house · trading 2021-10-21 → 2022-12-23
*Notional-weighted price return on disclosed buys from the last ~3 years, marked to the latest close — open positions, per-share (share counts aren't disclosed, so this is price performance, not realized $ P&L).
▮ buys · ▮ sells
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2022-12-23 | JEF | SELL | $1K–$15K | $33.40 | $52.84 2026-08-27 | -8.2% rt |
| 2022-11-23 | DHR | BUY | $1K–$15K | $233.47 | $215.68 2026-08-27 | -7.6% |
| 2022-11-23 | CHD | BUY | $1K–$15K | $78.57 | $102.37 2026-08-27 | +30.3% |
| 2022-11-23 | AMZN | BUY | $1K–$15K | $94.13 | $256.26 2026-08-27 | +172.2% |
| 2022-11-09 | PYPL | SELL | $1K–$15K | $78.68 | $61.47 2026-08-27 | -29.7% rt |
| 2022-11-03 | LMT | SELL | $1K–$15K | $484.82 | $565.89 2026-08-27 | -16.7% exit |
| 2022-09-08 | LBRDA | SELL | $1K–$15K | $95.40 | $35.99 2026-08-21 | +62.3% exit |
| 2022-08-12 | LBRDA | SELL | $1K–$15K | $118.85 | $35.99 2026-08-21 | -20.2% rt |
| 2022-06-15 | BRBR | SELL | $1K–$15K | $23.98 | $10.26 2026-08-27 | +57.2% exit |
| 2022-05-12 | JPM | SELL | $1K–$15K | $118.04 | $354.22 2026-08-27 | -200.1% exit |
| 2022-05-10 | DHR | BUY | $1K–$15K | $213.16 | $215.68 2026-08-27 | +1.2% |
| 2022-05-04 | JNJ | SELL | $1K–$15K | $180.20 | $265.77 2026-08-27 | -47.5% exit |
| 2022-02-28 | PYPL | BUY | $1K–$15K | $111.93 | $61.47 2026-08-27 | -45.1% |
| 2022-02-24 | LMT | SELL | $1K–$15K | $395.71 | $565.89 2026-08-27 | -43.0% exit |
| 2022-02-10 | LMT | SELL | $1K–$15K | $385.43 | $565.89 2026-08-27 | -46.8% exit |
| 2022-01-13 | SBUX | BUY | $1K–$15K | $102.40 | $107.26 2026-08-27 | +4.8% |
| 2022-01-13 | LBRDA | BUY | $1K–$15K | $149.00 | $35.99 2026-08-21 | -75.8% |
| 2022-01-13 | KEYS | BUY | $1K–$15K | $186.61 | $325.82 2026-08-27 | +74.6% |
| 2022-01-13 | JEF | BUY | $1K–$15K | $36.39 | $52.84 2026-08-27 | +45.2% |
| 2022-01-13 | GPN | BUY | $1K–$15K | $149.24 | $92.74 2026-08-27 | -37.9% |
| 2022-01-13 | BF.B | BUY | $1K–$15K | $67.14 | $27.28 2026-08-27 | -59.4% |
| 2021-11-23 | V | BUY | $1K–$15K | $198.49 | $379.66 2026-08-27 | +91.3% |
| 2021-11-23 | MA | BUY | $1K–$15K | $329.00 | $591.73 2026-08-27 | +79.9% |
| 2021-11-16 | GPN | BUY | $1K–$15K | $129.36 | $92.74 2026-08-27 | -28.3% |
| 2021-11-11 | MKL | SELL | $1K–$15K | $1298.37 | $1805.82 2026-08-27 | -39.1% exit |
| 2021-10-22 | V | BUY | $1K–$15K | $231.23 | $379.66 2026-08-27 | +64.2% |
| 2021-10-22 | MA | BUY | $1K–$15K | $358.67 | $591.73 2026-08-27 | +65.0% |
| 2021-10-21 | BRK.B | SELL | $1K–$15K | $286.82 | $503.70 2026-08-27 | -75.6% exit |
Return: buys are marked to the latest close (open); sells tagged rt are realized round-trips vs a prior disclosed buy; exit = timing (how the stock moved after the sale, seller's perspective).
| Member | Shared tickers |
|---|---|
| Alan Armstrong | 11 · BRK.B, MA, V, GPN, SBUX, LMT |
| Sheldon Whitehouse | 10 · MA, V, KEYS, SBUX, LMT, PYPL |
| John Curtis | 10 · BRK.B, MA, V, GPN, SBUX, LMT |
| James B. Renacci | 9 · MA, V, SBUX, LMT, PYPL, DHR |
| Thomas H Tuberville | 9 · BRK.B, MA, V, KEYS, LMT, PYPL |
| Kenny Marchant | 9 · BRK.B, MA, V, MKL, SBUX, LMT |
| Alan S. Lowenthal | 8 · BRK.B, MA, SBUX, LMT, PYPL, JNJ |
| Josh Gottheimer | 8 · BRK.B, MA, V, SBUX, PYPL, JNJ |
| Thomas R Carper | 8 · V, KEYS, SBUX, LMT, PYPL, DHR |
| Shelley M Capito | 8 · MA, V, SBUX, LMT, DHR, JNJ |
| Kurt Schrader | 8 · BRK.B, V, LMT, PYPL, JNJ, JPM |
| Markwayne Mullin | 8 · BRK.B, MA, V, SBUX, PYPL, DHR |