WhatInvestorsBuy

Sheldon Whitehouse: Stock Portfolio, Performance and Latest Trades

Sheldon Whitehouse

U.S. Senator, RI

D Democrat

Trades disclosed293
Bought / sold87 / 191
Est. volume$5.1M
Typical delay27 days

Sheldon Whitehouse's estimated portfolio today

Share of the estimated portfolio, valued at the latest close.

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
NVDANVIDIA Corporation
55.7%$4.40+5291%$237.47Feb 15, 201816
WMTWalmart Inc.
12.4%$28.09+285%$108.16Jan 8, 20184
AMZNAmazon.com, Inc.
7.61%$78.72+230%$259.92May 7, 20182
LLYEli Lilly and Company
7.54%$655.49+81.3%$1,188.72Sep 20, 20233
DLRDigital Realty Trust, Inc.
3.31%$100.94+78.8%$180.47Feb 13, 20201
KOThe Coca-Cola Company
2.83%$55.21+55.4%$85.82Jun 5, 20194
NVSNovartis Ag ADR
2.11%$93.38+53.4%$143.28Sep 20, 20232
CVSCVS Health Corporation
1.81%$44.18+99.1%$87.95May 16, 20193
COHRCoherent Corp.
1.52%$407.25−17.8%$334.56Jun 25, 20261
BRK-BBerkshire Hathaway Inc.
1.12%$206.06+146%$506.25Aug 6, 20181
GSThe Goldman Sachs Group, Inc.
0.95%$426.09+108%$887.21Jun 27, 20244
PGThe Procter & Gamble Company
0.82%$81.68+81.0%$147.82Feb 27, 20191
DALDelta Air Lines, Inc.
0.76%$49.90+66.3%$82.97Jun 6, 20181
GHGuardant Health Inc
0.73%$105.42+59.7%$168.33Nov 21, 20251
MUMicron Technology, Inc.
0.41%$1,213.37−10.3%$1,088.00Jun 25, 20261
HSYHershey Foods Corp
0.40%$181.95−11.9%$160.34Nov 21, 20251

Sheldon Whitehouse's buys and sells

Sep 20, 2017 to Sep 4, 2026, 25 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
JPMSpouseJP Morgan Chase & Co.
Sold part$15K–$50KSep 4, 2026Oct 1, 202627 days later
ADISpouseAnalog Devices, Inc.
Sold part$1K–$15KSep 4, 2026Oct 1, 202627 days later
VSpouseVisa Inc.
Sold part$1K–$15KSep 4, 2026Oct 1, 202627 days later
VVisa Inc.
Sold part$1K–$15KSep 4, 2026Oct 1, 202627 days later
JPMJP Morgan Chase & Co.
Sold part$15K–$50KSep 4, 2026Oct 1, 202627 days later
NVDANVIDIA Corporation
Sold part$15K–$50KAug 13, 2026Sep 2, 202620 days later
NVDASpouseNVIDIA Corporation
Sold part$1K–$15KAug 13, 2026Sep 2, 202620 days later
LRCXSpouseLam Research Corporation
Sold part$1K–$15KAug 13, 2026Sep 2, 202620 days later
AMGNSpouseAmgen Inc.
Sold part$1K–$15KAug 12, 2026Sep 2, 202621 days later
SDZNY- Sandoz Group AG ADR
Sold$1K–$15KAug 6, 2026Sep 2, 202627 days later
LOWLowe's Companies, Inc.
Sold part$1K–$15KJul 20, 2026Aug 3, 202614 days later
NVDANVIDIA Corporation
Sold part$15K–$50KJun 30, 2026Jul 8, 20268 days later
CCICrown Castle Inc.
Sold$1K–$15KJun 25, 2026Jul 8, 202613 days later
COHRCoherent Corp.
Bought$15K–$50KJun 25, 2026Jul 8, 202613 days later
MUMicron Technology, Inc.
Bought$1K–$15KJun 25, 2026Jul 8, 202613 days later
AAPLApple Inc.
Sold part$15K–$50KJun 24, 2026Jul 8, 202614 days later
AAPLSpouseApple Inc.
Sold part$15K–$50KJun 24, 2026Jul 8, 202614 days later
NVDANVIDIA Corporation
Sold part$100K–$250KMay 8, 2026Jun 2, 202625 days later
NVDASpouseNVIDIA Corporation
Sold part$100K–$250KMay 8, 2026Jun 2, 202625 days later
ORCLOracle Corporation
Sold part$15K–$50KMay 7, 2026Jun 2, 202626 days later
JPMJP Morgan Chase & Co.
Sold part$15K–$50KApr 13, 2026May 4, 202621 days later
PEPSpousePepsiCo, Inc.
Sold$1K–$15KMar 30, 2026Apr 8, 20269 days later
HDHome Depot, Inc. (The)
Sold$1K–$15KFeb 23, 2026Mar 6, 202611 days later
PEPPepsiCo, Inc.
Sold part$1K–$15KFeb 23, 2026Mar 6, 202611 days later
VZSpouseVerizon Communications Inc.
Sold$1K–$15KFeb 23, 2026Mar 6, 202611 days later
MASpouseMastercard Incorporated
Sold part$1K–$15KFeb 23, 2026Mar 6, 202611 days later
PEPSpousePepsiCo, Inc.
Sold part$1K–$15KFeb 23, 2026Mar 6, 202611 days later
SBUXStarbucks Corp
Sold$1K–$15KJan 9, 2026Feb 4, 202626 days later
NVDANvidia Corp
Sold part$1K–$15KJan 9, 2026Feb 4, 202626 days later
HDHome Depot
Sold part$1K–$15KJan 9, 2026Feb 4, 202626 days later
SBUXSpouseStarbucks Corp
Sold$1K–$15KJan 9, 2026Feb 4, 202626 days later
NVDASpouseNvidia Corp
Sold part$1K–$15KJan 9, 2026Feb 4, 202626 days later
MCDSpouseMcDonald's Corp
Sold$15K–$50KJan 9, 2026Feb 4, 202626 days later
GHGuardant Health Inc
Bought$1K–$15KNov 21, 2025Dec 1, 202510 days later
KOCoca-Cola Company
Bought$1K–$15KNov 21, 2025Dec 1, 202510 days later
HSYHershey Foods Corp
Bought$1K–$15KNov 21, 2025Dec 1, 202510 days later
PGRSpouseProgressive Corp
Sold$15K–$50KOct 27, 2025Nov 3, 20257 days later
NVDANvidia Corp
Sold part$15K–$50KOct 20, 2025Nov 3, 202514 days later
UNHUnitedhealth Group Inc
Sold$15K–$50KSep 4, 2025Oct 3, 202529 days later
VZVerizon Communications Inc
Sold$1K–$15KSep 4, 2025Oct 3, 202529 days later
NVDANvidia Corp
Sold part$15K–$50KSep 4, 2025Oct 3, 202529 days later
HONHoneywell International Inc
Sold$15K–$50KSep 4, 2025Oct 3, 202529 days later
RI INFRASTRUCTURE BK SAFE DRINKIN Rate/Coupon: 3.0% Matures: 10/01/2032Other
Sold$15K–$50KSep 4, 2025Oct 3, 202529 days later
AMGNAmgen Inc
Sold$1K–$15KSep 4, 2025Oct 3, 202529 days later
AAPLApple Inc
Sold part$15K–$50KSep 4, 2025Oct 3, 202529 days later
MSFTMicrosoft Corp
Sold part$15K–$50KSep 4, 2025Oct 3, 202529 days later
UNHSpouseUnitedhealth Group Inc
Sold$15K–$50KAug 28, 2025Sep 3, 20256 days later
LRCXSpouseLam Research Corp
Sold part$15K–$50KAug 28, 2025Sep 3, 20256 days later
KVUESpouseKenvue Inc
Sold$1K–$15KAug 28, 2025Sep 3, 20256 days later
DHRDanaher Corp
Sold$1K–$15KAug 28, 2025Sep 3, 20256 days later
NVDASpouseNvidia Corp
Sold part$15K–$50KJul 7, 2025Aug 4, 202528 days later
ADIAnalog Devices
Sold$15K–$50KJul 3, 2025Aug 4, 202532 days later
ELEstee Lauder Companies
Sold$1K–$15KApr 29, 2025May 13, 202514 days later
NVDASpouseNvidia Corp
Sold part$15K–$50KApr 14, 2025May 13, 202529 days later
AAPLApple Inc
Sold part$15K–$50KApr 14, 2025May 13, 202529 days later
SBUXStarbucks Corp
Sold part$15K–$50KApr 14, 2025May 13, 202529 days later
SBUXSpouseStarbucks Corporation
Sold part$1K–$15KApr 11, 2025May 13, 202532 days later
SBUXStarbucks Corp
Sold part$1K–$15KApr 11, 2025May 13, 202532 days later
HONSpouseHoneywell International Inc
Sold$15K–$50KApr 3, 2025May 13, 202540 days later
NVDANvidia Corp
Sold part$15K–$50KJan 6, 2025Jan 8, 20252 days later
LRCXLam Research Corp
Sold$15K–$50KDec 19, 2024Jan 8, 202520 days later
AAPLApple Inc
Sold part$15K–$50KDec 19, 2024Jan 8, 202520 days later
METSpouseMetlife Inc
Sold$1K–$15KNov 19, 2024Dec 5, 202416 days later
RI HEALTH & EDL BLDG CORP Rate/Coupon: 4.00% Matures: 09/15/2034OtherSpouse
Sold$15K–$50KNov 19, 2024Dec 5, 202416 days later
KVUEKenvue Inc
Sold$1K–$15KNov 18, 2024Dec 5, 202417 days later
LLYEli Lilly and Company
Bought$15K–$50KOct 30, 2024Nov 7, 20248 days later
SBUXSpouseStarbucks Corp
Sold part$1K–$15KOct 29, 2024Nov 7, 20249 days later
VZSpouseVerizon Communications Inc
Sold part$1K–$15KOct 29, 2024Nov 7, 20249 days later
MASpouseMastercard Inc
Sold part$1K–$15KOct 29, 2024Nov 7, 20249 days later
DISSpouseWalt Disney Company
Sold$1K–$15KOct 29, 2024Nov 7, 20249 days later
SBUXStarbucks Corp
Sold part$1K–$15KOct 29, 2024Nov 7, 20249 days later
VZVerizon Communications Inc
Sold part$1K–$15KOct 29, 2024Nov 7, 20249 days later
HONHoneywell International Inc
Sold part$1K–$15KOct 29, 2024Nov 7, 20249 days later
MAMastercard Inc
Sold part$1K–$15KOct 29, 2024Nov 7, 20249 days later
TSLASpouseTesla Inc
Sold$100K–$250KOct 28, 2024Nov 7, 202410 days later
TSLATesla Inc
Sold$15K–$50KOct 28, 2024Nov 7, 202410 days later
TSLATesla Inc
Sold part$15K–$50KOct 11, 2024Nov 7, 202427 days later
KOCoca-Cola Company
Bought$1K–$15KOct 8, 2024Nov 7, 202430 days later
CELHCelsius Holdings Inc
Sold$1K–$15KOct 8, 2024Nov 7, 202430 days later
AMGNAmgen Inc
Sold part$1K–$15KSep 17, 2024Oct 10, 202423 days later
SNOWSpouseSnowflake Inc Cl A
Sold$1K–$15KAug 15, 2024Sep 4, 202420 days later
CAGSpouseConagra Brands Inc
Sold$1K–$15KJul 30, 2024Aug 21, 202422 days later
CAGConagra Brands Inc
Sold$1K–$15KJul 30, 2024Aug 21, 202422 days later
DISWalt Disney Company
Sold$1K–$15KJul 25, 2024Aug 21, 202427 days later
JNJSpouseJohnson & Johnson
Sold$15K–$50KJul 3, 2024Aug 21, 202449 days later · late
JNJJohnson & Johnson
Sold$15K–$50KJul 3, 2024Aug 21, 202449 days later · late
MCDMcDonald's Corp
Sold$1K–$15KJul 3, 2024Aug 21, 202449 days later · late
GSGoldman Sachs Group, Inc. (The)
Bought$1K–$15KJun 27, 2024Jul 16, 202419 days later
HDHome Depot
Bought$1K–$15KJun 13, 2024Jul 16, 202433 days later
MSFTMicrosoft Corp
Bought$1K–$15KJun 13, 2024Jul 16, 202433 days later
CCICrown Castle Inc
Bought$1K–$15KMay 10, 2024Jun 6, 202427 days later
DEODiageo Plc ADR
Sold$15K–$50KMay 8, 2024Jun 6, 202429 days later
JP MORGAN CHASE & CO Rate/Coupon: 6.12% Matures: 02/12/2056BondSpouse
Sold$1K–$15KApr 30, 2024May 20, 202420 days later
RTXSpouseRTX Corporation
Sold$15K–$50KApr 9, 2024May 20, 202441 days later
DHRSpouseDanaher Corp
Sold$15K–$50KApr 9, 2024May 20, 202441 days later
ULSpouseUnilever Plc ADR
Sold$1K–$15KApr 9, 2024May 20, 202441 days later
IRSpouseIngersoll Rand Inc
Sold$1K–$15KApr 9, 2024May 20, 202441 days later
NVSNovartis Ag ADR
Sold part$1K–$15KApr 9, 2024May 20, 202441 days later
ULUnilever Plc ADR
Sold$1K–$15KMar 22, 2024Apr 24, 202433 days later
CMCSAComcast Corp A
Sold$15K–$50KMar 13, 2024Apr 24, 202442 days later
SNOWSpouseSnowflake Inc Cl A
Bought$1K–$15KDec 14, 2023Jan 18, 202435 days later
LLYSpouseEli Lilly and Company
Bought$1K–$15KDec 14, 2023Jan 18, 202435 days later
PFEPfizer Inc
Sold$1K–$15KDec 11, 2023Jan 18, 202438 days later
TGTTarget Corp
Sold$15K–$50KDec 7, 2023Jan 18, 202442 days later
KOCoca-Cola Company
Bought$1K–$15KDec 7, 2023Jan 18, 202442 days later
VLTOSpouseVeralto Corporation
Sold$1K–$15KNov 29, 2023Dec 7, 20238 days later
VLTOVeralto Corporation
Sold$1K–$15KNov 29, 2023Dec 7, 20238 days later
VLTOVeralto Corporation
Sold$1K–$15KNov 29, 2023Dec 7, 20238 days later
KMBKimberly-Clark Corp
Sold$50K–$100KNov 16, 2023Dec 7, 202321 days later
CELHCelsius Holdings Inc
Bought$1K–$15KNov 8, 2023Dec 7, 202329 days later
CSpouseCitigroup Inc
Sold$1K–$15KSep 20, 2023Oct 17, 202327 days later
PYPLSpousePaypal Holdings
Sold$1K–$15KSep 20, 2023Oct 17, 202327 days later
TSpouseAT&T Inc
Sold$1K–$15KSep 20, 2023Oct 17, 202327 days later
BTOSpouseJohn Hancock Financial Opportunities Fund Common S
Sold$1K–$15KSep 20, 2023Oct 17, 202327 days later
WBDSpouseWarner Bros. Discovery, Inc. Series A Common Sto
Sold$1K–$15KSep 20, 2023Oct 17, 202327 days later
INTCSpouseIntel Corp
Sold$1K–$15KSep 20, 2023Oct 17, 202327 days later
METMetlife Inc
Sold$1K–$15KSep 20, 2023Oct 17, 202327 days later
IRIngersoll Rand Inc
Sold$1K–$15KSep 20, 2023Oct 17, 202327 days later
KVUEKenvue Inc
Bought$1K–$15KSep 20, 2023Oct 17, 202327 days later
VZVerizon Communications Inc
Bought$1K–$15KSep 20, 2023Oct 17, 202327 days later
NVSNovartis Ag ADR
Bought$15K–$50KSep 20, 2023Oct 17, 202327 days later
MMM3M Company
Sold$15K–$50KSep 20, 2023Oct 17, 202327 days later
TAT&T Inc
Sold$15K–$50KSep 20, 2023Oct 17, 202327 days later
TSLATesla Inc
Bought$1K–$15KSep 20, 2023Oct 17, 202327 days later
SQBlock, Inc. Class A Common Stock,
Sold$1K–$15KSep 20, 2023Oct 17, 202327 days later
WBDWarner Bros. Discovery, Inc. Series A Common Sto
Sold$1K–$15KSep 20, 2023Oct 17, 202327 days later
LLYEli Lilly and Company
Bought$15K–$50KSep 20, 2023Oct 17, 202327 days later
JNJ KVUESpouseJohnson & Johnson Common Stock (Exchanged) Kenvue Inc. Comm…
Exchange$1K–$15KAug 24, 2023Oct 3, 202340 days later
JNJ KVUEJohnson & Johnson Common Stock (Exchanged) Kenvue Inc. Comm…
Exchange$1K–$15KAug 24, 2023Oct 3, 202340 days later
ESSSpouseEssex Property Trust, Inc.
Sold$1K–$15KApr 18, 2023May 17, 202329 days later
ESSEssex Property Trust, Inc.
Sold$1K–$15KApr 18, 2023May 17, 202329 days later
CSpouseCitigroup, Inc.
Sold$1K–$15KNov 29, 2022Dec 30, 202231 days later
CCitigroup, Inc.
Sold$1K–$15KNov 29, 2022Dec 30, 202231 days later
T WBDSpouseAT&T Inc. (Exchanged) Warner Bros. Discovery, Inc. Series A…
Exchange$1K–$15KApr 11, 2022May 24, 202243 days later
T WBDAT&T Inc. (Exchanged) Warner Bros. Discovery, Inc. Series A…
Exchange$1K–$15KApr 11, 2022May 24, 202243 days later
TGTTarget Corporation
Bought$15K–$50KJan 28, 2022Mar 16, 202247 days later · late
TSLATesla, Inc.
Bought$15K–$50KJan 28, 2022Mar 16, 202247 days later · late
BABASpouseAlibaba Group Holding Limited American Depositary
Sold$1K–$15KAug 30, 2021Sep 13, 202114 days later
MCHPJointMicrochip Technology Incorporated
Sold$15K–$50KAug 30, 2021Sep 13, 202114 days later
TJointAT&T Inc.
Sold$15K–$50KAug 30, 2021Sep 13, 202114 days later
MACYS RETAIL HLDGS INC Rate/Coupon: 3.875% Matures: 01/15/2022BondJoint
Sold$15K–$50KAug 27, 2021Sep 13, 202117 days later
Genl Motors Financial Co Inc Rate/Coupon: 3.2% Matures: 07/06/2021BondJoint
Sold$15K–$50KJun 7, 2021Jul 23, 202146 days later · late
INTCIntel Corporation
Sold$15K–$50KApr 28, 2021Jun 6, 202139 days later
GENERAL ELECTRIC CO FIXED TO 012021 Rate/Coupon: 5.0% Matures: 04/07/2061BondJoint
Sold$15K–$50KApr 7, 2021Jun 6, 202160 days later · late
XEROX CORP Rate/Coupon: 4.5% Matures: 05/15/2021BondJoint
Sold$1K–$15KDec 30, 2020Jan 25, 202126 days later
XEROX CORP Rate/Coupon: 4.5% Matures: 05/15/21BondJoint
Sold part$1K–$15KOct 13, 2020Aug 6, 2021297 days later · late
XEROX CORP Rate/Coupon: 4.5% Matures: 05/15/21BondJoint
Sold$1K–$15KOct 13, 2020Nov 19, 202037 days later
FTV VNTFortive Corporation (Exchanged) Vontier Corporation (Receiv…
Exchange$1K–$15KOct 9, 2020Aug 6, 2021301 days later · late
FTV VNTFortive Corporation (Exchanged) Vontier Corporation (Receiv…
Exchange$1K–$15KOct 9, 2020Nov 19, 202041 days later
TTJointTrane Technologies plc
Sold$15K–$50KSep 30, 2020Oct 27, 202027 days later
TTTrane Technologies plc
Sold$15K–$50KSep 30, 2020Oct 27, 202027 days later
CBJointChubb Limited
Sold$15K–$50KSep 9, 2020Oct 27, 202048 days later · late
UTX CARRJointRaytheon Technologies Corporation (Exchanged) Carrier Globa…
Exchange$1K–$15KApr 7, 2020May 27, 202050 days later · late
UTX OTISJointRaytheon Technologies Corporation (Exchanged) Otis Worldwid…
Exchange$1K–$15KApr 7, 2020May 27, 202050 days later · late
UTX CARRRaytheon Technologies Corporation (Exchanged) Carrier Globa…
Exchange$1K–$15KApr 7, 2020May 27, 202050 days later · late
UTX OTISRaytheon Technologies Corporation (Exchanged) Otis Worldwid…
Exchange$1K–$15KApr 7, 2020May 27, 202050 days later · late
CARRJointCarrier Global Corporation
Sold$1K–$15KApr 7, 2020May 27, 202050 days later · late
OTISJointOtis Worldwide Corporation
Sold$1K–$15KApr 7, 2020May 27, 202050 days later · late
CARRCarrier Global Corporation
Sold$1K–$15KApr 7, 2020May 27, 202050 days later · late
OTISOtis Worldwide Corporation
Sold$1K–$15KApr 7, 2020May 27, 202050 days later · late
RTN UTXJointRaytheon Company (Exchanged) Raytheon Technologies Corporat…
Exchange$15K–$50KApr 3, 2020May 27, 202054 days later · late
-- RTXUTX United Technologies Corporation (Exchanged) Raytheon Te…
Exchange$15K–$50KApr 3, 2020May 27, 202054 days later · late
ILMNIllumina, Inc.
Sold$1K–$15KMar 11, 2020Apr 14, 202034 days later
CGNXCognex Corporation
Sold$15K–$50KMar 11, 2020Apr 14, 202034 days later
SIEGYSiemens Aktiengesellschaft
Sold$15K–$50KMar 11, 2020Apr 14, 202034 days later
INGERSOLL RAND PLC SHARES (Exchanged) TRANE TECHNOLOGIES PLC (Received)Joint
Exchange$1K–$15KMar 4, 2020Apr 14, 202041 days later
INGERSOLL RAND PLC SHS (Exchanged) TRANE TECHNOLOGIES PLC (Received)
Exchange$1K–$15KMar 4, 2020Apr 14, 202041 days later
WMWaste Management, Inc.
Sold$15K–$50KFeb 13, 2020Mar 31, 202047 days later · late
DLRDigital Realty Trust, Inc.
Bought$15K–$50KFeb 13, 2020Mar 31, 202047 days later · late
IBMJointInternational Business Machines Corporation
Sold$1K–$15KDec 19, 2019Jan 8, 202020 days later
TSLAJointTesla, Inc.
Sold$1K–$15KAug 27, 2019Oct 8, 201942 days later
CVSCVS Health Corporation
Bought$1K–$15KAug 27, 2019Oct 8, 201942 days later
TAT&T Inc.
Bought$1K–$15KAug 27, 2019Oct 8, 201942 days later
TSLATesla, Inc.
Sold$15K–$50KAug 27, 2019Oct 8, 201942 days later
IBMInternational Business Machines Corporation
Sold$1K–$15KJul 5, 2019Aug 7, 2020399 days later · late
IBMSpouseInternational Business Machines Corporation
Sold$1K–$15KJul 5, 2019Aug 7, 2020399 days later · late
NSRGYJointNestlé S.A.
Sold$15K–$50KJun 5, 2019Jul 18, 201943 days later
KOThe Coca-Cola Company
Bought$1K–$15KJun 5, 2019Jul 18, 201943 days later
NVDAJointNVIDIA Corporation
Bought$1K–$15KMay 17, 2019Jun 11, 201925 days later
CVSCVS Health Corporation
Bought$1K–$15KMay 16, 2019Jun 11, 201926 days later
INTCSpouseIntel Corporation
Bought$1K–$15KApr 18, 2019May 8, 201920 days later
PGRSpouseThe Progressive Corporation
Bought$1K–$15KApr 18, 2019May 8, 201920 days later
TELJointTE Connectivity Ltd.
Sold$1K–$15KApr 18, 2019May 8, 201920 days later
MCDJointMcDonald's Corporation
Bought$1K–$15KApr 18, 2019May 8, 201920 days later
VZVerizon Communications Inc.
Bought$1K–$15KApr 18, 2019May 8, 201920 days later
SIEGYSiemens Aktiengesellschaft
Bought$15K–$50KApr 18, 2019May 8, 201920 days later
TAT&T Inc.
Bought$1K–$15KApr 18, 2019May 8, 201920 days later
SQSquare, Inc.
Bought$1K–$15KApr 18, 2019May 8, 201920 days later
CGNXCognex Corporation
Bought$15K–$50KApr 18, 2019May 8, 201920 days later
INTCIntel Corporation
Bought$15K–$50KApr 18, 2019May 8, 201920 days later
BIIBSpouseBiogen Inc.
Sold$1K–$15KMar 22, 2019Apr 17, 201926 days later
BASpouseThe Boeing Company
Sold$1K–$15KMar 15, 2019Apr 17, 201933 days later
BAJointThe Boeing Company
Sold$15K–$50KMar 15, 2019Apr 17, 201933 days later
NFLXSpouseNetflix, Inc.
Sold part$1K–$15KFeb 27, 2019Mar 25, 201926 days later
TJointAT&T Inc.
Bought$1K–$15KFeb 27, 2019Mar 25, 201926 days later
FBJointFacebook, Inc.
Sold$15K–$50KFeb 27, 2019Mar 25, 201926 days later
NSRGYJointNestlé S.A.
Sold part$15K–$50KFeb 27, 2019Mar 25, 201926 days later
PEPJointPepsiCo, Inc.
Bought$1K–$15KFeb 27, 2019Mar 25, 201926 days later
PGJointThe Procter & Gamble Company
Bought$1K–$15KFeb 27, 2019Mar 25, 201926 days later
HASHasbro, Inc.
Sold part$15K–$50KFeb 12, 2019Mar 25, 201941 days later
TAT&T Inc.
Bought$1K–$15KJan 24, 2019Feb 12, 201919 days later
AMZNJointAmazon.com, Inc.
Bought$1K–$15KDec 28, 2018Jan 10, 201913 days later
FJointFord Motor Company
Sold$1K–$15KDec 28, 2018Jan 10, 201913 days later
NVDAJointNVIDIA Corporation
Bought$1K–$15KDec 28, 2018Jan 10, 201913 days later
TJointAT&T Inc.
Sold part$1K–$15KDec 28, 2018Jan 10, 201913 days later
TSLAJointTesla, Inc.
Bought$1K–$15KDec 28, 2018Jan 10, 201913 days later
BMYJointBristol-Myers Squibb Company
Sold$15K–$50KDec 28, 2018Jan 10, 201913 days later
ILMNIllumina, Inc.
Bought$1K–$15KDec 28, 2018Jan 10, 201913 days later
FFord Motor Company
Sold$1K–$15KDec 28, 2018Jan 10, 201913 days later
TSLATesla, Inc.
Bought$1K–$15KDec 28, 2018Jan 10, 201913 days later
SQSquare, Inc.
Bought$1K–$15KDec 28, 2018Jan 10, 201913 days later
COFCapital One Financial Corporation
Sold$1K–$15KDec 19, 2018Jan 10, 201922 days later
FBSpouseFacebook, Inc.
Sold$1K–$15KDec 4, 2018Jan 10, 201937 days later
GSJointThe Goldman Sachs Group, Inc.
Sold$15K–$50KDec 4, 2018Jan 10, 201937 days later
ETNJointEaton Corporation plc
Sold$1K–$15KDec 4, 2018Jan 10, 201937 days later
BUDJointAnheuser-Busch InBev SA/NV
Sold$1K–$15KDec 4, 2018Jan 10, 201937 days later
REZIJointResideo Technologies, Inc.
Sold$1K–$15KDec 4, 2018Jan 10, 201937 days later
AAPLApple Inc.
Sold part$15K–$50KDec 4, 2018Jan 10, 201937 days later
UNPUnion Pacific Corporation
Sold part$15K–$50KDec 4, 2018Jan 10, 201937 days later
CCitigroup Inc.
Sold$1K–$15KDec 3, 2018Jan 10, 201938 days later
BUDAnheuser-Busch InBev SA/NV
Sold$15K–$50KDec 3, 2018Jan 10, 201938 days later
REZIResideo Technologies, Inc.
Sold$1K–$15KDec 3, 2018Jan 10, 201938 days later
AET CVSAetna Inc. (Exchanged) CVS Health Corporation (Received)
Exchange$15K–$50KNov 29, 2018Dec 21, 201822 days later
FJointFord Motor Company
Sold part$1K–$15KNov 19, 2018Dec 21, 201832 days later
KHCJointThe Kraft Heinz Company
Sold$1K–$15KNov 19, 2018Dec 21, 201832 days later
IBMJointInternational Business Machines Corporation
Sold part$1K–$15KNov 19, 2018Dec 21, 201832 days later
IBMInternational Business Machines Corporation
Sold part$1K–$15KNov 19, 2018Dec 21, 201832 days later
LRCXSpouseLam Research Corporation
Bought$1K–$15KOct 25, 2018Nov 15, 201821 days later
AT&T, INC Rate/Coupon: 5.8% Matures: 02/15/2019BondJoint
Sold$15K–$50KOct 23, 2018Nov 15, 201823 days later
NVDAJointNVIDIA Corporation
Bought$1K–$15KOct 23, 2018Nov 15, 201823 days later
ONON Semiconductor Corporation
Sold$1K–$15KSep 28, 2018Oct 22, 201824 days later
FJointFord Motor Company
Bought$1K–$15KSep 7, 2018Oct 22, 201845 days later
GSSpouseThe Goldman Sachs Group, Inc.
Bought$1K–$15KAug 28, 2018Sep 7, 201810 days later
TSpouseAT&T Inc.
Bought$1K–$15KAug 28, 2018Sep 7, 201810 days later
BABASpouseAlibaba Group Holding Limited
Bought$1K–$15KAug 28, 2018Sep 7, 201810 days later
LRCXSpouseLam Research Corporation
Bought$1K–$15KAug 28, 2018Sep 7, 201810 days later
WMTSpouseWalmart Inc.
Bought$1K–$15KAug 28, 2018Sep 7, 201810 days later
WMTJointWalmart Inc.
Bought$15K–$50KAug 28, 2018Sep 7, 201810 days later
TAT&T Inc.
Bought$1K–$15KAug 6, 2018Sep 7, 201832 days later
BRK-BBerkshire Hathaway Inc.
Bought$1K–$15KAug 6, 2018Sep 7, 201832 days later
MCHPJointMicrochip Technology Incorporated
Sold part$15K–$50KJul 9, 2018Aug 7, 201829 days later
MCHPMicrochip Technology Incorporated
Sold part$15K–$50KJul 9, 2018Aug 7, 201829 days later
KHCJointThe Kraft Heinz Company
Bought$1K–$15KJun 13, 2018Jul 13, 201830 days later
BTOJointJohn Hancock Financial Opportunities Fund
Bought$1K–$15KJun 13, 2018Jul 13, 201830 days later
GE CO 5% FIXED TO 01/21/21 Rate/Coupon: 5% Matures: 01/21/21BondJoint
Bought$15K–$50KJun 13, 2018Jul 13, 201830 days later
TJointAT&T Inc.
Bought$1K–$15KJun 13, 2018Jul 13, 201830 days later
ONON Semiconductor Corporation
Bought$1K–$15KJun 13, 2018Jul 13, 201830 days later
WMTSpouseWalmart Inc.
Bought$1K–$15KJun 6, 2018Jul 13, 201837 days later
PYPLSpousePayPal Holdings, Inc.
Bought$1K–$15KJun 6, 2018Jul 13, 201837 days later
LRCXSpouseLam Research Corporation
Bought$1K–$15KJun 6, 2018Jul 13, 201837 days later
GSSpouseThe Goldman Sachs Group, Inc.
Bought$1K–$15KJun 6, 2018Jul 13, 201837 days later
DALSpouseDelta Air Lines, Inc.
Bought$1K–$15KJun 6, 2018Jul 13, 201837 days later
CSpouseCitigroup Inc.
Bought$1K–$15KJun 6, 2018Jul 13, 201837 days later
BASpouseThe Boeing Company
Bought$1K–$15KJun 6, 2018Jul 13, 201837 days later
BABASpouseAlibaba Group Holding Limited
Bought$1K–$15KJun 6, 2018Jul 13, 201837 days later
FJointFord Motor Company
Bought$1K–$15KMay 24, 2018Jun 7, 201814 days later
ETNJointEaton Corporation plc
Bought$1K–$15KMay 24, 2018Jun 7, 201814 days later
BUDJointAnheuser-Busch InBev SA/NV
Bought$1K–$15KMay 24, 2018Jun 7, 201814 days later
ADIJointAnalog Devices, Inc.
Bought$1K–$15KMay 24, 2018Jun 7, 201814 days later
IBMJointInternational Business Machines Corporation
Bought$1K–$15KMay 24, 2018Jun 7, 201814 days later
CJointCitigroup Inc.
Bought$1K–$15KMay 7, 2018Jun 7, 201831 days later
AMZNJointAmazon.com, Inc.
Bought$15K–$50KMay 7, 2018Jun 7, 201831 days later
CBJointChubb Limited
Bought$1K–$15KMay 7, 2018Jun 7, 201831 days later
HDJointThe Home Depot, Inc.
Bought$1K–$15KMay 7, 2018Jun 7, 201831 days later
MCDJointMcDonald's Corporation
Bought$1K–$15KMay 7, 2018Jun 7, 201831 days later
TSLATesla, Inc.
Bought$1K–$15KMay 7, 2018Jun 7, 201831 days later
MGAMagna International Inc.
Sold$15K–$50KMay 7, 2018Jun 7, 201831 days later
VJointVisa Inc.
Sold part$15K–$50KApr 3, 2018May 10, 201837 days later
CVSJointCVS Health Corporation
Sold$1K–$15KApr 3, 2018May 10, 201837 days later
CMCSAJointComcast Corporation
Sold$1K–$15KApr 3, 2018May 10, 201837 days later
JPMJointJPMorgan Chase & Co.
Sold part$1K–$15KApr 3, 2018May 10, 201837 days later
WPCJointW. P. Carey Inc.
Sold$1K–$15KApr 3, 2018May 10, 201837 days later
AAPLJointApple Inc.
Sold part$1K–$15KApr 3, 2018May 10, 201837 days later
FBSpouseFacebook, Inc.
Sold part$1K–$15KMar 19, 2018Apr 19, 201831 days later
FBJointFacebook, Inc.
Sold part$15K–$50KMar 19, 2018Apr 19, 201831 days later
FBFacebook, Inc.
Sold part$15K–$50KMar 19, 2018Apr 19, 201831 days later
RI HEALTH & EDUC 762197TQ4 Rate/Coupon: 4.0 Matures: 09/15/2034BondJoint
Bought$15K–$50KFeb 16, 2018Mar 7, 201819 days later
NVDAJointNVIDIA Corporation
Bought$1K–$15KFeb 15, 2018Mar 7, 201820 days later
CCitigroup Inc.
Bought$1K–$15KFeb 8, 2018Mar 7, 201827 days later
GEJointGeneral Electric Company
Sold$15K–$50KJan 31, 2018Feb 13, 201813 days later
VJointVisa Inc.
Sold part$1K–$15KJan 17, 2018Feb 13, 201827 days later
COSTJointCostco Wholesale Corporation
Sold$15K–$50KJan 17, 2018Feb 13, 201827 days later
VVisa Inc.
Sold part$1K–$15KJan 17, 2018Feb 13, 201827 days later
USBU.S. Bancorp
Sold$1K–$15KJan 17, 2018Feb 13, 201827 days later
CSpouseCitigroup Inc.
Bought$1K–$15KJan 8, 2018Feb 13, 201836 days later
WMTSpouseWalmart Inc.
Bought$1K–$15KJan 8, 2018Feb 13, 201836 days later
BIIBJointBiogen Inc.
Sold$1K–$15KJan 8, 2018Feb 13, 201836 days later
NWLJointNewell Brands Inc.
Sold$1K–$15KDec 18, 2017Jan 10, 201823 days later
REGNRegeneron Pharmaceuticals, Inc.
Sold$15K–$50KDec 18, 2017Jan 10, 201823 days later
NWLNewell Brands Inc.
Sold$1K–$15KDec 5, 2017Jan 10, 201836 days later
DISHDISH Network Corporation
Sold$1K–$15KDec 5, 2017Jan 10, 201836 days later
JCIJohnson Controls International plc
Sold$15K–$50KDec 5, 2017Jan 10, 201836 days later
GILDSpouseGilead Sciences, Inc.
Sold$1K–$15KSep 20, 2017Aug 10, 2018324 days later · late

Sheldon Whitehouse's portfolio by sector

Share of the estimated stock portfolio.

58%Technology
SectorShareValueHoldings
Technology58%~$1M3
Consumer Staples18%~$320.7K5
Health Care10%~$182.2K3
Consumer Discretionary7.6%~$133.7K1
Real Estate3.3%~$58.1K1
Other1.1%~$19.7K1
Financials0.9%~$16.7K1
Industrials0.8%~$13.3K1

Portfolio performance: Sheldon Whitehouse vs. benchmarks

Based on disclosed trades only: what you would have earned copying each trade the day it was disclosed, since Jan 12, 2018. Stocks Sheldon Whitehouse already owned before the first tracked trade are not included.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−50%0%+50%+100%+150%+200%+250%OctJulApr2024OctJulApr+226%You, copying+117%Nasdaq-100+91%S&P 500
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+225.5%+26.5%
S&P 500+91.4%+13.8%
Nasdaq-100+116.8%+16.7%

Sheldon Whitehouse's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
NVDANvidia Corp
412
TAT&T Inc
74
TSLATesla Inc
55
CCitigroup Inc
44
AAPLApple Inc
07
SBUXStarbucks Corp
07
IBMInternational Business Machines Corporation
15
VZVerizon Communications Inc
24
LRCXLam Research Corp
33
FFord Motor Company
23
FBFacebook, Inc.
05
VVisa Inc.
05

Source: official disclosures filed with the Secretary of the Senate. Each date links to the original filing.