Accounting ▼
Administration ▼
Communications ▼
demo_club ▼
HelpRegister
none Click here to watch the Preparing for 2025 Tax Season webinar
none Register NOW for the Audit Party Webinar on January 10th - Click here!
none Research your stocks here: Ticker Research pages
Investment Summary for 01/05/2026
Manifest Investing DashboardManifest Investing Yahoo Quotes and ResearchYahoo Investment Summary ReportPrinter Friendly Download spreadsheet formatSpread- sheet
Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 01/02/2026 229.3100 11,465.50  17.6% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 01/02/2026 85.1000 1,957.30  3.0% research, transactions
Apple Inc (AAPL) 20.0000 01/02/2026 271.0100 5,420.20  8.3% research, transactions
Block Inc (XYZ) 60.0000 01/02/2026 65.1500 3,909.00  6.0% transactions
Cvs Health Corp (CVS) 100.0000 01/02/2026 80.1300 8,013.00  12.3% research, transactions
D. R. Horton Inc. (DHI) 50.0000 01/02/2026 145.7200 7,286.00  11.2% research, transactions
Meta Platforms Inc (META) 14.0000 01/02/2026 650.4100 9,105.74  14.0% transactions
Microsoft Corp (MSFT) 35.0000 01/02/2026 472.9400 16,552.90  25.4% research, transactions
Xylem Inc (XYL) 10.0000 01/02/2026 137.1100 1,371.10  2.1% research, transactions
 
top AboutContactHelpPrivacySafetyTerms Copyright © 2026 bivio, Inc.
All rights reserved.
Historical data and daily updates provided by Commodity Systems, Inc. (CSI) Data and information is provided for informational purposes only, and is not intended for trading purposes. Neither bivio nor its data or content providers shall be liable for any errors or delays in the content, or for any actions taken in reliance thereon.