house · trading 2014-07-17 → 2023-02-03
*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 |
|---|---|---|---|---|---|---|
| 2023-02-03 | CSCO | BUY | $1K–$15K | $48.63 | $112.15 2026-08-27 | +130.6% |
| 2023-02-02 | CSCO | BUY | $1K–$15K | $49.32 | $112.15 2026-08-27 | +127.4% |
| 2022-10-19 | AMZN | SELL | $1K–$15K | $115.07 | $256.26 2026-08-27 | +53.2% rt |
| 2022-10-19 | AMZN | BUY | $1K–$15K | $115.07 | $256.26 2026-08-27 | +122.7% |
| 2022-04-11 | WBD | exchange | $4K–$4K | $24.78 | $28.88 2026-08-27 | +16.6% |
| 2022-04-11 | T | exchange | $4K–$4K | $19.63 | $25.43 2026-08-27 | +29.6% |
| 2021-06-14 | XOM | BUY | $1K–$15K | $62.07 | $156.44 2026-08-27 | +152.0% |
| 2021-06-14 | GS | SELL | $1K–$15K | $372.92 | $1040.87 2026-08-27 | -179.1% exit |
| 2021-06-14 | BAC | SELL | $1K–$15K | $41.36 | $61.17 2026-08-27 | -47.9% exit |
| 2021-02-24 | MSFT | BUY | $1K–$15K | $234.55 | $505.06 2026-08-27 | +115.3% |
| 2021-02-24 | AMZN | BUY | $1K–$15K | $157.98 | $256.26 2026-08-27 | +62.2% |
| 2021-02-24 | AMD | BUY | $1K–$15K | $86.94 | $476.67 2026-08-27 | +448.3% |
| 2021-02-17 | MSFT | BUY | $1K–$15K | $244.20 | $505.06 2026-08-27 | +106.8% |
| 2021-02-17 | AMZN | BUY | $1K–$15K | $165.43 | $256.26 2026-08-27 | +54.9% |
| 2021-02-17 | AMD | BUY | $1K–$15K | $89.94 | $476.67 2026-08-27 | +430.0% |
| 2020-07-15 | AMZN | BUY | $1K–$15K | $150.44 | $256.26 2026-08-27 | +70.3% |
| 2020-02-27 | MSFT | BUY | $1K–$15K | $158.18 | $505.06 2026-08-27 | +219.3% |
| 2020-02-27 | GSK | BUY | $1K–$15K | $41.59 | $50.27 2026-08-27 | +20.9% |
| 2020-02-17 | SBUX | BUY | $1K–$15K | $89.28 | $107.26 2026-08-27 | +20.1% |
| 2020-02-17 | MSFT | BUY | $1K–$15K | $185.35 | $505.06 2026-08-27 | +172.5% |
| 2020-02-17 | HD | BUY | $1K–$15K | $245.03 | $328.61 2026-08-27 | +34.1% |
| 2020-02-17 | AMZN | BUY | $1K–$15K | $106.74 | $256.26 2026-08-27 | +140.1% |
| 2018-12-10 | FDX | BUY | $1K–$15K | $155.46 | $331.41 2026-08-27 | +113.2% |
| 2018-11-23 | PPL | BUY | $1K–$15K | $30.84 | $34.44 2026-08-27 | +11.7% |
| 2018-11-23 | NFLX | BUY | $1K–$15K | $25.88 | $79.84 2026-08-27 | +208.5% |
| 2018-11-23 | COST | BUY | $1K–$15K | $220.06 | $934.66 2026-08-27 | +324.7% |
| 2018-11-23 | AMZN | BUY | $1K–$15K | $75.10 | $256.26 2026-08-27 | +241.2% |
| 2017-06-12 | NFLX | BUY | $1K–$15K | $15.14 | $79.84 2026-08-27 | +427.2% |
| 2017-06-12 | MSFT | BUY | $1K–$15K | $69.78 | $505.06 2026-08-27 | +623.8% |
| 2017-06-12 | AAPL | BUY | $1K–$15K | $36.35 | $314.58 2026-08-27 | +765.3% |
| 2017-05-11 | CMCSA | BUY | $1K–$15K | $36.79 | $26.41 2026-08-27 | -28.2% |
| 2017-05-11 | AAPL | BUY | $1K–$15K | $38.49 | $314.58 2026-08-27 | +717.4% |
| 2017-04-24 | BKNG | BUY | $1K–$15K | $71.94 | $202.56 2026-08-27 | +181.6% |
| 2017-04-24 | MSFT | BUY | $1K–$15K | $67.53 | $505.06 2026-08-27 | +647.9% |
| 2017-02-24 | SWN | BUY | $1K–$15K | — | — | — |
| 2017-02-10 | YHOO | BUY | $1K–$15K | — | — | — |
| 2015-09-11 | CMCSA | BUY | $1K–$15K | $26.43 | $26.41 2026-08-27 | -0.1% |
| 2015-09-11 | AAPL | BUY | $1K–$15K | $28.55 | $314.58 2026-08-27 | +1001.8% |
| 2015-03-07 | MSFT | SELL | $1K–$15K | $42.36 | $505.06 2026-08-27 | -0.2% rt |
| 2015-02-05 | MSFT | BUY | $1K–$15K | $42.45 | $505.06 2026-08-27 | +1089.8% |
| 2015-02-05 | COST | BUY | $1K–$15K | $149.09 | $934.66 2026-08-27 | +526.9% |
| 2014-07-17 | HD | BUY | $1K–$15K | $79.55 | $328.61 2026-08-27 | +313.1% |
| MSFT | SELL | $1K–$15K | — | — | — exit | |
| MSFT | BUY | $1K–$15K | — | — | — | |
| CSCO | SELL | $1K–$15K | — | — | — exit | |
| CSCO | BUY | $1K–$15K | — | — | — | |
| PFE | BUY | $15K–$50K | — | — | — | |
| MSFT | BUY | $1K–$15K | — | — | — | |
| SBUX | BUY | $1K–$15K | — | — | — | |
| AAPL | BUY | $1K–$15K | — | — | — |
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 | 18 · T, WBD, COST, HD, AMZN, MSFT |
| Rohit Khanna | 16 · T, HD, AMZN, MSFT, SBUX, BAC |
| John A. Yarmuth | 16 · T, COST, HD, AMZN, MSFT, SBUX |
| David A Perdue , Jr | 15 · T, COST, HD, AMZN, MSFT, SBUX |
| Alan S. Lowenthal | 15 · T, COST, HD, AMZN, MSFT, SBUX |
| Sheldon Whitehouse | 15 · T, WBD, COST, HD, AMZN, MSFT |
| John Boozman | 15 · COST, HD, AMZN, MSFT, BAC, GS |
| Mike Kelly | 15 · T, COST, HD, AMZN, MSFT, BAC |
| Josh Gottheimer | 14 · T, COST, HD, AMZN, MSFT, SBUX |
| SUSAN M COLLINS | 14 · T, HD, AMZN, MSFT, SBUX, BAC |
| James B. Renacci | 13 · T, COST, HD, AMZN, MSFT, SBUX |
| K. Michael Conaway | 13 · T, COST, HD, AMZN, MSFT, BAC |