John A. Yarmuth: stock trades

Democrat, Representative for KY's 3rd district. Value ranges as filed, never exact figures.

Activity

Top sectors

Trades in companies we cover, by the company’s sector. Green is purchases, red is sales.

Financials17% of trades 53 trades: 22 purchases, 31 sales
Industrials15% of trades 46 trades: 24 purchases, 22 sales
Health Care14% of trades 44 trades: 26 purchases, 18 sales
Consumer Discretionary13% of trades 40 trades: 20 purchases, 20 sales
Communication Services10% of trades 30 trades: 12 purchases, 18 sales
Consumer Staples10% of trades 30 trades: 14 purchases, 16 sales

Would copying John A. Yarmuth’s trades have beaten the S&P 500?

Copying John A. Yarmuth’s disclosed holdings (starting from the holdings in each annual disclosure report once it was published, then adding purchases and taking off sales as each trade report became public, sized by the amounts reported, with call options counted as the stock until they expired) would have turned $10,000 on March 2, 2015 into $34,999 by November 2, 2026, against $43,309 in the S&P 500: +11.3% a year against +13.4%, with a beta of 0.92. Selling each purchase after 6 months instead would have made +3.7% a year. Six months after each report, the average share purchase was −1.3% against the S&P 500 (median −0.4%), and 49% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was −2.3%. Reports arrived a median of 42 days after the trade.

Copying John A. YarmuthS&P 500, buy and hold $10,000 copying John A. Yarmuth’s disclosed holdings from March 2, 2015, before costs and taxes, marked weekly. Each annual report resets the copy to the holdings it lists; each trade report then adds or reduces positions, sized by the middle of the amount band filed (a partial sale takes off its band but never more than half the position). Holdings before the first report in our records are unknown. Money not in a stock earns the Treasury bill rate.

John A. Yarmuth: trades against the S&P 500 afterwards
Measured	Trades counted	Average vs S&P 500	Median	Went the right way	t-statistic	Evidence
Purchases, 3 months after the report	143	+1.6%	−0.7%	45%	0.54	No reliable evidence
Purchases, 6 months after the report	143	−1.3%	−0.4%	49%	-0.74	No reliable evidence
Purchases, 3 months after the trade	143	+1.0%	−1.5%	43%	0.46	No reliable evidence
Purchases, 6 months after the trade	143	−2.3%	−0.5%	49%	-1.41	No reliable evidence
Sales, 6 months after the report	157	+0.5%	−0.2%	51%	0.42	No reliable evidence

Return a year, copying: +11.3%
S&P 500, same dates: +13.4%
Yearly swing (S&P 500): 17% (18%)
Sharpe ratio (S&P 500): 0.59 (0.68)
Biggest drop (S&P 500): −36% (−34%)
Market sensitivity (beta): 0.92

“Average vs S&P 500” is the stock’s return including dividends minus the index’s over the same dates. For sales, a negative figure means the stock lagged after it was sold, so selling was the right call (green). “Went the right way” is the share of purchases that beat the index, or of sales that trailed it. The t-statistic treats each trade as a separate bet; the Evidence label is stricter and uses one average per month of reports, because trades bunch together. Trades in companies we cover only. The averages count share trades; the copy portfolio also counts call options as the stock and sizes positions by the middle of each band filed. No trading costs or taxes. These are the stocks’ moves after each trade: they say nothing about why John A. Yarmuth traded and do not suggest the use of non-public information. How every member compares.

Stocks traded

Every company we cover that appears in the reports. “Since first purchase” is the stock’s move from the close on the member’s first disclosed purchase to the latest close, against the S&P 500; it is not the member’s return.

John A. Yarmuth: companies traded

BABoeing	3$3,003–$45,000	4$4,004–$60,000	Jul 31, 2015	Mar 31, 2020	—
CSCOCisco	2$2,002–$30,000	5$19,005–$110,000	Jul 30, 2015	Mar 5, 2021	—
AMGNAmgen	2$2,002–$30,000	4$4,004–$60,000	Feb 1, 2016	May 29, 2020	▲ 314.9%−48.1 pts vs S&P
CCitigroup	3$3,003–$45,000	3$3,003–$45,000	Jun 12, 2017	May 29, 2020	—
GOOGLAlphabet Inc. (Class A)	4$4,004–$60,000	2$2,002–$30,000	Jan 12, 2015	Mar 5, 2021	—
HONHoneywell Technologies	3$3,003–$45,000	3$3,003–$45,000	Feb 1, 2016	Mar 5, 2021	▲ 187.9%−175.2 pts vs S&P
JPMJPMorgan Chase	2$2,002–$30,000	4$4,004–$60,000	Jan 20, 2015	Mar 5, 2021	—
BMYBristol Myers Squibb	4$4,004–$60,000	1$1,001–$15,000	Dec 21, 2017	Sep 23, 2021	▲ 39.5%−182.3 pts vs S&P
BRK.BBerkshire Hathaway	1$1,001–$15,000	4$18,004–$95,000	Nov 26, 2018	Mar 5, 2021	▲ 164.5%−53.2 pts vs S&P
DISThe Walt Disney Company	1$1,001–$15,000	4$4,004–$60,000	Mar 31, 2017	Mar 5, 2021	▲ 8.4%−262.3 pts vs S&P
LOWLowe's	2$2,002–$30,000	3$3,003–$45,000	Mar 31, 2017	Sep 23, 2021	▲ 211.4%−59.3 pts vs S&P
MCDMcDonald's	2$2,002–$30,000	3$3,003–$45,000	Mar 10, 2015	Jul 1, 2020	▲ 153.6%−117.2 pts vs S&P
MOAltria	1$1,001–$15,000	4$4,004–$60,000	Sep 11, 2017	Mar 24, 2020	▲ 289.6%+50.5 pts vs S&P
PGProcter & Gamble	2$2,002–$30,000	3$3,003–$45,000	Feb 1, 2016	Sep 23, 2021	▲ 167.8%−195.2 pts vs S&P
VZVerizon	2$2,002–$30,000	3$3,003–$45,000	Nov 9, 2017	Mar 5, 2021	▲ 63.8%−171.4 pts vs S&P
XOMExxonMobil	1$1,001–$15,000	4$4,004–$60,000	Dec 7, 2017	May 18, 2020	▲ 521.6%+301.7 pts vs S&P
AAPLApple Inc.	2$2,002–$30,000	2$2,002–$30,000	Dec 1, 2015	Sep 4, 2020	▲ 1154.5%+826.4 pts vs S&P
APDAir Products	2$2,002–$30,000	2$2,002–$30,000	Mar 23, 2017	Jul 1, 2020	▲ 190.6%−82.9 pts vs S&P
BACBank of America	2$2,002–$30,000	2$2,002–$30,000	Feb 1, 2016	Mar 5, 2021	▲ 348.4%−14.7 pts vs S&P
CCICrown Castle	2$2,002–$30,000	2$2,002–$30,000	Mar 23, 2020	Jul 1, 2020	▼ 1.2%−271.0 pts vs S&P
CGCCanopy Growth Corp	3$3,003–$45,000	1$1,001–$15,000	Mar 10, 2020	Feb 12, 2021	▼ 99.5%−287.1 pts vs S&P
CMCSAComcast	1$1,001–$15,000	3$3,003–$45,000	Sep 11, 2017	Mar 5, 2021	▼ 10.9%−246.1 pts vs S&P
GEGE Aerospace	2$2,002–$30,000	2$2,002–$30,000	Jul 31, 2015	Nov 14, 2018	—
HDThe Home Depot	1$1,001–$15,000	3$3,003–$45,000	Mar 31, 2017	Sep 22, 2021	▲ 153.5%−81.8 pts vs S&P
JNJJohnson & Johnson	1$1,001–$15,000	3$3,003–$45,000	Jan 13, 2015	Dec 6, 2018	▲ 125.4%−89.5 pts vs S&P
METAMeta Platforms	1$1,001–$15,000	3$3,003–$45,000	Nov 9, 2017	Mar 5, 2021	▲ 134.3%−0.9 pts vs S&P
MMM3M	2$2,002–$30,000	2$2,002–$30,000	Jul 31, 2015	Sep 23, 2021	▲ 50.1%−223.4 pts vs S&P
MSMorgan Stanley	1$1,001–$15,000	3$3,003–$45,000	Jul 31, 2015	Mar 5, 2021	—
NKENike, Inc.	3$3,003–$45,000	1$1,001–$15,000	Mar 31, 2017	Nov 9, 2017	▼ 21.2%−291.9 pts vs S&P
TGTTarget Corporation	2$2,002–$30,000	2$2,002–$30,000	Mar 10, 2015	Jun 18, 2020	—
TMOThermo Fisher Scientific	2$2,002–$30,000	2$2,002–$30,000	Nov 14, 2018	Sep 23, 2021	▲ 203.3%−11.3 pts vs S&P
VVisa Inc.	2$2,002–$30,000	2$2,002–$30,000	Jan 12, 2015	Jan 28, 2021	—
WFCWells Fargo	1$1,001–$15,000	3$3,003–$45,000	Feb 1, 2016	Jul 1, 2020	▲ 130.4%−232.6 pts vs S&P
YUMYum! Brands	1$1,001–$15,000	3$3,003–$45,000	Mar 23, 2017	Mar 8, 2018	▲ 123.5%−90.7 pts vs S&P
ACNAccenture	1$1,001–$15,000	2$2,002–$30,000	Jul 31, 2016	Aug 15, 2017	—
AMZNAmazon	3$3,003–$45,000	0	Mar 31, 2017	Dec 7, 2018	▲ 468.5%+197.7 pts vs S&P
CMECME Group	1$1,001–$15,000	2$2,002–$30,000	Sep 20, 2017	Jul 1, 2020	▲ 218.2%−27.9 pts vs S&P
COSTCostco	2$2,002–$30,000	1$1,001–$15,000	Oct 18, 2018	Jan 28, 2021	▲ 398.2%+190.7 pts vs S&P
CVSCVS Health	1$1,001–$15,000	2$2,002–$30,000	Feb 1, 2016	Nov 26, 2018	▲ 30.1%−332.9 pts vs S&P
ECLEcolab	1$1,001–$15,000	2$2,002–$30,000	Feb 2, 2016	Jul 1, 2020	▲ 226.5%−145.0 pts vs S&P
FDXFedEx	2$2,002–$30,000	1$1,001–$15,000	Sep 27, 2017	Sep 23, 2021	▲ 109.7%−136.4 pts vs S&P
GSGoldman Sachs	2$2,002–$30,000	1$1,001–$15,000	Oct 4, 2017	Jul 1, 2020	▲ 352.3%+110.5 pts vs S&P
MAMastercard	1$1,001–$15,000	2$2,002–$30,000	Feb 1, 2016	Jan 28, 2021	▲ 678.9%+315.8 pts vs S&P
ORCLOracle Corporation	2$2,002–$30,000	1$1,001–$15,000	Jul 29, 2015	Nov 9, 2017	▲ 199.4%−46.8 pts vs S&P
SBUXStarbucks	1$1,001–$15,000	2$2,002–$30,000	Mar 20, 2017	Dec 6, 2018	▲ 108.3%−150.8 pts vs S&P
SHWSherwin-Williams	1$1,001–$15,000	2$2,002–$30,000	Nov 9, 2017	Mar 5, 2021	▲ 186.6%−48.6 pts vs S&P
TAT&T	1$1,001–$15,000	2$16,002–$65,000	Feb 1, 2016	Oct 22, 2021	▲ 62.9%−300.1 pts vs S&P
TJXTJX Companies	1$1,001–$15,000	2$2,002–$30,000	Mar 23, 2017	Jun 12, 2017	▲ 299.4%+26.0 pts vs S&P
ACBAurora Cannabis Inc	2$2,002–$30,000	0	Nov 5, 2020	Feb 12, 2021	—
ADPAutomatic Data Processing	0	2$2,002–$30,000	Jun 12, 2017	Aug 15, 2017	—
AIGAmerican International Group	1$1,001–$15,000	1$1,001–$15,000	Jul 31, 2015	Jun 12, 2017	—
AVGOBroadcom	1$1,001–$15,000	1$1,001–$15,000	Mar 5, 2021	Sep 23, 2021	▲ 725.0%+612.8 pts vs S&P
BKNGBooking Holdings	1$1,001–$15,000	1$1,001–$15,000	Nov 7, 2018	Nov 26, 2018	▲ 96.4%−106.1 pts vs S&P
CATCaterpillar Inc.	1$1,001–$15,000	1$1,001–$15,000	Mar 23, 2017	Aug 30, 2019	▲ 728.6%+455.2 pts vs S&P
CMSCMS Energy	1$1,001–$15,000	1$1,001–$15,000	Nov 9, 2017	Aug 27, 2020	▲ 84.4%−150.8 pts vs S&P
COPConocoPhillips	1$1,001–$15,000	1$1,001–$15,000	Mar 31, 2020	Sep 15, 2020	▲ 493.0%+273.2 pts vs S&P
CRONCronos Group Inc.	2$2,002–$30,000	0	Nov 5, 2020	Feb 12, 2021	▼ 47.9%−181.3 pts vs S&P
CVXChevron Corporation	1$1,001–$15,000	1$1,001–$15,000	Nov 9, 2017	Nov 26, 2018	▲ 182.1%−53.1 pts vs S&P
DDDuPont	1$1,001–$15,000	1$1,001–$15,000	Mar 23, 2017	Nov 9, 2017	▲ 64.3%−209.2 pts vs S&P
DHRDanaher Corporation	1$1,001–$15,000	1$1,001–$15,000	Feb 1, 2016	Dec 18, 2018	▲ 396.6%+33.5 pts vs S&P

The 60 most traded of 115 companies.

Trades in companies we cover

“Stock since trade” is the share price move from the close on the trade date to the latest close, with the gap to the S&P 500 beneath. It describes the stock, not what the member made. Showing the latest 300 of 311 trades; every trade is in the reports below. Click a column heading to sort.

John A. Yarmuth: trades in companies we cover
					Report
TAT&T	Sale (partial)$15,001 - $50,000	Nov 4, 2021	Oct 22, 2021	▲ 47.1%−30.8 pts vs S&P	Filing for T on Oct 22, 2021
MMM3M	Purchase$1,001 - $15,000	Nov 4, 2021	Sep 23, 2021	▲ 38.7%−43.3 pts vs S&P	Filing for MMM on Sep 23, 2021
BMYBristol Myers Squibb	Purchase$1,001 - $15,000	Nov 4, 2021	Sep 23, 2021	▲ 26.3%−55.7 pts vs S&P	Filing for BMY on Sep 23, 2021
AVGOBroadcom	Sale (full)$1,001 - $15,000	Nov 4, 2021	Sep 23, 2021	▲ 619.7%+537.8 pts vs S&P	Filing for AVGO on Sep 23, 2021
FDXFedEx	Purchase$1,001 - $15,000	Nov 4, 2021	Sep 23, 2021	▲ 91.5%+9.6 pts vs S&P	Filing for FDX on Sep 23, 2021
GDGeneral Dynamics	Purchase$1,001 - $15,000	Nov 4, 2021	Sep 23, 2021	▲ 111.6%+29.7 pts vs S&P	Filing for GD on Sep 23, 2021
LOWLowe's	Sale (partial)$1,001 - $15,000	Nov 4, 2021	Sep 23, 2021	▲ 13.5%−68.4 pts vs S&P	Filing for LOW on Sep 23, 2021
NOCNorthrop Grumman	Purchase$1,001 - $15,000	Nov 4, 2021	Sep 23, 2021	▲ 69.9%−12.0 pts vs S&P	Filing for NOC on Sep 23, 2021
PGProcter & Gamble	Sale (partial)$1,001 - $15,000	Nov 4, 2021	Sep 23, 2021	▲ 28.4%−53.5 pts vs S&P	Filing for PG on Sep 23, 2021
SYYSysco	Purchase$15,001 - $50,000	Nov 4, 2021	Sep 23, 2021	▲ 6.9%−75.0 pts vs S&P	Filing for SYY on Sep 23, 2021
TMOThermo Fisher Scientific	Sale (partial)$1,001 - $15,000	Nov 4, 2021	Sep 23, 2021	▲ 16.4%−65.6 pts vs S&P	Filing for TMO on Sep 23, 2021
BMYBristol Myers Squibb	Purchase$1,001 - $15,000	Nov 4, 2021	Sep 22, 2021	▲ 27.3%−56.9 pts vs S&P	Filing for BMY on Sep 22, 2021
HDThe Home Depot	Sale (partial)$1,001 - $15,000	Nov 4, 2021	Sep 22, 2021	▲ 12.1%−72.0 pts vs S&P	Filing for HD on Sep 22, 2021
TMOThermo Fisher Scientific	Sale (partial)$1,001 - $15,000	Nov 4, 2021	Sep 22, 2021	▲ 16.7%−67.5 pts vs S&P	Filing for TMO on Sep 22, 2021
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000	Apr 21, 2021	Mar 5, 2021	▲ 168.7%+56.5 pts vs S&P	Filing for GOOGL on Mar 5, 2021
AMTAmerican Tower	Purchase$1,001 - $15,000	Apr 21, 2021	Mar 5, 2021	▲ 11.5%−100.7 pts vs S&P	Filing for AMT on Mar 5, 2021
BACBank of America	Sale (partial)$1,001 - $15,000	Apr 21, 2021	Mar 5, 2021	▲ 52.9%−59.4 pts vs S&P	Filing for BAC on Mar 5, 2021
BRK.BBerkshire Hathaway	Sale (partial)$1,001 - $15,000	Apr 21, 2021	Mar 5, 2021	▲ 120.1%+7.9 pts vs S&P	Filing for BRK.B on Mar 5, 2021
AVGOBroadcom	Purchase$1,001 - $15,000	Apr 21, 2021	Mar 5, 2021	▲ 725.0%+612.8 pts vs S&P	Filing for AVGO on Mar 5, 2021
CSCOCisco	Purchase$1,001 - $15,000	Apr 21, 2021	Mar 5, 2021	▲ 160.6%+48.4 pts vs S&P	Filing for CSCO on Mar 5, 2021
CMCSAComcast	Sale (partial)$1,001 - $15,000	Apr 21, 2021	Mar 5, 2021	▼ 44.7%−156.9 pts vs S&P	Filing for CMCSA on Mar 5, 2021
METAMeta Platforms	Sale (partial)$1,001 - $15,000	Apr 21, 2021	Mar 5, 2021	▲ 136.5%+24.3 pts vs S&P	Filing for META on Mar 5, 2021
HONHoneywell Technologies	Sale (partial)$1,001 - $15,000	Apr 21, 2021	Mar 5, 2021	▲ 22.4%−89.8 pts vs S&P	Filing for HON on Mar 5, 2021
JPMJPMorgan Chase	Sale (partial)$1,001 - $15,000	Apr 21, 2021	Mar 5, 2021	▲ 157.2%+45.0 pts vs S&P	Filing for JPM on Mar 5, 2021
MSMorgan Stanley	Sale (partial)$1,001 - $15,000	Apr 21, 2021	Mar 5, 2021	▲ 174.5%+62.3 pts vs S&P	Filing for MS on Mar 5, 2021
NFLXNetflix	Sale (partial)$1,001 - $15,000	Apr 21, 2021	Mar 5, 2021	▲ 22.1%−90.1 pts vs S&P	Filing for NFLX on Mar 5, 2021
NEENextEra Energy	Purchase$1,001 - $15,000	Apr 21, 2021	Mar 5, 2021	▲ 37.3%−74.9 pts vs S&P	Filing for NEE on Mar 5, 2021
PLDPrologis	Purchase$1,001 - $15,000	Apr 21, 2021	Mar 5, 2021	▲ 55.6%−56.6 pts vs S&P	Filing for PLD on Mar 5, 2021
SHWSherwin-Williams	Sale (partial)$1,001 - $15,000	Apr 21, 2021	Mar 5, 2021	▲ 59.1%−53.1 pts vs S&P	Filing for SHW on Mar 5, 2021
UPSUnited Parcel Service	Sale (partial)$1,001 - $15,000	Apr 21, 2021	Mar 5, 2021	▼ 15.2%−127.4 pts vs S&P	Filing for UPS on Mar 5, 2021
VZVerizon	Sale (partial)$1,001 - $15,000	Apr 21, 2021	Mar 5, 2021	▲ 14.4%−97.8 pts vs S&P	Filing for VZ on Mar 5, 2021
DISThe Walt Disney Company	Sale (partial)$1,001 - $15,000	Apr 21, 2021	Mar 5, 2021	▼ 38.0%−150.2 pts vs S&P	Filing for DIS on Mar 5, 2021
ACBAurora Cannabis Inc	Purchase$1,001 - $15,000	Feb 19, 2021	Feb 12, 2021	—	Filing for ACB on Feb 12, 2021
CGCCanopy Growth Corp	Purchase$1,001 - $15,000	Feb 19, 2021	Feb 12, 2021	▼ 99.8%−207.2 pts vs S&P	Filing for CGC on Feb 12, 2021
CRONCronos Group Inc.	Purchase$1,001 - $15,000	Feb 19, 2021	Feb 12, 2021	▼ 72.5%−179.9 pts vs S&P	Filing for CRON on Feb 12, 2021
TLRYTilray Brands, Inc.	Purchase$1,001 - $15,000	Feb 19, 2021	Feb 12, 2021	▼ 99.1%−206.4 pts vs S&P	Filing for TLRY on Feb 12, 2021
CTASCintas	Purchase$1,001 - $15,000	Feb 19, 2021	Jan 28, 2021	▲ 191.2%+75.6 pts vs S&P	Filing for CTAS on Jan 28, 2021
COSTCostco	Sale (partial)$1,001 - $15,000	Feb 19, 2021	Jan 28, 2021	▲ 204.4%+88.9 pts vs S&P	Filing for COST on Jan 28, 2021
MAMastercard	Sale (partial)$1,001 - $15,000	Feb 19, 2021	Jan 28, 2021	▲ 106.4%−9.2 pts vs S&P	Filing for MA on Jan 28, 2021
VVisa Inc.	Sale (partial)$1,001 - $15,000	Feb 19, 2021	Jan 28, 2021	▲ 121.5%+5.9 pts vs S&P	Filing for V on Jan 28, 2021
AXPAmerican Express	Purchase$1,001 - $15,000	Feb 19, 2021	Jan 13, 2021	▲ 184.6%+70.2 pts vs S&P	Filing for AXP on Jan 13, 2021
ICEIntercontinental Exchange	Sale (full)$1,001 - $15,000	Feb 19, 2021	Jan 11, 2021	▲ 56.2%−58.8 pts vs S&P	Filing for ICE on Jan 11, 2021
ACBAurora Cannabis Inc	Purchase$1,001 - $15,000	Nov 15, 2020	Nov 5, 2020	—	Filing for ACB on Nov 5, 2020
CGCCanopy Growth Corp	Purchase$1,001 - $15,000	Nov 15, 2020	Nov 5, 2020	▼ 99.7%−233.1 pts vs S&P	Filing for CGC on Nov 5, 2020
CRONCronos Group Inc.	Purchase$1,001 - $15,000	Nov 15, 2020	Nov 5, 2020	▼ 47.9%−181.3 pts vs S&P	Filing for CRON on Nov 5, 2020
TLRYTilray Brands, Inc.	Purchase$1,001 - $15,000	Nov 15, 2020	Nov 5, 2020	▼ 96.6%−230.1 pts vs S&P	Filing for TLRY on Nov 5, 2020
HUMHumana	Purchase$1,001 - $15,000	Nov 15, 2020	Oct 29, 2020	▲ 11.6%−136.2 pts vs S&P	Filing for HUM on Oct 29, 2020
METAMeta Platforms	Purchase$1,001 - $15,000	Nov 15, 2020	Oct 15, 2020	▲ 134.3%−0.9 pts vs S&P	Filing for META on Oct 15, 2020
MNSTMonster Beverage	Purchase$1,001 - $15,000	Nov 15, 2020	Oct 15, 2020	▲ 133.4%−1.9 pts vs S&P	Filing for MNST on Oct 15, 2020
PLDPrologis	Purchase$1,001 - $15,000	Nov 15, 2020	Oct 5, 2020	▲ 44.8%−95.8 pts vs S&P	Filing for PLD on Oct 5, 2020
ICEIntercontinental Exchange	Purchase$1,001 - $15,000	Nov 15, 2020	Sep 17, 2020	▲ 84.4%−60.0 pts vs S&P	Filing for ICE on Sep 17, 2020
COPConocoPhillips	Sale (partial)$1,001 - $15,000	Nov 15, 2020	Sep 15, 2020	▲ 429.6%+288.3 pts vs S&P	Filing for COP on Sep 15, 2020
CSCOCisco	Sale (partial)$1,001 - $15,000	Nov 15, 2020	Sep 10, 2020	▲ 209.9%+64.1 pts vs S&P	Filing for CSCO on Sep 10, 2020
ROSTRoss Stores	Purchase$1,001 - $15,000	Nov 15, 2020	Sep 8, 2020	▲ 162.8%+16.5 pts vs S&P	Filing for ROST on Sep 8, 2020
LUVSouthwest Airlines	Purchase$1,001 - $15,000	Nov 15, 2020	Sep 8, 2020	▲ 17.2%−129.2 pts vs S&P	Filing for LUV on Sep 8, 2020
WMTWalmart	Sale (partial)$1,001 - $15,000	Nov 15, 2020	Sep 8, 2020	▲ 192.3%+46.0 pts vs S&P	Filing for WMT on Sep 8, 2020
AAPLApple Inc.	Sale (partial)$1,001 - $15,000	Nov 15, 2020	Sep 4, 2020	▲ 182.4%+42.7 pts vs S&P	Filing for AAPL on Sep 4, 2020
EBAYeBay Inc.	Sale (partial)$1,001 - $15,000	Nov 15, 2020	Sep 3, 2020	▲ 146.9%+9.2 pts vs S&P	Filing for EBAY on Sep 3, 2020
CSCOCisco	Sale (partial)$1,001 - $15,000	Nov 15, 2020	Aug 27, 2020	▲ 190.0%+54.3 pts vs S&P	Filing for CSCO on Aug 27, 2020
CMSCMS Energy	Sale (partial)$1,001 - $15,000	Nov 15, 2020	Aug 27, 2020	▲ 40.8%−94.9 pts vs S&P	Filing for CMS on Aug 27, 2020
CCICrown Castle	Sale (partial)$1,001 - $15,000	Aug 11, 2021	Jul 1, 2020	▼ 33.2%−197.6 pts vs S&P	Filing for CCI on Jul 1, 2020
APDAir Products	Sale (partial)$1,001 - $15,000	Oct 12, 2020	Jul 1, 2020	▲ 49.8%−114.5 pts vs S&P	Filing for APD on Jul 1, 2020
CBChubb Limited	Purchase$1,001 - $15,000	Oct 12, 2020	Jul 1, 2020	▲ 219.8%+55.4 pts vs S&P	Filing for CB on Jul 1, 2020
CMECME Group	Sale (full)$1,001 - $15,000	Oct 12, 2020	Jul 1, 2020	▲ 130.5%−33.9 pts vs S&P	Filing for CME on Jul 1, 2020
CCICrown Castle	Purchase$1,001 - $15,000	Oct 12, 2020	Jul 1, 2020	▼ 33.2%−197.6 pts vs S&P	Filing for CCI on Jul 1, 2020
EBAYeBay Inc.	Purchase$1,001 - $15,000	Oct 12, 2020	Jul 1, 2020	▲ 148.5%−15.8 pts vs S&P	Filing for EBAY on Jul 1, 2020
ECLEcolab	Sale (partial)$1,001 - $15,000	Oct 12, 2020	Jul 1, 2020	▲ 62.8%−101.6 pts vs S&P	Filing for ECL on Jul 1, 2020
GSGoldman Sachs	Purchase$1,001 - $15,000	Oct 12, 2020	Jul 1, 2020	▲ 423.6%+259.2 pts vs S&P	Filing for GS on Jul 1, 2020
LINLinde plc	Purchase$1,001 - $15,000	Oct 12, 2020	Jul 1, 2020	▲ 160.7%−3.7 pts vs S&P	Filing for LIN on Jul 1, 2020
MCDMcDonald's	Sale (partial)$1,001 - $15,000	Oct 12, 2020	Jul 1, 2020	▲ 64.3%−100.0 pts vs S&P	Filing for MCD on Jul 1, 2020
NFLXNetflix	Purchase$1,001 - $15,000	Oct 12, 2020	Jul 1, 2020	▲ 29.8%−134.5 pts vs S&P	Filing for NFLX on Jul 1, 2020
SPGIS&P Global	Purchase$1,001 - $15,000	Oct 12, 2020	Jul 1, 2020	▲ 54.9%−109.4 pts vs S&P	Filing for SPGI on Jul 1, 2020
WFCWells Fargo	Sale (full)$1,001 - $15,000	Oct 12, 2020	Jul 1, 2020	▲ 291.4%+127.0 pts vs S&P	Filing for WFC on Jul 1, 2020
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	Oct 12, 2020	Jun 24, 2020	▲ 293.3%+123.4 pts vs S&P	Filing for GOOGL on Jun 24, 2020
AAPLApple Inc.	Purchase$1,001 - $15,000	Oct 12, 2020	Jun 24, 2020	▲ 280.1%+110.2 pts vs S&P	Filing for AAPL on Jun 24, 2020
CMCSAComcast	Sale (partial)$1,001 - $15,000	Oct 12, 2020	Jun 24, 2020	▼ 19.8%−189.8 pts vs S&P	Filing for CMCSA on Jun 24, 2020
NOCNorthrop Grumman	Sale (full)$1,001 - $15,000	Oct 12, 2020	Jun 18, 2020	▲ 91.8%−72.7 pts vs S&P	Filing for NOC on Jun 18, 2020
TGTTarget Corporation	Purchase$1,001 - $15,000	Oct 12, 2020	Jun 18, 2020	▲ 55.9%−108.5 pts vs S&P	Filing for TGT on Jun 18, 2020
CMECME Group	Sale (partial)$1,001 - $15,000	Oct 12, 2020	Jun 8, 2020	▲ 103.9%−51.2 pts vs S&P	Filing for CME on Jun 8, 2020
AAPLApple Inc.	Sale (partial)$1,001 - $15,000	Oct 12, 2020	Jun 1, 2020	▲ 325.2%+155.4 pts vs S&P	Filing for AAPL on Jun 1, 2020
AMGNAmgen	Purchase$1,001 - $15,000	Aug 11, 2021	May 29, 2020	▲ 143.2%−27.7 pts vs S&P	Filing for AMGN on May 29, 2020
CCitigroup	Sale (partial)$1,001 - $15,000	Aug 11, 2021	May 29, 2020	—	Filing for C on May 29, 2020
APDAir Products	Purchase$1,001 - $15,000	Jul 1, 2020	May 29, 2020	▲ 52.0%−119.0 pts vs S&P	Filing for APD on May 29, 2020
AMGNAmgen	Sale (partial)$1,001 - $15,000	Jul 1, 2020	May 29, 2020	▲ 143.2%−27.7 pts vs S&P	Filing for AMGN on May 29, 2020
CCitigroup	Purchase$1,001 - $15,000	Jul 1, 2020	May 29, 2020	—	Filing for C on May 29, 2020
PFEPfizer	Sale (partial)$1,001 - $15,000	Jul 1, 2020	May 29, 2020	▲ 13.1%−157.8 pts vs S&P	Filing for PFE on May 29, 2020
TMUST-Mobile US	Purchase$1,001 - $15,000	Jul 1, 2020	May 26, 2020	▲ 70.3%−105.4 pts vs S&P	Filing for TMUS on May 26, 2020
VZVerizon	Sale (partial)$1,001 - $15,000	Jul 1, 2020	May 26, 2020	▲ 21.9%−153.7 pts vs S&P	Filing for VZ on May 26, 2020
XOMExxonMobil	Sale (partial)$1,001 - $15,000	Jul 1, 2020	May 18, 2020	▲ 410.7%+231.2 pts vs S&P	Filing for XOM on May 18, 2020
EOGEOG Resources	Sale (full)$1,001 - $15,000	Jul 1, 2020	May 14, 2020	▲ 336.1%+146.7 pts vs S&P	Filing for EOG on May 14, 2020
DISThe Walt Disney Company	Sale (full)$1,001 - $15,000	Aug 11, 2021	May 5, 2020	▲ 16.5%−171.6 pts vs S&P	Filing for DIS on May 5, 2020
XOMExxonMobil	Sale (partial)$1,001 - $15,000	Jul 1, 2020	May 5, 2020	▲ 426.5%+238.4 pts vs S&P	Filing for XOM on May 5, 2020
JPMJPMorgan Chase	Sale (partial)$1,001 - $15,000	Jul 1, 2020	May 5, 2020	▲ 333.0%+144.9 pts vs S&P	Filing for JPM on May 5, 2020
LOWLowe's	Sale (partial)$1,001 - $15,000	Jul 1, 2020	May 5, 2020	▲ 118.2%−69.9 pts vs S&P	Filing for LOW on May 5, 2020
DISThe Walt Disney Company	Sale (partial)$1,001 - $15,000	Jul 1, 2020	May 5, 2020	▲ 16.5%−171.6 pts vs S&P	Filing for DIS on May 5, 2020
CCitigroup	Purchase$1,001 - $15,000	Aug 11, 2021	Mar 31, 2020	—	Filing for C on Mar 31, 2020
MMM3M	Sale (full)$1,001 - $15,000	May 2, 2020	Mar 31, 2020	▲ 94.0%−125.9 pts vs S&P	Filing for MMM on Mar 31, 2020
BACBank of America	Purchase$1,001 - $15,000	May 2, 2020	Mar 31, 2020	▲ 172.6%−47.2 pts vs S&P	Filing for BAC on Mar 31, 2020
BABoeing	Sale (full)$1,001 - $15,000	May 2, 2020	Mar 31, 2020	▲ 16.5%−203.4 pts vs S&P	Filing for BA on Mar 31, 2020
CCitigroup	Sale (full)$1,001 - $15,000	May 2, 2020	Mar 31, 2020	—	Filing for C on Mar 31, 2020
COPConocoPhillips	Purchase$1,001 - $15,000	May 2, 2020	Mar 31, 2020	▲ 493.0%+273.2 pts vs S&P	Filing for COP on Mar 31, 2020
XOMExxonMobil	Purchase$1,001 - $15,000	May 2, 2020	Mar 31, 2020	▲ 521.6%+301.7 pts vs S&P	Filing for XOM on Mar 31, 2020
HONHoneywell Technologies	Purchase$1,001 - $15,000	May 2, 2020	Mar 31, 2020	▲ 93.2%−126.6 pts vs S&P	Filing for HON on Mar 31, 2020
MOAltria	Purchase$1,001 - $15,000	Aug 11, 2021	Mar 24, 2020	▲ 289.6%+50.5 pts vs S&P	Filing for MO on Mar 24, 2020
MOAltria	Sale (full)$1,001 - $15,000	May 2, 2020	Mar 24, 2020	▲ 289.6%+50.5 pts vs S&P	Filing for MO on Mar 24, 2020
CCICrown Castle	Purchase$1,001 - $15,000	Aug 11, 2021	Mar 23, 2020	▼ 1.2%−271.0 pts vs S&P	Filing for CCI on Mar 23, 2020
CCICrown Castle	Sale (full)$1,001 - $15,000	May 2, 2020	Mar 23, 2020	▼ 1.2%−271.0 pts vs S&P	Filing for CCI on Mar 23, 2020
COSTCostco	Purchase$1,001 - $15,000	May 2, 2020	Mar 19, 2020	▲ 267.8%+23.0 pts vs S&P	Filing for COST on Mar 19, 2020
TMOThermo Fisher Scientific	Purchase$1,001 - $15,000	May 2, 2020	Mar 19, 2020	▲ 152.8%−92.0 pts vs S&P	Filing for TMO on Mar 19, 2020
CSCOCisco	Sale (partial)$1,001 - $15,000	Aug 11, 2021	Mar 11, 2020	▲ 236.8%+34.5 pts vs S&P	Filing for CSCO on Mar 11, 2020
CSCOCisco	Sale (partial)$15,001 - $50,000	May 2, 2020	Mar 11, 2020	▲ 236.8%+34.5 pts vs S&P	Filing for CSCO on Mar 11, 2020
BRK.BBerkshire Hathaway	Sale (partial)$1,001 - $15,000	Aug 11, 2021	Mar 10, 2020	▲ 174.8%−12.7 pts vs S&P	Filing for BRK.B on Mar 10, 2020
CGCCanopy Growth Corp	Purchase$1,001 - $15,000	Aug 11, 2021	Mar 10, 2020	▼ 99.5%−287.1 pts vs S&P	Filing for CGC on Mar 10, 2020
BRK.BBerkshire Hathaway	Sale (partial)$15,001 - $50,000	May 2, 2020	Mar 10, 2020	▲ 174.8%−12.7 pts vs S&P	Filing for BRK.B on Mar 10, 2020
CGCCanopy Growth Corp	Sale (full)$1,001 - $15,000	May 2, 2020	Mar 10, 2020	▼ 99.5%−287.1 pts vs S&P	Filing for CGC on Mar 10, 2020
USBU.S. Bancorp	Sale (partial)$1,001 - $15,000	May 2, 2020	Mar 10, 2020	▲ 106.4%−81.1 pts vs S&P	Filing for USB on Mar 10, 2020
CATCaterpillar Inc.	Sale (partial)$1,001 - $15,000	Sep 27, 2019	Aug 30, 2019	▲ 502.6%+316.3 pts vs S&P	Filing for CAT on Aug 30, 2019
WMWaste Management	Purchase$1,001 - $15,000	Sep 27, 2019	Aug 30, 2019	▲ 121.5%−64.7 pts vs S&P	Filing for WM on Aug 30, 2019
FDXFedEx	Sale (full)$1,001 - $15,000	Sep 27, 2019	Aug 16, 2019	▲ 189.9%+0.0 pts vs S&P	Filing for FDX on Aug 16, 2019
MOAltria	Sale (full)$1,001 - $15,000	Sep 27, 2019	Aug 2, 2019	▲ 180.2%−5.9 pts vs S&P	Filing for MO on Aug 2, 2019
ELThe Estée Lauder Companies	Purchase$1,001 - $15,000	Sep 27, 2019	Aug 2, 2019	▼ 36.6%−222.8 pts vs S&P	Filing for EL on Aug 2, 2019
VZVerizon	Purchase$1,001 - $15,000	Feb 14, 2019	Dec 24, 2018	▲ 32.9%−227.7 pts vs S&P	Filing for VZ on Dec 24, 2018
BMYBristol Myers Squibb	Purchase$1,001 - $15,000	Jan 18, 2018	Dec 21, 2018date after report	—	Filing for BMY on Dec 21, 2018
KOThe Coca-Cola Company	Sale (full)$1,001 - $15,000	Feb 14, 2019	Dec 19, 2018	▲ 150.5%−87.8 pts vs S&P	Filing for KO on Dec 19, 2018
AMGNAmgen	Sale (full)$1,001 - $15,000	Feb 14, 2019	Dec 18, 2018	▲ 211.9%−21.3 pts vs S&P	Filing for AMGN on Dec 18, 2018
CCitigroup	Sale (full)$1,001 - $15,000	Feb 14, 2019	Dec 18, 2018	—	Filing for C on Dec 18, 2018
DHRDanaher Corporation	Sale (full)$1,001 - $15,000	Feb 14, 2019	Dec 18, 2018	▲ 167.7%−65.5 pts vs S&P	Filing for DHR on Dec 18, 2018
PEPPepsiCo	Sale (partial)$1,001 - $15,000	Feb 14, 2019	Dec 18, 2018	▲ 56.6%−176.7 pts vs S&P	Filing for PEP on Dec 18, 2018
AMZNAmazon	Purchase$1,001 - $15,000	Jan 18, 2018	Dec 7, 2018date after report	—	Filing for AMZN on Dec 7, 2018
DISThe Walt Disney Company	Sale (full)$1,001 - $15,000	Jan 18, 2018	Dec 7, 2018date after report	—	Filing for DIS on Dec 7, 2018
AMGNAmgen	Sale (partial)$1,001 - $15,000	Feb 14, 2019	Dec 6, 2018	▲ 193.2%−21.7 pts vs S&P	Filing for AMGN on Dec 6, 2018
BRK.BBerkshire Hathaway	Sale (partial)$1,001 - $15,000	Feb 14, 2019	Dec 6, 2018	▲ 167.9%−47.1 pts vs S&P	Filing for BRK.B on Dec 6, 2018
INTCIntel	Sale (partial)$1,001 - $15,000	Feb 14, 2019	Dec 6, 2018	▲ 45.3%−169.7 pts vs S&P	Filing for INTC on Dec 6, 2018
JNJJohnson & Johnson	Purchase$1,001 - $15,000	Feb 14, 2019	Dec 6, 2018	▲ 125.4%−89.5 pts vs S&P	Filing for JNJ on Dec 6, 2018
PGProcter & Gamble	Sale (partial)$1,001 - $15,000	Feb 14, 2019	Dec 6, 2018	▲ 112.4%−102.6 pts vs S&P	Filing for PG on Dec 6, 2018
SBUXStarbucks	Sale (partial)$1,001 - $15,000	Feb 14, 2019	Dec 6, 2018	▲ 85.7%−129.3 pts vs S&P	Filing for SBUX on Dec 6, 2018
VZVerizon	Sale (full)$1,001 - $15,000	Feb 14, 2019	Dec 6, 2018	▲ 21.3%−193.6 pts vs S&P	Filing for VZ on Dec 6, 2018
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	Dec 27, 2018	Nov 26, 2018	▲ 433.6%+215.9 pts vs S&P	Filing for GOOGL on Nov 26, 2018
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000	Dec 27, 2018	Nov 26, 2018	▲ 164.5%−53.2 pts vs S&P	Filing for BRK.B on Nov 26, 2018
BKNGBooking Holdings	Sale (full)$1,001 - $15,000	Dec 27, 2018	Nov 26, 2018	▲ 117.7%−100.0 pts vs S&P	Filing for BKNG on Nov 26, 2018
BMYBristol Myers Squibb	Sale (full)$1,001 - $15,000	Dec 27, 2018	Nov 26, 2018	▲ 58.4%−159.3 pts vs S&P	Filing for BMY on Nov 26, 2018
CVXChevron Corporation	Sale (full)$1,001 - $15,000	Dec 27, 2018	Nov 26, 2018	▲ 174.4%−43.4 pts vs S&P	Filing for CVX on Nov 26, 2018
CVSCVS Health	Sale (full)$1,001 - $15,000	Dec 27, 2018	Nov 26, 2018	▲ 52.1%−165.7 pts vs S&P	Filing for CVS on Nov 26, 2018
XOMExxonMobil	Sale (full)$1,001 - $15,000	Dec 27, 2018	Nov 26, 2018	▲ 225.9%+8.2 pts vs S&P	Filing for XOM on Nov 26, 2018
GILDGilead Sciences	Sale (full)$1,001 - $15,000	Dec 27, 2018	Nov 26, 2018	▲ 238.2%+20.4 pts vs S&P	Filing for GILD on Nov 26, 2018
GSGoldman Sachs	Sale (full)$1,001 - $15,000	Dec 27, 2018	Nov 26, 2018	▲ 452.2%+234.5 pts vs S&P	Filing for GS on Nov 26, 2018
MUMicron Technology	Sale (partial)$1,001 - $15,000	Dec 27, 2018	Nov 26, 2018	▲ 2286.6%+2068.8 pts vs S&P	Filing for MU on Nov 26, 2018
TXNTexas Instruments	Purchase$1,001 - $15,000	Dec 27, 2018	Nov 26, 2018	—	Filing for TXN on Nov 26, 2018
TAT&T	Sale (full)$1,001 - $15,000	Dec 27, 2018	Nov 14, 2018	▲ 60.1%−154.5 pts vs S&P	Filing for T on Nov 14, 2018
GEGE Aerospace	Sale (full)$1,001 - $15,000	Dec 27, 2018	Nov 14, 2018	▲ 733.6%+519.0 pts vs S&P	Filing for GE on Nov 14, 2018
SLBSchlumberger	Sale (full)$1,001 - $15,000	Dec 27, 2018	Nov 14, 2018	▲ 36.9%−177.7 pts vs S&P	Filing for SLB on Nov 14, 2018
KHCKraft Heinz	Sale (full)$1,001 - $15,000	Dec 27, 2018	Nov 14, 2018	▼ 30.5%−245.1 pts vs S&P	Filing for KHC on Nov 14, 2018
TMOThermo Fisher Scientific	Purchase$1,001 - $15,000	Dec 27, 2018	Nov 14, 2018	▲ 203.3%−11.3 pts vs S&P	Filing for TMO on Nov 14, 2018
BKNGBooking Holdings	Purchase$1,001 - $15,000	Sep 11, 2019	Nov 7, 2018	▲ 96.4%−106.1 pts vs S&P	Filing for BKNG on Nov 7, 2018
BACBank of America	Sale (partial)$1,001 - $15,000	Nov 12, 2018	Oct 22, 2018	▲ 118.8%−90.3 pts vs S&P	Filing for BAC on Oct 22, 2018
ITWIllinois Tool Works	Sale (full)$1,001 - $15,000	Nov 12, 2018	Oct 22, 2018	▲ 173.1%−36.0 pts vs S&P	Filing for ITW on Oct 22, 2018
COSTCostco	Purchase$1,001 - $15,000	Nov 12, 2018	Oct 18, 2018	▲ 398.2%+190.7 pts vs S&P	Filing for COST on Oct 18, 2018
GEGE Aerospace	Sale (partial)$1,001 - $15,000	Nov 12, 2018	Oct 18, 2018	▲ 460.2%+252.7 pts vs S&P	Filing for GE on Oct 18, 2018
BABoeing	Purchase$1,001 - $15,000	Nov 12, 2018	Oct 12, 2018	▼ 50.1%−258.1 pts vs S&P	Filing for BA on Oct 12, 2018
METAMeta Platforms	Sale (full)$1,001 - $15,000	May 14, 2018	Apr 4, 2018	▲ 303.0%+77.6 pts vs S&P	Filing for META on Apr 4, 2018
MUMicron Technology	Purchase$1,001 - $15,000	May 2, 2018	Mar 27, 2018	▲ 1565.6%+1336.5 pts vs S&P	Filing for MU on Mar 27, 2018
MOAltria	Sale (partial)$1,001 - $15,000	May 2, 2018	Mar 23, 2018	▲ 143.3%−89.0 pts vs S&P	Filing for MO on Mar 23, 2018
WFCWells Fargo	Sale (partial)$1,001 - $15,000	May 2, 2018	Mar 20, 2018	▲ 96.3%−120.2 pts vs S&P	Filing for WFC on Mar 20, 2018
BABoeing	Sale (partial)$1,001 - $15,000	May 2, 2018	Mar 15, 2018	▼ 45.0%−258.2 pts vs S&P	Filing for BA on Mar 15, 2018
YUMYum! Brands	Purchase$1,001 - $15,000	Aug 1, 2018	Mar 8, 2018	▲ 123.5%−90.7 pts vs S&P	Filing for YUM on Mar 8, 2018
BMYBristol Myers Squibb	Purchase$1,001 - $15,000	Aug 1, 2018	Dec 21, 2017	▲ 39.5%−182.3 pts vs S&P	Filing for BMY on Dec 21, 2017
XOMExxonMobil	Sale (full)$1,001 - $15,000	Jan 18, 2018	Dec 7, 2017	▲ 216.5%−11.2 pts vs S&P	Filing for XOM on Dec 7, 2017
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000	Jan 18, 2018	Dec 7, 2017	▲ 592.6%+364.9 pts vs S&P	Filing for MSFT on Dec 7, 2017
SHWSherwin-Williams	Sale (full)$1,001 - $15,000	Jan 18, 2018	Dec 7, 2017	▲ 172.3%−55.4 pts vs S&P	Filing for SHW on Dec 7, 2017
AMGNAmgen	Sale (full)$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▲ 247.6%+12.4 pts vs S&P	Filing for AMGN on Nov 9, 2017
CVXChevron Corporation	Purchase$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▲ 182.1%−53.1 pts vs S&P	Filing for CVX on Nov 9, 2017
CMSCMS Energy	Purchase$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▲ 84.4%−150.8 pts vs S&P	Filing for CMS on Nov 9, 2017
CMCSAComcast	Purchase$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▼ 10.9%−246.1 pts vs S&P	Filing for CMCSA on Nov 9, 2017
DUKDuke Energy	Purchase$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▲ 102.9%−132.3 pts vs S&P	Filing for DUK on Nov 9, 2017
DDDuPont	Sale (full)$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▲ 46.2%−189.1 pts vs S&P	Filing for DD on Nov 9, 2017
METAMeta Platforms	Sale (full)$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▲ 248.6%+13.4 pts vs S&P	Filing for META on Nov 9, 2017
GEGE Aerospace	Purchase$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▲ 258.7%+23.5 pts vs S&P	Filing for GE on Nov 9, 2017
HDThe Home Depot	Purchase$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▲ 153.5%−81.8 pts vs S&P	Filing for HD on Nov 9, 2017
HONHoneywell Technologies	Purchase$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▲ 95.2%−140.1 pts vs S&P	Filing for HON on Nov 9, 2017
INTCIntel	Sale (full)$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▲ 55.6%−179.6 pts vs S&P	Filing for INTC on Nov 9, 2017
JNJJohnson & Johnson	Sale (full)$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▲ 142.2%−93.0 pts vs S&P	Filing for JNJ on Nov 9, 2017
LOWLowe's	Purchase$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▲ 223.0%−12.2 pts vs S&P	Filing for LOW on Nov 9, 2017
MAMastercard	Sale (full)$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▲ 356.2%+121.0 pts vs S&P	Filing for MA on Nov 9, 2017
MCDMcDonald's	Purchase$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▲ 94.4%−140.8 pts vs S&P	Filing for MCD on Nov 9, 2017
MRKMerck & Co.	Purchase$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▲ 253.0%+17.8 pts vs S&P	Filing for MRK on Nov 9, 2017
NEENextEra Energy	Sale (full)$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▲ 171.7%−63.5 pts vs S&P	Filing for NEE on Nov 9, 2017
NKENike, Inc.	Purchase$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▼ 22.3%−257.5 pts vs S&P	Filing for NKE on Nov 9, 2017
ORCLOracle Corporation	Purchase$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▲ 190.9%−44.3 pts vs S&P	Filing for ORCL on Nov 9, 2017
PGProcter & Gamble	Purchase$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▲ 134.4%−100.9 pts vs S&P	Filing for PG on Nov 9, 2017
SHWSherwin-Williams	Purchase$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▲ 186.6%−48.6 pts vs S&P	Filing for SHW on Nov 9, 2017
USBU.S. Bancorp	Sale (full)$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▲ 62.9%−172.4 pts vs S&P	Filing for USB on Nov 9, 2017
UNPUnion Pacific Corporation	Sale (full)$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▲ 217.4%−17.9 pts vs S&P	Filing for UNP on Nov 9, 2017
UNHUnitedHealth Group	Sale (full)$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▲ 120.8%−114.4 pts vs S&P	Filing for UNH on Nov 9, 2017
VZVerizon	Purchase$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▲ 63.8%−171.4 pts vs S&P	Filing for VZ on Nov 9, 2017
VVisa Inc.	Sale (full)$1,001 - $15,000	Dec 12, 2017	Nov 9, 2017	▲ 299.8%+64.5 pts vs S&P	Filing for V on Nov 9, 2017
GSGoldman Sachs	Purchase$1,001 - $15,000	Nov 14, 2017	Oct 4, 2017	▲ 352.3%+110.5 pts vs S&P	Filing for GS on Oct 4, 2017
HDThe Home Depot	Sale (full)$1,001 - $15,000	Nov 14, 2017	Oct 4, 2017	▲ 150.4%−91.5 pts vs S&P	Filing for HD on Oct 4, 2017
NKENike, Inc.	Sale (full)$1,001 - $15,000	Nov 14, 2017	Oct 3, 2017	▼ 15.2%−257.5 pts vs S&P	Filing for NKE on Oct 3, 2017
KOThe Coca-Cola Company	Sale (full)$1,001 - $15,000	Oct 22, 2017	Sep 27, 2017	▲ 180.3%−65.8 pts vs S&P	Filing for KO on Sep 27, 2017
CSXCSX Corporation	Purchase$1,001 - $15,000	Oct 22, 2017	Sep 27, 2017	▲ 220.1%−26.0 pts vs S&P	Filing for CSX on Sep 27, 2017
FDXFedEx	Purchase$1,001 - $15,000	Oct 22, 2017	Sep 27, 2017	▲ 109.7%−136.4 pts vs S&P	Filing for FDX on Sep 27, 2017
MCDMcDonald's	Sale (partial)$1,001 - $15,000	Jul 31, 2018	Sep 20, 2017	▲ 103.1%−143.0 pts vs S&P	Filing for MCD on Sep 20, 2017
CMECME Group	Purchase$1,001 - $15,000	Oct 22, 2017	Sep 20, 2017	▲ 218.2%−27.9 pts vs S&P	Filing for CME on Sep 20, 2017
ORCLOracle Corporation	Purchase$1,001 - $15,000	Oct 22, 2017	Sep 19, 2017	▲ 199.4%−46.8 pts vs S&P	Filing for ORCL on Sep 19, 2017
BLKBlackRock	Purchase$1,001 - $15,000	Oct 22, 2017	Sep 14, 2017	▲ 240.3%−7.5 pts vs S&P	Filing for BLK on Sep 14, 2017
MOAltria	Sale (full)$1,001 - $15,000	Oct 22, 2017	Sep 11, 2017	▲ 137.8%−111.2 pts vs S&P	Filing for MO on Sep 11, 2017
BABoeing	Purchase$1,001 - $15,000	Oct 22, 2017	Sep 11, 2017	▼ 23.8%−272.8 pts vs S&P	Filing for BA on Sep 11, 2017
CMCSAComcast	Sale (full)$1,001 - $15,000	Oct 22, 2017	Sep 11, 2017	▼ 13.5%−262.5 pts vs S&P	Filing for CMCSA on Sep 11, 2017
CVSCVS Health	Sale (full)$1,001 - $15,000	Oct 22, 2017	Sep 11, 2017	▲ 53.8%−195.3 pts vs S&P	Filing for CVS on Sep 11, 2017
PGProcter & Gamble	Sale (full)$1,001 - $15,000	Oct 22, 2017	Sep 11, 2017	▲ 120.5%−128.5 pts vs S&P	Filing for PG on Sep 11, 2017
ACNAccenture	Sale (full)$1,001 - $15,000	Sep 12, 2017	Aug 15, 2017	▲ 129.7%−123.1 pts vs S&P	Filing for ACN on Aug 15, 2017
ADPAutomatic Data Processing	Sale (full)$1,001 - $15,000	Sep 12, 2017	Aug 15, 2017	▲ 225.5%−27.3 pts vs S&P	Filing for ADP on Aug 15, 2017
WFCWells Fargo	Sale (full)$1,001 - $15,000	Sep 12, 2017	Aug 2, 2017	▲ 103.6%−147.9 pts vs S&P	Filing for WFC on Aug 2, 2017
AMZNAmazon	Purchase$1,001 - $15,000	Aug 29, 2017	Jul 24, 2017	▲ 385.1%+132.7 pts vs S&P	Filing for AMZN on Jul 24, 2017
LOWLowe's	Sale (full)$1,001 - $15,000	Aug 29, 2017	Jul 24, 2017	▲ 241.2%−11.2 pts vs S&P	Filing for LOW on Jul 24, 2017
TGTTarget Corporation	Sale (full)$1,001 - $15,000	Aug 29, 2017	Jul 24, 2017	▲ 272.7%+20.4 pts vs S&P	Filing for TGT on Jul 24, 2017
YUMYum! Brands	Sale (full)$1,001 - $15,000	Aug 29, 2017	Jul 24, 2017	▲ 149.0%−103.4 pts vs S&P	Filing for YUM on Jul 24, 2017
DALDelta Air Lines	Purchase$1,001 - $15,000	Aug 1, 2018	Jun 12, 2017	▲ 77.3%−181.8 pts vs S&P	Filing for DAL on Jun 12, 2017
ACNAccenture	Sale (full)$1,001 - $15,000	Aug 9, 2017	Jun 12, 2017	▲ 135.3%−123.8 pts vs S&P	Filing for ACN on Jun 12, 2017
APDAir Products	Sale (full)$1,001 - $15,000	Aug 9, 2017	Jun 12, 2017	▲ 173.8%−85.3 pts vs S&P	Filing for APD on Jun 12, 2017
AIGAmerican International Group	Sale (full)$1,001 - $15,000	Aug 9, 2017	Jun 12, 2017	▲ 60.7%−198.5 pts vs S&P	Filing for AIG on Jun 12, 2017
ADPAutomatic Data Processing	Sale (full)$1,001 - $15,000	Aug 9, 2017	Jun 12, 2017	▲ 257.7%−1.4 pts vs S&P	Filing for ADP on Jun 12, 2017
BABoeing	Sale (full)$1,001 - $15,000	Aug 9, 2017	Jun 12, 2017	▼ 3.0%−262.1 pts vs S&P	Filing for BA on Jun 12, 2017
CCitigroup	Purchase$1,001 - $15,000	Aug 9, 2017	Jun 12, 2017	—	Filing for C on Jun 12, 2017
GMGeneral Motors	Purchase$1,001 - $15,000	Aug 9, 2017	Jun 12, 2017	▲ 196.8%−62.3 pts vs S&P	Filing for GM on Jun 12, 2017
HONHoneywell Technologies	Sale (full)$1,001 - $15,000	Aug 9, 2017	Jun 12, 2017	▲ 114.0%−145.1 pts vs S&P	Filing for HON on Jun 12, 2017
JPMJPMorgan Chase	Sale (full)$1,001 - $15,000	Aug 9, 2017	Jun 12, 2017	▲ 396.9%+137.7 pts vs S&P	Filing for JPM on Jun 12, 2017
MCKMcKesson	Sale (full)$1,001 - $15,000	Aug 9, 2017	Jun 12, 2017	▲ 565.9%+306.8 pts vs S&P	Filing for MCK on Jun 12, 2017
MDLZMondelez International	Purchase$1,001 - $15,000	Aug 9, 2017	Jun 12, 2017	▲ 81.9%−177.3 pts vs S&P	Filing for MDLZ on Jun 12, 2017
MSMorgan Stanley	Sale (full)$1,001 - $15,000	Aug 9, 2017	Jun 12, 2017	▲ 444.6%+185.5 pts vs S&P	Filing for MS on Jun 12, 2017
NKENike, Inc.	Purchase$1,001 - $15,000	Aug 9, 2017	Jun 12, 2017	▼ 19.0%−278.1 pts vs S&P	Filing for NKE on Jun 12, 2017
PKGPackaging Corporation of America	Sale (full)$1,001 - $15,000	Aug 9, 2017	Jun 12, 2017	▲ 220.1%−39.0 pts vs S&P	Filing for PKG on Jun 12, 2017
PEPPepsiCo	Purchase$1,001 - $15,000	Aug 9, 2017	Jun 12, 2017	▲ 57.8%−201.3 pts vs S&P	Filing for PEP on Jun 12, 2017
PFEPfizer	Purchase$1,001 - $15,000	Aug 9, 2017	Jun 12, 2017	▲ 47.6%−211.6 pts vs S&P	Filing for PFE on Jun 12, 2017
SBUXStarbucks	Purchase$1,001 - $15,000	Aug 9, 2017	Jun 12, 2017	▲ 108.3%−150.8 pts vs S&P	Filing for SBUX on Jun 12, 2017
KHCKraft Heinz	Purchase$1,001 - $15,000	Aug 9, 2017	Jun 12, 2017	▼ 58.0%−317.2 pts vs S&P	Filing for KHC on Jun 12, 2017
TJXTJX Companies	Sale (full)$1,001 - $15,000	Aug 9, 2017	Jun 12, 2017	▲ 323.0%+63.8 pts vs S&P	Filing for TJX on Jun 12, 2017
WMTWalmart	Purchase$1,001 - $15,000	Aug 9, 2017	Jun 12, 2017	▲ 446.6%+187.5 pts vs S&P	Filing for WMT on Jun 12, 2017
AMZNAmazon	Purchase$1,001 - $15,000	Apr 22, 2017	Mar 31, 2017	▲ 468.5%+197.7 pts vs S&P	Filing for AMZN on Mar 31, 2017
GMGeneral Motors	Purchase$1,001 - $15,000	Apr 22, 2017	Mar 31, 2017	▲ 194.3%−76.4 pts vs S&P	Filing for GM on Mar 31, 2017
HDThe Home Depot	Sale (full)$1,001 - $15,000	Apr 22, 2017	Mar 31, 2017	▲ 185.1%−85.6 pts vs S&P	Filing for HD on Mar 31, 2017
LOWLowe's	Purchase$1,001 - $15,000	Apr 22, 2017	Mar 31, 2017	▲ 211.4%−59.3 pts vs S&P	Filing for LOW on Mar 31, 2017
MCDMcDonald's	Purchase$1,001 - $15,000	Apr 22, 2017	Mar 31, 2017	▲ 153.6%−117.2 pts vs S&P	Filing for MCD on Mar 31, 2017
NKENike, Inc.	Purchase$1,001 - $15,000	Apr 22, 2017	Mar 31, 2017	▼ 21.2%−291.9 pts vs S&P	Filing for NKE on Mar 31, 2017
TGTTarget Corporation	Sale (full)$1,001 - $15,000	Apr 22, 2017	Mar 31, 2017	▲ 269.0%−1.8 pts vs S&P	Filing for TGT on Mar 31, 2017
TJXTJX Companies	Sale (full)$1,001 - $15,000	Apr 22, 2017	Mar 31, 2017	▲ 296.1%+25.4 pts vs S&P	Filing for TJX on Mar 31, 2017
UPSUnited Parcel Service	Purchase$1,001 - $15,000	Apr 22, 2017	Mar 31, 2017	▲ 47.7%−223.0 pts vs S&P	Filing for UPS on Mar 31, 2017
DISThe Walt Disney Company	Purchase$1,001 - $15,000	Apr 22, 2017	Mar 31, 2017	▲ 8.4%−262.3 pts vs S&P	Filing for DIS on Mar 31, 2017
YUMYum! Brands	Sale (full)$1,001 - $15,000	Apr 22, 2017	Mar 31, 2017	▲ 193.2%−77.5 pts vs S&P	Filing for YUM on Mar 31, 2017
TJXTJX Companies	Purchase$1,001 - $15,000	Jul 31, 2018	Mar 23, 2017	▲ 299.4%+26.0 pts vs S&P	Filing for TJX on Mar 23, 2017
YUMYum! Brands	Sale (partial)$1,001 - $15,000	Jul 31, 2018	Mar 23, 2017	▲ 196.6%−76.9 pts vs S&P	Filing for YUM on Mar 23, 2017
MMM3M	Purchase$1,001 - $15,000	Apr 22, 2017	Mar 23, 2017	▲ 50.1%−223.4 pts vs S&P	Filing for MMM on Mar 23, 2017
APDAir Products	Purchase$1,001 - $15,000	Apr 22, 2017	Mar 23, 2017	▲ 190.6%−82.9 pts vs S&P	Filing for APD on Mar 23, 2017
BABoeing	Sale (full)$1,001 - $15,000	Apr 22, 2017	Mar 23, 2017	▲ 4.8%−268.7 pts vs S&P	Filing for BA on Mar 23, 2017
CATCaterpillar Inc.	Purchase$1,001 - $15,000	Apr 22, 2017	Mar 23, 2017	▲ 728.6%+455.2 pts vs S&P	Filing for CAT on Mar 23, 2017
DDDuPont	Purchase$1,001 - $15,000	Apr 22, 2017	Mar 23, 2017	▲ 64.3%−209.2 pts vs S&P	Filing for DD on Mar 23, 2017
ECLEcolab	Sale (full)$1,001 - $15,000	Apr 22, 2017	Mar 23, 2017	▲ 171.7%−101.7 pts vs S&P	Filing for ECL on Mar 23, 2017
EOGEOG Resources	Purchase$1,001 - $15,000	Apr 22, 2017	Mar 23, 2017	▲ 126.7%−146.8 pts vs S&P	Filing for EOG on Mar 23, 2017
ELThe Estée Lauder Companies	Sale (full)$1,001 - $15,000	Apr 22, 2017	Mar 23, 2017	▲ 37.0%−236.5 pts vs S&P	Filing for EL on Mar 23, 2017
FTVFortive	Sale (full)$1,001 - $15,000	Apr 22, 2017	Mar 23, 2017	▲ 88.4%−185.1 pts vs S&P	Filing for FTV on Mar 23, 2017
GDGeneral Dynamics	Purchase$1,001 - $15,000	Apr 22, 2017	Mar 23, 2017	▲ 143.3%−130.1 pts vs S&P	Filing for GD on Mar 23, 2017
HONHoneywell Technologies	Sale (full)$1,001 - $15,000	Apr 22, 2017	Mar 23, 2017	▲ 128.4%−145.1 pts vs S&P	Filing for HON on Mar 23, 2017
ITWIllinois Tool Works	Purchase$1,001 - $15,000	Apr 22, 2017	Mar 23, 2017	▲ 170.4%−103.1 pts vs S&P	Filing for ITW on Mar 23, 2017
PKGPackaging Corporation of America	Sale (full)$1,001 - $15,000	Apr 22, 2017	Mar 23, 2017	▲ 264.3%−9.2 pts vs S&P	Filing for PKG on Mar 23, 2017
SBACSBA Communications	Sale (full)$1,001 - $15,000	Apr 22, 2017	Mar 23, 2017	▲ 71.3%−202.2 pts vs S&P	Filing for SBAC on Mar 23, 2017
SLBSchlumberger	Sale (full)$1,001 - $15,000	Apr 22, 2017	Mar 23, 2017	▼ 11.9%−285.3 pts vs S&P	Filing for SLB on Mar 23, 2017
UNPUnion Pacific Corporation	Sale (full)$1,001 - $15,000	Apr 22, 2017	Mar 23, 2017	▲ 261.8%−11.7 pts vs S&P	Filing for UNP on Mar 23, 2017
YUMCYum China Holdings, Inc.	Sale (full)$1,001 - $15,000	Apr 22, 2017	Mar 23, 2017	▲ 101.5%−172.0 pts vs S&P	Filing for YUMC on Mar 23, 2017
SBUXStarbucks	Sale (full)$1,001 - $15,000	Apr 22, 2017	Mar 20, 2017	▲ 129.8%−139.4 pts vs S&P	Filing for SBUX on Mar 20, 2017
ACNAccenture	Purchase$1,001 - $15,000	Sep 2, 2015	Jul 31, 2016date after report	—	Filing for ACN on Jul 31, 2016
ECLEcolab	Purchase$1,001 - $15,000	Mar 17, 2016	Feb 2, 2016	▲ 226.5%−145.0 pts vs S&P	Filing for ECL on Feb 2, 2016
AMGNAmgen	Purchase$1,001 - $15,000	Mar 17, 2016	Feb 1, 2016	▲ 314.9%−48.1 pts vs S&P	Filing for AMGN on Feb 1, 2016
TAT&T	Purchase$1,001 - $15,000	Mar 17, 2016	Feb 1, 2016	▲ 62.9%−300.1 pts vs S&P	Filing for T on Feb 1, 2016
BACBank of America	Purchase$1,001 - $15,000	Mar 17, 2016	Feb 1, 2016	▲ 348.4%−14.7 pts vs S&P	Filing for BAC on Feb 1, 2016
CVSCVS Health	Purchase$1,001 - $15,000	Mar 17, 2016	Feb 1, 2016	▲ 30.1%−332.9 pts vs S&P	Filing for CVS on Feb 1, 2016
DHRDanaher Corporation	Purchase$1,001 - $15,000	Mar 17, 2016	Feb 1, 2016	▲ 396.6%+33.5 pts vs S&P	Filing for DHR on Feb 1, 2016
HONHoneywell Technologies	Purchase$1,001 - $15,000	Mar 17, 2016	Feb 1, 2016	▲ 187.9%−175.2 pts vs S&P	Filing for HON on Feb 1, 2016
JPMJPMorgan Chase	Purchase$1,001 - $15,000	Mar 17, 2016	Feb 1, 2016	▲ 659.3%+296.3 pts vs S&P	Filing for JPM on Feb 1, 2016
MPCMarathon Petroleum	Purchase$1,001 - $15,000	Mar 17, 2016	Feb 1, 2016	▲ 1322.2%+959.2 pts vs S&P	Filing for MPC on Feb 1, 2016
MAMastercard	Purchase$1,001 - $15,000	Mar 17, 2016	Feb 1, 2016	▲ 678.9%+315.8 pts vs S&P	Filing for MA on Feb 1, 2016
MCKMcKesson	Purchase$1,001 - $15,000	Mar 17, 2016	Feb 1, 2016	▲ 583.4%+220.4 pts vs S&P	Filing for MCK on Feb 1, 2016
PGProcter & Gamble	Purchase$1,001 - $15,000	Mar 17, 2016	Feb 1, 2016	▲ 167.8%−195.2 pts vs S&P	Filing for PG on Feb 1, 2016
SBACSBA Communications	Purchase$1,001 - $15,000	Mar 17, 2016	Feb 1, 2016	▲ 106.2%−256.9 pts vs S&P	Filing for SBAC on Feb 1, 2016
SIGSignet Jewelers LTD	Purchase$1,001 - $15,000	Mar 17, 2016	Feb 1, 2016	▲ 21.7%−341.4 pts vs S&P	Filing for SIG on Feb 1, 2016
WFCWells Fargo	Purchase$1,001 - $15,000	Mar 17, 2016	Feb 1, 2016	▲ 130.4%−232.6 pts vs S&P	Filing for WFC on Feb 1, 2016
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	Jan 26, 2016	Dec 1, 2015	▲ 618.9%+290.8 pts vs S&P	Filing for GOOGL on Dec 1, 2015
AAPLApple Inc.	Purchase$1,001 - $15,000	Jan 26, 2016	Dec 1, 2015	▲ 1154.5%+826.4 pts vs S&P	Filing for AAPL on Dec 1, 2015
CSCOCisco	Sale (full)$1,001 - $15,000	Jan 26, 2016	Dec 1, 2015	▲ 417.6%+89.5 pts vs S&P	Filing for CSCO on Dec 1, 2015
MSMorgan Stanley	Sale (full)$1,001 - $15,000	Jan 26, 2016	Dec 1, 2015	▲ 616.0%+287.8 pts vs S&P	Filing for MS on Dec 1, 2015
MMM3M	Sale (full)$1,001 - $15,000	Sep 2, 2015	Jul 31, 2015	—	Filing for MMM on Jul 31, 2015
AIGAmerican International Group	Purchase$1,001 - $15,000	Sep 2, 2015	Jul 31, 2015	—	Filing for AIG on Jul 31, 2015
BABoeing	Purchase$1,001 - $15,000	Sep 2, 2015	Jul 31, 2015	—	Filing for BA on Jul 31, 2015
GEGE Aerospace	Purchase$1,001 - $15,000	Sep 2, 2015	Jul 31, 2015	—	Filing for GE on Jul 31, 2015
JPMJPMorgan Chase	Purchase$1,001 - $15,000	Sep 2, 2015	Jul 31, 2015	—	Filing for JPM on Jul 31, 2015
MSMorgan Stanley	Purchase$1,001 - $15,000	Sep 2, 2015	Jul 31, 2015	—	Filing for MS on Jul 31, 2015
CSCOCisco	Purchase$1,001 - $15,000	Sep 2, 2015	Jul 30, 2015	—	Filing for CSCO on Jul 30, 2015
ORCLOracle Corporation	Sale (full)$1,001 - $15,000	Sep 2, 2015	Jul 29, 2015	—	Filing for ORCL on Jul 29, 2015
AXSAxis Capital Holdings LTD	Sale (full)$1,001 - $15,000	Jul 15, 2016	Mar 10, 2015	—	Filing for AXS on Mar 10, 2015
MCDMcDonald's	Sale (full)$1,001 - $15,000	Jul 15, 2016	Mar 10, 2015	—	Filing for MCD on Mar 10, 2015
MSFTMicrosoft Corporation	Sale (full)$1,001 - $15,000	Jul 15, 2016	Mar 10, 2015	—	Filing for MSFT on Mar 10, 2015

What happened to the stocks afterwards

Average of the stock’s return minus the S&P 500’s, across this member’s disclosed trade whose window is complete. Nothing here is a member’s profit.

After	Window	Average excess	Typical (median)	Beat the S&P 500	Trades	From the filing date
Purchases	30 days	+0.3%	−0.3%	48%	127	−0.6% (128)
Purchases	90 days	+0.6%	−2.1%	43%	127	+0.7% (128)
Sales	30 days	0.0%	+0.2%	52%	149	+1.0% (152)
Sales	90 days	+0.8%	+0.3%	51%	149	−0.3% (152)

Excess return is the stock’s move minus the S&P 500’s over the same dates, measured from the close on the trade date, on closing prices adjusted for splits and dividends. Value ranges are wide, filings arrive up to 45 days late, trades by one member in one stock are not independent, and a stock’s move says nothing about what a member earned. A small average over a few trades is noise, not evidence. This is not investment advice. For sales, a positive figure means the stock went on to beat the market after the sale.

Filings

Report filed Nov 4, 2021 14 stock or option trades · MMM, T, BMY, AVGO, FDX, GD, HD, LOW, NOC, PG, SYY, TMO
Report filed Aug 11, 2021 1 stock or option trade · CGC
Report filed Aug 11, 2021 9 stock or option trades · MO, AMGN, BRK.B, CSCO, C, CCI, DIS
Report filed Apr 21, 2021 19 stock or option trades · GOOGL, AMT, BAC, BRK.B, AVGO, CSCO, CMCSA, META, HON, JPM, MS, NFLX
Report filed Feb 19, 2021 11 stock or option trades · AXP, ACB, CGC, CTAS, COST, CRON, ICE, MA, TLRY, V
Report filed Nov 15, 2020 2 stock or option trades · CSCO, CMS
Report filed Nov 15, 2020 19 stock or option trades · AAPL, ACB, CGC, CSCO, COP, CRON, EBAY, META, HUM, ICE, MNST, PLD
Report filed Oct 12, 2020 22 stock or option trades · APD, GOOGL, AAPL, CB, CME, CMCSA, CCI, EBAY, ECL, GS, LIN, MCD
Report filed Jul 1, 2020 12 stock or option trades · APD, AMGN, C, EOG, XOM, JPM, LOW, PFE, TMUS, VZ, DIS
Report filed May 2, 2020 16 stock or option trades · MMM, MO, BAC, BRK.B, BA, CGC, CSCO, C, COP, COST, CCI, XOM
Report filed Sep 27, 2019 5 stock or option trades · MO, CAT, EL, FDX, WM
Report filed Sep 11, 2019 1 stock or option trade · BKNG
Report filed Feb 14, 2019 14 stock or option trades · AMGN, BRK.B, C, KO, DHR, INTC, JNJ, PEP, PG, SBUX, VZ
Report filed Dec 27, 2018 18 stock or option trades · GOOGL, T, BRK.B, BKNG, BMY, CVX, CVS, XOM, GE, GILD, GS, MU
Report filed Nov 12, 2018 6 stock or option trades · BAC, BA, COST, GE, ITW
Report filed Aug 1, 2018 1 stock or option trade · YUM
Report filed Aug 1, 2018 2 stock or option trades · BMY, DAL
Report filed Jul 31, 2018 4 stock or option trades · MCD, TJX, YUM
Report filed May 14, 2018 2 stock or option trades · META
Report filed May 2, 2018 4 stock or option trades · MO, BA, MU, WFC
Report filed Jan 18, 2018 8 stock or option trades · AMZN, BMY, XOM, MSFT, SHW, DIS
Report filed Dec 12, 2017 29 stock or option trades · AMGN, CVX, CMS, CMCSA, DUK, DD, META, GE, HD, HON, INTC, JNJ
Report filed Nov 14, 2017 3 stock or option trades · GS, HD, NKE
Report filed Oct 22, 2017 11 stock or option trades · MO, BLK, BA, CME, KO, CMCSA, CSX, CVS, FDX, ORCL, PG
Report filed Sep 12, 2017 3 stock or option trades · ACN, ADP, WFC
Report filed Aug 29, 2017 5 stock or option trades · AMZN, LOW, TGT, YUM
Report filed Aug 9, 2017 23 stock or option trades · ACN, APD, AIG, ADP, BA, C, GM, HON, JPM, MCK, MDLZ, MS
Report filed Apr 22, 2017 33 stock or option trades · MMM, APD, AMZN, BA, CAT, DD, ECL, EOG, EL, FTV, GD, GM
Report filed Jul 15, 2016 6 stock or option trades · AXS, MCD, MSFT, TGT
Report filed Mar 17, 2016 22 stock or option trades · AMGN, T, BAC, CVS, DHR, ECL, HON, JPM, MPC, MA, MCK, PG
Report filed Jan 26, 2016 6 stock or option trades · GOOGL, AAPL, CSCO, MS
Report filed Oct 22, 2015 6 stock or option trades
Report filed Sep 2, 2015 11 stock or option trades · MMM, ACN, AIG, BA, CSCO, GE, JPM, MS, ORCL
Report filed Feb 27, 2015 11 stock or option trades · GOOGL, JNJ, JPM, MRK, SNDK, UNH, V

Holdings and net worth are not shown: members also file annual financial disclosure reports listing what they own, and those are not included here yet. We show only the trades they report.

Source: periodic transaction reports filed with the Clerk of the House of Representatives under the STOCK Act (Senate reports are not included yet). Members report trades by themselves, their spouses and dependent children. Amounts are the value ranges as filed, not exact figures, and a report can be filed up to 45 days after the trade, so the latest trades may not appear yet. Scanned paper reports are linked but not transcribed. By law (5 U.S.C. §13107) these reports may not be used for any commercial purpose other than by news and communications media for dissemination to the general public; we publish them free, as news.

← All trades by members of Congress