shares
2.01
04/03/2023
sell, LTCG
0.39
05/01/2023
sell, 0.030365 shares
4.91
05/01/2023
sell, LTCG
0.62
06/01/2023
sell, 0.014651 shares
2.37
06/01/2023
sell, LTCG
0.35
07/03/2023
buy, 0.054729 shares
8.02
08/01/2023
buy, 0.017133 shares
2.69
09/01/2023
buy, 0.031039 shares
4.56
10/02/2023
buy, 0.028548 shares
4.10
11/01/2023
sell, 0.017146 shares
2.77
11/01/2023
sell, LTCG
0.39
12/01/2023
buy, 0.01174 shares
1.84
01/02/2024
sell, 0.126061 shares
20.38
01/02/2024
sell, LTCG
1.31
02/01/2024
sell, 0.037627 shares
6.08
02/01/2024
sell, LTCG
0.46
04/01/2024
buy, 0.08464 shares
16.84
05/01/2024
sell, 0.024372 shares
3.94
05/01/2024
sell, LTCG
0.74
06/03/2024
buy, 0.093246 shares
18.82
07/01/2024
buy, 0.006055 shares
1.24
08/01/2024
sell, 0.007816 shares
1.26
08/01/2024
sell, LTCG
0.37
09/03/2024
buy, 0.011508 shares
2.54
10/01/2024
buy, 0.062997 shares
13.04
11/01/2024
sell, 0.073919 shares
11.95
11/01/2024
sell, LTCG
4.53
12/02/2024
buy, 0.082794 shares
20.39
12/27/2024
ending market value
353.28
913.83
1,043.25
Annualized Internal Rate of Return = 14.1%
Return to the report list
bivio.com