Christopher Bloomstran - Semper Augustus

History Stock Activity Share change % change to portfolio
Q3  2020
Y-OLD - Alleghany Corp. Add 0.59% 47 0.01
NEM - Newmont Corp. Add 1.42% 4,406 0.14
OLN - Olin Corp. Add 1.79% 12,721 0.08
KGC - Kinross Gold Corp. Add 2.41% 28,682 0.13
MCY - Mercury General Corp. Add 3.01% 6,324 0.13
COST - Costco Co. Reduce 10.04% 1,923 0.35
CMI - Cummins Inc. Reduce 2.65% 818 0.09
AXP - American Express Reduce 1.12% 259 0.01
BRK.B - Berkshire Hathaway CL B Reduce 1.12% 2,340 0.26
EQNR - Equinor ASA Reduce 0.74% 1,038 0.01
NXPI - NXP Semiconductors NV Reduce 0.70% 363 0.02
GPC - Genuine Parts Reduce 0.68% 210 0.01
NKE - NIKE Inc. Reduce 0.62% 84 0.01
HXL - Hexcel Corp. Reduce 0.60% 431 0.01
SMHI - SEACOR Marine Holdings Inc. Reduce 0.52% 1,343 0.00
SBUX - Starbucks Corp. Reduce 0.51% 630 0.03
ALK - Alaska Air Group Reduce 0.50% 465 0.01
XOM - Exxon Mobil Corp. Reduce 0.49% 699 0.01
DIS - Walt Disney Co. Reduce 0.46% 354 0.02
WAFD - Washington Federal Inc. Reduce 0.43% 283 0.00
DG - Dollar General Reduce 0.35% 38 0.00
Q2  2020
DIS - Walt Disney Co. Add 0.79% 600 0.04
WAFD - Washington Federal Inc. Add 0.80% 521 0.01
SBUX - Starbucks Corp. Add 0.95% 1,165 0.05
BRK.A - Berkshire Hathaway CL A Add 1.19% 1 0.15
BRK.B - Berkshire Hathaway CL B Add 2.09% 4,280 0.43
OLN - Olin Corp. Add 3.32% 22,869 0.15
KO - Coca Cola Co. Add 6.25% 1,500 0.04
MCY - Mercury General Corp. Add 10.10% 19,256 0.44
Y-OLD - Alleghany Corp. Add 113.62% 4,239 1.17
PEP - PepsiCo Inc. Buy 1,582 0.12
DG - Dollar General Reduce 56.36% 13,846 1.50
SMHI - SEACOR Marine Holdings Inc. Reduce 1.28% 3,358 0.00
CMI - Cummins Inc. Reduce 1.09% 339 0.03
KGC - Kinross Gold Corp. Reduce 1.08% 12,972 0.05
NXPI - NXP Semiconductors NV Reduce 0.90% 472 0.03
COST - Costco Co. Reduce 0.80% 155 0.03
NEM - Newmont Corp. Reduce 0.80% 2,489 0.09
ALK - Alaska Air Group Reduce 0.78% 727 0.01
GPC - Genuine Parts Reduce 0.72% 225 0.01
AXP - American Express Reduce 0.61% 142 0.01
NKE - NIKE Inc. Reduce 0.46% 63 0.00
XOM - Exxon Mobil Corp. Reduce 0.42% 606 0.02
EQNR - Equinor ASA Reduce 0.36% 509 0.00
HXL - Hexcel Corp. Reduce 0.21% 150 0.00
MDT - Medtronic plc Sell 100.00% 3,056 0.17
Q1  2020
NXPI - NXP Semiconductors NV Add 0.95% 497 0.03
MRK - Merck & Co. Add 3.60% 1,532 0.07
CMI - Cummins Inc. Add 5.47% 1,616 0.14
NKE - NIKE Inc. Add 6.41% 824 0.04
SBUX - Starbucks Corp. Add 6.92% 7,922 0.33
NEM - Newmont Corp. Add 7.55% 21,905 0.63
BRK.B - Berkshire Hathaway CL B Add 8.87% 16,650 1.92
KGC - Kinross Gold Corp. Add 10.18% 110,915 0.28
AXP - American Express Add 12.97% 2,675 0.14
WAFD - Washington Federal Inc. Add 17.01% 9,412 0.15
HXL - Hexcel Corp. Add 17.26% 10,664 0.25
EQNR - Equinor ASA Add 18.50% 22,086 0.17
GE - GE Aerospace Add 20.18% 2,992 0.12
XOM - Exxon Mobil Corp. Add 26.22% 29,972 0.72
MCY - Mercury General Corp. Add 77.01% 82,942 2.13
OLN - Olin Corp. Add 217.22% 472,075 3.47
DIS - Walt Disney Co. Add 249.23% 54,360 3.31
Y-OLD - Alleghany Corp. Buy 3,731 1.30
GPC - Genuine Parts Buy 31,278 1.33
ALK - Alaska Air Group Buy 93,227 1.67
DG - Dollar General Reduce 53.78% 28,583 2.72
MDT - Medtronic plc Reduce 29.84% 1,300 0.07
SMHI - SEACOR Marine Holdings Inc. Reduce 20.81% 68,940 0.19
COST - Costco Co. Reduce 0.02% 3 0.00
SHEL - Shell plc Sell 100.00% 4,868 0.15
INTC - Intel Corp. Sell 100.00% 40,371 1.30
AVX - AVX Corp. Sell 100.00% 206,277 2.27
SWKS - Skyworks Solutions Inc. Sell 100.00% 59,463 3.86
Q4  2019
MCY - Mercury General Corp. Add 0.00% 1 0.00
SBUX - Starbucks Corp. Add 0.17% 191 0.01
OLN - Olin Corp. Add 0.19% 412 0.00
XOM - Exxon Mobil Corp. Add 0.88% 1,000 0.04
KO - Coca Cola Co. Reduce 20.00% 6,000 0.18
MDT - Medtronic plc Reduce 14.69% 750 0.05
SWKS - Skyworks Solutions Inc. Reduce 2.69% 1,643 0.11
AVX - AVX Corp. Reduce 2.51% 5,311 0.06
NXPI - NXP Semiconductors NV Reduce 1.88% 1,000 0.07
COST - Costco Co. Reduce 1.53% 300 0.05
DG - Dollar General Reduce 1.25% 675 0.06
GE - GE Aerospace Reduce 0.63% 94 0.00
CMI - Cummins Inc. Reduce 0.34% 100 0.01
NEM - Newmont Corp. Reduce 0.16% 478 0.01
BRK.B - Berkshire Hathaway CL B Reduce 0.04% 80 0.01
Q3  2019
HXL - Hexcel Corp. Add 0.22% 136 0.01
KGC - Kinross Gold Corp. Add 0.25% 2,696 0.01
SBUX - Starbucks Corp. Add 0.40% 454 0.02
COST - Costco Co. Add 0.46% 89 0.01
NXPI - NXP Semiconductors NV Add 0.72% 379 0.02
NEM - Newmont Corp. Add 0.80% 2,308 0.05
AXP - American Express Add 0.99% 203 0.01
NKE - NIKE Inc. Add 1.03% 131 0.01
SWKS - Skyworks Solutions Inc. Add 1.12% 676 0.03
CMI - Cummins Inc. Add 1.15% 338 0.03
DIS - Walt Disney Co. Add 1.42% 306 0.02