LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,220 shares; 2024Q4: 23,062 shares; 2025Q1: 21,785 shares; 2025Q2: 22,335 shares; 2025Q3: 21,959 shares 21,959 $16.8M 8.21% -376 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,295 shares; 2024Q4: 32,884 shares; 2025Q1: 32,581 shares; 2025Q2: 32,269 shares; 2025Q3: 31,297 shares 31,297 $16.2M 7.95% -972 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,868 shares; 2024Q4: 69,245 shares; 2025Q1: 67,228 shares; 2025Q2: 67,375 shares; 2025Q3: 65,455 shares 65,455 $15.9M 7.82% -1,920 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,104 shares; 2024Q4: 60,546 shares; 2025Q1: 59,605 shares; 2025Q2: 59,776 shares; 2025Q3: 59,078 shares 59,078 $15M 7.37% -698 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,672 shares; 2024Q4: 41,462 shares; 2025Q1: 41,062 shares; 2025Q2: 41,187 shares; 2025Q3: 40,619 shares 40,619 $12.8M 6.28% -568 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,424 shares; 2024Q4: 54,980 shares; 2025Q1: 54,536 shares; 2025Q2: 54,863 shares; 2025Q3: 54,311 shares 54,311 $11.9M 5.85% -552 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,818 shares; 2024Q4: 23,113 shares; 2025Q1: 22,604 shares; 2025Q2: 22,400 shares; 2025Q3: 22,347 shares 22,347 $11.2M 5.51% -53 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,453 shares; 2024Q4: 31,280 shares; 2025Q1: 30,647 shares; 2025Q2: 30,636 shares; 2025Q3: 30,539 shares 30,539 $10.4M 5.11% -97 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,170 shares; 2024Q4: 20,342 shares; 2025Q1: 20,705 shares; 2025Q2: 20,987 shares; 2025Q3: 20,910 shares 20,910 $8.47M 4.15% -77 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,386 shares; 2024Q4: 85,436 shares; 2025Q1: 85,740 shares; 2025Q2: 86,545 shares; 2025Q3: 86,093 shares 86,093 $8.16M 4% -452 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,270 shares; 2024Q4: 8,111 shares; 2025Q1: 7,698 shares; 2025Q2: 7,458 shares; 2025Q3: 7,212 shares 7,212 $6.68M 3.27% -246 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,381 shares; 2024Q4: 18,183 shares; 2025Q1: 17,956 shares; 2025Q2: 18,153 shares; 2025Q3: 17,875 shares 17,875 $6.61M 3.24% -278 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,474 shares; 2025Q1: 6,735 shares; 2025Q2: 6,831 shares; 2025Q3: 6,802 shares 6,802 $6.58M 3.23% -29 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,147 shares; 2024Q4: 33,536 shares; 2025Q1: 33,146 shares; 2025Q2: 33,180 shares; 2025Q3: 32,588 shares 32,588 $6.04M 2.96% -592 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,571 shares; 2024Q4: 36,446 shares; 2025Q1: 36,257 shares; 2025Q2: 36,301 shares; 2025Q3: 35,967 shares 35,967 $6.02M 2.95% -334 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,631 shares; 2024Q4: 11,744 shares; 2025Q1: 11,712 shares; 2025Q2: 11,770 shares; 2025Q3: 11,534 shares 11,534 $5.76M 2.82% -236 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,895 shares; 2024Q4: 29,965 shares; 2025Q1: 32,258 shares; 2025Q2: 32,886 shares; 2025Q3: 32,731 shares 32,731 $5.66M 2.77% -155 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,590 shares; 2024Q4: 21,449 shares; 2025Q1: 21,551 shares; 2025Q2: 21,991 shares; 2025Q3: 21,388 shares 21,388 $5.58M 2.73% -603 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,509 shares; 2024Q4: 17,537 shares; 2025Q1: 17,447 shares; 2025Q2: 15,687 shares; 2025Q3: 15,600 shares 15,600 $5.39M 2.64% -87 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,823 shares; 2024Q4: 34,651 shares; 2025Q1: 34,835 shares; 2025Q2: 35,105 shares; 2025Q3: 34,689 shares 34,689 $5.33M 2.61% -416 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,323 shares; 2024Q4: 20,218 shares; 2025Q1: 20,864 shares; 2025Q2: 21,324 shares; 2025Q3: 21,182 shares 21,182 $4.26M 2.09% -142 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,885 shares; 2025Q1: 2,915 shares; 2025Q2: 3,100 shares; 2025Q3: 3,092 shares 3,092 $3.6M 1.77% -8 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 970 shares; 2025Q1: 1,455 shares; 2025Q2: 1,430 shares; 2025Q3: 7,179 shares 7,179 $2.36M 1.16% +5,749 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,491 shares; 2024Q4: 11,491 shares; 2025Q1: 11,491 shares; 2025Q2: 11,491 shares; 2025Q3: 11,491 shares 11,491 $927K 0.45% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares 1 $754K 0.37% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,935 shares; 2024Q4: 16,685 shares; 2025Q1: 17,110 shares; 2025Q2: 17,110 shares; 2025Q3: 19,660 shares 19,660 $698K 0.34% +2,550 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,550 shares; 2025Q1: 1,300 shares; 2025Q2: 1,250 shares; 2025Q3: 1,100 shares 1,100 $524K 0.26% -150 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,700 shares; 2024Q4: 18,600 shares; 2025Q1: 18,350 shares; 2025Q2: 18,300 shares; 2025Q3: 17,850 shares 17,850 $505K 0.25% -450 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,970 shares; 2024Q4: 9,970 shares; 2025Q1: 9,970 shares; 2025Q2: 9,970 shares; 2025Q3: 9,970 shares 9,970 $482K 0.24% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 1,827 shares; 2025Q1: not reported; 2025Q2: 1,942 shares; 2025Q3: 1,942 shares 1,942 $362K 0.18% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,325 shares 1,325 $322K 0.16% -25 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,604 shares; 2024Q4: 6,879 shares; 2025Q1: 6,800 shares; 2025Q2: 6,755 shares; 2025Q3: 913 shares 913 $322K 0.16% -5,842 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares 1,550 $322K 0.16% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,359 shares; 2025Q3: 2,359 shares 2,359 $321K 0.16% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares 2,800 $315K 0.15% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,244 shares; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares 1,244 $288K 0.14% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,060 shares; 2025Q3: 985 shares 985 $277K 0.14% -75 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,005 shares; 2024Q4: 24,225 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,350 shares 5,350 $264K 0.13% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,002 shares; 2024Q4: 1,002 shares; 2025Q1: 925 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700 $233K 0.11% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,550 shares 2,550 $220K 0.11% new Timeline