All historical signals
Every promoted historical signal from this person.
- Avg 30d
- +2.4%
- Median 30d
- +1.4%
- Win rate
- 61.1%
- Avg Confidence
- 92%
Based on 95 of 122 signals with a completed 30-day window.
Follow public disclosures
Review the public filings this person appears in, then save them to your watchlist when you want their future disclosures surfaced in CopyWindow.
How a portfolio that copied every disclosed buy from this person would have moved, each position held for 30 days. Disclosed sells are excluded. Hypothetical, computed from public disclosures.
2 further buys are still inside the 30-day window and excluded from these figures.
Historical research signal
Promoted public disclosures are grouped into the full record and the subset that matches today's CopyWindow strategy filters. This is research context, not a recommendation.
Established positive record
25 strategy-qualified
Every promoted historical signal from this person.
Based on 95 of 122 signals with a completed 30-day window.
Signals matching the current strategy or an active strategy overlay.
Based on 25 of 25 signals with a completed 30-day window.
Best outcome
NextEra Energy, Inc. Common Stock (NEE)
Ticker NEE
Weakest outcome
sing Abbott Laboratories Common Stock (ABT)
Ticker ABT
Latest disclosure
sing Abbott Laboratories Common Stock (ABT)
Ticker ABT
L3Harris Technologies, Inc. Common Stock (LHX)
LHX · US · 8 disclosures
sing Analog Devices, Inc. - Common Stock (ADI)
ADI · US · 7 disclosures
UnitedHealth Group Incorporated Common Stock (UNH)
UNH · US · 7 disclosures
Microsoft Corporation - Common Stock (MSFT)
MSFT · US · 6 disclosures
sing Abbott Laboratories Common Stock (ABT)
ABT · US · 6 disclosures
Automatic Data Processing, Inc. - Common Stock (ADP)
ADP · US · 5 disclosures
Cisco Systems, Inc. - Common Stock (CSCO)
CSCO · US · 5 disclosures
Home Depot, Inc. (HD)
HD · US · 5 disclosures
Johnson & Johnson Common Stock (JNJ)
JNJ · US · 5 disclosures
nt sing BlackRock, Inc. Common Stock (BLK)
BLK · US · 5 disclosures
n. Intercontinental Exchange Inc. Common Stock (ICE)
ICE · US · 4 disclosures
NextEra Energy, Inc. Common Stock (NEE)
NEE · US · 4 disclosures
nt sing Walmart Inc. Common Stock (WMT)
WMT · US · 4 disclosures
Vanguard Mega Cap Growth ETF (MGK)
MGK · US · 4 disclosures
Air Products and Chemicals, Inc. Common Stock (APD)
APD · US · 3 disclosures
Apple Inc. - Common Stock (AAPL)
AAPL · US · 3 disclosures
Emerson Electric Company Common Stock (EMR)
EMR · US · 3 disclosures
Illinois Tool Works Inc. Common Stock (ITW)
ITW · US · 3 disclosures
nt sing Pepsico, Inc. (PEP)
PEP · US · 3 disclosures
sing American Water Works Company, Inc. Common Stock (AWK)
AWK · US · 3 disclosures
sing Costco Wholesale Corporation - Common Stock (COST)
COST · US · 3 disclosures
sing McDonald's Corporation Common Stock (MCD)
MCD · US · 3 disclosures
sing Medtronic plc. Ordinary Shares (MDT)
MDT · US · 3 disclosures
sing Realty Income Corporation Common Stock (O)
O · US · 3 disclosures
Berkshire Hathaway Inc. New Common Stock (BRK.B)
BRK.B · US · 2 disclosures
nt sing American Tower Corporation (AMT)
AMT · US · 2 disclosures
nt sing Procter & Gamble Company (PG)
PG · US · 2 disclosures
nt sing Visa Inc. (V)
V · US · 2 disclosures
Baron Asset Fund Inst Shs (BARIX)
BARIX · US · 1 disclosure
Baron Emerging Markets Fd Inst Shs (BEXIX)
BEXIX · US · 1 disclosure
Class I (FEPIX)
FEPIX · US · 1 disclosure
Ishares Morningstar ETF Mid Cap (IMCB)
IMCB · US · 1 disclosure
Janus Henderson Flexible Bond Fund - I Shares (JFLEX)
JFLEX · US · 1 disclosure
Neuberger Berman Genesis Institutional (NBGIX)
NBGIX · US · 1 disclosure
Nuveen Real Estate Securities Fund Cl I (FARCX)
FARCX · US · 1 disclosure
State Street SPDR ETF Portfolio S&P 600 Small (SPSM)
SPSM · US · 1 disclosure
Thornburg Strategic Income Fund Class 1 Shs (TSIIX)
TSIIX · US · 1 disclosure
Source links stay visible so each filing can be checked directly.
Transactions
25 sells · 1 buyAAPL
Apple Inc. - Common Stock (AAPL)
sell
Reported amount
$1,001 - $15,000
ABT
sing Abbott Laboratories Common Stock (ABT)
sell
Reported amount
$1,001 - $15,000
ADI
sing Analog Devices, Inc. - Common Stock (ADI)
sell
Reported amount
$1,001 - $15,000
ADP
Automatic Data Processing, Inc. - Common Stock (ADP)
sell
Reported amount
$1,001 - $15,000
APD
Air Products and Chemicals, Inc. Common Stock (APD)
sell
Reported amount
$1,001 - $15,000
AWK
sing American Water Works Company, Inc. Common Stock (AWK)
sell
Reported amount
$1,001 - $15,000
BLK
nt sing BlackRock, Inc. Common Stock (BLK)
sell
Reported amount
$1,001 - $15,000
BRK.B
Berkshire Hathaway Inc. New Common Stock (BRK.B)
buy
Reported amount
$1,001 - $15,000
COST
sing Costco Wholesale Corporation - Common Stock (COST)
sell
Reported amount
$1,001 - $15,000
CSCO
Cisco Systems, Inc. - Common Stock (CSCO)
sell
Reported amount
$1,001 - $15,000
EMR
Emerson Electric Company Common Stock (EMR)
sell
Reported amount
$1,001 - $15,000
HD
Home Depot, Inc. (HD)
sell
Reported amount
$1,001 - $15,000
ICE
n. Intercontinental Exchange Inc. Common Stock (ICE)
sell
Reported amount
$1,001 - $15,000
ITW
Illinois Tool Works Inc. Common Stock (ITW)
sell
Reported amount
$1,001 - $15,000
JNJ
Johnson & Johnson Common Stock (JNJ)
sell
Reported amount
$1,001 - $15,000
LHX
L3Harris Technologies, Inc. Common Stock (LHX)
sell
Reported amount
$1,001 - $15,000
MCD
sing McDonald's Corporation Common Stock (MCD)
sell
Reported amount
$1,001 - $15,000
MDT
sing Medtronic plc. Ordinary Shares (MDT)
sell
Reported amount
$1,001 - $15,000
MSFT
Microsoft Corporation - Common Stock (MSFT)
sell
Reported amount
$1,001 - $15,000
NEE
NextEra Energy, Inc. Common Stock (NEE)
sell
Reported amount
$1,001 - $15,000
O
sing Realty Income Corporation Common Stock (O)
sell
Reported amount
$1,001 - $15,000
PEP
nt sing Pepsico, Inc. (PEP)
sell
Reported amount
$1,001 - $15,000
PG
nt sing Procter & Gamble Company (PG)
sell
Reported amount
$1,001 - $15,000
UNH
UnitedHealth Group Incorporated Common Stock (UNH)
sell
Reported amount
$1,001 - $15,000
V
nt sing Visa Inc. (V)
sell
Reported amount
$1,001 - $15,000
WMT
nt sing Walmart Inc. Common Stock (WMT)
sell
Reported amount
$1,001 - $15,000
Transactions
5 buys · 10 sellsABT
sing Abbott Laboratories Common Stock (ABT)
buy
Reported amount
$1,001 - $15,000
ABT
sing Abbott Laboratories Common Stock (ABT)
buy
Reported amount
$1,001 - $15,000
ADI
sing Analog Devices, Inc. - Common Stock (ADI)
sell
Reported amount
$1,001 - $15,000
ADI
sing Analog Devices, Inc. - Common Stock (ADI)
sell
Reported amount
$1,001 - $15,000
BLK
nt sing BlackRock, Inc. Common Stock (BLK)
sell
Reported amount
$1,001 - $15,000
CSCO
Cisco Systems, Inc. - Common Stock (CSCO)
sell
Reported amount
$1,001 - $15,000
CSCO
Cisco Systems, Inc. - Common Stock (CSCO)
sell
Reported amount
$1,001 - $15,000
ICE
n. Intercontinental Exchange Inc. Common Stock (ICE)
buy
Reported amount
$1,001 - $15,000
IMCB
Ishares Morningstar ETF Mid Cap (IMCB)
sell
Reported amount
$1,001 - $15,000
LHX
L3Harris Technologies, Inc. Common Stock (LHX)
buy
Reported amount
$1,001 - $15,000
LHX
L3Harris Technologies, Inc. Common Stock (LHX)
buy
Reported amount
$1,001 - $15,000
MGK
Vanguard Mega Cap Growth ETF (MGK)
sell
Reported amount
$1,001 - $15,000
SPSM
State Street SPDR ETF Portfolio S&P 600 Small (SPSM)
sell
Reported amount
$1,001 - $15,000
UNH
UnitedHealth Group Incorporated Common Stock (UNH)
sell
Reported amount
$1,001 - $15,000
UNH
UnitedHealth Group Incorporated Common Stock (UNH)
sell
Reported amount
$1,001 - $15,000
Transactions
1 sellAMT
nt sing American Tower Corporation (AMT)
sell
Reported amount
$1,001 - $15,000
Transactions
10 buys · 8 sellsABT
sing Abbott Laboratories Common Stock (ABT)
buy
Reported amount
$1,001 - $15,000
ADI
sing Analog Devices, Inc. - Common Stock (ADI)
sell
Reported amount
$1,001 - $15,000
ADI
sing Analog Devices, Inc. - Common Stock (ADI)
sell
Reported amount
$1,001 - $15,000
ADP
Automatic Data Processing, Inc. - Common Stock (ADP)
sell
Reported amount
$1,001 - $15,000
ADP
Automatic Data Processing, Inc. - Common Stock (ADP)
buy
Reported amount
$1,001 - $15,000
BLK
nt sing BlackRock, Inc. Common Stock (BLK)
buy
Reported amount
$1,001 - $15,000
HD
Home Depot, Inc. (HD)
buy
Reported amount
$1,001 - $15,000
HD
Home Depot, Inc. (HD)
buy
Reported amount
$1,001 - $15,000
JNJ
Johnson & Johnson Common Stock (JNJ)
sell
Reported amount
$1,001 - $15,000
JNJ
Johnson & Johnson Common Stock (JNJ)
sell
Reported amount
$1,001 - $15,000
LHX
L3Harris Technologies, Inc. Common Stock (LHX)
sell
Reported amount
$1,001 - $15,000
LHX
L3Harris Technologies, Inc. Common Stock (LHX)
sell
Reported amount
$1,001 - $15,000
MGK
Vanguard Mega Cap Growth ETF (MGK)
buy
Reported amount
$1,001 - $15,000
MGK
Vanguard Mega Cap Growth ETF (MGK)
buy
Reported amount
$1,001 - $15,000
MSFT
Microsoft Corporation - Common Stock (MSFT)
buy
Reported amount
$1,001 - $15,000
MSFT
Microsoft Corporation - Common Stock (MSFT)
buy
Reported amount
$1,001 - $15,000
NEE
NextEra Energy, Inc. Common Stock (NEE)
sell
Reported amount
$1,001 - $15,000
UNH
UnitedHealth Group Incorporated Common Stock (UNH)
buy
Reported amount
$1,001 - $15,000
Transactions
25 buysAAPL
Apple Inc. - Common Stock (AAPL)
buy
Reported amount
$1,001 - $15,000
ABT
sing Abbott Laboratories Common Stock (ABT)
buy
Reported amount
$1,001 - $15,000
ADI
sing Analog Devices, Inc. - Common Stock (ADI)
buy
Reported amount
$1,001 - $15,000
ADP
Automatic Data Processing, Inc. - Common Stock (ADP)
buy
Reported amount
$1,001 - $15,000
APD
Air Products and Chemicals, Inc. Common Stock (APD)
buy
Reported amount
$1,001 - $15,000
AWK
sing American Water Works Company, Inc. Common Stock (AWK)
buy
Reported amount
$1,001 - $15,000
BRK.B
Berkshire Hathaway Inc. New Common Stock (BRK.B)
buy
Reported amount
$1,001 - $15,000
COST
sing Costco Wholesale Corporation - Common Stock (COST)
buy
Reported amount
$1,001 - $15,000
CSCO
Cisco Systems, Inc. - Common Stock (CSCO)
buy
Reported amount
$1,001 - $15,000
EMR
Emerson Electric Company Common Stock (EMR)
buy
Reported amount
$1,001 - $15,000
HD
Home Depot, Inc. (HD)
buy
Reported amount
$1,001 - $15,000
ICE
n. Intercontinental Exchange Inc. Common Stock (ICE)
buy
Reported amount
$1,001 - $15,000
ITW
Illinois Tool Works Inc. Common Stock (ITW)
buy
Reported amount
$1,001 - $15,000
JNJ
Johnson & Johnson Common Stock (JNJ)
buy
Reported amount
$1,001 - $15,000
LHX
L3Harris Technologies, Inc. Common Stock (LHX)
buy
Reported amount
$1,001 - $15,000
MCD
sing McDonald's Corporation Common Stock (MCD)
buy
Reported amount
$1,001 - $15,000
MDT
sing Medtronic plc. Ordinary Shares (MDT)
buy
Reported amount
$1,001 - $15,000
MSFT
Microsoft Corporation - Common Stock (MSFT)
buy
Reported amount
$1,001 - $15,000
NEE
NextEra Energy, Inc. Common Stock (NEE)
buy
Reported amount
$1,001 - $15,000
O
sing Realty Income Corporation Common Stock (O)
buy
Reported amount
$1,001 - $15,000
PEP
nt sing Pepsico, Inc. (PEP)
buy
Reported amount
$1,001 - $15,000
PG
nt sing Procter & Gamble Company (PG)
buy
Reported amount
$1,001 - $15,000
UNH
UnitedHealth Group Incorporated Common Stock (UNH)
buy
Reported amount
$1,001 - $15,000
V
nt sing Visa Inc. (V)
buy
Reported amount
$1,001 - $15,000
WMT
nt sing Walmart Inc. Common Stock (WMT)
buy
Reported amount
$1,001 - $15,000