house · trading 2023-02-15 → 2023-04-19
*Purchases reported over roughly the last three years, weighted by the midpoint of each disclosed dollar band and marked to the latest close. Filings state a range, never a share count, so this tracks the stock rather than the position. It is not a dollar figure and it is not what this member made.
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2023-04-19 | SBUX | SELL | $1K–$15K | $107.16 | $104.47 2026-09-04 | +2.5% exit |
| 2023-04-19 | QQQ | SELL | $1K–$15K | $318.71 | $712.20 2026-10-26 | -123.5% exit |
| 2023-04-19 | IVV | BUY | $1K–$15K | $415.99 | $773.92 2026-09-04 | +86.0% |
| 2023-04-19 | IJR | SELL | $1K–$15K | $95.64 | $138.93 2026-10-26 | -45.3% exit |
| 2023-04-19 | FQAL | BUY | $1K–$15K | $47.83 | $84.44 2026-10-26 | +76.5% |
| 2023-04-19 | COST | BUY | $50K–$100K | $496.03 | $915.74 2026-09-04 | +84.6% |
| 2023-04-19 | COST | BUY | $1K–$15K | $496.03 | $915.74 2026-09-04 | +84.6% |
| 2023-04-19 | CMCSA | BUY | $50K–$100K | $35.83 | $26.49 2026-09-04 | -26.1% |
| 2023-04-19 | CMCSA | BUY | $1K–$15K | $35.83 | $26.49 2026-09-04 | -26.1% |
| 2023-04-19 | AAPL | SELL | $1K–$15K | $167.63 | $319.97 2026-09-04 | -90.9% exit |
| 2023-02-21 | WMT | SELL | $15K–$50K | $49.11 | $120.29 2026-10-26 | -144.9% exit |
| 2023-02-21 | QQQ | SELL | $1K–$15K | $294.03 | $712.20 2026-10-26 | -142.2% exit |
| 2023-02-21 | MSFT | SELL | $15K–$50K | $252.67 | $499.70 2026-09-04 | -97.8% exit |
| 2023-02-21 | BRK.A | SELL | $15K–$50K | $458495.00 | $821931.00 2026-10-26 | -79.3% exit |
| 2023-02-15 | VZ | SELL | $50K–$100K | $40.38 | $50.14 2026-09-04 | -24.2% exit |
| 2023-02-15 | UPS | SELL | $15K–$50K | $186.84 | $102.29 2026-09-04 | +45.3% exit |
| 2023-02-15 | UNH | SELL | $15K–$50K | $491.25 | $397.14 2026-09-04 | +19.2% exit |
| 2023-02-15 | SBUX | SELL | $50K–$100K | $109.00 | $104.47 2026-09-04 | +4.2% exit |
| 2023-02-15 | QQQ | SELL | $50K–$100K | $309.10 | $712.20 2026-10-26 | -130.4% exit |
| 2023-02-15 | PNC | SELL | $15K–$50K | $160.00 | $225.84 2026-10-26 | -41.1% exit |
| 2023-02-15 | PFE | SELL | $15K–$50K | $43.32 | $28.45 2026-09-04 | +34.3% exit |
| 2023-02-15 | NEE | SELL | $15K–$50K | $76.94 | $83.43 2026-09-04 | -8.4% exit |
| 2023-02-15 | MSFT | SELL | $15K–$50K | $269.32 | $499.70 2026-09-04 | -85.5% exit |
| 2023-02-15 | MDT | SELL | $50K–$100K | $84.49 | $94.17 2026-09-04 | -11.5% exit |
| 2023-02-15 | JPM | SELL | $50K–$100K | $143.80 | $334.04 2026-10-26 | -132.3% exit |
| 2023-02-15 | IJR | SELL | $50K–$100K | $105.62 | $138.93 2026-10-26 | -31.5% exit |
| 2023-02-15 | CSCO | SELL | $15K–$50K | $48.45 | $109.20 2026-09-04 | -125.4% exit |
| 2023-02-15 | CMCSA | SELL | $50K–$100K | $36.93 | $26.49 2026-09-04 | +28.3% exit |
| 2023-02-15 | BRK.B | SELL | $50K–$100K | $309.63 | $548.56 2026-10-26 | -77.2% exit |
| 2023-02-15 | AAPL | SELL | $15K–$50K | $155.33 | $319.97 2026-09-04 | -106.0% exit |
Buys are marked to the latest close and treated as still open. A sell tagged rt closes an earlier disclosed buy in the same name. exit reads from the seller's side: how the stock moved after they were out.
| Member | Shared tickers |
|---|---|
| Rohit Khanna | 16 · AAPL, BRK.B, CMCSA, CSCO, JPM, MDT |
| Alan Armstrong | 16 · AAPL, BRK.B, CMCSA, CSCO, JPM, MDT |
| Shelley M Capito | 15 · AAPL, CMCSA, CSCO, JPM, MDT, MSFT |
| David P. Roe | 15 · AAPL, CMCSA, CSCO, JPM, MDT, MSFT |
| John A. Yarmuth | 15 · AAPL, BRK.A, BRK.B, CMCSA, CSCO, JPM |
| Robert J. Wittman | 15 · AAPL, CMCSA, CSCO, JPM, MDT, MSFT |
| James B. Renacci | 14 · AAPL, CMCSA, CSCO, JPM, MDT, MSFT |
| Alan S. Lowenthal | 14 · AAPL, BRK.B, CMCSA, CSCO, JPM, MDT |
| Sheldon Whitehouse | 14 · AAPL, CMCSA, CSCO, JPM, MDT, MSFT |
| SUSAN M COLLINS | 14 · AAPL, CMCSA, CSCO, JPM, MDT, MSFT |
| Thomas H Tuberville | 13 · AAPL, BRK.B, CSCO, JPM, MDT, MSFT |
| K. Michael Conaway | 13 · AAPL, CSCO, JPM, MDT, MSFT, NEE |