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Julia Letlow Stock Trades and Track Record (R-LA-5) · https://wallstpal.com/congress/julia-letlow/ · saved 2026-10-28

About this page

Stock trades reported by members of Congress under the STOCK Act, with what each stock did afterward.

How to read it

STOCK Act
A 2012 law that requires members of Congress to report stock trades by themselves, a spouse or a dependent child within 45 days.
Periodic Transaction Report (PTR)
The form those trades are reported on. Amounts are given only as ranges, such as $1,001 to $15,000.
Owner
Member, spouse, joint or child, as written on the report.
What happened next
How the stock moved after the trade compared with the S&P 500. It measures timing, not the member's profit.

A real example

In 2020 several senators faced questions over stock sales made after private briefings on the coronavirus early that year. Those trades became public through the same STOCK Act reports this page is built from.

Explain it like I'm 13

Lawmakers write the rules for everyone, and some of them also own stocks. The law says they must tell the public when they trade, a bit like a referee who also plays having to show what bets he made. This page shows those notes.

Data from public SEC filings and congressional reports. Information, not investment advice. Check every number against the filing linked on the page.

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Official portrait of Julia Letlow
House of Representatives

Rep. Julia Letlow: Stock Trades

Republican · Representative for LA's 5th district

In the House
Since April 2021 (3 terms in all)
Born
1981 (age about 45)
Website
letlow.house.gov ↗

Committees: House Committee on Appropriations · House Committee on Education and Workforce

Who is Julia Letlow?

Julia Letlow is a Republican U.S. representative for Louisiana's 5th congressional district. She has served in the House since 2021. She was born in 1981. She sits on 2 committees, including the House Committee on Appropriations, the House Committee on Education and Workforce. Under the STOCK Act, members of Congress must report stock trades over $1,000 by themselves, a spouse or a dependent child within 45 days. This page lists every trade we have read in her reports.

More about Julia Letlow on Wikipedia ↗

81Purchases
90Sales
101Different stocks
172Median days to report · 127 late
How their purchases turned out
+17.2%average change, 75 purchases
38 of 75went up
40still held (measured to today)
AMD +442.9%best purchase, Jun 17, 2025
CNC −59.9%weakest purchase, Apr 14, 2025
30 of 83sales came before a fall

Each purchase is measured from the week it was made to the member's next sale of the same stock, or to the latest price if they still hold it. Amounts are ranges, so this is the stocks' move, not the member's profit in dollars.

Trades reported since Nov 1, 2024 in the reports we have read. Older reports are being added.

What the stocks did next

Of 75 purchases we can measure after 6 months, 35 beat the S&P 500. On average the stock did 0.8 percentage points worse than the index.

Of 83 sales we can measure after 6 months, 47 did worse than the S&P 500 afterward. On average the stock did 1.9 percentage points better than the index after the sale.

For each trade, the change in the stock's price from the week of the trade to the same window later, and the same change minus the S&P 500 (SPY). For sales, a fall afterward means the stock was sold before a drop.

After purchases

AfterTradesAverageMedianVs. S&P 500Rose
1 week79+1.3%0.0%+1.0%39 of 79
1 month78+1.9%+2.1%+0.7%49 of 78
3 months66+2.2%+1.2%−1.3%37 of 66
6 months75+7.7%+5.8%−0.8%43 of 75
1 year50+33.2%+8.2%+13.8%32 of 50

After sales

AfterTradesAverageMedianVs. S&P 500Rose
1 week86+0.2%0.0%−0.5%40 of 86
1 month84−0.4%−0.9%−1.6%36 of 84
3 months76+1.4%+0.2%−1.9%38 of 76
6 months83+10.9%+6.8%+1.9%50 of 83
1 year49+16.4%+12.2%−2.5%31 of 49

Weekly prices from SEC fails-to-deliver data; the S&P 500 is measured with the SPY ETF. Exact trade prices and amounts are not disclosed, so these are the stocks' moves, not the member's profit. Dividends are not included, and windows with a likely stock split are skipped. A move after a trade does not mean the trade caused it. Past results do not predict future ones.

Most traded stocks, with each trade marked

Green markers worked out (a purchase that rose, or a sale before a fall), red went against them, and hollow markers are purchases still held. Hover or tap a marker for the numbers.

CRM Salesforce, Inc. Common Stock▲ 1 buy▼ 4 sales
1592553512024-102026-09Sale, Feb 2, 2026: the stock has moved +19.2% since (sold before a rise)Sale, Dec 16, 2025: the stock has moved −10.8% since (sold before a fall)Buy, Jul 25, 2025: −0.1% by the sale on Dec 16, 2025Sale, Feb 7, 2025: the stock has moved −31.0% since (sold before a fall)Sale, Dec 6, 2024: the stock has moved −29.4% since (sold before a fall)
  • ▼ SaleFeb 2, 2026+19.2%sold before a rise
  • ▼ SaleDec 16, 2025−10.8%sold before a fall
  • ▲ BuyJul 25, 2025−0.1%closed by a sale
  • ▼ SaleFeb 7, 2025−31.0%sold before a fall
Worked outWent against them3 of 5 worked out
META Meta Platforms, Inc. - Class A Common Stock▲ 2 buys▼ 2 sales
5126437752024-122026-09Buy, Feb 12, 2026: +13.6% so far, still heldSale, Jul 2, 2025: the stock has moved +2.5% since (sold before a rise)Sale, Feb 7, 2025: the stock has moved +9.1% since (sold before a rise)Buy, Jan 31, 2025: +6.4% by the sale on Feb 7, 2025
  • ▲ BuyFeb 12, 2026+13.6%still held
  • ▼ SaleJul 2, 2025+2.5%sold before a rise
  • ▼ SaleFeb 7, 2025+9.1%sold before a rise
  • ▲ BuyJan 31, 2025+6.4%closed by a sale
Worked outWent against themStill held2 of 4 worked out
AAPL Apple Inc. - Common Stock▲ 2 buys▼ 2 sales
1942653362024-102026-09Buy, Feb 2, 2026: +31.4% so far, still heldSale, May 1, 2025: the stock has moved +63.0% since (sold before a rise)Buy, Jan 31, 2025: −6.1% by the sale on May 1, 2025Sale, Dec 18, 2024: the stock has moved +37.5% since (sold before a rise)
  • ▲ BuyFeb 2, 2026+31.4%still held
  • ▼ SaleMay 1, 2025+63.0%sold before a rise
  • ▲ BuyJan 31, 2025−6.1%closed by a sale
  • ▼ SaleDec 18, 2024+37.5%sold before a rise
Worked outWent against themStill held1 of 4 worked out
MSFT Microsoft Corporation - Common Stock▲ 2 buys▼ 2 sales
3634405182024-102026-09Sale, Feb 2, 2026: the stock has moved +20.0% since (sold before a rise)Buy, May 8, 2025: −1.1% by the sale on Feb 2, 2026Sale, Jan 31, 2025: the stock has moved +16.2% since (sold before a rise)Buy, Dec 6, 2024: +4.9% by the sale on Jan 31, 2025
  • ▼ SaleFeb 2, 2026+20.0%sold before a rise
  • ▲ BuyMay 8, 2025−1.1%closed by a sale
  • ▼ SaleJan 31, 2025+16.2%sold before a rise
  • ▲ BuyDec 6, 2024+4.9%closed by a sale
Worked outWent against them1 of 4 worked out
MU Micron Technology, Inc. - Common Stock▲ 2 buys▼ 2 sales
97.355189382024-102026-06Sale, Oct 1, 2025: not measuredSale, Sep 17, 2025: not measuredBuy, Apr 14, 2025: +126.1% by the sale on Sep 17, 2025Buy, Dec 18, 2024: +53.4% by the sale on Sep 17, 2025
  • ▼ SaleOct 1, 2025n/anot measured
  • ▼ SaleSep 17, 2025n/anot measured
  • ▲ BuyApr 14, 2025+126.1%closed by a sale
  • ▲ BuyDec 18, 2024+53.4%closed by a sale
Worked outWent against them2 of 2 worked out
AVGO Broadcom Inc. - Common Stock▼ 3 sales
1572974362024-102026-09Sale, Feb 12, 2026: the stock has moved +6.0% since (sold before a rise)Sale, Oct 16, 2025: the stock has moved +2.5% since (sold before a rise)Sale, Dec 18, 2024: the stock has moved +56.9% since (sold before a rise)
  • ▼ SaleFeb 12, 2026+6.0%sold before a rise
  • ▼ SaleOct 16, 2025+2.5%sold before a rise
  • ▼ SaleDec 18, 2024+56.9%sold before a rise
Worked outWent against them0 of 3 worked out

Every reported stock trade

Stock trades by Julia Letlow
FiledStockTypeOwnerAmountTradedDays to report1 wk after1 mo after3 mo after6 mo after1 yr afterReport
Mar 12BXPBXP, Inc. Common Stock▼ SELLMember$1K–$15KFeb 2020−0.5%−15.0%+11.3%PDF ↗
Mar 12DINOHF Sinclair Corporation Common Stock▼ SELLMember$1K–$15KFeb 2020−1.3%+9.7%+88.1%PDF ↗
Mar 12TRVThe Travelers Companies, Inc. Common Stock▲ BUYMember$1K–$15KFeb 20200.0%−3.9%+19.5%PDF ↗
Mar 12EXEExpand Energy Corporation - Common Stock▼ SELLMember$1K–$15KFeb 1723+4.1%+3.9%−8.7%PDF ↗
Mar 12PEGPublic Service Enterprise Group Incorporated Common Stock▼ SELLMember$1K–$15KFeb 17230.0%−1.0%−12.0%PDF ↗
Mar 12VSTVistra Corp. Common Stock▲ BUYMember$1K–$15KFeb 1723−2.2%−14.9%−14.5%PDF ↗
Mar 12TAT&T Inc.▼ SELLMember$1K–$15KFeb 1228+5.8%+0.1%−8.3%PDF ↗
Mar 12AVGOBroadcom Inc. - Common Stock▼ PARTIAL SELLMember$1K–$15KFeb 1228−2.3%−0.7%+28.5%PDF ↗
Mar 12EXRExtra Space Storage Inc Common Stock▲ BUYMember$1K–$15KFeb 1228+1.2%+1.4%+3.5%PDF ↗
Mar 12ICLRICON plc - Ordinary Shares▼ SELLMember$1K–$15KFeb 1228−30.1%−26.1%+23.6%PDF ↗
Mar 12ICEIntercontinental Exchange Inc. Common Stock▼ SELLMember$1K–$15KFeb 12280.0%+9.1%+0.1%PDF ↗
Mar 12METAMeta Platforms, Inc. - Class A Common Stock▲ BUYMember$1K–$15KFeb 1228−3.4%−2.5%−10.5%PDF ↗
Mar 12REGNRegeneron Pharmaceuticals, Inc. - Common Stock▲ BUYMember$1K–$15KFeb 1228+2.2%−1.4%−0.1%PDF ↗
Mar 12TTWOTake-Two Interactive Software, Inc. - Common Stock▼ SELLMember$1K–$15KFeb 12280.0%+9.2%+29.3%PDF ↗
Mar 12HUMHumana Inc. Common Stock▼ SELLMember$1K–$15KFeb 1030−5.1%−5.6%+98.5%PDF ↗
Mar 12PEPPepsico, Inc.▲ BUYMember$1K–$15KFeb 535+11.0%+10.5%+1.2%−9.2%PDF ↗
Mar 12PMPhilip Morris International Inc Common Stock▼ SELLMember$1K–$15KFeb 535+1.6%+3.8%−8.7%+3.4%PDF ↗
Mar 12MMM3M Company Common Stock▼ SELLMember$1K–$15KFeb 436+4.6%−7.1%−11.7%+6.8%PDF ↗
Mar 12CMICummins Inc. Common Stock▲ BUYMember$1K–$15KFeb 436−0.2%+0.9%+9.1%PDF ↗
Mar 12MMM3M Company Common Stock▼ PARTIAL SELLMember$1K–$15KFeb 238+4.6%−7.1%−11.7%+6.8%PDF ↗
Mar 12AMDAdvanced Micro Devices, Inc.▲ BUYMember$1K–$15KFeb 238−12.0%−15.4%+46.9%+104.7%PDF ↗
Mar 12AAPLApple Inc. - Common Stock▲ BUYMember$1K–$15KFeb 238+7.2%+1.8%+4.5%+19.0%PDF ↗
Mar 12BABoeing Company▲ BUYMember$1K–$15KFeb 238+4.3%−0.8%−0.2%−7.2%PDF ↗
Mar 12CSCOCisco Systems, Inc. - Common Stock▲ BUYMember$1K–$15KFeb 238−1.9%+1.5%+13.6%+47.9%PDF ↗
Mar 12IBMInternational Business Machines Corporation Common Stock▲ BUYMember$1K–$15KFeb 238−2.5%−21.7%−27.1%PDF ↗
Mar 12INTUIntuit Inc. - Common Stock▼ SELLMember$1K–$15KFeb 238−11.1%−11.8%−20.6%−36.6%PDF ↗
Mar 12DRSLeonardo DRS, Inc. - Common Stock▲ BUYMember$1K–$15KFeb 2380.0%+14.9%+21.9%PDF ↗
Mar 12MKCMcCormick & Company, Incorporated Common Stock▼ SELLMember$1K–$15KFeb 238+9.0%+14.9%−16.7%−17.7%PDF ↗
Mar 12MSFTMicrosoft Corporation - Common Stock▼ PARTIAL SELLMember$1K–$15KFeb 238−6.8%−8.7%−1.3%+8.0%PDF ↗
Mar 12PGProcter & Gamble Company▲ BUYMember$1K–$15KFeb 238+4.9%+10.2%−2.4%−4.8%PDF ↗
Mar 12CRMSalesforce, Inc. Common Stock▼ SELLMember$1K–$15KFeb 238−2.6%−1.7%−7.7%−6.3%PDF ↗
Mar 12TSMTaiwan Semiconductor Manufacturing Company Ltd.▲ BUYMember$1K–$15KFeb 238+5.5%+13.3%+21.8%+26.2%PDF ↗
Mar 12URIUnited Rentals, Inc. Common Stock▼ SELLMember$1K–$15KFeb 2380.0%−13.8%+8.3%+29.3%PDF ↗
Jan 13PINSPinterest, Inc. Class A Common Stock▼ SELLMember$1K–$15KDec 1628+0.3%−3.8%−28.1%−22.2%PDF ↗
Jan 13CRMSalesforce, Inc. Common Stock▼ SELLMember$1K–$15KDec 1628−0.9%−0.9%−26.5%−36.7%PDF ↗
Jan 13URIUnited Rentals, Inc. Common Stock▲ BUYMember$1K–$15KDec 16280.0%+15.7%−8.3%+32.2%PDF ↗
Jan 13ABTAbbott Laboratories Common Stock▼ SELLMember$1K–$15KDec 8360.0%−1.0%−7.3%−27.4%PDF ↗
Jan 13ABBVAbbVie Inc. Common Stock▼ SELLMember$1K–$15KDec 836+2.0%+0.4%+1.1%+2.1%PDF ↗
Jan 13AZNAstraZeneca PLC - American Depositary Shares▲ BUYMember$1K–$15KDec 836+1.5%+1.2%PDF ↗
Jan 13DVNDevon Energy Corporation Common Stock▲ BUYMember$1K–$15KDec 836+0.1%+1.1%+23.3%+17.6%PDF ↗
Jan 13ICONIcon Energy Corp. - Common stock▲ BUYMember$1K–$15KDec 836−16.5%PDF ↗
Jan 13MTDMettler-Toledo International, Inc. Common Stock▼ SELLMember$1K–$15KDec 8360.0%−15.6%−18.3%PDF ↗
Jan 13WBDWarner Bros. Discovery, Inc. - Series A Common Stock▼ SELLMember$1K–$15KDec 836+15.0%+9.4%+7.2%+0.6%PDF ↗
Jan 13WATWaters Corporation Common Stock▲ BUYMember$1K–$15KDec 836−1.9%+0.6%−23.0%−7.0%PDF ↗
Jan 13STTState Street Corporation Common Stock▼ PARTIAL SELLMember$1K–$15KNov 2153latePDF ↗
Jan 13CMGChipotle Mexican Grill, Inc. Common Stock▼ SELLMember$1K–$15KNov 371late−3.5%+8.9%+22.7%PDF ↗
Jan 13KOCoca-Cola Company▲ BUYMember$1K–$15KNov 371late+2.4%+6.1%+8.6%+11.2%PDF ↗
Jan 13EXRExtra Space Storage Inc Common Stock▼ SELLMember$1K–$15KNov 371late0.0%−1.2%+3.0%PDF ↗
Jan 13SFStifel Financial Corporation Common Stock▲ BUYMember$1K–$15KNov 371late+2.6%+2.9%+4.0%PDF ↗
Jan 13DISWalt Disney Company▲ BUYMember$1K–$15KNov 371late−1.7%−7.2%+0.2%−8.9%PDF ↗
Jan 13UHSUniversal Health Services, Inc. Common Stock▲ BUYMember$1K–$15KOct 2382late+4.6%+10.2%+0.7%−11.4%PDF ↗
Jan 13AMZNAmazon.com, Inc. - Common Stock▼ PARTIAL SELLMember$1K–$15KOct 2283late+5.2%+10.2%+12.2%+17.6%PDF ↗
Jan 13IBMInternational Business Machines Corporation Common Stock▲ BUYMember$1K–$15KOct 2283late+9.3%+8.7%+8.7%−9.9%PDF ↗
Jan 13RELXRELX PLC PLC American Depositary Shares▲ BUYMember$1K–$15KOct 2283late0.0%−12.2%−13.8%−21.0%PDF ↗
Jan 13RBLXRoblox Corporation Class A Common Stock▼ SELLMember$1K–$15KOct 2283late−3.9%−31.5%−34.3%−54.6%PDF ↗
Jan 13ADBEAdobe Inc. - Common Stock▼ SELLMember$1K–$15KOct 1689late−1.8%−1.8%−1.6%−33.6%PDF ↗
Jan 13AVGOBroadcom Inc. - Common Stock▼ PARTIAL SELLMember$1K–$15KOct 1689late+1.5%+1.5%+0.2%+8.0%PDF ↗
Jan 13PGProcter & Gamble Company▲ BUYMember$1K–$15KOct 1689late+2.7%−0.3%−3.8%−1.6%PDF ↗
Jan 13RBLXRoblox Corporation Class A Common Stock▲ BUYMember$1K–$15KOct 1689late+3.6%−18.4%−31.9%−55.0%PDF ↗
Jan 13SYKStryker Corporation Common Stock▼ SELLMember$1K–$15KOct 1689latePDF ↗
Jan 13JCIJohnson Controls International plc Ordinary Share▼ SELLMember$1K–$15KOct 2103late−2.1%+3.2%+11.3%+19.3%+38.2%PDF ↗
Jan 13AMZNAmazon.com, Inc. - Common Stock▲ BUYMember$1K–$15KOct 1104late−0.1%+2.0%+5.8%−9.3%+13.6%PDF ↗
Jan 13INTUIntuit Inc. - Common Stock▲ BUYMember$1K–$15KOct 1104late−2.6%−2.2%−5.1%−48.2%−60.5%PDF ↗
Jan 13KVUEKenvue Inc. Common Stock▼ SELLMember$1K–$15KOct 1104late−1.2%−8.6%+5.1%+5.0%+8.4%PDF ↗
Jan 13MUMicron Technology, Inc. - Common Stock▼ PARTIAL SELLMember$1K–$15KOct 1104late+19.4%+39.3%+81.1%+104.6%PDF ↗
Jan 13TWTradeweb Markets Inc. - Class A Common Stock▼ SELLMember$1K–$15KOct 1104late−2.7%−5.4%−4.6%+12.4%PDF ↗
Jan 13DEDeere & Company Common Stock▼ SELLMember$1K–$15KSep 22113late−1.2%−1.5%−0.2%+19.2%+47.0%PDF ↗
Jan 13DYDycom Industries, Inc. Common Stock▲ BUYMember$1K–$15KSep 22113late0.0%+3.7%+24.8%+8.2%PDF ↗
Jan 13GTESGates Industrial Corporation plc Ordinary Shares▲ BUYMember$1K–$15KSep 22113late−1.5%+2.8%−13.1%−14.0%PDF ↗
Jan 13INTCIntel Corporation - Common Stock▲ BUYMember$1K–$15KSep 22113late+20.0%+25.1%+24.5%+48.3%+267.1%PDF ↗
Jan 13DLTRDollar Tree, Inc. - Common Stock▲ BUYMember$1K–$15KSep 17118late−0.2%−3.0%+36.0%+12.5%+23.8%PDF ↗
Jan 13MUMicron Technology, Inc. - Common Stock▼ PARTIAL SELLMember$1K–$15KSep 17118late+3.5%+19.0%+53.4%+171.0%PDF ↗
Jan 13ACIAlbertsons Companies, Inc. Class A Common Stock▼ SELLMember$1K–$15KAug 26140late−0.1%−8.0%−5.9%−8.1%−34.5%PDF ↗
Jan 13AIZAssurant, Inc. Common Stock▲ BUYMember$1K–$15KAug 26140late+2.0%+3.3%+7.3%+34.8%PDF ↗
Jan 13CMGChipotle Mexican Grill, Inc. Common Stock▲ BUYMember$1K–$15KAug 26140late−1.4%−8.0%−26.0%−14.2%−13.7%PDF ↗
Jan 13CNCCentene Corporation Common Stock▼ SELLMember$1K–$15KAug 8158late0.0%+13.5%+38.2%+67.3%+143.1%PDF ↗
Jan 13CFCF Industries Holdings, Inc. Common Stock▼ SELLMember$1K–$15KAug 8158late−12.7%−6.7%−8.8%−1.5%+35.0%PDF ↗
Jan 13GLOBGlobant S.A. Common Shares▼ SELLMember$1K–$15KAug 8158late−6.2%−15.5%−21.0%−16.0%−54.0%PDF ↗
Jan 13DINOHF Sinclair Corporation Common Stock▼ PARTIAL SELLMember$1K–$15KAug 8158late+4.7%+21.7%+21.8%+35.5%+109.3%PDF ↗
Jan 13HUMHumana Inc. Common Stock▲ BUYMember$1K–$15KAug 8158late+7.9%+21.1%+13.2%−21.6%+55.7%PDF ↗
Jan 13LOWLowe's Companies, Inc. Common Stock▲ BUYMember$1K–$15KAug 8158late+11.3%+14.0%+4.1%+18.0%−8.2%PDF ↗
Jan 13AJGArthur J. Gallagher & Co. Common Stock▼ SELLMember$1K–$15KJul 29168late−7.4%−3.4%−19.8%−18.1%−19.3%PDF ↗
Jan 13TTWOTake-Two Interactive Software, Inc. - Common Stock▲ BUYMember$1K–$15KJul 29168late−1.9%+7.2%+14.1%+9.2%+8.5%PDF ↗
Jan 13TPRTapestry, Inc. Common Stock▼ SELLMember$1K–$15KJul 29168late−1.9%−7.1%−1.9%+17.3%+36.1%PDF ↗
Jan 13TWTradeweb Markets Inc. - Class A Common Stock▲ BUYMember$1K–$15KJul 29168latePDF ↗
Jan 13AIGAmerican International Group, Inc. New Common Stock▼ PARTIAL SELLMember$1K–$15KJul 25172late0.0%+6.6%+0.4%−6.4%+4.0%PDF ↗
Jan 13BABoeing Company▼ PARTIAL SELLMember$1K–$15KJul 25172late+0.8%+1.7%−7.9%+7.1%−9.4%PDF ↗
Jan 13EXEExpand Energy Corporation - Common Stock▼ PARTIAL SELLMember$1K–$15KJul 25172late0.0%−9.2%+2.0%−4.7%−13.6%PDF ↗
Jan 13GLOBGlobant S.A. Common Shares▲ BUYMember$1K–$15KJul 25172late0.0%−26.8%−34.7%−24.0%−64.5%PDF ↗
Jan 13JCIJohnson Controls International plc Ordinary Share▼ PARTIAL SELLMember$1K–$15KJul 25172late0.0%+3.9%+8.7%+11.0%PDF ↗
Jan 13MTDMettler-Toledo International, Inc. Common Stock▲ BUYMember$1K–$15KJul 25172late0.0%+7.2%+5.6%+18.4%+5.3%PDF ↗
Jan 13CRMSalesforce, Inc. Common Stock▲ BUYMember$1K–$15KJul 25172late+2.6%−7.6%+0.4%−13.4%−34.9%PDF ↗
Jan 13TMOThermo Fisher Scientific Inc Common Stock▲ BUYMember$1K–$15KJul 25172late+15.3%+17.9%+29.9%+49.2%+28.4%PDF ↗
Jan 13WBDWarner Bros. Discovery, Inc. - Series A Common Stock▼ PARTIAL SELLMember$1K–$15KJul 25172late+5.8%−9.5%+59.5%+124.2%+103.5%PDF ↗
Jan 13WSMWilliams-Sonoma, Inc. Common Stock▲ BUYMember$1K–$15KJul 25172late+10.1%+10.4%+12.0%+24.1%+30.5%PDF ↗
Jan 13ACNAccenture plc Class A Ordinary Shares▼ SELLMember$1K–$15KJul 24173late−8.4%−12.5%−15.6%+1.3%−49.2%PDF ↗
Jan 13GSGoldman Sachs Group, Inc.▼ SELLMember$1K–$15KJul 24173late+2.9%+1.8%+7.8%+35.8%+50.4%PDF ↗
Jan 13DGXQuest Diagnostics Incorporated Common Stock▼ SELLMember$1K–$15KJul 24173late0.0%+6.4%+8.5%+12.8%+40.5%PDF ↗
Jan 13TSMTaiwan Semiconductor Manufacturing Company Ltd.▼ PARTIAL SELLMember$1K–$15KJul 24173late+2.2%−0.6%+22.7%+42.4%+65.7%PDF ↗
Jan 13VVisa Inc.▲ BUYMember$1K–$15KJul 24173late+1.7%−2.0%−1.4%−7.0%+2.2%PDF ↗
Jan 13WDAYWorkday, Inc. - Class A Common Stock▼ SELLMember$1K–$15KJul 24173late+3.7%−2.4%+0.5%−21.5%−37.9%PDF ↗
Jan 13GOOGLAlphabet Inc. - Class A Common Stock▲ BUYMember$1K–$15KJul 2195late+0.6%+8.2%+38.1%+75.6%+89.0%PDF ↗
Jan 13TAT&T Inc.▼ PARTIAL SELLMember$1K–$15KJul 2195late+1.0%−0.3%+0.8%−11.6%−26.3%PDF ↗
Jan 13METAMeta Platforms, Inc. - Class A Common Stock▼ SELLMember$1K–$15KJul 2195late−2.0%−2.9%+1.3%−9.6%−23.3%PDF ↗
Jan 13SYFSynchrony Financial Common Stock▲ BUYMember$1K–$15KJul 2195late0.0%+4.6%+2.4%+12.9%PDF ↗
Jan 13BKThe Bank of New York Mellon Corporation Common Stock▼ SELLMember$1K–$15KJul 2195late+2.8%+10.7%+20.4%+32.1%PDF ↗
Jan 13AMDAdvanced Micro Devices, Inc.▲ BUYMember$1K–$15KJun 17210late+10.4%+26.1%+36.5%+80.1%+340.4%PDF ↗
Jan 13CSCOCisco Systems, Inc. - Common Stock▲ BUYMember$1K–$15KJun 17210late+1.5%+3.1%+1.8%+19.1%+85.4%PDF ↗
Jan 13PFEPfizer, Inc. Common Stock▲ BUYMember$1K–$15KJun 17210late−2.3%+4.5%−2.3%+7.7%+6.8%PDF ↗
Jan 13WDAYWorkday, Inc. - Class A Common Stock▼ PARTIAL SELLMember$1K–$15KJun 17210late−2.9%−7.3%−8.9%−12.1%−46.5%PDF ↗
Jan 13STTState Street Corporation Common Stock▲ BUYMember$1K–$15KMay 27231late0.0%+2.7%+18.5%+22.7%+64.7%PDF ↗
Jan 13UNHUnitedHealth Group Incorporated Common Stock▼ SELLMember$1K–$15KMay 27231late+2.1%+2.2%+4.0%+10.4%+28.7%PDF ↗
Jan 13LVSLas Vegas Sands Corp. Common Stock▼ SELLMember$1K–$15KMay 8250late+4.5%+8.1%+37.3%+55.9%PDF ↗
Jan 13MSFTMicrosoft Corporation - Common Stock▲ BUYMember$1K–$15KMay 8250late+0.8%+5.8%+20.4%+16.5%−2.4%PDF ↗
Jan 13AAPLApple Inc. - Common Stock▼ PARTIAL SELLMember$1K–$15KMay 1257late−5.1%−6.7%+2.2%+25.6%+29.5%PDF ↗
Jan 13ABBVAbbVie Inc. Common Stock▲ BUYMember$1K–$15KApr 28260late−0.3%−0.2%+2.3%+22.6%+6.3%PDF ↗
Jan 13BMYBristol-Myers Squibb Company Common Stock▼ SELLMember$1K–$15KApr 28260late+5.6%−2.2%+1.1%−8.5%+21.6%PDF ↗
Jan 13DHRDanaher Corporation Common Stock▲ BUYMember$1K–$15KApr 28260late+1.0%−3.7%+4.2%+9.3%−10.1%PDF ↗
Jan 13DGXQuest Diagnostics Incorporated Common Stock▲ BUYMember$1K–$15KApr 28260late−0.3%−1.6%−5.0%+3.1%+11.3%PDF ↗
Jan 13TMOThermo Fisher Scientific Inc Common Stock▼ SELLMember$1K–$15KApr 28260late−1.2%−5.8%+11.9%+33.9%+9.9%PDF ↗
Jan 13ACNAccenture plc Class A Ordinary Shares▲ BUYMember$1K–$15KApr 22266late+3.9%+12.5%0.0%−15.6%−30.0%PDF ↗
Jan 13DBXDropbox, Inc. - Class A Common Stock▼ SELLMember$1K–$15KApr 22266late+5.5%+4.8%−1.8%+7.4%−10.1%PDF ↗
Jan 13CIThe Cigna Group Common Stock▼ SELLMember$1K–$15KApr 22266late+1.6%−3.9%−10.4%−8.5%−15.6%PDF ↗
Jan 13UNHUnitedHealth Group Incorporated Common Stock▲ BUYMember$1K–$15KApr 22266late−2.0%−31.7%−34.0%−16.5%−24.0%PDF ↗
Jan 13CNCCentene Corporation Common Stock▲ BUYMember$1K–$15KApr 14274late−4.9%−3.3%−56.2%−43.1%−41.7%PDF ↗
Jan 13MUMicron Technology, Inc. - Common Stock▲ BUYMember$1K–$15KApr 14274late−1.1%+23.5%+79.1%+169.0%+504.7%PDF ↗
Jan 13TTWOTake-Two Interactive Software, Inc. - Common Stock▲ BUYMember$1K–$15KApr 14274late0.0%+3.1%+5.0%+15.3%−3.9%PDF ↗
Jan 13CCitigroup, Inc. Common Stock▼ SELLMember$1K–$15KApr 11277late+9.3%+19.9%+50.8%+66.2%+95.8%PDF ↗
Jan 13DOVDover Corporation Common Stock▼ SELLMember$1K–$15KApr 11277late+10.5%+13.8%+22.8%+5.9%+41.4%PDF ↗
Jan 13JCIJohnson Controls International plc Ordinary Share▲ BUYMember$1K–$15KMar 19300late+1.4%−4.8%+25.3%+31.6%+59.5%PDF ↗
Jan 13HPEHewlett Packard Enterprise Company Common Stock▼ SELLMember$1K–$15KMar 13306late+0.8%−19.1%+15.4%+48.8%+38.0%PDF ↗
Jan 13GLOBGlobant S.A. Common Shares▲ BUYMember$1K–$15KFeb 28319late−6.3%−16.2%−37.3%−57.0%−68.1%PDF ↗
Jan 13AFGAmerican Financial Group, Inc. Common Stock▼ SELLMember$1K–$15KFeb 24323latePDF ↗
Jan 13AIGAmerican International Group, Inc. New Common Stock▲ BUYMember$1K–$15KFeb 24323late+8.2%+8.5%+8.5%+7.7%+4.9%PDF ↗
Jan 13SLBSchlumberger N.V. Common Stock▼ SELLMember$1K–$15KFeb 24323late−6.4%+1.6%−19.5%−14.7%+21.8%PDF ↗
Jan 13EXRExtra Space Storage Inc Common Stock▲ BUYMember$1K–$15KFeb 7340late+1.0%+1.5%−9.0%−2.7%−11.0%PDF ↗
Jan 13METAMeta Platforms, Inc. - Class A Common Stock▼ PARTIAL SELLMember$1K–$15KFeb 7340late+3.7%−3.0%−13.4%+8.8%+4.0%PDF ↗
Jan 13CRMSalesforce, Inc. Common Stock▼ SELLMember$1K–$15KFeb 7340late−4.3%−13.6%−14.3%−29.1%−42.1%PDF ↗
Jan 13AAPLApple Inc. - Common Stock▲ BUYMember$1K–$15KJan 31347late+5.9%+10.2%−6.1%−4.0%+11.3%PDF ↗
Jan 13CCitigroup, Inc. Common Stock▲ BUYMember$1K–$15KJan 31347late−0.1%−1.9%−16.0%+17.9%+41.4%PDF ↗
Jan 13DEDeere & Company Common Stock▲ BUYMember$1K–$15KJan 31347late−2.7%+2.1%−4.3%+5.8%+9.4%PDF ↗
Jan 13IRIngersoll Rand Inc. Common Stock▼ SELLMember$1K–$15KJan 31347late+2.0%−17.9%−6.7%−3.3%PDF ↗
Jan 13METAMeta Platforms, Inc. - Class A Common Stock▲ BUYMember$1K–$15KJan 31347late+6.4%+5.6%−15.2%+10.1%+1.7%PDF ↗
Jan 13MSFTMicrosoft Corporation - Common Stock▼ PARTIAL SELLMember$1K–$15KJan 31347late−6.5%−8.1%−11.8%+15.7%+4.9%PDF ↗
Jan 13NVDANVIDIA Corporation - Common Stock▼ PARTIAL SELLMember$1K–$15KJan 31347late−15.8%−5.7%−22.2%+21.7%+31.6%PDF ↗
Jan 13ABBVAbbVie Inc. Common Stock▼ SELLMember$1K–$15KJan 24354late−0.7%+17.1%+0.8%+10.9%+24.9%PDF ↗
Jan 13ADBEAdobe Inc. - Common Stock▲ BUYMember$1K–$15KJan 24354late+1.3%+7.0%−18.1%−14.5%−31.1%PDF ↗
Jan 13ACIAlbertsons Companies, Inc. Class A Common Stock▲ BUYMember$1K–$15KJan 24354late+1.0%+4.5%+10.5%+4.7%−11.8%PDF ↗
Jan 13HPEHewlett Packard Enterprise Company Common Stock▲ BUYMember$1K–$15KJan 24354late+5.3%−8.6%−34.6%−8.8%−7.3%PDF ↗
Jan 13PVHPVH Corp. Common Stock▼ SELLMember$1K–$15KJan 24354late0.0%−13.9%−17.4%−20.9%−28.5%PDF ↗
Jan 13TSMTaiwan Semiconductor Manufacturing Company Ltd.▼ PARTIAL SELLMember$1K–$15KJan 24354late+4.9%−3.6%−28.3%+13.7%+61.9%PDF ↗
Jan 13UHIDUniversal Health Services, Inc.▼ SELLMember$1K–$15KJan 24354latePDF ↗
Jan 13MMM3M Company Common Stock▲ BUYMember$1K–$15KJan 17361late0.0%+5.5%−3.6%+10.5%+19.0%PDF ↗
Jan 13ACNAccenture plc Class A Ordinary Shares▼ SELLMember$1K–$15KJan 15363late+2.1%+10.6%−17.0%−19.0%−19.6%PDF ↗
Jan 13NEENextEra Energy, Inc. Common Stock▼ SELLMember$1K–$15KJan 15363late+5.0%+3.4%+0.5%+10.9%+22.0%PDF ↗
Jan 13AAPLApple Inc. - Common Stock▼ PARTIAL SELLMember$1K–$15KDec 18391late+2.6%−4.1%−13.8%−20.8%+12.2%PDF ↗
Jan 13AVGOBroadcom Inc. - Common Stock▼ PARTIAL SELLMember$1K–$15KDec 18391late−1.8%+2.1%−13.0%+10.6%+60.1%PDF ↗
Jan 13MCKMcKesson Corporation Common Stock▲ BUYMember$1K–$15KDec 18391late0.0%+4.6%+16.3%+27.7%+41.9%PDF ↗
Jan 13MTDMettler-Toledo International, Inc. Common Stock▲ BUYMember$1K–$15KDec 18391latePDF ↗
Jan 13MUMicron Technology, Inc. - Common Stock▲ BUYMember$1K–$15KDec 18391late−12.5%−3.1%−1.7%+12.8%+135.3%PDF ↗
Jan 13AZPNAspen Technology, Inc. - Common Stock▼ SELLMember$1K–$15KDec 6403late+0.6%0.0%+6.1%PDF ↗
Jan 13MSFTMicrosoft Corporation - Common Stock▲ BUYMember$1K–$15KDec 6403late+4.7%+1.7%−8.3%+8.7%+16.2%PDF ↗
Jan 13CRMSalesforce, Inc. Common Stock▼ PARTIAL SELLMember$1K–$15KDec 6403late+8.0%+2.1%−11.6%−19.9%−30.4%PDF ↗
Jan 13TPRTapestry, Inc. Common Stock▼ PARTIAL SELLMember$1K–$15KNov 26413late+4.9%+6.4%+39.0%+32.2%+72.9%PDF ↗
Jan 13AFGAmerican Financial Group, Inc. Common Stock▲ BUYMember$1K–$15KNov 19420late0.0%−9.7%−14.7%−8.3%PDF ↗
Jan 13AMGNAmgen Inc. - Common Stock▼ SELLMember$1K–$15KNov 19420late−1.3%−4.6%+3.8%−3.9%+18.7%PDF ↗
Jan 13KHCThe Kraft Heinz Company - Common Stock▼ SELLMember$1K–$15KNov 19420late+2.7%−0.5%−3.1%−10.5%−18.8%PDF ↗
Jan 13WATWaters Corporation Common Stock▼ SELLMember$1K–$15KNov 19420late+4.2%+0.6%+14.2%+0.3%+5.8%PDF ↗
Jan 13WDAYWorkday, Inc. - Class A Common Stock▲ BUYMember$1K–$15KNov 19420late+4.2%+5.3%+0.9%+3.5%−13.7%PDF ↗
Jan 13NEENextEra Energy, Inc. Common Stock▲ BUYMember$1K–$15KNov 1438late−3.8%−5.9%−10.6%−18.7%+5.6%PDF ↗
Jan 13WBDWarner Bros. Discovery, Inc. - Series A Common Stock▲ BUYMember$1K–$15KNov 1438late0.0%+23.7%+25.5%+5.1%+158.9%PDF ↗

Last report filed Mar 12, 2026. Trades by a spouse or dependent child are included, as on the form. Photo and biography: official portrait and public records via the congress-legislators project (public domain).