u/gallagher-philip-r — thesis ledger

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	1	100%	-0.3%	-0.3%
3d	1	1	1	100%	-0.3%	-0.3%
1w	1	1	1	100%	-9.5%	-9.5%
1m	0	0	0	—	—	—
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

100%

-0.3%

100%

-0.3%

100%

-9.5%

—

Thesis history

$AVTSEC Form 4bearish

GALLAGHER PHILIP R · Chief Executive Officer at AVNET INC · 48d agono track record yet

Sold 51,900 @ $98.46 avg · $5,110,074 · 2026-08-12

Form 4: GALLAGHER PHILIP R sold AVT

GALLAGHER PHILIP R (Chief Executive Officer at AVNET INC) reported an open-market sale of 51,900 shares of AVT at an average $98.46, roughly $5,110,074, in a Form 4 filed 2026-08-13.

At post $95.99Now $96.12+0.1% since postedas of Sep 18, 4:30 PM ET

1d-0.3%

3d-0.3%

1w-9.5%

1m+3.8%

3m—

6m—

1y—

View filing on SEC.gov →

End of results.