WhatInvestorsBuy

Earl Blumenauer: Stock Portfolio, Performance and Latest Trades

Earl Blumenauer

U.S. Representative, OR-3 (former)

D Democrat

Trades disclosed440
Bought / sold314 / 119
Est. volume$8.4M
Typical delay23 days

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Earl Blumenauer's estimated portfolio today

Annual disclosure as of Dec 31, 2023 plus later trades, valued at the latest close.

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
NWNNorthwest Natural Holding Company
11.5%$34.43+38.8%$47.78Feb 15, 20184
FLEXFlex Ltd.
6.74%$22.95+420%$119.34Oct 26, 20180
AAPLApple Inc.
5.30%$190.21+77.0%$336.67Oct 28, 20220
NEMNewmont Goldcorp Corporation
3.73%$39.45+188%$113.54Nov 2, 20180
CIENCiena Corporation
3.17%$45.01+892%$446.45Held at end of 20210
GSGoldman Sachs Group, Inc.
3.16%$363.79+144%$887.21Feb 24, 20220
CATCaterpillar, Inc.
2.98%$284.93+186%$813.83Sep 13, 20191
WMTWalmart Inc.
2.74%$51.11+112%$108.16May 9, 20180
JPMJP Morgan Chase & Co.
2.66%$160.41+105%$329.58Held at end of 20210
GILDGilead Sciences, Inc.
2.56%$74.37+97.4%$146.85Jul 17, 20180
GOOGLAlphabet Inc. - Class A
2.48%$138.37+153%$350.50Held at end of 20211
JNJJohnson & Johnson
2.31%$145.08+78.1%$258.45May 25, 20180
ALLAllstate Corporation
2.19%$132.54+69.0%$223.95Held at end of 20210
QCOMQUALCOMM Incorporated
2.07%$138.10+28.3%$177.12Feb 24, 20221
AMGNAmgen Inc.
2.02%$265.33+55.7%$413.08May 1, 20200
VTVVanguard Value ETF
2.01%$140.76+55.0%$218.21Held at end of 20230
CBChubb Limited
1.98%$219.58+52.4%$334.70Mar 2, 20200
AMZNAmazon.com, Inc.
1.96%$172.34+50.8%$259.92Feb 12, 20241
VZVerizon Communications Inc.
1.88%$31.49+45.4%$45.77Oct 10, 20220
SCHWCharles Schwab Corporation
1.87%$66.32+44.1%$95.58Mar 10, 20200
MSFTMicrosoft Corporation
1.87%$368.18+43.9%$529.76Mar 3, 20200
BRK.BBerkshire Hathaway Inc. New
1.84%$356.66+41.9%$506.25Sep 13, 20190
SAPSAP SE ADS
1.83%$148.72+41.3%$210.13Nov 12, 20200
BLKBlackRock, Inc.
1.81%$764.39+39.9%$1,069.63May 12, 20200
FEFirstEnergy Corp.
1.77%$32.73+36.2%$44.58Jul 22, 20200
GDGeneral Dynamics Corporation
1.72%$246.16+32.7%$326.63Mar 3, 20200
SOSouthern Company
1.72%$64.48+32.5%$85.44Apr 4, 20241
SYYSysco Corporation
1.48%$67.33+14.0%$76.79Aug 23, 20230
AZOAutoZone, Inc.
1.43%$2,585.61+10.1%$2,846.27May 28, 20210
APDAir Products and Chemicals, Inc.
1.41%$254.89+9.1%$278.12Mar 10, 20220
PGProcter & Gamble Company
1.41%$136.27+8.5%$147.82May 25, 20180
RTXRaytheon Technologies Corporation
1.33%$86.70+108%$180.26Feb 24, 20221
CARRCarrier Global Corporation
1.28%$55.56−1.0%$55.00Aug 3, 20220
SNYSanofi - American Depositary Shares
1.20%$43.28−7.1%$40.20May 27, 20220
BAXBaxter International Inc.
0.94%$32.94−27.2%$23.97Jul 9, 20241
VVisa Inc.
0.91%$261.77+42.1%$372.10Apr 21, 20201
BXThe Blackstone Group Inc.
0.90%$120.06−6.9%$111.83Oct 28, 20201
DEODiageo plc
0.82%$134.38−36.9%$84.73Dec 7, 20230
CSCOCisco Systems, Inc.
0.80%$46.83+151%$117.39May 17, 20180
ACNAccenture plc Class A Ordinary Shares
0.76%$333.62−41.1%$196.64Mar 26, 20200
PHGKoninklijke Philips N.V. NY Registry Shares
0.76%$20.27+18.8%$24.09Jul 27, 20221
PFEPfizer, Inc.
0.75%$23.76+17.9%$28.00May 4, 20181
MOHMolina Healthcare Inc
0.70%$361.31−46.1%$194.82Jun 15, 20230
LWLamb Weston Holdings, Inc.
0.62%$100.91−52.3%$48.09Sep 24, 20210
IEMGiShares Core MSCI Emerging Markets ETF
0.55%$47.23+73.7%$82.04Held at end of 20230
EMREmerson Electric Company
0.55%$92.88+71.4%$159.22Sep 26, 20220
SIEGYSiemens AG American Depositary Shares
0.55%$88.86+71.2%$152.13Feb 24, 20220
NKENike, Inc.
0.53%$83.65−58.9%$34.36Apr 4, 20241
USBU.S. Bancorp
0.47%$38.52+45.8%$56.17Feb 24, 20220
AZNAstrazeneca PLC
0.40%$127.77+25.3%$160.12Held at end of 20210
DISWalt Disney Company
0.38%$87.83+19.3%$104.75Apr 5, 20190
MCKMcKesson Corporation
0.35%$457.50+99.0%$910.33Jun 14, 20181
SBUXStarbucks Corporation
0.33%$89.52+4.5%$93.58Mar 26, 20200
HDHome Depot, Inc.
0.28%$323.02−11.5%$285.77Mar 20, 20200
CRMSalesforce.com Inc
0.28%$258.21−13.0%$224.56Apr 9, 20200

Earl Blumenauer's buys and sells

Feb 15, 2018 to Nov 21, 2024, 6 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
Comcast Corp 1.95%31BondSpouse
Bought$15K–$50KNov 21, 2024Dec 7, 202416 days later
Comcast Corp 4.65%33BondSpouse
Sold$15K–$50KNov 21, 2024Dec 7, 202416 days later
US Treasu NT 4.625%02/26BondSpouse
Bought$15K–$50KNov 19, 2024Dec 7, 202418 days later
US Treasur NT 4%01/27BondSpouse
Bought$15K–$50KNov 19, 2024Dec 7, 202418 days later
NWNSpouseNorthwest Natural Holding Company
Bought$1K–$15KNov 15, 2024Dec 7, 202422 days later
Bank of America C Var 27BondSpouse
Bought$15K–$50KNov 8, 2024Dec 7, 202429 days later
The Kroger Co. 4.5% 29BondSpouse
Bought$15K–$50KNov 8, 2024Dec 7, 202429 days later
Toyota Motor Credit 3%/25BondSpouse
Sold$50K–$100KNov 8, 2024Dec 7, 202429 days later
US Treasu Nt 4.125% UST Due 03/31/29BondSpouse
Bought$15K–$50KOct 21, 2024Nov 5, 202415 days later
US Treasu NT 4.625% Due 04/30/31BondSpouse
Bought$15K–$50KOct 21, 2024Nov 5, 202415 days later
US Treasury Bill Due 02/04/25Bond
Bought$15K–$50KOct 15, 2024Nov 5, 202421 days later
US Treasury Bill Due 04/10/25Bond
Bought$15K–$50KOct 15, 2024Nov 5, 202421 days later
Constellation BR 2.25%31 Due 08/01/31BondSpouse
Bought$15K–$50KOct 11, 2024Nov 5, 202425 days later
UnitedHealth Gro 3.75%25BondSpouse
Sold$15K–$50KOct 11, 2024Nov 5, 202425 days later
US Treasury Bill Due 11/26/24Bond
Bought$15K–$50KSep 27, 2024Oct 8, 202411 days later
US Treasury Bill Due 12/12/24Bond
Bought$15K–$50KSep 27, 2024Oct 8, 202411 days later
Target Corp 2.35%30BondSpouse
Bought$15K–$50KSep 26, 2024Oct 8, 202412 days later
Target Corp 3.375%29BondSpouse
Sold$15K–$50KSep 26, 2024Oct 8, 202412 days later
VTRSpouseVentas, Inc.
Sold$15K–$50KSep 19, 2024Oct 8, 202419 days later
US Treasury Bill Due 09/04/25Bond
Bought$1K–$15KSep 13, 2024Oct 8, 202425 days later
US Treasur Nt 2.75%08/32BondSpouse
Bought$15K–$50KAug 29, 2024Sep 6, 20248 days later
NWNSpouseNorthwest Natural Holding Company
Bought$1K–$15KAug 15, 2024Sep 6, 202422 days later
US Treasury Bill Due 09/17/24Bond
Bought$15K–$50KJul 26, 2024Aug 6, 202411 days later
US Treasury Bill Due 06/12/25Bond
Bought$15K–$50KJul 12, 2024Aug 6, 202425 days later
BAXSpouseBaxter International Inc.
Bought$15K–$50KJul 9, 2024Aug 6, 202428 days later
MDTSpouseMedtronic plc. Ordinary Shares
Sold$1K–$15KJul 9, 2024Aug 6, 202428 days later
WBDSpouseWarner Bros. Discovery, Inc. Series A
Sold$1K–$15KJul 9, 2024Aug 6, 202428 days later
CVSSpouseCVS Health Corporation
Sold$1K–$15KJun 27, 2024Jul 6, 20249 days later
US Treasury Bill Due 12/26/24Bond
Bought$15K–$50KJun 21, 2024Jul 6, 202415 days later
US Treasu NT 4.625%04/31BondSpouse
Bought$15K–$50KJun 7, 2024Jul 6, 202429 days later
US Treasury 5.375%02/31UST BondBondSpouse
Sold$15K–$50KJun 7, 2024Jul 6, 202429 days later
ECOLAB Inc. 2.125% Due 02/01/32BondSpouse
Bought$15K–$50KMay 17, 2024Jun 6, 202420 days later
JPMorgan Chase & Var 35 Due 04/22/35BondSpouse
Bought$15K–$50KMay 17, 2024Jun 6, 202420 days later
US Treasur Nt 3.625% Due 03/31/30BondSpouse
Bought$15K–$50KMay 17, 2024Jun 6, 202420 days later
US Treasury Bill Due 07/11/24Bond
Bought$15K–$50KMay 17, 2024Jun 6, 202420 days later
US Treasury Due 10/03/24Bond
Bought$15K–$50KMay 17, 2024Jun 6, 202420 days later
NWNSpouseNorthwest Natural Holding Company
Bought$1K–$15KMay 15, 2024Jun 6, 202422 days later
US Treasury Bill 24 Due 06/13/24Bond
Bought$15K–$50KApr 30, 2024May 4, 20244 days later
US Treasury Bill24 Due 07/25/24Bond
Bought$15K–$50KApr 30, 2024May 4, 20244 days later
BXSpouseBlackstone Inc.
Sold part$1K–$15KApr 4, 2024May 4, 202430 days later
CATSpouseCaterpillar, Inc.
Sold part$1K–$15KApr 4, 2024May 4, 202430 days later
ERJSpouseEmbraer S.A.
Sold part$1K–$15KApr 4, 2024May 4, 202430 days later
KRSpouseKroger Company
Sold$1K–$15KApr 4, 2024May 4, 202430 days later
MGASpouseMagna International, Inc.
Sold$1K–$15KApr 4, 2024May 4, 202430 days later
MCKSpouseMcKesson Corporation
Sold part$15K–$50KApr 4, 2024May 4, 202430 days later
NKESpouseNike, Inc.
Bought$15K–$50KApr 4, 2024May 4, 202430 days later
DGXSpouseQuest Diagnostics Incorporated
Sold$1K–$15KApr 4, 2024May 4, 202430 days later
RTXSpouseRTX Corporation
Bought$1K–$15KApr 4, 2024May 4, 202430 days later
SOSpouseSouthern Company
Bought$15K–$50KApr 4, 2024May 4, 202430 days later
TELSpouseTE Connectivity Ltd. New Switzerland Registered Shares
Sold$15K–$50KApr 4, 2024May 4, 202430 days later
The Goldman Sachs Var 33 Due 02/24/33BondSpouse
Bought$15K–$50KApr 4, 2024May 4, 202430 days later
VSpouseVisa Inc.
Bought$1K–$15KApr 4, 2024May 4, 202430 days later
Wells Fargo & Co Var 29 Due 07/25/29BondSpouse
Bought$15K–$50KApr 4, 2024May 4, 202430 days later
US Treasury Bill 04/25/24Bond
Bought$15K–$50KMar 27, 2024Apr 4, 20248 days later
US Treasury Bill 05/02/24Bond
Bought$15K–$50KMar 27, 2024Apr 4, 20248 days later
NWNSpouseNorthwest Natural Holding Company
Bought$1K–$15KFeb 15, 2024Mar 12, 202426 days later
AMZNSpouseAmazon.com, Inc.
Bought$15K–$50KFeb 12, 2024Mar 2, 202419 days later
PHGSpouseKoninklijke Philips N.V. NY Registry Shares
Bought$1K–$15KFeb 12, 2024Mar 2, 202419 days later
PFESpousePfizer, Inc.
Bought$1K–$15KFeb 12, 2024Mar 2, 202419 days later
QCOMSpouseQUALCOMM Incorporated
Bought$1K–$15KFeb 12, 2024Mar 2, 202419 days later
ULSpouseUnilever PLC
Sold$1K–$15KFeb 12, 2024Mar 2, 202419 days later
GOOGLSpouseAlphabet Inc.
Sold part$1K–$15KFeb 1, 2024Mar 2, 202430 days later
US Treas NT 4.5% 11/33BondSpouse
Bought$15K–$50KDec 20, 2023Jan 4, 202415 days later
US Treas NT 4.5% 11/33BondSpouse
Bought$15K–$50KDec 15, 2023Jan 4, 202420 days later
ALKSpouseAlaska Air Group, Inc.
Sold$1K–$15KDec 13, 2023Jan 4, 202422 days later
DEOSpouseDiageo plc
Bought$15K–$50KDec 7, 2023Jan 4, 202428 days later
NWNSpouseNorthwest Natural Holding Company
Bought$1K–$15KNov 15, 2023Dec 4, 202319 days later
PYPLSpousePayPal Holdings, Inc.
Sold$1K–$15KNov 9, 2023Dec 4, 202325 days later
IPSpouseInternational Paper Company
Sold$1K–$15KNov 8, 2023Dec 4, 202326 days later
US Treasury Bill Due 05/16/24Bond
Bought$15K–$50KNov 3, 2023Dec 4, 202331 days later
US Treasury Bill Due 10/31/24Bond
Bought$15K–$50KNov 3, 2023Dec 4, 202331 days later
Toyota Motor Credit 3%/25BondSpouse
Bought$1K–$15KOct 2, 2023Nov 7, 202336 days later
US Treasury Bill Due 03/21/24Bond
Bought$15K–$50KSep 29, 2023Nov 7, 202339 days later
US Treasury Bill Due 01/11/24Bond
Bought$15K–$50KAug 25, 2023Sep 6, 202312 days later
US Treasury Bill Due 02/22/24Bond
Bought$15K–$50KAug 25, 2023Sep 6, 202312 days later
SYYSpouseSysco Corporation
Bought$1K–$15KAug 24, 2023Sep 6, 202313 days later
SYYSpouseSysco Corporation
Bought$1K–$15KAug 23, 2023Sep 6, 202314 days later
FSpouseFord Motor Company
Sold$15K–$50KAug 16, 2023Sep 6, 202321 days later
NWNSpouseNorthwest Natural Holding Company
Bought$1K–$15KAug 15, 2023Sep 6, 202322 days later
ICESpouseIntercontinental Exchange Inc.
Sold$1K–$15KJul 27, 2023Aug 4, 20238 days later
Thermo Fisher SC 1.75%/28BondSpouse
Bought$15K–$50KJul 20, 2023Aug 4, 202315 days later
US Treasur NT 4.25%05/25BondSpouse
Bought$15K–$50KJul 20, 2023Aug 4, 202315 days later
Comcast Corp 4.65%33BondSpouse
Bought$15K–$50KJul 14, 2023Aug 4, 202321 days later
BROSSpouseDutch Bros Inc. Class A
Sold$1K–$15KJun 30, 2023Jul 12, 202312 days later
CNCSpouseCentene Corporation
Sold$1K–$15KJun 15, 2023Jul 12, 202327 days later
MOHSpouseMolina Healthcare Inc
Bought$15K–$50KJun 15, 2023Jul 12, 202327 days later
US TREASUR NT 2.25%03/26BondSpouse
Bought$15K–$50KMay 25, 2023Jun 8, 202314 days later
US TREASUR NT 3.5%02/33BondSpouse
Bought$15K–$50KMay 25, 2023Jun 8, 202314 days later
NWNSpouseNorthwest Natural Holding Company
Bought$1K–$15KMay 15, 2023Jun 8, 202324 days later
USTREASURY BILL Due09/14/23Bond
Bought$1K–$15KMay 12, 2023Jun 8, 202327 days later
PYPLSpousePayPal Holdings, Inc.
Bought$1K–$15KMay 10, 2023Jun 8, 202329 days later
US TREASURY Bill Due 04/18/24Bond
Bought$50K–$100KMay 2, 2023Jun 8, 202337 days later
US TREASURY BILL Due08/10/23Bond
Bought$15K–$50KMay 2, 2023Jun 8, 202337 days later
US TREASURY BILL Due11/02/23Bond
Bought$15K–$50KMay 2, 2023Jun 8, 202337 days later
FRCSpouseFIRST REPUBLIC BANK
Sold$1K–$15KMar 20, 2023Apr 5, 202316 days later
Berkshire Hathaw 2.75%03/15/23BondSpouse
Sold$15K–$50KMar 15, 2023Apr 5, 202321 days later
BACSpouseBank of America Corporation
Sold$1K–$15KMar 9, 2023Apr 5, 202327 days later
FDXSpouseFedEx Corporation
Sold$1K–$15KMar 9, 2023Apr 5, 202327 days later
SIVBSpouseSVB Financial Group
Bought$1K–$15KMar 9, 2023Apr 5, 202327 days later
NWNSpouseNorthwest Natural Holding Company
Bought$1K–$15KFeb 15, 2023Mar 9, 202322 days later
PayPal Holdings 4.4%32BondSpouse
Bought$15K–$50KFeb 7, 2023Mar 6, 202327 days later
US Treasu NT 3.125% Due 8/31/27BondSpouse
Bought$15K–$50KJan 3, 2023Jan 12, 20239 days later
US Treasury 5.375%02/31UST BondBondSpouse
Bought$15K–$50KJan 3, 2023Jan 12, 20239 days later
Amazon.Com, Inc, 4.65%29 Due 12/01/29BondSpouse
Bought$15K–$50KDec 22, 2022Jan 4, 202313 days later
Intel Corp 2.7%/22 Due 12/15/22BondSpouse
Sold$15K–$50KDec 15, 2022Jan 4, 202320 days later
US Treasur NT 2% 11/30/22BondSpouse
Sold$50K–$100KNov 30, 2022Dec 4, 20224 days later
NWNSpouseNorthwest Natural Holding Company
Bought$1K–$15KNov 15, 2022Dec 4, 202219 days later
AAPLSpouseApple Inc.
Bought$15K–$50KOct 28, 2022Nov 10, 202213 days later
VZSpouseVerizon Communications Inc.
Bought$15K–$50KOct 10, 2022Nov 10, 202231 days later
TSpouseAT&T Inc.
Sold$1K–$15KOct 5, 2022Nov 10, 202236 days later
Toyota Motor Credit 3%25BondSpouse
Bought$1K–$15KOct 3, 2022Nov 10, 202238 days later
ALKSpouseAlaska Air Group, Inc.
Bought$1K–$15KSep 30, 2022Oct 5, 20225 days later
NEMSpouseNewmont Corporation
Bought$1K–$15KSep 28, 2022Oct 5, 20227 days later
AMGNSpouseAmgen Inc.
Bought$1K–$15KSep 26, 2022Oct 5, 20229 days later
CNCSpouseCentene Corporation
Bought$1K–$15KSep 26, 2022Oct 5, 20229 days later
EMRSpouseEmerson Electric Company
Bought$1K–$15KSep 26, 2022Oct 5, 20229 days later
JPMorgan Chase 3.25% Due 9/23/22BondSpouse
Sold$15K–$50KSep 23, 2022Oct 5, 202212 days later
Merck & Co., Inc. 2.4% Due 9/15/22BondSpouse
Sold$15K–$50KSep 15, 2022Oct 5, 202220 days later
NWNSpouseNorthwest Natural Holding Company
Bought$1K–$15KAug 15, 2022Sep 5, 202221 days later
Deere & Co 3.1%30 Due 04/15/30BondSpouse
Bought$15K–$50KAug 11, 2022Sep 5, 202225 days later
The Allstate Cor 1.45%30 Due 12/15/30BondSpouse
Bought$15K–$50KAug 9, 2022Sep 5, 202227 days later
CARRSpouseCarrier Global Corporation
Bought$1K–$15KAug 3, 2022Sep 5, 202233 days later
INTCSpouseIntel Corporation
Sold$1K–$15KAug 3, 2022Sep 5, 202233 days later
US Treasur NT 2% 07/22BondSpouse
Sold$15K–$50KAug 1, 2022Sep 5, 202235 days later
PHGSpouseKoninklijke Philips N.V. NY Registry Shares
Bought$1K–$15KJul 27, 2022Aug 8, 202212 days later
IMAXSpouseImax Corporation
Sold$1K–$15KJun 17, 2022Jul 6, 202219 days later
WBDSpouseWarner Bros. Discovery, Inc. Series A
Bought$1K–$15KJun 17, 2022Jul 6, 202219 days later
IMAXSpouseImax Corporation
Sold part$1K–$15KJun 16, 2022Jul 6, 202220 days later
SNYSpouseSanofi American Depositary Shares
Bought$15K–$50KMay 27, 2022Jul 6, 202240 days later
CSpouseCitigroup, Inc.
Sold$1K–$15KMay 25, 2022Jun 5, 202211 days later
Interntnl Busines 3.3%26BondSpouse
Bought$15K–$50KMay 25, 2022Jun 5, 202211 days later
NWNSpouseNorthwest Natural Holding Company
Bought$1K–$15KMay 13, 2022Jun 7, 202225 days later
VODSpouseVodafone Group Plc American Depositary Shares each represen…
Sold$1K–$15KMay 3, 2022Jun 5, 202233 days later
VODSpouseVodafone Group Plc American Depositary Shares each represen…
Sold part$1K–$15KApr 27, 2022May 5, 20228 days later
YSpouseAlleghany Corporation
Sold$1K–$15KApr 22, 2022May 5, 202213 days later
US Treasu NT 2.375%04/26BondSpouse
Bought$15K–$50KApr 20, 2022May 5, 202215 days later
Toyota Motor Credit 3%25 Due 04/01/25BondSpouse
Bought$15K–$50KMar 31, 2022May 5, 202235 days later
Toyota Motor Credit 3%25BondSpouse
Bought$15K–$50KMar 22, 2022Apr 13, 202222 days later
APDAir Products and Chemicals, Inc.
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
ALKAlaska Air group, Inc. (AlK)
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
Alphabet Inc. - Class A (gOOgl)
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
AMGNAmgen Inc. (AMgN)
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
BACBank of America Corporation
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
BLKBBlackbaud, Inc. (BlKB)
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
BLKBlackRock, Inc. (BlK)
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
CNCCentene Corporation
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
CSCOCisco Systems, Inc.
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
CCitigroup, Inc.
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
FRCFIRST REPuBlIC BANK
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
FLEXFlex ltd.
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
GSgoldman Sachs group, Inc. (gS)
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
HDHome Depot, Inc.
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
INTCIntel Corporation
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
ICEIntercontinental Exchange Inc.
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
IPInternational Paper Company
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
KRKroger Company
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
MGAMagna International, Inc. (MgA)
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
MCKMcKesson Corporation
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
MDTMedtronic plc. Ordinary Shares
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
PFEPfizer, Inc.
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
QCOMQuAlCOMM Incorporated
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
DGXQuest Diagnostics Incorporated (DgX)
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
RTXRaytheon Technologies Corporation
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
CRMSalesforce.com Inc
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
SAPSAP SE ADS
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
SIEGYSiemens Ag American Depositary Shares (SIEgY)
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
SBUXStarbucks Corporation (SBuX)
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
USBu.S. Bancorp (uSB)
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
unilever PlC (ul)
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
VTRVentas, Inc.
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
VTRSViatris Inc.
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
DISWalt Disney Company
Sold$1K–$15KMar 14, 2022Apr 1, 202218 days later
APDSpouseAir Products and Chemicals, Inc.
Bought$15K–$50KMar 10, 2022Apr 13, 202234 days later
Goldman Sachs Inter 3%24BondSpouse
Bought$15K–$50KMar 10, 2022Apr 13, 202234 days later
APDAir Products and Chemicals, Inc.
Bought$1K–$15KMar 10, 2022Apr 1, 202222 days later
US Treasur NT 1.625%04/23BondSpouse
Bought$50K–$100KMar 9, 2022Apr 13, 202235 days later
US Treasur NT 2.25%11/14BondSpouse
Bought$50K–$100KMar 9, 2022Apr 13, 202235 days later
US Treasur NT 2.25%11/25BondSpouse
Bought$50K–$100KMar 9, 2022Apr 13, 202235 days later
ALKAlaska Air group, Inc. (AlK)
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
Alphabet Inc. - Class A (gOOgl)
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
AMGNAmgen Inc. (AMgN)
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
BACBank of America Corporation
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
BLKBBlackbaud, Inc. (BlKB)
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
BLKBlackRock, Inc. (BlK)
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
CNCCentene Corporation
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
CSCOCisco Systems, Inc.
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
CCitigroup, Inc.
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
FRCFIRST REPuBlIC BANK
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
FLEXFlex ltd.
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
GSgoldman Sachs group, Inc. (gS)
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
HDHome Depot, Inc.
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
INTCIntel Corporation
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
ICEIntercontinental Exchange Inc.
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
IPInternational Paper Company
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
KRKroger Company
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
MGAMagna International, Inc. (MgA)
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
MCKMcKesson Corporation
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
PFEPfizer, Inc.
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
QCOMQuAlCOMM Incorporated
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
DGXQuest Diagnostics Incorporated (DgX)
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
RTXRaytheon Technologies Corporation
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
CRMSalesforce.com Inc
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
SAPSAP SE ADS
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
SIEGYSiemens Ag American Depositary Shares (SIEgY)
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
SBUXStarbucks Corporation (SBuX)
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
USBu.S. Bancorp (uSB)
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
unilever PlC (ul)
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
VTRSViatris Inc.
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
DISWalt Disney Company
Bought$1K–$15KFeb 24, 2022Apr 1, 202236 days later
PEAKSpouseHealthpeak Properties, Inc.
Sold$1K–$15KFeb 23, 2022Mar 7, 202212 days later
VTRSpouseVentas, Inc.
Bought$15K–$50KFeb 23, 2022Mar 7, 202212 days later
MDTMedtronic plc. Ordinary Shares
Bought$1K–$15KFeb 18, 2022Apr 1, 202242 days later
VTRVentas, Inc.
Bought$1K–$15KFeb 18, 2022Apr 1, 202242 days later
Brown Advisory Sustainable growth AdvBondSpouse
Sold$1K–$15KFeb 17, 2022Mar 7, 202218 days later
NWNSpouseNorthwest Natural Holding Company
Bought$1K–$15KFeb 15, 2022Mar 22, 202235 days later
Allstate Corporation (All)Spouse
Bought$1K–$15KFeb 11, 2022Mar 7, 202224 days later
Alphabet Inc. - Class A (gOOgl)Spouse
Bought$15K–$50KFeb 11, 2022Mar 7, 202224 days later
AMGNSpouseAmgen Inc. (AMgN)
Bought$1K–$15KFeb 11, 2022Mar 7, 202224 days later
FESpouseFirstEnergy Corp.
Bought$1K–$15KFeb 11, 2022Mar 7, 202224 days later
IMAXSpouseImax Corporation
Bought$1K–$15KFeb 11, 2022Mar 7, 202224 days later
MDTSpouseMedtronic plc. Ordinary Shares
Bought$1K–$15KFeb 11, 2022Mar 7, 202224 days later
HPQSpouseHP Inc.
Sold$15K–$50KFeb 9, 2022Mar 7, 202226 days later
NWNSpouseNorthwest Natural Holding Company
Sold part$15K–$50KJan 28, 2022Feb 7, 202210 days later
HP INC. 2.2%25BondSpouse
Bought$15K–$50KDec 16, 2021Jan 6, 202221 days later
NWNSpouseNorthwest Natural Holding Company
Bought$1K–$15KNov 15, 2021Nov 22, 20217 days later
uS Treasur NT 2%Due11/15/21 [gS]Spouse
Sold$15K–$50KNov 15, 2021Dec 8, 202123 days later
American Funds EuropacificBondSpouse
Sold part$1K–$15KOct 25, 2021Nov 7, 202113 days later
DANOYSpouseDanone Sponsored ADR
Sold$1K–$15KOct 15, 2021Nov 7, 202123 days later
BROSSpouseDutch Bros Inc. Class A
Sold part$1K–$15KOct 15, 2021Nov 7, 202123 days later
CVS Health Corp 4%23BondSpouse
Bought$15K–$50KSep 27, 2021Oct 5, 20218 days later
unitedHealth gro 3.75%25BondSpouse
Bought$15K–$50KSep 27, 2021Oct 5, 20218 days later
CVS Health Corp 4%23BondSpouse
Bought$15K–$50KSep 27, 2021Oct 12, 202115 days later
unitedHealth gro 3.75%25BondSpouse
Bought$15K–$50KSep 27, 2021Oct 12, 202115 days later
CVS Health Corp 4%23BondSpouse
Bought$15K–$50KSep 27, 2021Oct 12, 202115 days later
unitedHealth gro 3.75%25BondSpouse
Bought$15K–$50KSep 27, 2021Oct 12, 202115 days later
LWSpouselamb Weston Holdings, Inc. (lW)
Bought$1K–$15KSep 24, 2021Oct 5, 202111 days later
LWSpouselamb Weston Holdings, Inc. (lW)
Bought$1K–$15KSep 24, 2021Oct 12, 202118 days later
LWSpouselamb Weston Holdings, Inc. (lW)
Bought$1K–$15KSep 24, 2021Oct 12, 202118 days later
BROSSpouseDutch Bros Inc. Class A
Bought$1K–$15KSep 15, 2021Oct 5, 202120 days later
BROSSpouseDutch Bros Inc. Class A
Bought$1K–$15KSep 15, 2021Oct 5, 202120 days later
BROSSpouseDutch Bros Inc. Class A
Bought$1K–$15KSep 15, 2021Oct 12, 202127 days later
BROSSpouseDutch Bros Inc. Class A
Bought$1K–$15KSep 15, 2021Oct 12, 202127 days later
BROSSpouseDutch Bros Inc. Class A
Bought$1K–$15KSep 15, 2021Oct 12, 202127 days later
BROSSpouseDutch Bros Inc. Class A
Bought$1K–$15KSep 15, 2021Oct 12, 202127 days later
John Deere CAPI 3.125%/21BondSpouse
Sold$15K–$50KSep 10, 2021Oct 5, 202125 days later
John Deere CAPI 3.125%/21BondSpouse
Sold$15K–$50KSep 10, 2021Oct 12, 202132 days later
John Deere CAPI 3.125%/21BondSpouse
Sold$15K–$50KSep 10, 2021Oct 12, 202132 days later
NWNSpouseNorthwest Natural Holding Company
Bought$1K–$15KAug 13, 2021Aug 20, 20217 days later
Caterpillar Inc. 3.4%24 Due 05/15/24BondSpouse
Bought$15K–$50KAug 10, 2021Sep 7, 202128 days later
Oracle Corp 2.8% Due 07/08/21BondSpouse
Sold$15K–$50KJul 8, 2021Aug 2, 202125 days later
STAYSpouseExtended Stay America, Inc. Paired Shares
Sold$1K–$15KJun 15, 2021Jul 5, 202120 days later
AZOSpouseAutoZone, Inc.
Bought$1K–$15KMay 28, 2021Jun 9, 202112 days later
leggett & Platt, Incorporated (lEg)Spouse
Sold$1K–$15KMay 28, 2021Jun 9, 202112 days later
QCOMSpouseQuAlCOMM Incorporated
Sold part$1K–$15KMay 28, 2021Jun 9, 202112 days later
Caterpillar Inc. 3.9% 5/21BondSpouse
Sold$15K–$50KMay 27, 2021Jun 9, 202113 days later
uS Treasu NT 2.125%07/24 [gS]Spouse
Bought$15K–$50KMay 26, 2021Jun 9, 202114 days later
NWNSpouseNorthwest Natural Holding Company
Bought$1K–$15KMay 14, 2021May 27, 202113 days later
uS Treasur NT 2.5%05/24 [gS]Spouse
Bought$15K–$50KMay 11, 2021Jun 9, 202129 days later
PFESpousePfizer, Inc.
Bought$1K–$15KMay 7, 2021Jun 9, 202133 days later
uS Treasury NT 2.25%04/21 [gS]Spouse
Sold$50K–$100KApr 30, 2021May 4, 20214 days later
Realty Income Corp ReitFundSpouse
Bought$1K–$15KApr 15, 2021May 4, 202119 days later
The Joinery (part interest)Other
Sold$250K–$500KApr 15, 2021May 28, 202143 days later
HHCSpouseHoward Hughes Corporation
Sold$1K–$15KApr 13, 2021May 4, 202121 days later
HHCSpouseHoward Hughes Corporation
Sold part$1K–$15KApr 12, 2021May 4, 202122 days later
HHCSpouseHoward Hughes Corporation
Sold part$1K–$15KApr 9, 2021May 4, 202125 days later
uS Treasury Nt 2% 11/22 [gS]Spouse
Bought$15K–$50KMar 9, 2021Apr 2, 202124 days later
uS Treasury Bill Due 02/25/21 [gS]Spouse
Sold$15K–$50KFeb 25, 2021Mar 3, 20216 days later
ERJSpouseEmbraer S.A.
Bought$1K–$15KFeb 17, 2021Mar 3, 202114 days later
ERJSpouseEmbraer S.A.
Bought$1K–$15KFeb 16, 2021Mar 3, 202115 days later
NWNSpouseNorthwest Natural Holding Company
Bought$1K–$15KFeb 12, 2021Mar 5, 202121 days later
uS Treasury Note Due 07/15/23 [gS]Spouse
Bought$15K–$50KFeb 3, 2021Mar 3, 202128 days later
uS Treasury Note Due 11/30/22 [gS]Spouse
Bought$15K–$50KFeb 3, 2021Mar 3, 202128 days later
Alphabet Inc. - Class A (gOOgl)Spouse
Bought$1K–$15KJan 27, 2021Feb 3, 20217 days later
KRSpouseKroger Company
Sold part$1K–$15KJan 27, 2021Feb 3, 20217 days later
VIACSpouseViacomCBS Inc. Class B
Sold$15K–$50KJan 27, 2021Feb 3, 20217 days later
COHRSpouseCoherent, Inc.
Sold$1K–$15KJan 19, 2021Feb 3, 202115 days later
uS Treasury Bill Due 1/14/21 [gS]Spouse
Sold$15K–$50KJan 14, 2021Feb 3, 202120 days later
uS Treasury Nt 2% Due 07/31/22 [gS]Spouse
Bought$15K–$50KJan 14, 2021Feb 3, 202120 days later
FLEXSpouseFlex ltd.
Sold part$1K–$15KJan 6, 2021Feb 3, 202128 days later
FLEXSpouseFlex ltd.
Sold part$1K–$15KJan 5, 2021Feb 3, 202129 days later
Truist Bank 1.5%/25 Due 3/10/25BondSpouse
Bought$15K–$50KDec 29, 2020Jan 6, 20218 days later
uS Treasury Bill 20 Due 12/3/20 [gS]Spouse
Sold$15K–$50KDec 3, 2020Jan 6, 202134 days later
uS Treasury NT 2%11/15/21 [gS]Spouse
Bought$15K–$50KNov 30, 2020Jan 6, 202137 days later
NWNSpouseNorthwest Natural Holding Company
Bought$1K–$15KNov 13, 2020Dec 7, 202024 days later
SAPSpouseSAP SE ADS
Bought$1K–$15KNov 12, 2020Dec 7, 202025 days later
uS Treasury Bill Due 11/05/20 [gS]Spouse
Sold$15K–$50KNov 5, 2020Dec 7, 202032 days later
BXSpouseThe Blackstone group Inc. Class A
Bought$1K–$15KOct 28, 2020Nov 3, 20206 days later
Duke Energy Progr 3.7%28 Due 09/01/28BondSpouse
Bought$15K–$50KOct 16, 2020Nov 3, 202018 days later
AIGSpouseAmerican International group, Inc. New (AIg)
Sold$1K–$15KSep 17, 2020Oct 7, 202020 days later
uS Treasury Bill Due 09/10/20 [gS]Spouse
Sold$15K–$50KSep 9, 2020Oct 7, 202028 days later
uS Treasury Bill Due 12/03/20 [gS]Spouse
Bought$15K–$50KAug 28, 2020Sep 10, 202013 days later
uS Treasury Bill Due 02/25/21 [gS]Spouse
Bought$15K–$50KAug 25, 2020Sep 10, 202016 days later
uS Treasury Bill Due 01/14/21 [gS]Spouse
Bought$15K–$50KAug 18, 2020Sep 10, 202023 days later
NWNSpouseNorthwest Natural Holding Company
Bought$1K–$15KAug 14, 2020Aug 24, 202010 days later
FSpouseFord Motor Company
Bought$1K–$15KAug 11, 2020Sep 10, 202030 days later
NWNSpouseNorthwest Natural Holding Company
Sold$50K–$100KAug 11, 2020Sep 10, 202030 days later
PORSpousePortland general Electric Co
Sold$1K–$15KAug 11, 2020Sep 10, 202030 days later
ICESpouseIntercontinental Exchange Inc.
Bought$1K–$15KAug 5, 2020Sep 10, 202036 days later
ERJSpouseEmbraer S.A.
Sold$1K–$15KAug 4, 2020Sep 10, 202037 days later
ICESpouseIntercontinental Exchange Inc.
Bought$1K–$15KAug 4, 2020Sep 10, 202037 days later
USBSpouseu.S. Bancorp (uSB)
Sold part$1K–$15KAug 4, 2020Sep 10, 202037 days later
A T & T Inc 3.4%25BondSpouse
Sold$15K–$50KJul 30, 2020Aug 10, 202011 days later
Federal Ntnl Mor 0.25%23 Due 06/26/23 [gS]Spouse
Bought$15K–$50KJul 24, 2020Aug 10, 202017 days later
INTCSpouseIntel Corporation
Bought$1K–$15KJul 24, 2020Aug 10, 202017 days later
Weyerhaeuser Co. ReitBondSpouse
Sold part$1K–$15KJul 23, 2020Aug 10, 202018 days later
FESpouseFirstEnergy Corp.
Bought$1K–$15KJul 22, 2020Aug 10, 202019 days later
Applied Materials 4.3%21BondSpouse
Sold$15K–$50KJun 29, 2020Jul 17, 202018 days later
HPQSpouseHP Inc.
Bought$1K–$15KJun 2, 2020Jul 17, 202045 days later
PORSpousePortland general Electric Co
Bought$1K–$15KJun 2, 2020Jul 17, 202045 days later
PORSpousePortland general Electric Co
Bought$1K–$15KJun 1, 2020Jul 17, 202046 days later · late
sP us Treasury BIll20 DuE 11/05/20 [gs]
Bought$15K–$50KMay 15, 2020Jun 3, 202019 days later
NWNSpouseNorthwest Natural Holding Company
Bought$1K–$15KMay 15, 2020Jun 15, 202031 days later
VODsP Vodafone group Plc american Depositary shares each repre…
Bought$1K–$15KMay 13, 2020Jun 3, 202021 days later
BLKsP BlackRock, Inc. (BlK) [sT]
Bought$1K–$15KMay 12, 2020Jun 3, 202022 days later
sP The Procter & gambl 3%30 DuE 03/25/30 [Cs]
Bought$15K–$50KMay 12, 2020Jun 3, 202022 days later
CVSsP CVs Health Corporation (CVs) [sT]
Bought$1K–$15KMay 8, 2020Jun 3, 202026 days later
AMGNsP amgen Inc. (aMgN) [sT]
Bought$1K–$15KMay 1, 2020Jun 3, 202033 days later
BACsP Bank of america Corporation (BaC) [sT]
Bought$1K–$15KApr 29, 2020May 20, 202021 days later
VsP Visa Inc. [sT]
Bought$1K–$15KApr 21, 2020May 20, 202029 days later
sP JP Morgan Chase & 3.25%22 [Cs]
Bought$15K–$50KApr 20, 2020May 20, 202030 days later
sP us Treasury BIll20 [gs]
Bought$15K–$50KApr 16, 2020May 20, 202034 days later
CRMsP salesforce.com Inc [sT]
Bought$1K–$15KApr 9, 2020May 20, 202041 days later
sP us Treasur NT 2%07/22 [gs]
Bought$15K–$50KApr 6, 2020May 20, 202044 days later
MDTsP Medtronic plc. ordinary shares [sT]
Bought$1K–$15KApr 3, 2020May 20, 202047 days later · late
RTNsP Raytheon Company [sT]
Exchange$1K–$15KApr 3, 2020May 20, 202047 days later · late
RTXsP Raytheon Technologies Corporation [sT]
Exchange$1K–$15KApr 3, 2020May 20, 202047 days later · late
sP Microsoft Corp 2.875%24 Due 02/06/24 [Cs]
Bought$15K–$50KApr 1, 2020Apr 16, 202015 days later
ACNsP accenture plc Class a ordinary shares (aCN) [sT]
Bought$1K–$15KMar 26, 2020Apr 16, 202021 days later
FRCsP FIRsT REPuBlIC BaNK [sT]
Bought$1K–$15KMar 26, 2020Apr 16, 202021 days later
SBUXsP starbucks Corporation (sBuX) [sT]
Bought$1K–$15KMar 26, 2020Apr 16, 202021 days later
sP Intel Corp 2.7% Due 12/15/22 [Cs]
Bought$15K–$50KMar 23, 2020Apr 16, 202024 days later
HDsP Home Depot, Inc. [sT]
Bought$1K–$15KMar 20, 2020Apr 16, 202027 days later
SCHWsP Charles schwab Corporation (sCHW) [sT]
Bought$1K–$15KMar 10, 2020Apr 16, 202037 days later
GDsP general Dynamics Corporation (gD) [sT]
Bought$1K–$15KMar 10, 2020Apr 16, 202037 days later
INTCsP Intel Corporation [sT]
Bought$1K–$15KMar 10, 2020Apr 16, 202037 days later
INTCsP Intel Corporation [sT]
Bought$1K–$15KMar 5, 2020Apr 16, 202042 days later
sP us Treasury Bill2ou s T Due 05/07/20 [gs]
Bought$50K–$100KMar 5, 2020Apr 16, 202042 days later
GDsP general Dynamics Corporation (gD) [sT]
Bought$1K–$15KMar 3, 2020Apr 16, 202044 days later
MSFTsP Microsoft Corporation (MsFT) [sT]
Bought$1K–$15KMar 3, 2020Apr 16, 202044 days later
sP sch Treas obligation MMF Investor shares [gs]
Bought$250K–$500KMar 3, 2020Apr 16, 202044 days later
sP unilever PlC (ul) [sT]
Bought$1K–$15KMar 3, 2020Apr 16, 202044 days later
CBsP Chubb limited [sT]
Bought$1K–$15KMar 2, 2020Apr 16, 202045 days later
DGXsP Quest Diagnostics Incorporated (DgX) [sT]
Bought$1K–$15KMar 2, 2020Apr 16, 202045 days later
VIACsP ViacomCBs Inc. Class B (VIaC) [sT]
Bought$1K–$15KMar 2, 2020Apr 16, 202045 days later
DISsP Walt Disney Company (DIs) [sT]
Bought$1K–$15KFeb 28, 2020Apr 16, 202048 days later · late
NWNsP Northwest Natural Holding Company [sT]
Bought$1K–$15KFeb 14, 2020Feb 27, 202013 days later
uS TREaSuR 2.375% 05/29 [gS]Spouse
Bought$50K–$100KDec 23, 2019Jan 10, 202018 days later
uS TREaSuR NT 2.25% 02/20 [gS]Spouse
Sold$50K–$100KDec 23, 2019Jan 10, 202018 days later
CBSSpouseCBS Corporation Class B
Exchange$1K–$15KDec 5, 2019Jan 10, 202036 days later
VIACSpouseViacomCBS Inc. Class B (VIaC)
Exchange$1K–$15KDec 5, 2019Jan 10, 202036 days later
NWNsP Northwest Natural Holding Company [sT]
Bought$1K–$15KNov 15, 2019Nov 25, 201910 days later
sP HCP Inc REIT [Cs]
Exchange$1K–$15KNov 5, 2019Dec 6, 201931 days later
PEAKsP Healthpeak Properties, Inc. (PEaK) [sT]
Exchange$1K–$15KNov 5, 2019Dec 6, 201931 days later
sP Target Corp 3.375%29 Due 04/15/29 [Cs]
Bought$15K–$50KNov 5, 2019Dec 6, 201931 days later
sP KeyCorp 4.1%28 [Cs]
Bought$15K–$50KOct 28, 2019Nov 13, 201916 days later
GILDsP gilead sciences, Inc. (gIlD) [sT]
Bought$1K–$15KOct 25, 2019Nov 13, 201919 days later
HHCsP Howard Hughes Corporation [sT]
Bought$1K–$15KOct 22, 2019Nov 13, 201922 days later
INDAOthersP Ishares MsCI India ETF (INDa)
Bought$1K–$15KOct 21, 2019Nov 13, 201923 days later
sP allstate Corporation (all) [sT]
Bought$1K–$15KOct 11, 2019Nov 13, 201933 days later
FDXsP FedEx Corporation [sT]
Bought$1K–$15KOct 11, 2019Nov 13, 201933 days later
TELsP TE Connectivity ltd. New switzerland Registered shares (…
Bought$1K–$15KOct 11, 2019Nov 13, 201933 days later
BRK.BsP Berkshire Hathaway Inc. New [sT]
Bought$1K–$15KSep 13, 2019Oct 16, 201933 days later
CATsP Caterpillar, Inc. (CaT) [sT]
Bought$1K–$15KSep 13, 2019Oct 16, 201933 days later
CBSsP CBs Corporation Class B (CBs) [sT]
Bought$1K–$15KSep 13, 2019Oct 16, 201933 days later
ERJsP Embraer s.a. [sT]
Bought$1K–$15KSep 13, 2019Oct 16, 201933 days later
STAYsP Extended stay america, Inc. Paired shares (sTaY) [sT]
Bought$1K–$15KSep 13, 2019Oct 16, 201933 days later
FsP Ford Motor Company [sT]
Bought$1K–$15KSep 13, 2019Oct 16, 201933 days later
RTNsP Raytheon Company [sT]
Bought$1K–$15KSep 13, 2019Oct 16, 201933 days later
sP us TREasuR NT 2.25% 02/20 [gs]
Bought$1K–$15KSep 3, 2019Oct 16, 201943 days later
NWNsP Northwest Natural Holding Company [sT]
Bought$1K–$15KAug 15, 2019Sep 4, 201920 days later
DANOYsP Danone sponsored aDR (DaNOY) [sT]
Bought$1K–$15KJun 27, 2019Aug 6, 201940 days later
KRsP Kroger Company [sT]
Bought$1K–$15KJun 26, 2019Jul 3, 20197 days later
NWNsP Northwest Natural Holding Company [sT]
Bought$1K–$15KMay 15, 2019Jun 4, 201920 days later
TPRsP Tapestry, Inc. [sT]
Bought$1K–$15KMay 15, 2019Jun 4, 201920 days later
MEOHsP Methanex Corporation (MEoH) [sT]
Bought$1K–$15KMay 9, 2019Jun 4, 201926 days later
STAYsP Extended stay america, Inc. Paired shares (sTaY) [sT]
Bought$1K–$15KMay 7, 2019Jun 4, 201928 days later
sP Interntnl Busin 8.375%19 [Cs]
Bought$1K–$15KMay 1, 2019Jun 4, 201934 days later
sP Berkshire Hathaw 2.75%03/15/23 [Cs]
Bought$15K–$50KApr 5, 2019May 8, 201933 days later
sP goldman sachs group, Inc. (gs) [sT]
Bought$1K–$15KApr 5, 2019May 8, 201933 days later
KEYsP KeyCorp [sT]
Bought$1K–$15KApr 5, 2019May 8, 201933 days later
MCKsP McKesson Corporation [sT]
Bought$1K–$15KApr 5, 2019May 8, 201933 days later
DISsP Walt Disney Company (DIs) [sT]
Bought$1K–$15KApr 5, 2019May 8, 201933 days later
HPQsP HP Inc. [sT]
Bought$1K–$15KMar 13, 2019Apr 11, 201929 days later
sP us Treasur NT 2.25%02/20usT [gs]
Bought$1K–$15KFeb 28, 2019Mar 4, 20194 days later
NWNsP Northwest Natural Holding Company [sT]
Bought$1K–$15KFeb 15, 2019Mar 18, 201931 days later
The Joinery [oL]
Bought$100K–$250KJan 31, 2019Feb 11, 201911 days later
FDXsP FedEx Corporation [sT]
Bought$1K–$15KJan 22, 2019Feb 11, 201920 days later
COHRsP Coherent, Inc. [sT]
Bought$1K–$15KJan 4, 2019Jan 16, 201912 days later
WYsP Weyerhaeuser Company [sT]
Bought$1K–$15KJan 2, 2019Jan 16, 201914 days later
sP schwab s&P 500 Index Fd [Cs]
Bought$1K–$15KDec 21, 2018Jan 16, 201926 days later
sP DFa us large Cap Value Port Instl [Cs]
Bought$1K–$15KDec 18, 2018Jan 16, 201929 days later
sP apple Inc. (aaPl) [sT]
Bought$1K–$15KDec 11, 2018Jan 16, 201936 days later
sP u.s. Bancorp (usB) [sT]
Bought$1K–$15KDec 11, 2018Jan 16, 201936 days later
sP Northwest Natural gas [gs]
Bought$1K–$15KNov 15, 2018Dec 4, 201819 days later
sP Morgan stanley 4%25 Due 07/23/25 [Cs]
Bought$15K–$50KNov 13, 2018Dec 5, 201822 days later
sP apple Inc. (aaPl) [sT]
Bought$1K–$15KNov 2, 2018Nov 6, 20184 days later
BGsP Bunge limited Bunge limited (Bg) [sT]
Bought$1K–$15KNov 2, 2018Nov 6, 20184 days later
TAPsP Molson Coors Brewing Company Class B (TaP) [sT]
Bought$1K–$15KNov 2, 2018Nov 6, 20184 days later
NEMsP Newmont Mining Corporation [sT]
Bought$1K–$15KNov 2, 2018Nov 6, 20184 days later
sP Interntnl Busin 8.375%19 Due 11/1/19 [Cs]
Bought$1K–$15KNov 1, 2018Nov 6, 20185 days later
FLEXsP Flex ltd.
Bought$1K–$15KOct 26, 2018Nov 6, 201811 days later
IPsP International Paper Company [sT]
Bought$1K–$15KOct 5, 2018Nov 6, 201832 days later
sP oracle Corp 2.8%21 Due 07/08/21 [Cs]
Bought$15K–$50KSep 20, 2018Sep 27, 20187 days later
sP Deere John Capi 3.125%21 Due 09/10/21 [Cs]
Bought$15K–$50KSep 17, 2018Sep 27, 201810 days later
sP us Treasur NT 2.25%02/20usT [gs]
Bought$1K–$15KAug 31, 2018Sep 27, 201827 days later
NWNsP Northwest Natural gas Company [sT]
Bought$1K–$15KAug 15, 2018Aug 20, 20185 days later
sP applied Materials 4.3%21 Due 06/15/21 [Cs]
Bought$15K–$50KJul 19, 2018Aug 15, 201827 days later
COHRsP Coherent, Inc. [sT]
Bought$1K–$15KJul 19, 2018Aug 15, 201827 days later
sP allergan plc Ordinary shares (agN) [sT]
Bought$1K–$15KJul 17, 2018Aug 15, 201829 days later
DOXsP amdocs limited
Bought$1K–$15KJul 17, 2018Aug 15, 201829 days later
BWAsP BorgWarner Inc. (BWa) [sT]
Bought$1K–$15KJul 17, 2018Aug 15, 201829 days later
CBSsP CBs Corporation Class B (CBs) [sT]
Bought$1K–$15KJul 17, 2018Aug 15, 201829 days later
CsP Citigroup, Inc. [sT]
Bought$1K–$15KJul 17, 2018Aug 15, 201829 days later
GILDsP gilead sciences, Inc. (gIlD) [sT]
Bought$1K–$15KJul 17, 2018Aug 15, 201829 days later
sP loews Corporation (l) [sT]
Bought$1K–$15KJul 17, 2018Aug 15, 201829 days later
TELsP TE Connectivity ltd. New switzerland Registered shares (…
Bought$1K–$15KJul 17, 2018Aug 15, 201829 days later
VODsP Vodafone group Plc american Depositary shares each repre…
Bought$1K–$15KJul 17, 2018Aug 15, 201829 days later
TAPSpouseMolson Coors Brewing Company Class B
Bought$1K–$15KJul 9, 2018Jul 12, 20183 days later
DNBSpouseDun & Bradstreet Corporation
Sold$1K–$15KJul 6, 2018Jul 12, 20186 days later
GESpousegeneral Electric Company (gE)
Sold$1K–$15KJul 5, 2018Jul 12, 20187 days later
Caterpillar Inc 3.9%21 Due 05/27/21BondSpouse
Bought$15K–$50KJun 26, 2018Jul 12, 201816 days later
sP IBM Corp 8.375%19DuE11/01/19 [Cs]
Bought$15K–$50KJun 19, 2018Jun 26, 20187 days later
TWXSpouseTime Warner Inc. New
Exchange$1K–$15KJun 15, 2018Jul 12, 201827 days later
MCKsP McKesson Corporation [sT]
Bought$1K–$15KJun 14, 2018Jun 26, 201812 days later
sP Merck & Co Inc DI 2.4%22 DuE09/15/22 [Cs]
Bought$15K–$50KJun 6, 2018Jun 26, 201820 days later
HCPsP HCP, Inc. [sT]
Bought$1K–$15KMay 25, 2018Jun 26, 201832 days later
JNJsP Johnson & Johnson [sT]
Bought$1K–$15KMay 25, 2018Jun 26, 201832 days later
PGsP Procter & gamble Company (Pg) [sT]
Bought$1K–$15KMay 25, 2018Jun 26, 201832 days later
CSCOsP Cisco systems, Inc. (CsCO) [sT]
Bought$1K–$15KMay 17, 2018Jun 26, 201840 days later
NWNsP Northwest Natural gas Company [sT]
Bought$1K–$15KMay 15, 2018Jun 25, 201841 days later
VODsP Vodafone group Plc american Depositary shares each repre…
Bought$1K–$15KMay 15, 2018Jun 26, 201842 days later
sP NIKE Inc 2.375%26DuE11/01/26Other
Bought$15K–$50KMay 11, 2018Jun 26, 201846 days later · late
WMTsP Walmart Inc. [sT]
Bought$1K–$15KMay 9, 2018May 11, 20182 days later
sP american International group, Inc. New (aIg) [sT]
Bought$1K–$15KMay 7, 2018May 11, 20184 days later
sP leggett & Platt, Incorporated (lEg) [sT]
Bought$1K–$15KMay 4, 2018May 11, 20187 days later
PFEsP Pfizer, Inc. [sT]
Bought$1K–$15KMay 4, 2018May 11, 20187 days later
TsP aT&T Inc. [sT]
Bought$1K–$15KApr 27, 2018May 11, 201814 days later
STTsP state street Corporation (sTT) [sT]
Bought$1K–$15KApr 20, 2018May 11, 201821 days later
ERJsP Embraer s.a. [sT]
Bought$1K–$15KApr 9, 2018May 11, 201832 days later
NWNsP Northwest Natural gas Company
Bought$1K–$15KFeb 15, 2018Feb 20, 20185 days later

Earl Blumenauer's portfolio by sector

Share of the estimated stock portfolio.

22%Technology
SectorShareValueHoldings
Technology22%~$552.7K8
Financials17%~$417.3K10
Utilities15%~$374.6K3
Health Care11%~$283.2K9
Industrials8.6%~$216.1K6
Consumer Staples7.1%~$177.1K5
Materials5.7%~$142.3K3
Other5.0%~$124.1K4
Communication Services4.8%~$119.1K3
Consumer Discretionary4.0%~$100.2K4

Portfolio performance: Earl Blumenauer vs. benchmarks

Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since Feb 23, 2018.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−40%−20%0%+20%+40%+60%+80%+100%+120%OctJulApr2024OctJulApr+117%Nasdaq-100+91%S&P 500+67%You, copying
Oct 1, 2021 to Oct 7, 2026, buying on disclosure dates; call options valued with their leverage (strike and expiry from the disclosure); prices adjusted for dividends and splits.
Total returnPer year
You, copying after each disclosure – estimated value+67.0%+10.8%
S&P 500+91.4%+13.8%
Nasdaq-100+116.8%+16.7%

Earl Blumenauer's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
NWNNorthwest Natural Holding Company
272
BROSDutch Bros Inc. Class A
62
INTCIntel Corporation
42
ERJEmbraer S.A.
42
FLEXFlex ltd.
23
MDTMedtronic plc. Ordinary Shares
32
ICEIntercontinental Exchange Inc.
32
KRKroger Company
23
PFEPfizer, Inc.
41
MCKMcKesson Corporation
32
VODsP Vodafone group Plc - american Depositary shares each representing ten ordinary shares (VoD) [sT]
32
AMGNAmgen Inc. (AMgN)
41

Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.