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 | $107.34 2026-07-13 | -0.2% exit |
| 2023-04-19 | QQQ | SELL | $1K–$15K | $318.71 | $711.74 2026-07-13 | -123.3% exit |
| 2023-04-19 | IVV | BUY | $1K–$15K | $415.99 | $752.58 2026-07-13 | +80.9% |
| 2023-04-19 | IJR | SELL | $1K–$15K | $95.64 | $144.99 2026-07-13 | -51.6% exit |
| 2023-04-19 | FQAL | BUY | $1K–$15K | $47.83 | $81.98 2026-07-13 | +71.4% |
| 2023-04-19 | COST | BUY | $50K–$100K | $496.03 | $926.43 2026-07-13 | +86.8% |
| 2023-04-19 | COST | BUY | $1K–$15K | $496.03 | $926.43 2026-07-13 | +86.8% |
| 2023-04-19 | CMCSA | BUY | $50K–$100K | $35.85 | $23.97 2026-07-13 | -33.1% |
| 2023-04-19 | CMCSA | BUY | $1K–$15K | $35.85 | $23.97 2026-07-13 | -33.1% |
| 2023-04-19 | AAPL | SELL | $1K–$15K | $167.63 | $317.31 2026-07-13 | -89.3% exit |
| 2023-02-21 | WMT | SELL | $15K–$50K | $49.11 | $114.78 2026-07-13 | -133.7% exit |
| 2023-02-21 | QQQ | SELL | $1K–$15K | $294.03 | $711.74 2026-07-13 | -142.1% exit |
| 2023-02-21 | MSFT | SELL | $15K–$50K | $252.67 | $390.99 2026-07-13 | -54.7% exit |
| 2023-02-21 | BRK.A | SELL | $15K–$50K | $458495.00 | $744850.00 2026-07-13 | -62.5% exit |
| 2023-02-15 | VZ | SELL | $50K–$100K | $40.38 | $42.68 2026-07-13 | -5.7% exit |
| 2023-02-15 | UPS | SELL | $15K–$50K | $186.84 | $112.89 2026-07-13 | +39.6% exit |
| 2023-02-15 | UNH | SELL | $15K–$50K | $491.25 | $429.09 2026-07-13 | +12.7% exit |
| 2023-02-15 | SBUX | SELL | $50K–$100K | $109.00 | $107.34 2026-07-13 | +1.5% exit |
| 2023-02-15 | QQQ | SELL | $50K–$100K | $309.10 | $711.74 2026-07-13 | -130.3% exit |
| 2023-02-15 | PNC | SELL | $15K–$50K | $160.00 | $252.85 2026-07-13 | -58.0% exit |
| 2023-02-15 | PFE | SELL | $15K–$50K | $43.32 | $24.48 2026-07-13 | +43.5% exit |
| 2023-02-15 | NEE | SELL | $15K–$50K | $76.94 | $88.38 2026-07-13 | -14.9% exit |
| 2023-02-15 | MSFT | SELL | $15K–$50K | $269.32 | $390.99 2026-07-13 | -45.2% exit |
| 2023-02-15 | MDT | SELL | $50K–$100K | $84.49 | $83.57 2026-07-13 | +1.1% exit |
| 2023-02-15 | JPM | SELL | $50K–$100K | $143.80 | $334.53 2026-07-13 | -132.6% exit |
| 2023-02-15 | IJR | SELL | $50K–$100K | $105.62 | $144.99 2026-07-13 | -37.3% exit |
| 2023-02-15 | CSCO | SELL | $15K–$50K | $48.45 | $119.25 2026-07-13 | -146.1% exit |
| 2023-02-15 | CMCSA | SELL | $50K–$100K | $36.94 | $23.97 2026-07-13 | +35.1% exit |
| 2023-02-15 | BRK.B | SELL | $50K–$100K | $309.63 | $496.85 2026-07-13 | -60.5% exit |
| 2023-02-15 | AAPL | SELL | $15K–$50K | $155.33 | $317.31 2026-07-13 | -104.3% 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, 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 |
| C. Scott Franklin | 13 · AAPL, BRK.B, CSCO, IJR, JPM, MSFT |