house · trading 2021-02-11 → 2022-09-13
*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 |
|---|---|---|---|---|---|---|
| 2022-09-13 | WMT | BUY | $15K–$50K | $45.07 | $102.63 2026-08-27 | +127.7% |
| 2022-09-13 | WMT | BUY | $1K–$15K | $45.07 | $102.63 2026-08-27 | +127.7% |
| 2022-09-13 | ONEQ | BUY | $1K–$15K | $45.62 | $104.52 2026-08-27 | +129.1% |
| 2022-09-13 | MSFT | BUY | $15K–$50K | $251.99 | $505.06 2026-08-27 | +100.4% |
| 2022-09-13 | MDT | BUY | $15K–$50K | $90.32 | $89.97 2026-08-27 | -0.4% |
| 2022-09-13 | MDT | BUY | $1K–$15K | $90.32 | $89.97 2026-08-27 | -0.4% |
| 2022-09-13 | IVW | BUY | $1K–$15K | $63.73 | $140.82 2026-08-27 | +121.0% |
| 2022-09-13 | FCNTX | BUY | $1K–$15K | $13.79 | $27.03 2026-08-27 | +96.0% |
| 2022-09-13 | CSCO | BUY | $15K–$50K | $44.11 | $112.15 2026-08-27 | +154.3% |
| 2022-09-13 | CSCO | BUY | $1K–$15K | $44.11 | $112.15 2026-08-27 | +154.3% |
| 2022-09-12 | LMT | BUY | $50K–$100K | $418.64 | $565.89 2026-08-27 | +35.2% |
| 2022-09-12 | LMT | BUY | $1K–$15K | $418.64 | $565.89 2026-08-27 | +35.2% |
| 2022-09-09 | SBUX | BUY | $15K–$50K | $88.69 | $107.26 2026-08-27 | +20.9% |
| 2022-09-09 | SBUX | BUY | $1K–$15K | $88.69 | $107.26 2026-08-27 | +20.9% |
| 2022-09-09 | LUBYX | BUY | $15K–$50K | $9.84 | $10.01 2026-08-27 | +1.7% |
| 2022-09-09 | LUBYX | BUY | $1K–$15K | $9.84 | $10.01 2026-08-27 | +1.7% |
| 2022-09-09 | LUBYX | BUY | $100K–$250K | $9.84 | $10.01 2026-08-27 | +1.7% |
| 2022-09-09 | HD | BUY | $15K–$50K | $299.77 | $328.61 2026-08-27 | +9.6% |
| 2022-09-09 | HD | BUY | $1K–$15K | $299.77 | $328.61 2026-08-27 | +9.6% |
| 2022-09-09 | FBKWX | SELL | $1K–$15K | $9.61 | $9.43 2026-08-27 | +1.9% exit |
| 2022-09-08 | FBKWX | SELL | $15K–$50K | $9.60 | $9.43 2026-08-27 | +1.8% exit |
| 2022-09-08 | FBKWX | SELL | $100K–$250K | $9.60 | $9.43 2026-08-27 | +1.8% exit |
| 2022-03-21 | VZ | BUY | $1K–$15K | $51.10 | $49.43 2026-08-27 | -3.3% |
| 2022-03-21 | QQQ | BUY | $1K–$15K | $350.08 | $721.11 2026-08-27 | +106.0% |
| 2022-03-21 | MSFT | BUY | $1K–$15K | $299.16 | $505.06 2026-08-27 | +68.8% |
| 2022-03-21 | JPM | BUY | $1K–$15K | $139.65 | $354.22 2026-08-27 | +153.7% |
| 2022-03-21 | IVV | BUY | $1K–$15K | $447.61 | $774.75 2026-08-27 | +73.1% |
| 2022-03-21 | CSCO | BUY | $1K–$15K | $56.00 | $112.15 2026-08-27 | +100.3% |
| 2022-03-21 | CMCSA | BUY | $1K–$15K | $43.74 | $26.41 2026-08-27 | -39.6% |
| 2022-03-21 | BRK.B | BUY | $1K–$15K | $349.66 | $503.70 2026-08-27 | +44.0% |
| 2022-03-21 | AAPL | BUY | $1K–$15K | $165.38 | $314.58 2026-08-27 | +90.2% |
| 2022-03-16 | VZ | BUY | $1K–$15K | $52.49 | $49.43 2026-08-27 | -5.8% |
| 2022-03-15 | MDT | BUY | $1K–$15K | $105.40 | $89.97 2026-08-27 | -14.6% |
| 2022-03-07 | V | BUY | $1K–$15K | $190.70 | $379.66 2026-08-27 | +99.1% |
| 2022-03-07 | UNH | BUY | $1K–$15K | $486.87 | $395.05 2026-08-27 | -18.9% |
| 2022-03-07 | MDT | BUY | $1K–$15K | $106.64 | $89.97 2026-08-27 | -15.6% |
| 2022-03-02 | GOOGL | BUY | $1K–$15K | $134.57 | $340.65 2026-08-27 | +153.1% |
| 2022-03-02 | AAPL | BUY | $1K–$15K | $166.56 | $314.58 2026-08-27 | +88.9% |
| 2022-03-01 | WMT | BUY | $1K–$15K | $45.33 | $102.63 2026-08-27 | +126.4% |
| 2021-05-25 | T | BUY | $1K–$15K | $22.30 | $25.43 2026-08-27 | +14.1% |
| 2021-05-25 | VTRS | BUY | $1K–$15K | $14.98 | $16.89 2026-08-27 | +12.8% |
| 2021-05-25 | T | BUY | $1K–$15K | $22.30 | $25.43 2026-08-27 | +14.1% |
| 2021-05-25 | DFS | BUY | $1K–$15K | — | — | — |
| 2021-05-20 | VTRS | BUY | $1K–$15K | $15.59 | $16.89 2026-08-27 | +8.3% |
| 2021-05-20 | T | BUY | $1K–$15K | $22.39 | $25.43 2026-08-27 | +13.6% |
| 2021-04-27 | DOO | SELL | $1.0M–$5.0M | $94.72 | $62.12 2026-08-27 | +34.4% exit |
| 2021-04-27 | DOO | SELL | $1.0M–$5.0M | $94.72 | $62.12 2026-08-27 | +34.4% exit |
| 2021-02-11 | DOO | exchange | $1.0M–$5.0M | $76.09 | $62.12 2026-08-27 | -18.4% |
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 |
|---|---|
| James B. Renacci | 16 · CSCO, HD, LMT, MDT, MSFT, SBUX |
| Sheldon Whitehouse | 16 · CSCO, HD, LMT, MDT, MSFT, SBUX |
| Thomas H Tuberville | 15 · CSCO, LMT, MDT, MSFT, ONEQ, WMT |
| Alan Armstrong | 15 · CSCO, HD, LMT, MDT, MSFT, SBUX |
| David P. Roe | 15 · CSCO, HD, LMT, MDT, MSFT, SBUX |
| Robert J. Wittman | 15 · CSCO, HD, LMT, MDT, MSFT, SBUX |
| Shelley M Capito | 14 · CSCO, LMT, MDT, MSFT, SBUX, WMT |
| John Boozman | 14 · CSCO, HD, IVW, MSFT, WMT, DFS |
| K. Michael Conaway | 14 · CSCO, HD, LMT, MDT, MSFT, WMT |
| Kurt Schrader | 14 · HD, IVW, LMT, MSFT, WMT, DFS |
| John A. Yarmuth | 14 · CSCO, HD, MSFT, SBUX, WMT, T |
| Pete Sessions | 14 · LMT, MDT, MSFT, SBUX, WMT, DFS |