Portfolio - Stone Financial Corp

Our Portfolio

Since our inception, we have continuously produced outstanding results in every aspect of the company. Below is our portfolio of investments over the last few years.

Tesla Inc.

NASDAQ: TSLA
Buy Price: $580.88
Buy Date: 21/05/2021
Sell Price: $706.30
Sell Date: 23/08/2021
Hold period: 94 days
Profit: 21.59%

Wayfair Inc.

NYSE: W
Buy Price: $258.08
Buy Date: 24/02/2021
Sell Price: $332.80
Sell Date: 8/06/2021
Hold period: 104 days
Profit: 28.95%

Pfizer Inc.

NYSE: PFE
Buy Price: $33.39
Buy Date: 29/10/2020
Sell Price: $42.62
Sell Date: 08/12/2020
Hold period: 40 days
Profit: 27.64%

International Game Technology

NYSE: IGT
Buy price: $9.84
Buy Date: 05/07/2020
Sell price: $12.24
Sell Date: 13/09/2020
Hold period: 70 days
Profit: 24.39%

Coca-Cola Co.

NYSE: KO
Buy Price: $37.56
Buy Date: 23/03/2020
Sell Price: $47.15
Sell Date: 29/04/2020
Hold period: 37 days
Profit: 25.53%

Alphabet Inc.

NASDAQ: GOOGL
Buy Price: $1,361.50
Buy Date: 03/01/2020
Sell Price: $1,516.98
Sell Date: 20/02/2020
Hold period: 48 days
Profit: 11.42%

Advanced Micro Devices

NASDAQ: AMD
Buy Price: $44.19
Buy Date: 20/12/2019
Sell Price: $54.55
Sell Date: 13/02/2020
Hold period: 55 days
Profit: 23.44%

Apple Inc.

NASDAQ: AAPL
Buy Price: $175.19
Buy Date: 31/05/2019
Sell Price: $223.01
Sell Date: 12/09/2019
Hold period: 104 days
Profit: 33.77%

Axon Enterprise Inc.

NASDAQ: AAXN
Buy Price: $47.99
Buy Date: 15/03/2019
Sell Price: $73.20
Sell Date: 21/06/2019
Hold period: 98 days
Profit: 52.53%

Xerox Holdings Corp.

NYSE: XRX
Buy Price: $27.06
Buy Date: 29/01/2019
Sell Price: $35.65
Sell Date: 08/07/2019
Hold period: 160 days
Profit: 31.74%

Boston Scientific

NYSE: BSX
Buy Price: $34.15
Buy Date: 04/01/2019
Sell Price: $40.28
Sell Date: 04/04/2019
Hold period: 90 days
Profit: 17.95%

HCA Healthcare Inc.

NYSE: HCA
Buy Price: $117.11
Buy Date: 24/12/2018
Sell Price: $144.25
Sell Date: 15/02/2019
Hold period: 53 days
Profit: 23.17%

Tiffany & Co.

NYSE: TIF
Buy Price: $103.78
Buy Date: 11/05/2018
Sell Price: $131.45
Sell Date: 24/08/2018
Hold period: 105 days
Profit: 26.66%

Intuitive Surgical Inc.

NASDAQ: ISRG
Buy Price: $416.20
Buy Date: 16/02/2018
Sell Price: $482.50
Sell Date: 22/06/2018
Hold period: 126 days
Profit: 15.93%

Ralph Lauren Corp.

NYSE: RL
Buy Price: $103.49
Buy Date: 09/02/2018
Sell Price: $142.90
Sell Date: 12/06/2018
Hold period: 123 days
Profit: 38.08%

NVIDIA Corporation

NASDAQ: NVDA
Buy Price: $127.89
Buy Date: 12/05/2017
Sell Price: $167.21
Sell Date: 04/08/2017
Hold period: 84 days
Profit: 23.52%

Paypal Holdings Inc.

NASDAQ: PYPL
Buy Price: $42.57
Buy Date: 13/04/2017
Sell Price: $59.46
Sell Date: 18/08/2017
Hold period: 127 days
Profit: 39.68%

Esperion Therapeutics

NASDAQ: ESPR
Buy Price: $38.93
Buy Date: 24/03/2017
Sell Price: $52.78
Sell Date: 01/09/2017
Hold period: 161 days
Profit: 35.58%

Wynn Resorts

NASDAQ: WYNN
Buy Price: $99.83
Buy Date: 10/03/2017
Sell Price: $134.10
Sell Date: 30/06/2017
Hold period: 112 days
Profit: 34.33%

Best Buy Co Inc.

NYSE: BBY
Buy Price: $34.25
Buy Date: 05/08/2016
Sell Price: $42.58
Sell Date: 30/12/2016
Hold period: 147 days
Profit: 24.32%

Navistar International

NYSE: NAV
Buy Price: $08.10
Buy Date: 26/02/2016
Sell Price: $14.07
Sell Date: 02/09/2016
Hold period: 105 days
Profit: 73.70%

Micron Technology

NASDAQ: MU
Buy Price: $10.02
Buy Date: 12/02/2016
Sell Price: $13.76
Sell Date: 13/07/2016
Hold period: 152 days
Profit: 37.33%

Spectra Energy

NYSE: SE
Buy Price: $41.91
Buy Date: 29/01/2016
Sell Price: $50.43
Sell Date: 29/04/2016
Hold period: 91 days
Profit: 20.33%

Eagle Pharmaceuticals

NASDAQ: EGRX
Buy Price: $59.65
Buy Date: 24/04/2015
Sell Price: $90.74
Sell Date: 17/07/2015
Hold period: 84 days
Profit: 52.12%

Under Armour Inc.

NYSE: UAA
Buy Price: $37.40
Buy Date: 06/03/2015
Sell Price: $51.88
Sell Date: 25/09/2015
Hold period: 203 days
Profit: 38.72%

Novo Nordisk A/S

NYSE: NVO
Buy Price: $43.90
Buy Date: 13/02/2015
Sell Price: $57.54
Sell Date: 22/05/2015
Hold period: 98 days
Profit: 31.07%

SYSCO Corporation

NYSE: SYY
Buy Price: $39.17
Buy Date: 30/1/2015
Sell Price: $41.39
Sell Date: 14/08/2015
Hold period: 196 days
Profit: 5.67%

Southwest Airlines

NYSE: LUV
Buy Price: $33.93
Buy Date: 26/09/2014
Sell Price: $30.96
Sell Date: 17/10/2014
Hold period: 21 days
Profit: -8.75%

Electronic Arts Inc.

NASDAQ: EA
Buy Price: $34.26
Buy Date: 08/08/2014
Sell Price: $46.68
Sell Date: 05/12/2014
Hold period: 119 days
Profit: 36.25%

Broadcom Inc.

NASDAQ: AVGO
Buy Price: $62.34
Buy Date: 25/04/2014
Sell Price: $103.95
Sell Date: 05/12/2014
Hold period: 224 days
Profit: 66.75%

Walmart Inc.

NYSE: WMT
Buy Price: $73.12
Buy Date: 21/02/2014
Sell Price: $87.54
Sell Date: 28/11/2014
Hold period: 280 days
Profit: 19.72%

Illumina Inc.

NASDAQ: ILMN
Buy Price: $70.32
Buy Date: 31/05/2013
Sell Price: $99.85
Sell Date: 22/11/2013
Hold period: 175 days
Profit: 41.99%

Starbucks Corp.

NASDAQ: SBUX
Buy Price: $31.68
Buy Date: 24/5/2013
Sell Price: $40.67
Sell Date: 22/11/2013
Hold period: 182 days
Profit: 28.38%

American Express

NYSE: AXP
Buy Price: $66.22
Buy Date: 22/03/2013
Sell Price: $82.16
Sell Date: 01/11/2013
Hold period: 224 days
Profit: 24.07%

Facebook Inc.

NASDAQ: FB
Buy Price: $26.67
Buy Date: 15/03/2013
Sell Price: $37.10
Sell Date: 16/08/2013
Hold period: 154 days
Profit: 39.11%

Contact us to discuss any of your questions & queries

We are here to help you to the best of our ability. If you have any questions or queries, just call us or send us an email & one of our team will be in contact with you at the earliest convenience.