house · trading 2023-02-15 → 2023-04-19
*Notional-weighted price return on disclosed buys, marked to the latest close — open positions, per-share (share counts aren't disclosed, so this is price performance, not realized $ P&L).
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2023-04-19 | SBUX | SELL | $1K–$15K | $107.16 | $104.60 2026-06-26 | +2.4% exit |
| 2023-04-19 | QQQ | SELL | $1K–$15K | $318.71 | $706.52 2026-06-26 | -121.7% exit |
| 2023-04-19 | IVV | BUY | $1K–$15K | $415.99 | $730.17 2026-06-26 | +75.5% |
| 2023-04-19 | IJR | SELL | $1K–$15K | $95.64 | $147.41 2026-06-26 | -54.1% exit |
| 2023-04-19 | FQAL | BUY | $1K–$15K | $47.83 | $79.84 2026-06-26 | +66.9% |
| 2023-04-19 | COST | BUY | $50K–$100K | $496.03 | $952.54 2026-06-26 | +92.0% |
| 2023-04-19 | COST | BUY | $1K–$15K | $496.03 | $952.54 2026-06-26 | +92.0% |
| 2023-04-19 | CMCSA | BUY | $50K–$100K | $35.85 | $23.17 2026-06-26 | -35.4% |
| 2023-04-19 | CMCSA | BUY | $1K–$15K | $35.85 | $23.17 2026-06-26 | -35.4% |
| 2023-04-19 | AAPL | SELL | $1K–$15K | $167.63 | $283.78 2026-06-26 | -69.3% exit |
| 2023-02-21 | WMT | SELL | $15K–$50K | $49.11 | $115.69 2026-06-26 | -135.6% exit |
| 2023-02-21 | QQQ | SELL | $1K–$15K | $294.03 | $706.52 2026-06-26 | -140.3% exit |
| 2023-02-21 | MSFT | SELL | $15K–$50K | $252.67 | $372.97 2026-06-26 | -47.6% exit |
| 2023-02-21 | BRK.A | SELL | $15K–$50K | $458495.00 | $745140.00 2026-06-26 | -62.5% exit |
| 2023-02-15 | VZ | SELL | $50K–$100K | $40.38 | $46.54 2026-06-26 | -15.3% exit |
| 2023-02-15 | UPS | SELL | $15K–$50K | $186.84 | $108.14 2026-06-26 | +42.1% exit |
| 2023-02-15 | UNH | SELL | $15K–$50K | $491.25 | $427.89 2026-06-26 | +12.9% exit |
| 2023-02-15 | SBUX | SELL | $50K–$100K | $109.00 | $104.60 2026-06-26 | +4.0% exit |
| 2023-02-15 | QQQ | SELL | $50K–$100K | $309.10 | $706.52 2026-06-26 | -128.6% exit |
| 2023-02-15 | PNC | SELL | $15K–$50K | $160.00 | $244.99 2026-06-26 | -53.1% exit |
| 2023-02-15 | PFE | SELL | $15K–$50K | $43.32 | $24.29 2026-06-26 | +43.9% exit |
| 2023-02-15 | NEE | SELL | $15K–$50K | $76.94 | $88.56 2026-06-26 | -15.1% exit |
| 2023-02-15 | MSFT | SELL | $15K–$50K | $269.32 | $372.97 2026-06-26 | -38.5% exit |
| 2023-02-15 | MDT | SELL | $50K–$100K | $84.49 | $80.98 2026-06-26 | +4.2% exit |
| 2023-02-15 | JPM | SELL | $50K–$100K | $143.80 | $329.05 2026-06-26 | -128.8% exit |
| 2023-02-15 | IJR | SELL | $50K–$100K | $105.62 | $147.41 2026-06-26 | -39.6% exit |
| 2023-02-15 | CSCO | SELL | $15K–$50K | $48.45 | $113.77 2026-06-26 | -134.8% exit |
| 2023-02-15 | CMCSA | SELL | $50K–$100K | $36.94 | $23.17 2026-06-26 | +37.3% exit |
| 2023-02-15 | BRK.B | SELL | $50K–$100K | $309.63 | $498.66 2026-06-26 | -61.0% exit |
| 2023-02-15 | AAPL | SELL | $15K–$50K | $155.33 | $283.78 2026-06-26 | -82.7% 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 |
|---|---|
| Shelley M Capito | 15 · AAPL, CMCSA, COST, CSCO, JPM, MDT |
| Hon. John A. Yarmuth | 15 · AAPL, BRK.A, BRK.B, CMCSA, COST, CSCO |
| Hon. Robert J. Wittman | 15 · AAPL, CMCSA, COST, CSCO, IVV, JPM |
| Hon. James B. Renacci | 14 · AAPL, CMCSA, COST, CSCO, IVV, JPM |
| Sheldon Whitehouse | 14 · AAPL, CMCSA, COST, CSCO, JPM, MDT |
| Hon. Alan S. Lowenthal | 14 · AAPL, BRK.B, CMCSA, COST, CSCO, JPM |
| Hon. David P. Roe | 14 · AAPL, CMCSA, COST, CSCO, JPM, MDT |
| SUSAN M COLLINS | 14 · AAPL, CMCSA, CSCO, JPM, MDT, MSFT |
| Hon. K. Michael Conaway | 13 · AAPL, COST, CSCO, JPM, MDT, MSFT |
| Thomas H Tuberville | 13 · AAPL, BRK.B, CSCO, IVV, JPM, MDT |
| Hon. Scott Franklin | 13 · AAPL, BRK.B, CMCSA, CSCO, IVV, JPM |
| Hon. C. Scott Franklin | 13 · AAPL, BRK.B, CSCO, IJR, JPM, MSFT |