WhatInvestorsBuy

Shelley Moore Capito: Stock Portfolio, Performance and Latest Trades

Shelley Moore Capito

U.S. Senator, WV

R Republican

Trades disclosed632
Bought / sold270 / 355
Est. volume$6.4M
Typical delay30 days

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Shelley Moore Capito's estimated portfolio today

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

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
UBSIUnited Bankshares, Inc.
17.9%$30.68+47.8%$45.34Feb 23, 20216
PSXPhillips 66
6.60%$70.00+288%$271.62Apr 5, 20186
ADIAnalog Devices, Inc.
6.26%$76.68+435%$410.08Apr 5, 20187
WMTWalmart Inc.
5.69%$25.55+323%$108.16Apr 5, 20185
CSCOCisco Systems, Inc.
4.94%$35.72+229%$117.39Apr 5, 201810
EMREmerson Electric Co.
4.39%$56.19+183%$159.22Apr 5, 20184
JNJJohnson & Johnson
4.37%$105.14+146%$258.45Apr 5, 20188
ADPAutomatic Data Processing, Inc.
4.22%$97.09+172%$264.00Apr 5, 20184
ABTAbbott Laboratories
3.28%$53.61+84.2%$98.73Apr 5, 20186
WECWEC Energy Group, Inc.
2.90%$47.92+115%$103.18Apr 5, 20185
NEENextEra Energy, Inc.
2.73%$32.94+134%$77.06Apr 5, 20186
PGThe Procter & Gamble Company
2.69%$63.93+131%$147.82Apr 24, 20186
PEPPepsiCo, Inc.
2.58%$83.11+48.9%$123.73Apr 5, 20186
ITWIllinois Tool Works Inc.
2.47%$125.23+109%$261.15Apr 5, 20186
MCDMcDonald's Corporation
2.40%$130.29+77.2%$230.88Apr 6, 20185
GDGeneral Dynamics Corporation
2.35%$183.54+78.0%$326.63Apr 5, 20185
AVGOBroadcom Inc.
2.17%$194.56+93.5%$376.51Jul 1, 20247
GOOGLAlphabet Cl A
1.99%$167.49+109%$350.50Apr 29, 20254
AXPAmerican Express Company
1.89%$315.42−3.5%$304.25Jul 1, 20252
ACNAccenture plc
1.87%$148.95+32.0%$196.64Apr 5, 20188
BLKBlackRock, Inc.
1.75%$455.62+135%$1,069.63Apr 5, 201810
AFLAflac Incorporated
1.71%$36.48+209%$112.74Apr 5, 20189
RYAAYRyanair Holdings plc
1.40%$46.42+20.6%$56.00Jan 26, 20183
METAMeta Platforms Inc
1.32%$635.02+13.6%$721.31Mar 26, 20253
SBUXStarbucks Corp
1.25%$89.70+4.3%$93.58Feb 23, 20242
WABWestinghouse Air Brake Technologies Corporation
1.07%$101.98+177%$282.44Sep 27, 20181
STTState Street Corporation
0.82%$82.38+111%$174.19Feb 27, 20181
GEGeneral Electric Company
0.70%$168.66+80.0%$303.62Dec 27, 20244
LOWLowe's Companies, Inc.
0.60%$73.30+148%$181.54Apr 5, 201814
ZTSZoetis Inc Cl A
0.59%$191.90−62.7%$71.55Feb 27, 20241
LLYEli Lilly and Company
0.56%$820.28+44.9%$1,188.72Oct 24, 20251
CEGConstellation Energy Corp
0.53%$251.76+19.0%$299.59Feb 4, 20253
PLDPrologis Inc
0.49%$100.82+26.3%$127.30Aug 1, 20251
SPGIS&P Global Inc
0.47%$360.81+9.5%$395.18Sep 27, 20233
MAMastercard Incorporated
0.46%$482.60+18.1%$570.06Mar 28, 20261
PNCPNC Financial Services Group, Inc. (The)
0.42%$199.55+9.1%$217.72Mar 12, 20261
CMSCMS Energy Corporation
0.41%$61.94+5.1%$65.07Jun 1, 20221
COSTCostco Wholesale Corporation
0.40%$462.54+104%$942.25Jul 1, 20222
SHWSherwin-Williams Company
0.36%$339.45−7.2%$315.00Aug 1, 20251
AMTAmerican Tower Corporation
0.34%$188.05−11.6%$166.18Dec 31, 20202
BUDAnheuser-Busch InBev SA/NV
0.32%$90.59−17.6%$74.62Feb 21, 20181
CSLCarlisle Companies Inc
0.27%$449.81−29.3%$318.22Oct 8, 20241
CVXChevron Corporation
0.08%$129.07+58.9%$205.15Dec 1, 20237

Shelley Moore Capito's buys and sells

Feb 27, 2017 to Jul 21, 2026, 153 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
MSFTSpouseMicrosoft Corporation
Sold part$15K–$50KJul 21, 2026Aug 4, 202614 days later
AAPLSpouseApple Inc.
Sold part$1K–$15KJul 21, 2026Aug 4, 202614 days later
INTCSpouseIntel Corporation
Sold part$1K–$15KJul 21, 2026Aug 4, 202614 days later
KOSpouseCoca-Cola Company (The)
Sold part$1K–$15KJul 21, 2026Aug 4, 202614 days later
CSCOSpouseCisco Systems, Inc.
Sold part$1K–$15KJul 21, 2026Aug 4, 202614 days later
Citigroup New Inc (C)Spouse
Sold$1K–$15KJun 16, 2026Jul 6, 202620 days later
CEGSpouseConstellation Energy Corporation
Sold part$1K–$15KApr 17, 2026May 7, 202620 days later
AAPLSpouseApple Inc.
Sold part$1K–$15KApr 17, 2026May 7, 202620 days later
AVGOSpouseBroadcom Inc.
Sold part$1K–$15KApr 13, 2026May 7, 202624 days later
FDSSpouseFactSet Research Systems Inc.
Sold$1K–$15KMar 31, 2026Apr 4, 20264 days later
MASpouseMastercard Incorporated
Bought$1K–$15KMar 28, 2026Apr 12, 202615 days later
FDSSpouseFactSet Research Systems Inc.
Sold part$1K–$15KMar 26, 2026Apr 4, 20269 days later
FDSSpouseFactSet Research Systems Inc.
Sold part$1K–$15KMar 25, 2026Apr 4, 202610 days later
PNCSpousePNC Financial Services Group, Inc. (The)
Bought$1K–$15KMar 12, 2026Apr 4, 202623 days later
AXPSpouseAmerican Express Company
Bought$1K–$15KMar 11, 2026Apr 4, 202624 days later
ITWSpouseIllinois Tool Works Inc.
Sold part$1K–$15KFeb 24, 2026Mar 4, 20268 days later
PAYXSpousePaychex, Inc.
Sold$1K–$15KFeb 20, 2026Mar 4, 202612 days later
BLKSpouseBlackRock, Inc.
Sold part$1K–$15KFeb 10, 2026Mar 4, 202622 days later
ADISpouseAnalog Devices, Inc.
Sold part$1K–$15KFeb 10, 2026Mar 4, 202622 days later
AVGOSpouseBroadcom Inc.
Bought$1K–$15KFeb 9, 2026Mar 4, 202623 days later
GOOGL - Alphabet Inc. - Class C Capital StockSpouse
Bought$1K–$15KFeb 9, 2026Mar 4, 202623 days later
SBUXSpouseStarbucks Corp
Sold part$1K–$15KJan 28, 2026Feb 5, 20268 days later
MSFTSpouseMicrosoft Corp
Sold part$1K–$15KDec 16, 2025Jan 6, 202621 days later
AAPLSpouseApple Inc
Sold part$1K–$15KDec 16, 2025Jan 6, 202621 days later
GOOGLSpouseAlphabet Cl A
Sold part$1K–$15KDec 16, 2025Jan 6, 202621 days later
KSpouseKellanova
Sold$1K–$15KDec 11, 2025Jan 6, 202626 days later
METASpouseMeta Platforms Inc
Bought$1K–$15KNov 13, 2025Dec 4, 202521 days later
PAYXSpousePaychex Inc
Sold part$1K–$15KNov 13, 2025Dec 4, 202521 days later
LOWSpouseLowe's Companies
Sold part$1K–$15KNov 13, 2025Dec 4, 202521 days later
MSFTSpouseMicrosoft Corp
Sold$15K–$50KOct 29, 2025Nov 4, 20256 days later
IBMSpouseIntl Business Machines
Sold part$15K–$50KOct 29, 2025Nov 4, 20256 days later
Citigroup Inc New (C)Spouse
Sold part$1K–$15KOct 29, 2025Nov 4, 20256 days later
LLYSpouseEli Lilly and Company
Bought$1K–$15KOct 24, 2025Nov 4, 202511 days later
MSFTSpouseMicrosoft Corp
Sold part$1K–$15KOct 22, 2025Nov 4, 202513 days later
PAYXSpousePaychex Inc
Sold part$1K–$15KOct 21, 2025Nov 4, 202514 days later
LOWSpouseLowe's Companies
Sold part$1K–$15KOct 21, 2025Nov 4, 202514 days later
LOWSpouseLowe's Companies
Sold part$1K–$15KOct 20, 2025Nov 4, 202515 days later
COSTSpouseCostco Wholesale
Sold part$1K–$15KOct 17, 2025Nov 4, 202518 days later
CVXSpouseChevron Corp
Sold part$1K–$15KOct 17, 2025Nov 4, 202518 days later
MSFTSpouseMicrosoft Corp
Sold part$15K–$50KSep 18, 2025Oct 5, 202517 days later
AAPLSpouseApple Inc
Sold part$15K–$50KSep 18, 2025Oct 5, 202517 days later
BLKSpouseBlackrock Inc
Sold part$1K–$15KAug 4, 2025Sep 3, 202530 days later
SHWSpouseSherwin-Williams Company
Bought$1K–$15KAug 1, 2025Sep 3, 202533 days later
PLDSpousePrologis Inc
Bought$1K–$15KAug 1, 2025Sep 3, 202533 days later
CLSpouseColgate-Palmolive Company
Sold$1K–$15KJul 31, 2025Aug 4, 20254 days later
PPGSpousePPG Industries
Sold$1K–$15KJul 31, 2025Aug 4, 20254 days later
GDSpouseGeneral Dynamics Corp
Sold part$1K–$15KJul 31, 2025Aug 4, 20254 days later
PPGSpousePPG Industries
Sold part$1K–$15KJul 30, 2025Aug 4, 20255 days later
METASpouseMeta Platforms Inc
Bought$1K–$15KJul 29, 2025Aug 4, 20256 days later
GOOGLSpouseAlphabet Cl A
Bought$1K–$15KJul 29, 2025Aug 4, 20256 days later
AVGOSpouseBroadcom Ltd
Sold part$1K–$15KJul 18, 2025Aug 4, 202517 days later
JPMSpouseJP Morgan Chase & Company
Sold part$1K–$15KJul 18, 2025Aug 4, 202517 days later
MSFTSpouseMicrosoft Corp
Sold part$1K–$15KJul 18, 2025Aug 4, 202517 days later
AAPLSpouseApple Inc
Sold part$1K–$15KJul 18, 2025Aug 4, 202517 days later
AFLSpouseAflac Inc
Sold part$1K–$15KJul 18, 2025Aug 4, 202517 days later
CBSpouseChubb Ltd
Sold part$1K–$15KJul 17, 2025Aug 4, 202518 days later
AXPSpouseAmerican Express Company
Bought$15K–$50KJul 1, 2025Aug 4, 202534 days later
UNHSpouseUnitedhealth Group Inc
Sold$1K–$15KJun 23, 2025Jul 4, 202511 days later
ADISpouseAnalog Devices
Sold part$1K–$15KJun 18, 2025Jul 4, 202516 days later
WFCSpouseWells Fargo & Company
Sold$1K–$15KJun 18, 2025Jul 4, 202516 days later
MSFTSpouseMicrosoft Corp
Sold part$1K–$15KJun 18, 2025Jul 4, 202516 days later
XOMSpouseExxon Mobil Corp
Sold part$1K–$15KJun 18, 2025Jul 4, 202516 days later
CSpouseCitigroup Inc
Sold part$1K–$15KJun 18, 2025Jul 4, 202516 days later
GOOGLSpouseAlphabet Cl A
Bought$1K–$15KMay 8, 2025Jun 13, 202536 days later
GOOGLSpouseAlphabet Cl A
Bought$1K–$15KApr 29, 2025May 7, 20258 days later
TGTSpouseTarget Corp
Sold$1K–$15KApr 11, 2025May 7, 202526 days later
NKESpouseNike Inc
Sold$1K–$15KApr 10, 2025May 7, 202527 days later
METASpouseMeta Platforms Inc
Bought$1K–$15KMar 26, 2025Apr 10, 202515 days later
CEGSpouseConstellation Energy Corp
Bought$1K–$15KMar 26, 2025Apr 10, 202515 days later
Meta Platforms IncSpouse
Bought$1K–$15KFeb 25, 2025Mar 6, 20259 days later
CMCSASpouseComcast Corp A
Sold$1K–$15KFeb 24, 2025Mar 6, 202510 days later
ACNSpouseAccenture Plc
Sold part$1K–$15KFeb 24, 2025Mar 6, 202510 days later
ABTSpouseAbbott Laboratories
Sold part$1K–$15KFeb 24, 2025Mar 6, 202510 days later
AAPLSpouseApple Inc
Sold part$1K–$15KFeb 5, 2025Mar 6, 202529 days later
CEGSpouseConstellation Energy Corp
Bought$1K–$15KFeb 4, 2025Mar 6, 202530 days later
MSFTSpouseMicrosoft Corp
Sold part$1K–$15KFeb 4, 2025Mar 6, 202530 days later
PSXSpousePhillips 66
Sold part$1K–$15KJan 17, 2025Feb 13, 202527 days later
JPMSpouseJP Morgan Chase & Company
Sold part$1K–$15KJan 17, 2025Feb 13, 202527 days later
MSFTSpouseMicrosoft Corp
Sold part$1K–$15KJan 17, 2025Feb 13, 202527 days later
LOWSpouseLowe's Companies
Sold part$1K–$15KJan 17, 2025Feb 13, 202527 days later
ITWSpouseIllinois Tool Works Inc
Sold part$1K–$15KJan 17, 2025Feb 13, 202527 days later
GWWSpouseW.W. Grainger
Sold part$1K–$15KJan 17, 2025Feb 13, 202527 days later
CBSpouseChubb Ltd
Sold part$1K–$15KJan 17, 2025Feb 13, 202527 days later
BLKSpouseBlackrock Inc
Sold part$1K–$15KJan 17, 2025Feb 13, 202527 days later
AAPLSpouseApple Inc
Sold part$1K–$15KJan 17, 2025Feb 13, 202527 days later
AFLSpouseAflac Inc
Sold part$1K–$15KJan 17, 2025Feb 13, 202527 days later
Analog DevicesSpouse
Sold part$1K–$15KJan 13, 2025Feb 13, 202531 days later
MSFTSpouseMicrosoft Corp
Sold part$1K–$15KJan 3, 2025Feb 13, 202541 days later
GESpouseGE Aerospace
Bought$1K–$15KDec 27, 2024Jan 6, 202510 days later
UNHSpouseUnitedhealth Group Inc
Sold part$1K–$15KDec 20, 2024Jan 6, 202517 days later
MSFTSpouseMicrosoft Corp
Sold part$1K–$15KDec 16, 2024Jan 6, 202521 days later
LOWSpouseLowe's Companies
Sold part$1K–$15KDec 13, 2024Jan 6, 202524 days later
AVGOSpouseBroadcom Inc.
Bought$1K–$15KDec 12, 2024Jan 6, 202525 days later
CSLSpouseCarlisle Companies Inc
Bought$1K–$15KOct 8, 2024Nov 12, 202435 days later
NSCSpouseNorfolk Southern Corp
Sold$1K–$15KSep 25, 2024Oct 5, 202410 days later
NKESpouseNike Inc
Sold part$1K–$15KSep 20, 2024Oct 5, 202415 days later
MSFTSpouseMicrosoft Corp
Sold part$1K–$15KSep 20, 2024Oct 5, 202415 days later
GWWSpouseW.W. Grainger
Sold part$1K–$15KSep 20, 2024Oct 5, 202415 days later
AAPLSpouseApple Inc
Sold part$1K–$15KSep 20, 2024Oct 5, 202415 days later
ACNSpouseAccenture Plc
Sold part$1K–$15KSep 20, 2024Oct 5, 202415 days later
NKESpouseNike Inc
Bought$1K–$15KAug 28, 2024Sep 5, 20248 days later
AVGOSpouseBroadcom Inc.
Bought$1K–$15KAug 27, 2024Sep 5, 20249 days later
NSCSpouseNorfolk Southern Corp
Sold part$1K–$15KAug 22, 2024Sep 5, 202414 days later
PEPSpousePepsico Inc
Sold part$1K–$15KJul 25, 2024Aug 11, 202417 days later
LOWSpouseLowe's Companies
Sold part$1K–$15KJul 25, 2024Aug 11, 202417 days later
MSFTSpouseMicrosoft Corp
Sold part$1K–$15KJul 17, 2024Aug 11, 202425 days later
XOMSpouseExxon Mobil Corp
Sold part$1K–$15KJul 17, 2024Aug 11, 202425 days later
CSpouseCitigroup Inc
Sold part$1K–$15KJul 17, 2024Aug 11, 202425 days later
AVGOSpouseBroadcom Ltd
Bought$1K–$15KJul 1, 2024Aug 11, 202441 days later
APDSpouseAir Products and Chemicals
Sold$1K–$15KJun 27, 2024Jul 11, 202414 days later
JPMSpouseJP Morgan Chase & Company
Sold part$1K–$15KApr 23, 2024May 13, 202420 days later
MSFTSpouseMicrosoft Corp
Sold part$1K–$15KApr 23, 2024May 13, 202420 days later
AAPLSpouseApple Inc
Sold part$1K–$15KApr 23, 2024May 13, 202420 days later
MSFTSpouseMicrosoft Corp
Sold part$1K–$15KApr 9, 2024May 13, 202434 days later
GWWSpouseW.W. Grainger
Sold part$1K–$15KApr 9, 2024May 13, 202434 days later
SPGISpouseS&P Global Inc
Sold part$1K–$15KApr 9, 2024May 13, 202434 days later
AAPLSpouseApple Inc
Sold part$1K–$15KApr 9, 2024May 13, 202434 days later
ZTSSpouseZoetis Inc Cl A
Bought$15K–$50KFeb 27, 2024Mar 15, 202417 days later
SBUXSpouseStarbucks Corp
Bought$15K–$50KFeb 23, 2024Mar 15, 202421 days later
BDXSpouseBecton Dickinson and Company
Sold$1K–$15KFeb 15, 2024Mar 15, 202429 days later
MDTSpouseMedtronic Inc
Sold$1K–$15KFeb 9, 2024Mar 15, 202435 days later
ESSpouseEversource Energy
Sold$1K–$15KJan 19, 2024Feb 14, 202426 days later
ENBEnbridge Inc
Sold$1K–$15KJan 19, 2024Feb 14, 202426 days later
TFCTruist Financial Corp
Sold part$15K–$50KDec 29, 2023Jan 12, 202414 days later
JPMSpouseJP Morgan Chase & Company
Sold part$1K–$15KDec 19, 2023Jan 12, 202424 days later
MSFTSpouseMicrosoft Corp
Sold part$1K–$15KDec 19, 2023Jan 12, 202424 days later
AAPLSpouseApple Inc
Sold part$1K–$15KDec 19, 2023Jan 12, 202424 days later
ADISpouseAnalog Devices
Sold part$1K–$15KDec 19, 2023Jan 12, 202424 days later
ACNSpouseAccenture Plc
Sold part$1K–$15KDec 19, 2023Jan 12, 202424 days later
PFESpousePfizer Inc
Sold part$1K–$15KDec 18, 2023Jan 12, 202425 days later
MDLZSpouseMondelez Intl Inc
Sold part$1K–$15KDec 18, 2023Jan 12, 202425 days later
MSFTSpouseMicrosoft Corp
Sold part$1K–$15KDec 18, 2023Jan 12, 202425 days later
KOSpouseCoca-Cola Company
Sold part$1K–$15KDec 18, 2023Jan 12, 202425 days later
SPGISpouseS&P Global Inc
Bought$1K–$15KDec 1, 2023Jan 12, 202442 days later
CMCSASpouseComcast Corp A
Bought$1K–$15KDec 1, 2023Jan 12, 202442 days later
CSCOSpouseCisco Systems Inc
Bought$1K–$15KDec 1, 2023Jan 12, 202442 days later
CVXSpouseChevron Corp
Bought$1K–$15KDec 1, 2023Jan 12, 202442 days later
MSFTSpouseMicrosoft Corp
Sold part$1K–$15KNov 30, 2023Dec 11, 202311 days later
WFCSpouseWells Fargo & Company
Sold part$1K–$15KNov 27, 2023Dec 19, 202322 days later
SHELSpouseRoyal Dutch Shell Plc ADR
Sold$1K–$15KNov 27, 2023Dec 19, 202322 days later
SPGISpouseS&P Global Inc
Bought$1K–$15KSep 27, 2023Oct 14, 202317 days later
UNHSpouseUnitedhealth Group Inc
Bought$1K–$15KSep 22, 2023Oct 14, 202322 days later
ACNSpouseAccenture Plc
Bought$1K–$15KSep 22, 2023Oct 14, 202322 days later
RTXSpouseRtx Corp
Sold$1K–$15KSep 21, 2023Oct 14, 202323 days later
USBSpouseU.S. Bancorp
Sold$1K–$15KSep 1, 2023Oct 14, 202343 days later
MSFTSpouseMicrosoft Corp
Sold part$1K–$15KAug 22, 2023Sep 15, 202324 days later
LOWSpouseLowe's Companies
Sold part$1K–$15KAug 22, 2023Sep 15, 202324 days later
AAPLSpouseApple Inc
Sold part$1K–$15KAug 22, 2023Sep 15, 202324 days later
FDSSpouseFactset Research Systems Inc
Sold part$1K–$15KAug 2, 2023Sep 15, 202344 days later
AFLSpouseAflac Inc
Sold part$1K–$15KAug 2, 2023Sep 15, 202344 days later
MSFTSpouseMicrosoft Corporation
Sold part$1K–$15KJun 22, 2023Jul 17, 202325 days later
NKESpouseNike, Inc.
Bought$1K–$15KJun 14, 2023Jul 17, 202333 days later
AAPLSpouseApple Inc.
Bought$1K–$15KJun 14, 2023Jul 17, 202333 days later
CLXSpouseClorox Company (The)
Sold$1K–$15KJun 14, 2023Jul 17, 202333 days later
MSFTSpouseMicrosoft Corporation
Sold part$15K–$50KJun 12, 2023Jul 17, 202335 days later
CBSpouseChubb Limited
Sold$1K–$15KJun 12, 2023Jul 17, 202335 days later
AMGNSpouseAmgen Inc.
Sold$1K–$15KJun 12, 2023Jul 17, 202335 days later
WMTSpouseWalmart Inc.
Sold part$1K–$15KJun 7, 2023Jul 17, 202340 days later
Wells Fargo & Company Common StockSpouse
Sold part$1K–$15KMay 10, 2023Jun 14, 202335 days later
XOMSpouseExxon Mobil Corporation
Sold part$1K–$15KMay 10, 2023Jun 14, 202335 days later
CSpouseCitigroup, Inc.
Sold part$1K–$15KMay 10, 2023Jun 14, 202335 days later
BMYSpouseBristol-Myers Squibb Company
Sold$1K–$15KMay 10, 2023Jun 14, 202335 days later
UPSSpouseUnited Parcel Service, Inc.
Sold$1K–$15KApr 4, 2023May 15, 202341 days later
MCDSpouseMcDonald's Corporation
Sold part$1K–$15KApr 4, 2023May 15, 202341 days later
DUKSpouseDuke Energy Corporation (Holding Company) Common S
Sold$15K–$50KApr 4, 2023May 15, 202341 days later
wells fargoSpouse
Sold part$1K–$15KFeb 23, 2023Mar 13, 202318 days later
chevronSpouse
Bought$1K–$15KFeb 6, 2023Mar 13, 202335 days later
AXAHY
Sold$1K–$15KDec 29, 2022Jan 17, 202319 days later
WFCSpouse
Sold part$1K–$15KDec 29, 2022Jan 17, 202319 days later
VFCSpouseV.F. Corporation
Sold$1K–$15KDec 15, 2022Jan 17, 202333 days later
WFCSpouseWells Fargo & Company
Sold part$1K–$15KOct 19, 2022Nov 13, 202225 days later
WFCSpouseWells Fargo & Company
Sold part$1K–$15KOct 19, 2022Nov 13, 202225 days later
UNHSpouseUnitedHealth Group Incorporated
Sold part$1K–$15KOct 17, 2022Nov 13, 202227 days later
JPMSpouseJP Morgan Chase & Co.
Sold part$1K–$15KOct 17, 2022Nov 13, 202227 days later
MSFTSpouseMicrosoft Corporation
Sold part$1K–$15KOct 17, 2022Nov 13, 202227 days later
LOWSpouseLowe's Companies, Inc.
Sold part$1K–$15KOct 17, 2022Nov 13, 202227 days later
LINSpouseLinde plc Ordinary Share
Sold part$1K–$15KOct 17, 2022Nov 13, 202227 days later
JNJSpouseJohnson & Johnson
Sold part$1K–$15KOct 17, 2022Nov 13, 202227 days later
BLKSpouseBlackRock, Inc.
Sold part$1K–$15KOct 17, 2022Nov 13, 202227 days later
AAPLSpouseApple Inc.
Sold part$1K–$15KOct 17, 2022Nov 13, 202227 days later
AFLSpouseAFLAC Incorporated
Sold part$1K–$15KOct 17, 2022Nov 13, 202227 days later
UNHJointUnitedHealth Group Incorporated
Sold part$1K–$15KOct 17, 2022Nov 13, 202227 days later
JPMSpouseJP Morgan Chase & Co.
Sold part$1K–$15KOct 17, 2022Nov 13, 202227 days later
MSFTSpouseMicrosoft Corporation
Sold part$1K–$15KOct 17, 2022Nov 13, 202227 days later
LOWSpouseLowe's Companies, Inc.
Sold part$1K–$15KOct 17, 2022Nov 13, 202227 days later
LINSpouseLinde plc Ordinary Share
Sold part$1K–$15KOct 17, 2022Nov 13, 202227 days later
JNJSpouseJohnson & Johnson
Sold part$1K–$15KOct 17, 2022Nov 13, 202227 days later
BLKSpouseBlackRock, Inc.
Sold part$1K–$15KOct 17, 2022Nov 13, 202227 days later
AAPLSpouseApple Inc.
Sold part$1K–$15KOct 17, 2022Nov 13, 202227 days later
AFLSpouseAFLAC Incorporated
Sold part$1K–$15KOct 17, 2022Nov 13, 202227 days later
GWWSpouseW.W. Grainger, Inc.
Bought$1K–$15KJul 11, 2022Aug 10, 202230 days later
COSTSpouseCostco Wholesale Corporation
Bought$1K–$15KJul 1, 2022Aug 10, 202240 days later
MMMSpouse3M Company
Sold$1K–$15KJun 30, 2022Jul 15, 202215 days later
MSFTSpouseMicrosoft Corporation
Sold part$1K–$15KJun 17, 2022Jul 15, 202228 days later
IBMSpouseInternational Business Machines Corporat
Sold part$1K–$15KJun 17, 2022Jul 15, 202228 days later
INTCSpouseIntel Corporation
Sold part$1K–$15KJun 17, 2022Jul 15, 202228 days later
KOSpouseCoca-Cola Company (The)
Sold part$1K–$15KJun 17, 2022Jul 15, 202228 days later
BMYSpouseBristol-Myers Squibb Company
Sold part$1K–$15KJun 17, 2022Jul 15, 202228 days later
INTCSpouseIntel Corporation
Sold$15K–$50KJun 16, 2022Jul 15, 202229 days later
FSpouseFord Motor Company
Sold$1K–$15KJun 16, 2022Jul 15, 202229 days later
CMSSpouseCMS Energy Corporation
Bought$1K–$15KJun 1, 2022Jul 15, 202244 days later
NEESpouseNextEra Energy, Inc.
Sold part$1K–$15KMay 26, 2022Jun 12, 202217 days later
WECSpouseWEC Energy Group, Inc.
Sold part$1K–$15KMay 25, 2022Jun 12, 202218 days later
NEESpouseNextEra Energy, Inc.
Sold part$1K–$15KFeb 24, 2022Mar 11, 202215 days later
MSFTSpouseMicrosoft Corporation
Sold part$1K–$15KFeb 24, 2022Mar 11, 202215 days later
LHXSpouseL3Harris Technologies, Inc.
Sold part$1K–$15KFeb 24, 2022Mar 11, 202215 days later
LOWSpouseLowe's Companies, Inc.
Sold part$1K–$15KFeb 24, 2022Mar 11, 202215 days later
AAPLSpouseApple Inc.
Sold part$1K–$15KFeb 24, 2022Mar 11, 202215 days later
VZVerizon Communications Inc.
Sold part$1K–$15KDec 28, 2021Jan 21, 202224 days later
SMFGSumitomo Mitsui Financial Group Inc Unsponsored Am
Sold part$1K–$15KDec 28, 2021Jan 21, 202224 days later
SMFGSumitomo Mitsui Financial Group Inc Unsponsored Am
Sold part$1K–$15KDec 28, 2021Jan 15, 202218 days later
MSFTSpouseMicrosoft Corporation
Sold part$1K–$15KDec 17, 2021Jan 21, 202235 days later
MSFTSpouseMicrosoft Corporation
Sold part$1K–$15KDec 17, 2021Jan 15, 202229 days later
CSpouseCitigroup, Inc.
Sold part$1K–$15KDec 17, 2021Jan 15, 202229 days later
NVSSpouseNovartis AG
Sold$1K–$15KDec 15, 2021Jan 21, 202237 days later
UnitedHealth Group Incorporated Common Stock (DE)Spouse
Bought$1K–$15KDec 15, 2021Jan 21, 202237 days later
AMGNSpouseAmgen Inc.
Bought$1K–$15KDec 15, 2021Jan 21, 202237 days later
UnitedHealth Group Incorporated Common Stock (DE)Spouse
Bought$1K–$15KDec 15, 2021Jan 15, 202231 days later
AMGNSpouseAmgen Inc.
Bought$1K–$15KDec 15, 2021Jan 15, 202231 days later
PPGSpousePPG Industries, Inc.
Bought$1K–$15KOct 13, 2021Nov 12, 202130 days later
AAPLSpouseApple Inc.
Bought$1K–$15KAug 25, 2021Sep 15, 202121 days later
MSFTSpouseMicrosoft Corporation
Sold part$1K–$15KAug 17, 2021Sep 15, 202129 days later
AAPLSpouseApple Inc.
Sold part$1K–$15KAug 17, 2021Sep 15, 202129 days later
RDSASpouseRoyal Dutch Shell Plc
Sold part$1K–$15KJul 26, 2021Aug 11, 202116 days later
MSFTSpouseMicrosoft Corporation
Sold part$1K–$15KJul 26, 2021Aug 11, 202116 days later
IBMSpouseInternational Business Machines Corporat
Sold part$1K–$15KJul 26, 2021Aug 11, 202116 days later
INTCSpouseIntel Corporation
Sold part$1K–$15KJul 26, 2021Aug 11, 202116 days later
CSpouseCitigroup, Inc.
Sold part$1K–$15KJul 26, 2021Aug 11, 202116 days later
USBSpouseU.S. Bancorp
Bought$1K–$15KJun 24, 2021Jul 16, 202122 days later
JPMSpouseJPMorgan Chase & Co.
Bought$1K–$15KJun 23, 2021Jul 16, 202123 days later
AAPLSpouseApple Inc.
Bought$1K–$15KJun 23, 2021Jul 16, 202123 days later
Wells Fargo & CompanySpouse
Sold$1K–$15KJun 21, 2021Jul 16, 202125 days later
TSpouseAT&T Inc.
Sold$1K–$15KMay 25, 2021Jun 8, 202114 days later
WFCSpouseWells Fargo & Company
Sold part$1K–$15KMay 10, 2021Jun 8, 202129 days later
WFCSpouseWells Fargo & Company
Sold part$1K–$15KApr 26, 2021May 19, 202123 days later
CSpouseCitigroup Inc.
Sold part$1K–$15KMar 25, 2021Apr 12, 202118 days later
WFCSpouseWells Fargo & Company
Bought$15K–$50KMar 24, 2021Apr 12, 202119 days later
USBSpouseU.S. Bancorp
Bought$1K–$15KMar 9, 2021Apr 12, 202134 days later
JPMSpouseJPMorgan Chase & Co.
Bought$1K–$15KMar 9, 2021Apr 12, 202134 days later
BLKSpouseBlackRock, Inc.
Bought$1K–$15KMar 9, 2021Apr 12, 202134 days later
UBSISpouseUnited Bankshares, Inc.
Bought$100K–$250KMar 3, 2021Apr 12, 202140 days later
EV - Eaton Vance CorpSpouse
Sold$1K–$15KFeb 23, 2021Mar 14, 202119 days later
UBSISpouseUnited Bankshares, Inc.
Bought$50K–$100KFeb 23, 2021Mar 14, 202119 days later
CSCOSpouseCisco Systems, Inc.
Sold part$1K–$15KFeb 8, 2021Mar 14, 202134 days later
UNHSpouseUnitedHealth Group Incorporated
Bought$1K–$15KDec 31, 2020Jan 12, 202112 days later
PSXSpousePhillips 66
Bought$1K–$15KDec 31, 2020Jan 12, 202112 days later
AMTSpouseAmerican Tower Corporation
Bought$1K–$15KDec 31, 2020Jan 12, 202112 days later
SYYSpouseSysco Corporation
Sold$1K–$15KDec 31, 2020Jan 12, 202112 days later
PIISpousePolaris Inc.
Sold$1K–$15KDec 31, 2020Jan 12, 202112 days later
OTISSpouseOtis Worldwide Corporation
Sold$1K–$15KDec 31, 2020Jan 12, 202112 days later
XOMSpouseExxon Mobil Corporation
Sold$1K–$15KDec 31, 2020Jan 12, 202112 days later
CLXSpouseThe Clorox Company
Sold part$1K–$15KDec 31, 2020Jan 12, 202112 days later
CARRCarrier Global Corporation
Sold$1K–$15KDec 31, 2020Jan 12, 202112 days later
WFCSpouseWells Fargo & Company
Sold$15K–$50KDec 15, 2020Jan 12, 202128 days later
WFCSpouseWells Fargo & Company
Bought$15K–$50KJun 25, 2020Jul 14, 202019 days later
-- RTNSpouseUnited Technologies Corp. (Exchanged) Raytheon Company (Rec…
Exchange$15K–$50KApr 7, 2020May 14, 202037 days later
JPMSpouseJPMorgan Chase & Co.
Bought$1K–$15KMar 3, 2020Apr 29, 202057 days later · late
MSFTSpouseMicrosoft Corporation
Bought$1K–$15KMar 3, 2020Apr 29, 202057 days later · late
JNJSpouseJohnson & Johnson
Bought$1K–$15KMar 3, 2020Apr 29, 202057 days later · late
ABTSpouseAbbott Laboratories
Bought$1K–$15KMar 3, 2020Apr 29, 202057 days later · late
CMCSASpouseComcast Corporation
Bought$1K–$15KDec 16, 2019Jan 12, 202027 days later
CSpouseCitigroup Inc.
Sold part$1K–$15KDec 11, 2019Jan 12, 202032 days later
-- TFCBBT (Exchanged) Truist Financial Corporation (Received)
Exchange$100K–$250KDec 9, 2019Jan 27, 202049 days later · late
MSFTSpouseMicrosoft Corporation
Sold part$1K–$15KOct 15, 2019Nov 11, 201927 days later
RDSA.ASSpouseRoyal Dutch Shell plc
Sold part$1K–$15KJun 10, 2019Jul 10, 201930 days later
MSFTSpouseMicrosoft Corporation
Sold part$1K–$15KJun 10, 2019Jul 10, 201930 days later
INTCSpouseIntel Corporation
Sold part$1K–$15KJun 10, 2019Jul 10, 201930 days later
HBANSpouseHuntington Bancshares Incorporated
Sold$1K–$15KJun 10, 2019Jul 10, 201930 days later
XOMSpouseExxon Mobil Corporation
Sold part$1K–$15KJun 10, 2019Jul 10, 201930 days later
CSpouseCitigroup Inc.
Sold part$1K–$15KJun 10, 2019Jul 10, 201930 days later
NSCSpouseNorfolk Southern Corporation
Sold$1K–$15KJun 10, 2019Jul 10, 201930 days later
CSpouseCitigroup Inc.
Sold part$1K–$15KApr 9, 2019May 11, 201932 days later
WFCSpouseWells Fargo & Company
Sold$15K–$50KApr 9, 2019May 11, 201932 days later
WFCSpouseWells Fargo & Company
Sold part$15K–$50KApr 1, 2019May 11, 201940 days later
VSpouseVisa Inc.
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
TSMSpouseTaiwan Semiconductor Manufacturing Company Limited
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
SFTBYSpouseSoftBank Group Corp.
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
SRESpouseSempra Energy
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
RDS-BSpouseRoyal Dutch Shell plc
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
SLBSpouseSchlumberger Limited
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
RBGLYSpouseReckitt Benckiser Group plc
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
PMSpousePhilip Morris International Inc.
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
PDRDYSpousePernod Ricard SA
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
AVGOSpouseBroadcom Inc.
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
LRLCYSpouseL'Oréal S.A.
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
NVOSpouseNovo Nordisk A/S
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
MRAAYSpouseMurata Manufacturing Co., Ltd.
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
NSRGYSpouseNestlé S.A.
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
NPSNYSpouseNaspers Limited
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
JPMSpouseJPMorgan Chase & Co.
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
MCOSpouseMoody's Corporation
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
MDLZSpouseMondelez International, Inc.
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
MSFTSpouseMicrosoft Corporation
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
LVSSpouseLas Vegas Sands Corp.
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
KYCCFSpouseKeyence Corporation
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
ICESpouseIntercontinental Exchange, Inc.
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
INTCSpouseIntel Corporation
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
SAFRYSpouseSafran SA
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
HLTSpouseHilton Worldwide Holdings Inc.
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
GDDYSpouseGoDaddy Inc.
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
GILDSpouseGilead Sciences, Inc.
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
ESLOYSpouseEssilorLuxottica Société anonyme
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
ENBSpouseEnbridge Inc.
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
DEOSpouseDiageo plc
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
DESpouseDeere & Company
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
DHRSpouseDanaher Corporation
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
CCISpouseCrown Castle International Corp.
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
CVXSpouseChevron Corporation
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
CABGYSpouseCarlsberg A/S
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
CSXSpouseCSX Corporation
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
CMESpouseCME Group Inc.
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
BKSpouseThe Bank of New York Mellon Corporation
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
ASMLSpouseASML Holding N.V.
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
AZNSpouseAstraZeneca PLC
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
AHKSYSpouseAsahi Kasei Corporation
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
AAPLSpouseApple Inc.
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
AMTSpouseAmerican Tower Corporation
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
AMZNSpouseAmazon.com, Inc.
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
GOOGSpouseAlphabet Inc.
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
EADSYSpouseAirbus SE
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
ATVISpouseActivision Blizzard, Inc.
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
AAGIYSpouseAIA Group Limited
Sold$1K–$15KMar 11, 2019Apr 17, 201937 days later
KOThe Coca-Cola Company
Bought$1K–$15KMar 4, 2019Apr 17, 201944 days later
ANCX UBSHAccess National Corporation (Exchanged) Union Bankshares Co…
Exchange$1K–$15KFeb 1, 2019Mar 28, 201955 days later · late
General Electric CompanySpouse
Sold$1K–$15KDec 31, 2018Jan 11, 201911 days later
PGSpouseThe Procter & Gamble Company
Bought$1K–$15KDec 13, 2018Jan 11, 201929 days later
PEPSpousePepsiCo, Inc.
Bought$1K–$15KDec 13, 2018Jan 11, 201929 days later
GISSpouseGeneral Mills, Inc.
Sold$1K–$15KDec 12, 2018Jan 11, 201930 days later
Apple Inc.Spouse
Bought$1K–$15KNov 29, 2018Dec 8, 20189 days later
QCOMSpouseQUALCOMM Incorporated
Sold$1K–$15KNov 29, 2018Dec 8, 20189 days later
IBMSpouseInternational Business Machines Corporation
Sold$1K–$15KNov 29, 2018Dec 8, 20189 days later
SHECYSpouseShin-Etsu Chemical Co., Ltd.
Sold$1K–$15KNov 13, 2018Dec 8, 201825 days later
INCYSpouseIncyte Corporation
Sold$1K–$15KNov 12, 2018Dec 8, 201826 days later
LIN PXSpouseLinde plc (Exchanged) Praxair, Inc. (Received)
Exchange$1K–$15KOct 31, 2018Dec 8, 201838 days later
PX LINSpousePraxair, Inc. (Exchanged) Linde plc (Received)
Exchange$1K–$15KOct 31, 2018Nov 8, 20188 days later
JNJSpouseJohnson & Johnson
Bought$1K–$15KOct 17, 2018Nov 8, 201822 days later
JPMSpouseJPMorgan Chase & Co.
Bought$1K–$15KOct 16, 2018Nov 8, 201823 days later
QCOMSpouseQUALCOMM Incorporated
Sold part$1K–$15KSep 27, 2018Oct 18, 201821 days later
WABSpouseWestinghouse Air Brake Technologies Corporation
Bought$1K–$15KSep 27, 2018Oct 18, 201821 days later
GILDGilead Sciences, Inc.
Bought$1K–$15KSep 25, 2018Oct 18, 201823 days later
ENBSpouseEnbridge Inc.
Sold part$1K–$15KJul 25, 2018Aug 10, 201816 days later
BASpouseThe Boeing Company
Sold$1K–$15KJun 7, 2018Jul 14, 201837 days later
BNPQYSpouseBNP Paribas SA
Sold$1K–$15KMay 18, 2018Jun 9, 201822 days later
Amadeus IT Group, S.A.Spouse
Sold$1K–$15KMay 18, 2018Jun 9, 201822 days later
RCLSpouseRoyal Caribbean Cruises Ltd.
Sold$1K–$15KMay 17, 2018Jun 9, 201823 days later
DWDPDowDuPont Inc.
Bought$1K–$15KMay 17, 2018Jun 9, 201823 days later
WECSpouseWEC Energy Group, Inc.
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
WMTSpouseWalmart Inc.
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
VFCSpouseV.F. Corporation
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
UTXSpouseUnited Technologies Corporation
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
USBSpouseU.S. Bancorp
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
MMMSpouse3M Company
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
TGTSpouseTarget Corporation
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
SYYSpouseSysco Corporation
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
QCOMSpouseQUALCOMM Incorporated
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
PGSpouseThe Procter & Gamble Company
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
PXSpousePraxair, Inc.
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
PIISpousePolaris Industries Inc.
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
PSXSpousePhillips 66
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
PEPSpousePepsiCo, Inc.
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
PAYXSpousePaychex, Inc.
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
NVSSpouseNovartis AG
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
NSCSpouseNorfolk Southern Corporation
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
NKESpouseNIKE, Inc.
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
NEESpouseNextEra Energy, Inc.
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
JPMSpouseJPMorgan Chase & Co.
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
MSFTSpouseMicrosoft Corporation
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
MDTSpouseMedtronic plc
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
MCDSpouseMcDonald's Corporation
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
LOWSpouseLowe's Companies, Inc.
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
JNJSpouseJohnson & Johnson
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
IBMSpouseInternational Business Machines Corporation
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
ITWSpouseIllinois Tool Works Inc.
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
HRSSpouseHarris Corporation
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
GISSpouseGeneral Mills, Inc.
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
GDSpouseGeneral Dynamics Corporation
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
FDSSpouseFactSet Research Systems Inc.
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
XOMSpouseExxon Mobil Corporation
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
ESSpouseEversource Energy
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
EMRSpouseEmerson Electric Co.
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
EVSpouseEaton Vance Corp.
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
CLSpouseColgate-Palmolive Company
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
CLXSpouseThe Clorox Company
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
CSCOSpouseCisco Systems, Inc.
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
CBSpouseChubb Limited
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
CVXSpouseChevron Corporation
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
BLKSpouseBlackRock, Inc.
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
BDXSpouseBecton, Dickinson and Company
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
ADPSpouseAutomatic Data Processing, Inc.
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
ADISpouseAnalog Devices, Inc.
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
AMGNSpouseAmgen Inc.
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
APDSpouseAir Products and Chemicals, Inc.
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
ACNSpouseAccenture plc
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
ABTSpouseAbbott Laboratories
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
TSpouseAT&T Inc.
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
AFLSpouseAflac Incorporated
Bought$1K–$15KApr 24, 2018May 9, 2019380 days later · late
VGKSpouseVanguard FTSE Europe ETF
Sold$15K–$50KApr 24, 2018May 9, 2019380 days later · late
UBSISpouseUnited Bankshares, Inc.
Sold$15K–$50KApr 24, 2018May 9, 2019380 days later · late
NSRGYSpouseNestlé S.A.
Sold$1K–$15KApr 24, 2018May 9, 2019380 days later · late
MSSpouseMorgan Stanley
Sold$1K–$15KApr 24, 2018May 9, 2019380 days later · late
LULUSpouseLululemon Athletica Inc.
Sold$1K–$15KApr 24, 2018May 9, 2019380 days later · late
IYESpouseiShares US Energy ETF
Sold$15K–$50KApr 24, 2018May 9, 2019380 days later · late
KHCSpouseThe Kraft Heinz Company
Sold$1K–$15KApr 24, 2018May 9, 2019380 days later · late
RHHBYSpouseRoche Holding AG
Sold$1K–$15KApr 24, 2018May 9, 2019380 days later · late
CLBSpouseCore Laboratories N.V.
Sold$1K–$15KApr 24, 2018May 9, 2019380 days later · late
CHKSpouseChesapeake Energy Corporation
Sold$1K–$15KApr 24, 2018May 9, 2019380 days later · late
CMESpouseCME Group Inc.
Sold$15K–$50KApr 24, 2018May 9, 2019380 days later · late
BRK-BSpouseBerkshire Hathaway Inc.
Sold$15K–$50KApr 24, 2018May 9, 2019380 days later · late
ALSpouseAir Lease Corporation
Sold$1K–$15KApr 24, 2018May 9, 2019380 days later · late
WECSpouseWEC Energy Group, Inc.
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
WMTSpouseWalmart Inc.
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
VFCSpouseV.F. Corporation
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
UTXSpouseUnited Technologies Corporation
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
USBSpouseU.S. Bancorp
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
MMMSpouse3M Company
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
TGTSpouseTarget Corporation
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
SYYSpouseSysco Corporation
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
QCOMSpouseQUALCOMM Incorporated
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
PGSpouseThe Procter & Gamble Company
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
PXSpousePraxair, Inc.
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
PIISpousePolaris Industries Inc.
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
PSXSpousePhillips 66
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
PEPSpousePepsiCo, Inc.
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
PAYXSpousePaychex, Inc.
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
NVSSpouseNovartis AG
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
NSCSpouseNorfolk Southern Corporation
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
NKESpouseNIKE, Inc.
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
NEESpouseNextEra Energy, Inc.
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
JPMSpouseJPMorgan Chase & Co.
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
MSFTSpouseMicrosoft Corporation
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
MDTSpouseMedtronic plc
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
MCDSpouseMcDonald's Corporation
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
LOWSpouseLowe's Companies, Inc.
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
JNJSpouseJohnson & Johnson
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
IBM.MXSpouseInternational Business Machines Corporation
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
ITWSpouseIllinois Tool Works Inc.
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
HRSSpouseHarris Corporation
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
GISSpouseGeneral Mills, Inc.
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
GDSpouseGeneral Dynamics Corporation
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
FDSSpouseFactSet Research Systems Inc.
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
XOMSpouseExxon Mobil Corporation
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
ESSpouseEversource Energy
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
EMRSpouseEmerson Electric Co.
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
EVSpouseEaton Vance Corp.
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
CLSpouseColgate-Palmolive Company
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
CLXSpouseThe Clorox Company
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
CSCOSpouseCisco Systems, Inc.
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
CBSpouseChubb Limited
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
CVXSpouseChevron Corporation
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
BLKSpouseBlackRock, Inc.
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
BDXSpouseBecton, Dickinson and Company
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
ADPSpouseAutomatic Data Processing, Inc.
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
ADISpouseAnalog Devices, Inc.
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
AMGNSpouseAmgen Inc.
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
APDSpouseAir Products and Chemicals, Inc.
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
ACNSpouseAccenture plc
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
ABTSpouseAbbott Laboratories
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
TSpouseAT&T Inc.
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
AFLSpouseAflac Incorporated
Bought$1K–$15KApr 24, 2018May 14, 201820 days later
VGKSpouseVanguard FTSE Europe ETF
Sold$15K–$50KApr 24, 2018May 14, 201820 days later
UBSISpouseUnited Bankshares, Inc.
Sold$15K–$50KApr 24, 2018May 14, 201820 days later
NSRGYSpouseNestlé S.A.
Sold$1K–$15KApr 24, 2018May 14, 201820 days later
MSSpouseMorgan Stanley
Sold$1K–$15KApr 24, 2018May 14, 201820 days later
LULUSpouseLululemon Athletica Inc.
Sold$1K–$15KApr 24, 2018May 14, 201820 days later
IYESpouseiShares US Energy ETF
Sold$15K–$50KApr 24, 2018May 14, 201820 days later
KHCSpouseThe Kraft Heinz Company
Sold$1K–$15KApr 24, 2018May 14, 201820 days later
RHHBYSpouseRoche Holding AG
Sold$1K–$15KApr 24, 2018May 14, 201820 days later
CLBSpouseCore Laboratories N.V.
Sold$1K–$15KApr 24, 2018May 14, 201820 days later
CHKSpouseChesapeake Energy Corporation
Sold$1K–$15KApr 24, 2018May 14, 201820 days later
CMESpouseCME Group Inc.
Sold$15K–$50KApr 24, 2018May 14, 201820 days later
BRK-BSpouseBerkshire Hathaway Inc.
Sold$15K–$50KApr 24, 2018May 14, 201820 days later
ALSpouseAir Lease Corporation
Sold$1K–$15KApr 24, 2018May 14, 201820 days later
MCDSpouseMcDonald's Corporation
Bought$1K–$15KApr 6, 2018May 9, 2019398 days later · late
MCDSpouseMcDonald's Corporation
Bought$1K–$15KApr 6, 2018May 14, 201838 days later
WECSpouseWEC Energy Group, Inc.
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late
WMTSpouseWalmart Inc.
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late
VFCSpouseV.F. Corporation
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late
UTXSpouseUnited Technologies Corporation
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late
USBSpouseU.S. Bancorp
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late
MMMSpouse3M Company
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late
SYYSpouseSysco Corporation
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late
PXSpousePraxair, Inc.
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late
PIISpousePolaris Industries Inc.
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late
PSXSpousePhillips 66
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late
PEPSpousePepsiCo, Inc.
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late
PAYXSpousePaychex, Inc.
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late
NSCSpouseNorfolk Southern Corporation
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late
NEESpouseNextEra Energy, Inc.
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late
JPMSpouseJPMorgan Chase & Co.
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late
MSFTSpouseMicrosoft Corporation
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late
MDTSpouseMedtronic plc
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late
LOWSpouseLowe's Companies, Inc.
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late
JNJSpouseJohnson & Johnson
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late
ITWSpouseIllinois Tool Works Inc.
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late
HRSSpouseHarris Corporation
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late
GDSpouseGeneral Dynamics Corporation
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late
ESSpouseEversource Energy
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late
EMRSpouseEmerson Electric Co.
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late
CLSpouseColgate-Palmolive Company
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late
CLXSpouseThe Clorox Company
Bought$1K–$15KApr 5, 2018May 9, 2019399 days later · late

Shelley Moore Capito's portfolio by sector

Share of the estimated stock portfolio.

25%Financials
SectorShareValueHoldings
Financials25%~$515K7
Technology18%~$363K4
Industrials15%~$303.9K8
Consumer Staples12%~$241.1K5
Health Care8.8%~$181.5K4
Energy6.7%~$137.7K2
Utilities6.6%~$135.5K4
Consumer Discretionary4.6%~$95.2K4
Communication Services3.3%~$68.3K2
Real Estate0.8%~$17.2K2
Materials0.3%~$5.7K1

Portfolio performance: Shelley Moore Capito 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 Shelley Moore Capito already owned before the first tracked trade are not included.

  • 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+33%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+33.3%+5.9%
S&P 500+91.4%+13.8%
Nasdaq-100+116.8%+16.7%

Shelley Moore Capito's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
MSFTMicrosoft Corp
535
AAPLApple Inc
317
JPMJP Morgan Chase & Co.
87
LOWLowe's Companies
410
CCitigroup Inc
012
INTCIntel Corporation
39
WFCWells Fargo & Company
210
NSCNorfolk Southern Corp
46
CSCOCisco Systems Inc
55
XOMExxon Mobil Corp
28
BLKBlackrock Inc
55
AFLAflac Inc
45

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