Victor Pemberton sold $180.5K of securities, about $92K in gains

Victor Pemberton · Mass Affluent · 30-39 · Boston, MA · Advisor Elena Brandt

Why it fired

Sale in a taxable Your Firm brokerage account. Reported cost basis is $88,500. Realized gains this size can change their tax bill.

Rule: A sale in a taxable account with likely realized gains of $25K or more.

Your Firm brokerage account balance

Evidence (1)

Sale of equity positions
Nov 13, 2026 · Your Firm brokerage account
+$180,500

Every number above comes from the synthetic data that triggered this signal.

Suggested next step

Coordinate with their CPA and look at loss harvesting

“Victor, I saw a sizable sale in your Your Firm brokerage account. It may have created gains. Shall I loop in your CPA, and look for losses we could harvest to offset it?”

A prompt for a conversation, not financial advice.

Status: New

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Income Change
Victor Pemberton's Johnson & Johnson pay is up 23%
Jun 27Dismissed$17.8K
$17.8K
Net Worth Drop
Victor Pemberton's net worth is down 10% in 30 days
Dec 31Reviewed$122.5K
$122.5K
Cash Stagnation
$193.2K has sat idle in Victor Pemberton's Bank of America savings account for 6 months
Sep 1Dismissed$193.2K
$193.2K

Sale in a taxable Your Firm brokerage account. Reported cost basis is $88,500. Realized gains this size can change their tax bill.

Coordinate with their CPA and look at loss harvesting

More for Victor Pemberton

Sale in a taxable Your Firm brokerage account. Reported cost basis is $88,500. Realized gains this size can change their tax bill.

Coordinate with their CPA and look at loss harvesting

More for Victor Pemberton