house · trading 2023-02-15 → 2023-04-19
*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).
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2023-04-19 | SBUX | SELL | $1K–$15K | $107.16 | $107.26 2026-08-27 | -0.1% exit |
| 2023-04-19 | QQQ | SELL | $1K–$15K | $318.71 | $721.11 2026-08-27 | -126.3% exit |
| 2023-04-19 | IVV | BUY | $1K–$15K | $415.99 | $774.75 2026-08-27 | +86.2% |
| 2023-04-19 | IJR | SELL | $1K–$15K | $95.64 | $146.78 2026-08-27 | -53.5% exit |
| 2023-04-19 | FQAL | BUY | $1K–$15K | $47.83 | $85.03 2026-08-27 | +77.8% |
| 2023-04-19 | COST | BUY | $50K–$100K | $496.03 | $934.66 2026-08-27 | +88.4% |
| 2023-04-19 | COST | BUY | $1K–$15K | $496.03 | $934.66 2026-08-27 | +88.4% |
| 2023-04-19 | CMCSA | BUY | $50K–$100K | $35.85 | $26.41 2026-08-27 | -26.3% |
| 2023-04-19 | CMCSA | BUY | $1K–$15K | $35.85 | $26.41 2026-08-27 | -26.3% |
| 2023-04-19 | AAPL | SELL | $1K–$15K | $167.63 | $314.58 2026-08-27 | -87.7% exit |
| 2023-02-21 | WMT | SELL | $15K–$50K | $49.11 | $102.63 2026-08-27 | -109.0% exit |
| 2023-02-21 | QQQ | SELL | $1K–$15K | $294.03 | $721.11 2026-08-27 | -145.3% exit |
| 2023-02-21 | MSFT | SELL | $15K–$50K | $252.67 | $505.06 2026-08-27 | -99.9% exit |
| 2023-02-21 | BRK.A | SELL | $15K–$50K | $458495.00 | $755943.00 2026-08-27 | -64.9% exit |
| 2023-02-15 | VZ | SELL | $50K–$100K | $40.38 | $49.43 2026-08-27 | -22.4% exit |
| 2023-02-15 | UPS | SELL | $15K–$50K | $186.84 | $105.68 2026-08-27 | +43.4% exit |
| 2023-02-15 | UNH | SELL | $15K–$50K | $491.25 | $395.05 2026-08-27 | +19.6% exit |
| 2023-02-15 | SBUX | SELL | $50K–$100K | $109.00 | $107.26 2026-08-27 | +1.6% exit |
| 2023-02-15 | QQQ | SELL | $50K–$100K | $309.10 | $721.11 2026-08-27 | -133.3% exit |
| 2023-02-15 | PNC | SELL | $15K–$50K | $160.00 | $243.51 2026-08-27 | -52.2% exit |
| 2023-02-15 | PFE | SELL | $15K–$50K | $43.32 | $28.02 2026-08-27 | +35.3% exit |
| 2023-02-15 | NEE | SELL | $15K–$50K | $76.94 | $83.47 2026-08-27 | -8.5% exit |
| 2023-02-15 | MSFT | SELL | $15K–$50K | $269.32 | $505.06 2026-08-27 | -87.5% exit |
| 2023-02-15 | MDT | SELL | $50K–$100K | $84.49 | $89.97 2026-08-27 | -6.5% exit |
| 2023-02-15 | JPM | SELL | $50K–$100K | $143.80 | $354.22 2026-08-27 | -146.3% exit |
| 2023-02-15 | IJR | SELL | $50K–$100K | $105.62 | $146.78 2026-08-27 | -39.0% exit |
| 2023-02-15 | CSCO | SELL | $15K–$50K | $48.45 | $112.15 2026-08-27 | -131.5% exit |
| 2023-02-15 | CMCSA | SELL | $50K–$100K | $36.94 | $26.41 2026-08-27 | +28.5% exit |
| 2023-02-15 | BRK.B | SELL | $50K–$100K | $309.63 | $503.70 2026-08-27 | -62.7% exit |
| 2023-02-15 | AAPL | SELL | $15K–$50K | $155.33 | $314.58 2026-08-27 | -102.5% 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 | 16 · AAPL, BRK.B, CMCSA, CSCO, JPM, MDT |
| Shelley M Capito | 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 |
| David P. Roe | 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 |
| Scott Franklin | 13 · AAPL, BRK.B, CMCSA, CSCO, JPM, MDT |