WhatInvestorsBuy

Zoe Lofgren: Stock Portfolio, Performance and Latest Trades

Zoe Lofgren

U.S. Representative, CA-18

D Democrat

Trades disclosed371
Bought / sold149 / 219
Est. volume$3.8M
Typical delay19 days

Zoe Lofgren's estimated portfolio today

Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
VOTETCW Transform 500 ETF
34.8%$79.64+15.2%$91.72Held at end of 20230
PIMIXPIMCO Income Fund Insti Class
29.3%$10.60−2.8%$10.30Held at end of 20250
FLCNXFidelity Contrafund K6
8.02%$34.00+15.1%$39.13Held at end of 20240
VEMPXVanguard Extended Market Index Fund Insti Plus
7.84%$388.31+12.6%$437.11Held at end of 20240
ACWXiShares MSCI ACWI ex U.S. ETF
7.15%$66.38+13.7%$75.47Held at end of 20230
VIIIXVanguard Institutional Index Fund Institutional Plus Shares
3.43%$543.28+15.0%$624.57Held at end of 20240
RERGXEuroPacific Growth Fund Cl R-6
3.30%$57.20+10.4%$63.13Held at end of 20240
IEMGiShares Core MSCI Emerging Markets ETF
3.18%$66.68+23.0%$82.04Held at end of 20230
IJRiShares Core S&P Small-Cap ETF
3.00%$119.20+15.0%$137.08Held at end of 20230

Zoe Lofgren's buys and sells

Sep 1, 2017 to Dec 11, 2025, 6 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
California State Public Works Board Lease Revenue Bonds, Ser. DBondJoint
Sold$1K–$15KDec 11, 2025Jan 6, 202626 days later
Lynwood Unified School District GO BondsBondJoint
Sold$100K–$250KDec 11, 2025Jan 6, 202626 days later
ABBVBondSpouseAbbVie Inc.
Sold$1K–$15KMay 26, 2023Jun 6, 202311 days later
AMZNBondSpouseAmazon.com, Inc.
Sold$1K–$15KMay 26, 2023Jun 6, 202311 days later
AEPBondSpouseAmerican Electric Power Company, Inc.
Sold$1K–$15KMay 26, 2023Jun 6, 202311 days later
AMTBondSpouseAmerican Tower Corporation (REIT)
Sold$1K–$15KMay 26, 2023Jun 6, 202311 days later
BUDBondSpouseAnheuser-Busch Inbev SA Sponsored ADR (Belgium)
Sold$1K–$15KMay 26, 2023Jun 6, 202311 days later
AMATBondSpouseApplied Materials, Inc.
Sold$1K–$15KMay 26, 2023Jun 6, 202311 days later
BACBondSpouseBank of America Corporation
Sold$15K–$50KMay 26, 2023Jun 6, 202311 days later
BMOBondSpouseBank Of Montreal
Sold$1K–$15KMay 26, 2023Jun 6, 202311 days later
CATBondSpouseCaterpillar, Inc.
Sold$1K–$15KMay 26, 2023Jun 6, 202311 days later
CSCOBondSpouseCisco Systems, Inc.
Sold$1K–$15KMay 26, 2023Jun 6, 202311 days later
CBondSpouseCitigroup, Inc.
Sold$1K–$15KMay 26, 2023Jun 6, 202311 days later
CVSBondSpouseCVS Health Corporation
Sold$1K–$15KMay 26, 2023Jun 6, 202311 days later
JEFBondSpouseJefferies Financial Group Inc.
Sold$1K–$15KMay 26, 2023Jun 6, 202311 days later
KLACBondSpouseKLA Corporation
Sold$1K–$15KMay 26, 2023Jun 6, 202311 days later
MSBondSpouseMorgan Stanley
Sold$1K–$15KMay 26, 2023Jun 6, 202311 days later
NTAPBondSpouseNetApp, Inc.
Sold$1K–$15KMay 26, 2023Jun 6, 202311 days later
OCLCFBondSpouseOracle Corporation Ordinary Shares
Sold$15K–$50KMay 26, 2023Jun 6, 202311 days later
Paramount Global Ltd.BondSpouse
Sold$1K–$15KMay 26, 2023Jun 6, 202311 days later
PFEBondSpousePfizer, Inc.
Sold$1K–$15KMay 26, 2023Jun 6, 202311 days later
USBBondSpouseU.S. Bancorp
Sold$1K–$15KMay 26, 2023Jun 6, 202311 days later
UNPBondSpouseUnion Pacific Corporation
Sold$15K–$50KMay 26, 2023Jun 6, 202311 days later
UNHBondSpouseUnitedHealth Group Incorporated Common Stock (DE)
Sold$1K–$15KMay 26, 2023Jun 6, 202311 days later
VZBondSpouseVerizon Communications Inc.
Sold$1K–$15KMay 26, 2023Jun 6, 202311 days later
WBABondSpouseWalgreens Boots Alliance, Inc.
Sold$1K–$15KMay 26, 2023Jun 6, 202311 days later
WFCBondSpouseWells Fargo & Company
Sold$1K–$15KMay 26, 2023Jun 6, 202311 days later
WBKBondSpouseWestpac Banking Corporation
Sold$1K–$15KMay 26, 2023Jun 6, 202311 days later
ACNSpouseAccenture plc Class A Ordinary Shares
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
ADBESpouseAdobe Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
AEPSpouseAmerican Electric Power Company, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
AWKSpouseAmerican Water Works Company, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
BUDSpouseAnheuser-Busch Inbev SA Sponsored ADR
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
AONSpouseAon plc Class A Ordinary Shares
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
ARCCSpouseAres Capital Corporation Closed End Fund
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
ASMLSpouseASML Holding N.V. New York Registry Shares
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
TSpouseAT&T Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
AGRSpouseAvangrid, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
BACSpouseBank of America Corporation
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
BCESpouseBCE, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
BDXSpouseBecton, Dickinson and Company
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
BRK.BSpouseBerkshire Hathaway Inc. New
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
BXSpouseBlackstone Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
CINFSpouseCincinnati Financial Corporation
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
CTASSpouseCintas Corporation
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
CSCOSpouseCisco Systems, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
CMESpouseCME Group Inc. Class A
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
KOSpouseCoca-Cola Company
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
CMCSASpouseComcast Corporation Class A
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
COSTSpouseCostco Wholesale Corporation
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
CCISpouseCrown Castle Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
DHRSpouseDanaher Corporation
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
DECKJointDeckers Outdoor Corporation
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
DSpouseDominion Energy, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
DUKSpouseDuke Energy Corporation
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
EWSpouseEdwards Lifesciences Corporation
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
EMRSpouseEmerson Electric Company
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
ETRSpouseEntergy Corporation
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
EQIXSpouseEquinix, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
ESSpouseEversource Energy
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
FITBSpouseFifth Third Bancorp
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
FHNSpouseFirst Horizon Corporation
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
GISSpouseGeneral Mills, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
GILDSpouseGilead Sciences, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
HIGSpouseHartford Financial Services Group, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
HCASpouseHCA Healthcare, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
IPGSpouseInterpublic Group of Companies, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
JPMSpouseJP Morgan Chase & Co.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
LCIDJointLucid Group, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
MASpouseMastercard Incorporated
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
MCDSpouseMcDonald's Corporation
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
MRKSpouseMerck & Company, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
METSpouseMetLife, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
MAASpouseMid-America Apartment Communities, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
NEESpouseNextEra Energy, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
NNNSpouseNNN REIT, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
NXPISpouseNXP Semiconductors N.V.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
ODFLSpouseOld Dominion Freight Line, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
PAYXSpousePaychex, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
PEPSpousePepsico, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
PGSpouseProcter & Gamble Company
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
PLDSpouseProLogis, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
QCOMSpouseQUALCOMM Incorporated
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
PWRSpouseQuanta Services, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
ROPSpouseRoper Technologies, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
SPGISpouseS&P Global Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
SHWSpouseSherwin-Williams Company
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
SONSpouseSonoco Products Company
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
SOJointSouthern Company
Sold$15K–$50KMay 25, 2023Jun 6, 202312 days later
SBUXSpouseStarbucks Corporation
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
TMOSpouseThermo Fisher Scientific Inc
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
TJXSpouseTJX Companies, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
TMUSSpouseT-Mobile US, Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
TTSpouseTrane Technologies plc
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
TRUSpouseTransUnion
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
UNHSpouseUnitedHealth Group Incorporated
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
VZSpouseVerizon Communications Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
VSpouseVisa Inc.
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
DISSpouseWalt Disney Company
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
ZTSSpouseZoetis Inc. Class A
Sold$1K–$15KMay 25, 2023Jun 6, 202312 days later
Deskworks Inc.Spouse
Sold part$100K–$250KMar 11, 2023May 15, 202365 days later · late
Credit Suisse USA Inc.BondSpouse
Sold$1K–$15KOct 6, 2022Nov 10, 202235 days later
AEP Texas Inc.BondSpouse
Bought$1K–$15KSep 9, 2022Oct 11, 202232 days later
BUDSpouseAnheuser-Busch Inbev SA Sponsored ADR
Bought$1K–$15KSep 9, 2022Oct 11, 202232 days later
BACSpouseBank of America Corporation
Bought$1K–$15KSep 9, 2022Oct 11, 202232 days later
BDXSpouseBecton, Dickinson and Company
Bought$1K–$15KSep 9, 2022Oct 11, 202232 days later
GILDSpouseGilead Sciences, Inc.
Bought$1K–$15KSep 9, 2022Oct 11, 202232 days later
PWRSpouseQuanta Services, Inc.
Bought$1K–$15KSep 9, 2022Oct 11, 202232 days later
AMATSpouseApplied Materials, Inc.
Sold$1K–$15KAug 25, 2022Sep 13, 202219 days later
CRLSpouseCharles River Laboratories International, Inc.
Sold$1K–$15KAug 25, 2022Sep 13, 202219 days later
DISSpouseWalt Disney Company
Bought$1K–$15KAug 25, 2022Sep 13, 202219 days later
EXPESpouseExpedia Group, Inc.
Sold$1K–$15KAug 25, 2022May 15, 2023263 days later · late
KLACBondSpouseKLA Corporation
Sold part$1K–$15KJul 8, 2022Aug 8, 202231 days later
KLACBondSpouseKLA Corporation
Sold part$1K–$15KJul 8, 2022Oct 6, 202290 days later · late
ALLYSpouseAlly Financial Inc.
Sold$1K–$15KJun 15, 2022Jul 13, 202228 days later
SYFSpouseSynchrony Financial
Sold$1K–$15KApr 28, 2022May 10, 202212 days later
KLACSpouseKLA Corporation
Bought$1K–$15KApr 4, 2022May 10, 202236 days later
UNPSpouseUnion Pacific Corporation
Bought$15K–$50KApr 4, 2022May 10, 202236 days later
KLACBondSpouseKLA Corporation
Bought$1K–$15KApr 4, 2022Oct 6, 2022185 days later · late
UNPBondSpouseUnion Pacific Corporation
Bought$15K–$50KApr 4, 2022May 15, 2023406 days later · late
Tyson Foods IncBondSpouse
Sold$1K–$15KMar 15, 2022Apr 11, 202227 days later
AMZNBondSpouseAmazon.com, Inc.
Bought$1K–$15KMar 4, 2022Apr 11, 202238 days later
CBondSpouseCitigroup, Inc.
Bought$1K–$15KMar 4, 2022Apr 11, 202238 days later
Vodafone Group PLCBondSpouse
Bought$1K–$15KMar 4, 2022Apr 11, 202238 days later
general Motors Finl Co (corporate bond)BondSpouse
Sold$1K–$15KDec 14, 2021Jan 7, 202224 days later
AMZNSpouseAmazon.com, Inc.
Sold$1K–$15KOct 15, 2021Nov 3, 202119 days later
HDSpouseHome Depot, Inc.
Sold$1K–$15KOct 13, 2021Nov 3, 202121 days later
LCIDJointLucid group, Inc.
Bought$1K–$15KOct 13, 2021Nov 3, 202121 days later
PFESpousePfizer, Inc.
Sold$1K–$15KOct 13, 2021Nov 3, 202121 days later
WMTSpouseWalmart Inc.
Sold$1K–$15KOct 13, 2021Nov 3, 202121 days later
CATBondSpouseCaterpillar, Inc.
Bought$1K–$15KOct 5, 2021Nov 3, 202129 days later
WFCBondSpouseWells Fargo & Company Med. Term Note
Bought$1K–$15KOct 5, 2021Nov 3, 202129 days later
AMZNSpouseAmazon.com, Inc.
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
AEPSpouseAmerican Electric Power Company, Inc.
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
AWKSpouseAmerican Water Works Company, Inc.
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
AMATSpouseApplied Materials, Inc.
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
ASMLSpouseASML Holding N.V. New York Registry Shares
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
TSpouseAT&T Inc.
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
BCESpousebCE, Inc. (bCE)
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
CRLSpouseCharles River Laboratories International, Inc.
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
CSCOSpouseCisco Systems, Inc.
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
DHRSpousedanaher Corporation (dHR)
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
EQIXSpouseEquinix, Inc.
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
ESSpouseEversource Energy
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
EXPESpouseExpedia group, Inc.
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
FITBSpouseFifth Third bancorp (FITb)
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
FHNSpouseFirst Horizon Corporation
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
GISSpousegeneral Mills, Inc. (gIS)
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
HIGSpouseHartford Financial Services group, Inc. (HIg)
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
HCASpouseHCA Healthcare, Inc.
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
MASpouseMastercard Incorporated
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
MDNDFSpouseMcdonalds Company Ltd Tokyo Ordinary Shares (MdNdF)
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
MRKSpouseMerck & Company, Inc.
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
NNNSpouseNational Retail Properties
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
NWLSpouseNewell brands Inc.
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
NEESpouseNextEra Energy, Inc.
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
ODFLSpouseOld dominion Freight Line, Inc. (OdFL)
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
PEPSpousePepsico, Inc.
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
PFESpousePfizer, Inc.
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
PLDSpouseProLogis, Inc. (PLd)
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
QCOMSpouseQuALCOMM Incorporated
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
ROPSpouseRoper Technologies, Inc.
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
SPGISpouseS&P global Inc. (SPgI)
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
SYFSpouseSynchrony Financial
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
TJXSpouseTJX Companies, Inc.
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
VZSpouseVerizon Communications Inc.
Bought$1K–$15KSep 30, 2021Oct 7, 20217 days later
ACNSpouseAccenture plc Class A Ordinary Shares
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
ADBESpouseAdobe Inc. (AdbE)
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
ALLYSpouseAlly Financial Inc.
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
AONSpouseAon plc Class A Ordinary Shares
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
ARCCSpouseAres Capital Corporation Closed End Fund
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
AGRSpouseAvangrid, Inc. (AgR)
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
BRK.BSpouseberkshire Hathaway Inc. New (bRK.b)
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
BXSpouseblackstone Inc. (bX)
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
CTASSpouseCintas Corporation
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
CMEJointCME group Inc. Class A
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
KOSpouseCoca-Cola Company
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
CMCSASpouseComcast Corporation Class A
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
COSTSpouseCostco Wholesale Corporation
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
EWSpouseEdwards Lifesciences Corporation
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
HDSpouseHome depot, Inc. (Hd)
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
PGXSpouseInvesco Preferred ETF (PgX)
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
JPMSpouseJP Morgan Chase & Co.
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
NXPISpouseNXP Semiconductors N.V.
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
SHWSpouseSherwin-Williams Company
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
SBUXSpouseStarbucks Corporation (SbuX)
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
TMOSpouseThermo Fisher Scientific Inc
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
TMUSSpouseT-Mobile uS, Inc. (TMuS)
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
TTSpouseTrane Technologies plc
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
TRUSpouseTransunion (TRu)
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
UNHSpouseunitedHealth group Incorporated Common Stock (uNH)
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
VSpouseVisa Inc.
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
WMTSpouseWalmart Inc.
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
DISSpouseWalt disney Company (dIS)
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
ZTSSpouseZoetis Inc. Class A
Bought$1K–$15KSep 2, 2021Oct 7, 202135 days later
gilead Sciences Inc.BondSpouse
Sold$1K–$15KSep 1, 2021Oct 7, 202136 days later
CVSBondSpouseCVS Health Corporation
Sold part$1K–$15KAug 24, 2021Sep 10, 202117 days later
ABBVBondSpouseAbbVie Inc. (AbbV)
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
ACNSpouseAccenture plc Class A Ordinary Shares
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
ADBESpouseAdobe Inc. (AdbE)
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
ALLYSpouseAlly Financial Inc.
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
AMTBondSpouseAmerican Tower Corporation (REIT)
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
Anheuser-busch Inbev SA Sponsored AdR (belgium) (bud)BondSpouse
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
AONSpouseAon plc Class A Ordinary Shares
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
AMATBondSpouseApplied Materials, Inc.
Bought$15K–$50KAug 9, 2021Sep 10, 202132 days later
BXSpouseblackstone Inc. (bX)
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
CTASSpouseCintas Corporation
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
Credit Suisse uSA Inc.BondSpouse
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
CVSBondSpouseCVS Health Corporation
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
EWSpouseEdwards Lifesciences Corporation
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
HDSpouseHome depot, Inc. (Hd)
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
Jefferies group LLCBondSpouse
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
JPMSpouseJP Morgan Chase & Co.
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
MASpouseMastercard Incorporated
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
MSBondSpouseMorgan Stanley
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
NTAPBondSpouseNetApp, Inc.
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
NXPISpouseNXP Semiconductors N.V.
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
PFEBondSpousePfizer, Inc.
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
SBUXSpouseStarbucks Corporation (SbuX)
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
TMOSpouseThermo Fisher Scientific Inc
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
TMUSSpouseT-Mobile uS, Inc. (TMuS)
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
TTSpouseTrane Technologies plc
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
UNHBondSpouseunitedHealth group Incorporated (uNH)
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
UNHSpouseunitedHealth group Incorporated Common Stock (uNH)
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
uS bancorpBondSpouse
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
VZBondSpouseVerizon Communications Inc.
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
ViacomCbS Inc.BondSpouse
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
VSpouseVisa Inc.
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
WBABondSpouseWalgreens boots Alliance, Inc. (WbA)
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
WBKBondSpouseWestpac banking Corporation (WbK)
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
ZTSSpouseZoetis Inc. Class A
Bought$1K–$15KAug 9, 2021Sep 10, 202132 days later
CSCOSpouseCisco Systems, Inc.
Sold$1K–$15KAug 2, 2021Sep 10, 202139 days later
GISSpousegeneral Mills, Inc. (gIS)
Sold$1K–$15KAug 2, 2021Sep 10, 202139 days later
HCASpouseHCA Healthcare, Inc.
Sold$1K–$15KAug 2, 2021Sep 10, 202139 days later
QCOMSpouseQuALCOMM Incorporated
Sold$1K–$15KAug 2, 2021Sep 10, 202139 days later
WMBondSpouseWaste Management, Inc.
Sold$1K–$15KJul 20, 2020Aug 12, 202023 days later
Anheuser-busch Inbev FinBondSpouse
Sold$1K–$15KJul 7, 2020Aug 12, 202036 days later
Verizon Comm. Inc.BondSpouse
Sold$1K–$15KJun 29, 2020Jul 8, 20209 days later
CSCOSpouseCisco Systems, Inc.
Bought$1K–$15KJun 16, 2020Jul 8, 202022 days later
GISSpousegeneral Mills, Inc. (gIS)
Bought$1K–$15KJun 16, 2020Jul 8, 202022 days later
QCOMSpouseQuALCOMM Incorporated
Bought$1K–$15KJun 16, 2020Jul 8, 202022 days later
HCASpouseHCA Healthcare, Inc.
Bought$1K–$15KJun 15, 2020Jul 8, 202023 days later
ADBESpouseAdobe Inc. (AdbE)
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
GOOGLSpouseAlphabet Inc. Class A (gOOgL)
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
AEPSpouseAmerican Electric Power Company, Inc.
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
AWKSpouseAmerican Water Works Company, Inc.
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
AAPLSpouseApple Inc.
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
ARCCSpouseAres Capital Corporation Closed End Fund
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
TSpouseAT&T Inc.
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
AGRSpouseAvangrid, Inc. (AgR)
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
BACSpousebank of America Corporation (bAC)
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
BRK.BSpouseberkshire Hathaway Inc. New (bRK.b)
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
CBSpouseChubb Limited (Cb)
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
CINFSpouseCincinnati Financial Corporation
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
CTASSpouseCintas Corporation
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
CMESpouseCME group Inc. Class A
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
CMSSpouseCMS Energy Corporation
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
KOSpouseCoca-Cola Company
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
CLSpouseColgate-Palmolive Company
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
CMCSASpouseComcast Corporation Class A
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
COSTSpouseCostco Wholesale Corporation
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
DHRSpousedanaher Corporation (dHR)
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
dominion Energy, Inc. (d)Spouse
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
duke Energy Corporation (duK)Spouse
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
EWSpouseEdwards Lifesciences Corporation
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
ESSSpouseEssex Property Trust, Inc.
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
ESSpouseEversource Energy
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
FBSpouseFacebook, Inc. Class A (Fb)
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
HTASpouseHealthcare Trust of America, Inc. Class A
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
HDSpouseHome depot, Inc. (Hd)
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
INTCSpouseIntel Corporation
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
JNJSpouseJohnson & Johnson
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
JPMSpouseJP Morgan Chase & Co.
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
KMBSpouseKimberly-Clark Corporation (KMb)
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
LAMRSpouseLamar Advertising Company Class A
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
MASpouseMastercard Incorporated
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
MCDSpouseMcdonald's Corporation (MCd)
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
MRKSpouseMerck & Company, Inc.
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
MSFTSpouseMicrosoft Corporation
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
MAASpouseMid-America Apartment Communities, Inc.
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
NNNSpouseNational Retail Properties
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
NEESpouseNextEra Energy, Inc.
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
PAYXSpousePaychex, Inc.
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
PEPSpousePepsico, Inc.
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
PGSpouseProcter & gamble Company (Pg)
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
PLDSpouseProLogis, Inc. (PLd)
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
PHMSpousePultegroup, Inc.
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
TMOSpouseThermo Fisher Scientific Inc
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
TMUSSpouseT-Mobile uS, Inc. (TMuS)
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
TTSpouseTrane Technologies plc
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
UNHSpouseunitedHealth group Incorporated Common Stock (uNH)
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
VZSpouseVerizon Communications Inc.
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
VSpouseVisa Inc.
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
WPCSpouseW. P. Carey Inc. REIT
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
WMTSpouseWalmart Inc.
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
DISSpouseWalt disney Company (dIS)
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
XELSpouseXcel Energy Inc.
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
ZTSSpouseZoetis Inc. Class A
Sold$1K–$15KMar 23, 2020Apr 11, 202019 days later
APHSpouseAmphenol Corporation
Sold$1K–$15KMar 17, 2020Apr 11, 202025 days later
MGASpouseMagna International, Inc. (MgA)
Sold$1K–$15KMar 17, 2020Apr 11, 202025 days later
PNCSpousePNC Financial Services group, Inc.
Sold$1K–$15KMar 17, 2020Apr 11, 202025 days later
UNPSpouseunion Pacific Corporation (uNP)
Sold$1K–$15KMar 17, 2020Apr 11, 202025 days later
EPRSpouseEPR Properties
Sold$1K–$15KMar 16, 2020Apr 11, 202026 days later
SYYSpouseSysco Corporation
Sold$1K–$15KMar 16, 2020Apr 11, 202026 days later
PRUSpousePrudential Financial, Inc. (PRu)
Sold$1K–$15KMar 13, 2020Apr 11, 202029 days later
AONSpouseAon plc Class A Ordinary Shares
Bought$1K–$15KFeb 18, 2020Mar 10, 202021 days later
TMUSSpouseT-Mobile uS, Inc. (TMuS)
Bought$1K–$15KFeb 18, 2020Mar 10, 202021 days later
PLDSpouseProLogis, Inc.
Exchange$1K–$15KFeb 4, 2020Mar 10, 202035 days later
Bank of Montreal Medium Term NoteBondSpouse
Bought$1K–$15KNov 25, 2019Dec 9, 201914 days later
Waste Management Inc.BondSpouse
Bought$1K–$15KNov 25, 2019Dec 9, 201914 days later
SIXSpouseSix Flags Entertainment Corporation New
Sold$1K–$15KOct 31, 2019Nov 8, 20198 days later
Pepsico Inc.BondSpouse
Bought$15K–$50KOct 21, 2019Nov 8, 201918 days later
Simon Property groupBondSpouse
Sold$1K–$15KOct 7, 2019Nov 8, 201932 days later
Pepsico IncBondSpouse
Sold$15K–$50KSep 30, 2019Oct 8, 20198 days later
ADBESpouseAdobe Inc. (AdbE)
Sold part$1K–$15KSep 11, 2019Oct 8, 201927 days later
GOOGLSpouseAlphabet Inc. Class A (gOOgL)
Sold part$1K–$15KSep 11, 2019Oct 8, 201927 days later
BLKSpouseblackRock, Inc. (bLK)
Sold$1K–$15KSep 11, 2019Oct 8, 201927 days later
CMASpouseComerica Incorporated
Sold$1K–$15KSep 11, 2019Oct 8, 201927 days later
MASpouseMastercard Incorporated
Sold part$1K–$15KSep 11, 2019Oct 8, 201927 days later
PHMSpousePultegroup, Inc.
Sold part$1K–$15KSep 11, 2019Oct 8, 201927 days later
UNHSpouseunitedHealth group Incorporated Common Stock (uNH)
Sold part$1K–$15KSep 11, 2019Oct 8, 201927 days later
VSpouseVisa Inc.
Sold part$1K–$15KSep 11, 2019Oct 8, 201927 days later
WPCSpouseW.P. Carey Inc. REIT
Sold part$1K–$15KSep 11, 2019Oct 8, 201927 days later
ZTSSpouseZoetis Inc. Class A
Sold part$1K–$15KSep 11, 2019Oct 8, 201927 days later
Cisco Systems Inc. NoncallableBondSpouse
Bought$15K–$50KSep 9, 2019Oct 8, 201929 days later
STISpouseSunTrust banks, Inc.
Sold$1K–$15KJul 2, 2019Aug 7, 201936 days later
Dow Chemical CoBondSpouse
Sold$1K–$15KJun 19, 2019Jul 8, 201919 days later
Anheuser-Busch Inbev FinBondSpouse
Sold part$1K–$15KApr 25, 2019May 8, 201913 days later
Westpac Banking Corp NoncallableBondSpouse
Bought$15K–$50KApr 1, 2019May 8, 201937 days later
Capital One Finl CoBondSpouse
Bought$1K–$15KMar 25, 2019Apr 9, 201915 days later
Dow Chemical Co.BondSpouse
Bought$1K–$15KMar 25, 2019Apr 9, 201915 days later
Home Depot Inc.BondSpouse
Bought$1K–$15KMar 25, 2019Apr 9, 201915 days later
JP Morgan Chase & Co.BondSpouse
Bought$15K–$50KMar 25, 2019Apr 9, 201915 days later
Simon Property groupBondSpouse
Bought$1K–$15KMar 25, 2019Apr 9, 201915 days later
Tyson Foods Inc.BondSpouse
Bought$1K–$15KMar 25, 2019Apr 9, 201915 days later
united Parcel ServiceBondSpouse
Bought$15K–$50KMar 25, 2019Apr 9, 201915 days later
Wells Fargo Co MTNBondSpouse
Bought$15K–$50KMar 25, 2019Apr 9, 201915 days later
AT&T Inc.BondSpouse
Bought$1K–$15KMar 19, 2019Apr 9, 201921 days later
Bank of America Corp. MTNBondSpouse
Bought$15K–$50KMar 19, 2019Apr 9, 201921 days later
Bank of Nova Scotia MTNBondSpouse
Bought$1K–$15KMar 19, 2019Apr 9, 201921 days later
general Motors Finl CoBondSpouse
Bought$1K–$15KMar 19, 2019Apr 9, 201921 days later
gilead Sciences Inc.BondSpouse
Bought$1K–$15KMar 19, 2019Apr 9, 201921 days later
Oracle Corp.BondSpouse
Bought$15K–$50KMar 19, 2019Apr 9, 201921 days later
Pepsico Inc.BondSpouse
Bought$15K–$50KMar 12, 2019Apr 9, 201928 days later
Anheuser-Busch Inbev FinBondSpouse
Bought$15K–$50KMar 11, 2019Apr 9, 201929 days later
Citigroup Inc.BondSpouse
Bought$15K–$50KMar 11, 2019Apr 9, 201929 days later
goldman Sachs grp Inc. MTNBondSpouse
Bought$15K–$50KMar 11, 2019Apr 9, 201929 days later
Morgan StanleyBondSpouse
Bought$1K–$15KMar 11, 2019Apr 9, 201929 days later
Sumitomo Mitsui Finl grpBondSpouse
Bought$1K–$15KMar 11, 2019Apr 9, 201929 days later
Verizon Comm Inc.BondSpouse
Bought$1K–$15KMar 11, 2019Apr 9, 201929 days later
BABASpouseAlibaba group Holding Limited American Depositary Shares ea…
Sold$1K–$15KDec 19, 2018Jan 3, 201915 days later
MMMSpouse3M Company
Sold$1K–$15KNov 2, 2018Dec 14, 201842 days later
BABASpouseAlibaba group Holding Limited American Depositary Shares ea…
Bought$1K–$15KNov 2, 2018Dec 14, 201842 days later
CBSpouseChubb Limited (Cb)
Bought$1K–$15KNov 2, 2018Dec 14, 201842 days later
CMASpouseComerica Incorporated
Bought$1K–$15KNov 2, 2018Dec 14, 201842 days later
ECLSpouseEcolab Inc.
Sold$1K–$15KNov 2, 2018Dec 14, 201842 days later
TXNSpouseTexas Instruments Incorporated
Sold$1K–$15KNov 2, 2018Dec 14, 201842 days later
TSLAJointTesla, Inc. (TSLa)
Sold$15K–$50KSep 21, 2018Oct 9, 201818 days later
CELGSpouseCelgene Corporation (CELg)
Sold$1K–$15KAug 30, 2018Sep 13, 201814 days later
LLYSpouseEli Lilly and Company
Sold$1K–$15KAug 30, 2018Sep 13, 201814 days later
GISSpousegeneral Mills, Inc. (gIS)
Sold$1K–$15KAug 30, 2018Sep 13, 201814 days later
GSKSpouseglaxoSmithKline PLC (gSK)
Sold$1K–$15KAug 30, 2018Sep 13, 201814 days later
GPTSpousegramercy Property Trust (gPT)
Sold$1K–$15KAug 30, 2018Sep 13, 201814 days later
LIISpouseLennox International, Inc.
Sold$1K–$15KAug 30, 2018Sep 13, 201814 days later
PPLSpousePPL Corporation
Sold$1K–$15KAug 30, 2018Sep 13, 201814 days later
u.S. bancorp (uSb)Spouse
Sold$1K–$15KAug 30, 2018Sep 13, 201814 days later
VMCSpouseVulcan Materials Company
Sold$1K–$15KAug 30, 2018Sep 13, 201814 days later
SBUXSpouseStarbucks Corporation (SbuX)
Sold$1K–$15KAug 7, 2018Sep 13, 201837 days later
TWXSpouseTime Warner Inc. New
Exchange$1K–$15KJun 15, 2018Jul 5, 201820 days later
LTCSpouseLTC Properties, Inc.
Sold$1K–$15KJun 13, 2018Jul 5, 201822 days later
DOWSpouseDow Chemical Company
Exchange$1K–$15KSep 1, 2017Jul 5, 2018307 days later · late

Portfolio performance: Zoe Lofgren 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 Jul 6, 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+30%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+30.2%+5.4%
S&P 500+91.4%+13.8%
Nasdaq-100+116.8%+16.7%

Zoe Lofgren's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
UNHunitedHealth group Incorporated (uNH)
34
ZTSZoetis Inc. Class A
23
VVisa Inc.
23
MAMastercard Incorporated
23
VZVerizon Communications Inc.
23
KLACKLA Corporation
23
ADBEAdobe Inc. (AdbE)
23
CSCOCisco Systems, Inc.
23
TMUST-Mobile uS, Inc. (TMuS)
32
GISgeneral Mills, Inc. (gIS)
23
CTASCintas Corporation
22
PFEPfizer, Inc.
22

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