All historical signals
Every promoted historical signal from this person.
- Avg 30d
- +2.9%
- Median 30d
- +1.3%
- Win rate
- 56.6%
- Avg Confidence
- 93%
Based on 122 of 125 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
20 strategy-qualified
Every promoted historical signal from this person.
Based on 122 of 125 signals with a completed 30-day window.
Signals matching the current strategy or an active strategy overlay.
Based on 20 of 20 signals with a completed 30-day window.
Best outcome
n. Oracle Corporation Common Stock (ORCL)
Ticker ORCL
Weakest outcome
n. Texas Instruments Incorporated - Common Stock (TXN)
Ticker TXN
Latest disclosure
n. McKesson Corporation Common Stock (MCK)
Ticker MCK
Broadcom Inc. - Common Stock (AVGO)
AVGO · US · 3 disclosures
n. ASML Holding N.V. - New York Registry Shares (ASML)
ASML · US · 3 disclosures
n. McCormick & Company, Incorporated Common Stock (MKC)
MKC · US · 3 disclosures
n. Otis Worldwide Corporation Common Stock (OTIS)
OTIS · US · 3 disclosures
AbbVie Inc. Common Stock (ABBV)
ABBV · US · 2 disclosures
BlackRock, Inc. Common Stock (BLK)
BLK · US · 2 disclosures
Coca-Cola Company (KO)
KO · US · 2 disclosures
io n. American Tower Corporation (AMT)
AMT · US · 2 disclosures
io n. Blackstone Inc. Common Stock (BX)
BX · US · 2 disclosures
io n. Equinix, Inc. - Common Stock (EQIX)
EQIX · US · 2 disclosures
io n. Home Depot, Inc. (HD)
HD · US · 2 disclosures
io n. Morgan Stanley Common Stock (MS)
MS · US · 2 disclosures
io n. ONEOK, Inc. Common Stock (OKE)
OKE · US · 2 disclosures
io n. Procter & Gamble Company (PG)
PG · US · 2 disclosures
io n. Sherwin-Williams Company (SHW)
SHW · US · 2 disclosures
io n. Williams Companies, Inc. (WMB)
WMB · US · 2 disclosures
Marvell Technology, Inc. - Common Stock (MRVL)
MRVL · US · 2 disclosures
Microsoft Corporation - Common Stock (MSFT)
MSFT · US · 2 disclosures
n. Alphabet Inc. - Class A Common Stock (GOOGL)
GOOGL · US · 2 disclosures
n. American Homes 4 Rent Common Shares of Beneficial Interest (AMH)
AMH · US · 2 disclosures
n. Apollo Global Management, Inc. (APO)
APO · US · 2 disclosures
n. Ares Management Corporation Class A Common Stock (ARES)
ARES · US · 2 disclosures
n. Blue Owl Capital Inc. Class A Common Stock (OWL)
OWL · US · 2 disclosures
n. EQT Corporation Common Stock (EQT)
EQT · US · 2 disclosures
n. Equity Lifestyle Properties, Inc. Common Stock (ELS)
ELS · US · 2 disclosures
n. Equity Residential Common Shares of Beneficial Interest (EQR)
EQR · US · 2 disclosures
n. Intercontinental Exchange Inc. Common Stock (ICE)
ICE · US · 2 disclosures
n. JP Morgan Chase & Co. Common Stock (JPM)
JPM · US · 2 disclosures
n. Kinder Morgan, Inc. Common Stock (KMI)
KMI · US · 2 disclosures
n. L3Harris Technologies, Inc. Common Stock (LHX)
LHX · US · 2 disclosures
n. Lennar Corporation Class A Common Stock (LEN)
LEN · US · 2 disclosures
n. McKesson Corporation Common Stock (MCK)
MCK · US · 2 disclosures
n. Merck & Company, Inc. Common Stock (MRK)
MRK · US · 2 disclosures
n. Meta Platforms, Inc. - Class A Common Stock (META)
META · US · 2 disclosures
n. NextEra Energy, Inc. Common Stock (NEE)
NEE · US · 2 disclosures
n. Northrop Grumman Corporation Common Stock (NOC)
NOC · US · 2 disclosures
n. Oracle Corporation Common Stock (ORCL)
ORCL · US · 2 disclosures
n. PPL Corporation Common Stock (PPL)
PPL · US · 2 disclosures
n. QUALCOMM Incorporated - Common Stock (QCOM)
QCOM · US · 2 disclosures
n. TC Energy Corporation Common Stock (TRP)
TRP · US · 2 disclosures
n. Union Pacific Corporation Common Stock (UNP)
UNP · US · 2 disclosures
T-Mobile US, Inc. (TMUS)
TMUS · US · 2 disclosures
Colgate-Palmolive Company Common Stock (CL)
CL · US · 1 disclosure
Comcast Corporation - Class A Common Stock (CMCSA)
CMCSA · US · 1 disclosure
DBA Sempra Common Stock (SRE)
SRE · US · 1 disclosure
io n. Appell Pete Corp (APPL)
APPL · US · 1 disclosure
io n. Apple Inc. - Common Stock (AAPL)
AAPL · US · 1 disclosure
io n. Citigroup, Inc. Common Stock (C)
C · US · 1 disclosure
io n. Enbridge Inc Common Stock (ENB)
ENB · US · 1 disclosure
io n. Goldman Sachs Group, Inc. (GS)
GS · US · 1 disclosure
io n. Honeywell International Inc. (HON)
HON · US · 1 disclosure
io n. Lineage, Inc. - Common Stock (LINE)
LINE · US · 1 disclosure
io n. MetLife, Inc. Common Stock (MET)
MET · US · 1 disclosure
io n. NESTLE S.A S/ADR (NSRGY)
NSRGY · US · 1 disclosure
io n. Prologis, Inc. Common Stock (PLD)
PLD · US · 1 disclosure
io n. U.S. Bancorp Common Stock (USB)
USB · US · 1 disclosure
io n. Walmart Inc. Common Stock (WMT)
WMT · US · 1 disclosure
Johnson & Johnson Common Stock (JNJ)
JNJ · US · 1 disclosure
n. Alexandria Real Estate Equities, Inc. Common Stock (ARE)
ARE · US · 1 disclosure
n. Bank of America Corporation Common Stock (BAC)
BAC · US · 1 disclosure
n. Eaton Corporation, PLC Ordinary Shares (ETN)
ETN · US · 1 disclosure
n. Edison International Common Stock (EIX)
EIX · US · 1 disclosure
n. Emerson Electric Company Common Stock (EMR)
EMR · US · 1 disclosure
n. Freeport-McMoRan, Inc. Common Stock (FCX)
FCX · US · 1 disclosure
n. Gaming and Leisure Properties, Inc. - Common Stock (GLPI)
GLPI · US · 1 disclosure
n. Hewlett Packard Enterprise Company Common Stock (HPE)
HPE · US · 1 disclosure
n. Lockheed Martin Corporation Common Stock (LMT)
LMT · US · 1 disclosure
n. NXP Semiconductors N.V. - Common Stock (NXPI)
NXPI · US · 1 disclosure
n. Old Dominion Freight Line, Inc. - Common Stock (ODFL)
ODFL · US · 1 disclosure
n. Public Service Enterprise Group Incorporated Common Stock (PEG)
PEG · US · 1 disclosure
n. ROCHE HOLDING LTD S/ADR (RHHBY)
RHHBY · US · 1 disclosure
n. Texas Instruments Incorporated - Common Stock (TXN)
TXN · US · 1 disclosure
n. Verizon Communications Inc. Common Stock (VZ)
VZ · US · 1 disclosure
n. VICI Properties Inc. Common Stock (VICI)
VICI · US · 1 disclosure
n. Waste Connections, Inc. Common Shares (WCN)
WCN · US · 1 disclosure
NVIDIA Corporation - Common Stock (NVDA)
NVDA · US · 1 disclosure
Pepsico, Inc. (PEP)
PEP · US · 1 disclosure
Plains GP Holdings, L.P. - Class A Shares representing limited partner interests (PAGP)
PAGP · US · 1 disclosure
UnitedHealth Group Incorporated Common Stock (UNH)
UNH · US · 1 disclosure
Source links stay visible so each filing can be checked directly.
Transactions
1 buyMCK
n. McKesson Corporation Common Stock (MCK)
buy
Reported amount
$1,001 - $15,000
Transactions
61 sells · 63 buysAAPL
io n. Apple Inc. - Common Stock (AAPL)
sell
Reported amount
$1,001 - $15,000
ABBV
AbbVie Inc. Common Stock (ABBV)
sell
Reported amount
$1,001 - $15,000
AMH
n. American Homes 4 Rent Common Shares of Beneficial Interest (AMH)
sell
Reported amount
$1,001 - $15,000
AMT
io n. American Tower Corporation (AMT)
sell
Reported amount
$1,001 - $15,000
APO
n. Apollo Global Management, Inc. (APO)
sell
Reported amount
$1,001 - $15,000
ARES
n. Ares Management Corporation Class A Common Stock (ARES)
sell
Reported amount
$1,001 - $15,000
ASML
n. ASML Holding N.V. - New York Registry Shares (ASML)
sell
Reported amount
$1,001 - $15,000
AVGO
Broadcom Inc. - Common Stock (AVGO)
sell
Reported amount
$1,001 - $15,000
BAC
n. Bank of America Corporation Common Stock (BAC)
sell
Reported amount
$1,001 - $15,000
BLK
BlackRock, Inc. Common Stock (BLK)
sell
Reported amount
$1,001 - $15,000
BX
io n. Blackstone Inc. Common Stock (BX)
sell
Reported amount
$1,001 - $15,000
C
io n. Citigroup, Inc. Common Stock (C)
sell
Reported amount
$1,001 - $15,000
CL
Colgate-Palmolive Company Common Stock (CL)
sell
Reported amount
$1,001 - $15,000
ELS
n. Equity Lifestyle Properties, Inc. Common Stock (ELS)
sell
Reported amount
$1,001 - $15,000
EMR
n. Emerson Electric Company Common Stock (EMR)
sell
Reported amount
$1,001 - $15,000
EQIX
io n. Equinix, Inc. - Common Stock (EQIX)
sell
Reported amount
$1,001 - $15,000
EQR
n. Equity Residential Common Shares of Beneficial Interest (EQR)
sell
Reported amount
$1,001 - $15,000
EQT
n. EQT Corporation Common Stock (EQT)
sell
Reported amount
$1,001 - $15,000
ETN
n. Eaton Corporation, PLC Ordinary Shares (ETN)
sell
Reported amount
$1,001 - $15,000
FCX
n. Freeport-McMoRan, Inc. Common Stock (FCX)
sell
Reported amount
$1,001 - $15,000
GOOGL
n. Alphabet Inc. - Class A Common Stock (GOOGL)
sell
Reported amount
$1,001 - $15,000
GS
io n. Goldman Sachs Group, Inc. (GS)
sell
Reported amount
$1,001 - $15,000
HD
io n. Home Depot, Inc. (HD)
sell
Reported amount
$1,001 - $15,000
HPE
n. Hewlett Packard Enterprise Company Common Stock (HPE)
sell
Reported amount
$1,001 - $15,000
JPM
n. JP Morgan Chase & Co. Common Stock (JPM)
sell
Reported amount
$1,001 - $15,000
KMI
n. Kinder Morgan, Inc. Common Stock (KMI)
sell
Reported amount
$1,001 - $15,000
KO
Coca-Cola Company (KO)
sell
Reported amount
$1,001 - $15,000
LHX
n. L3Harris Technologies, Inc. Common Stock (LHX)
sell
Reported amount
$1,001 - $15,000
MCK
n. McKesson Corporation Common Stock (MCK)
sell
Reported amount
$1,001 - $15,000
MET
io n. MetLife, Inc. Common Stock (MET)
sell
Reported amount
$1,001 - $15,000
META
n. Meta Platforms, Inc. - Class A Common Stock (META)
sell
Reported amount
$1,001 - $15,000
MKC
n. McCormick & Company, Incorporated Common Stock (MKC)
sell
Reported amount
$1,001 - $15,000
MRK
n. Merck & Company, Inc. Common Stock (MRK)
sell
Reported amount
$1,001 - $15,000
MRVL
Marvell Technology, Inc. - Common Stock (MRVL)
sell
Reported amount
$1,001 - $15,000
MS
io n. Morgan Stanley Common Stock (MS)
sell
Reported amount
$1,001 - $15,000
MSFT
Microsoft Corporation - Common Stock (MSFT)
sell
Reported amount
$1,001 - $15,000
NEE
n. NextEra Energy, Inc. Common Stock (NEE)
sell
Reported amount
$1,001 - $15,000
NOC
n. Northrop Grumman Corporation Common Stock (NOC)
sell
Reported amount
$1,001 - $15,000
OKE
io n. ONEOK, Inc. Common Stock (OKE)
sell
Reported amount
$1,001 - $15,000
ORCL
n. Oracle Corporation Common Stock (ORCL)
sell
Reported amount
$1,001 - $15,000
OTIS
n. Otis Worldwide Corporation Common Stock (OTIS)
sell
Reported amount
$1,001 - $15,000
OTIS
n. Otis Worldwide Corporation Common Stock (OTIS)
sell
Reported amount
$1,001 - $15,000
OWL
n. Blue Owl Capital Inc. Class A Common Stock (OWL)
sell
Reported amount
$1,001 - $15,000
PEP
Pepsico, Inc. (PEP)
sell
Reported amount
$1,001 - $15,000
PG
io n. Procter & Gamble Company (PG)
sell
Reported amount
$1,001 - $15,000
PPL
n. PPL Corporation Common Stock (PPL)
sell
Reported amount
$1,001 - $15,000
QCOM
n. QUALCOMM Incorporated - Common Stock (QCOM)
sell
Reported amount
$1,001 - $15,000
RHHBY
n. ROCHE HOLDING LTD S/ADR (RHHBY)
sell
Reported amount
$1,001 - $15,000
SHW
io n. Sherwin-Williams Company (SHW)
sell
Reported amount
$1,001 - $15,000
TMUS
T-Mobile US, Inc. (TMUS)
sell
Reported amount
$1,001 - $15,000
TRP
n. TC Energy Corporation Common Stock (TRP)
sell
Reported amount
$1,001 - $15,000
UNP
n. Union Pacific Corporation Common Stock (UNP)
sell
Reported amount
$1,001 - $15,000
VICI
n. VICI Properties Inc. Common Stock (VICI)
sell
Reported amount
$1,001 - $15,000
VZ
n. Verizon Communications Inc. Common Stock (VZ)
sell
Reported amount
$1,001 - $15,000
WCN
n. Waste Connections, Inc. Common Shares (WCN)
sell
Reported amount
$1,001 - $15,000
WMB
io n. Williams Companies, Inc. (WMB)
sell
Reported amount
$1,001 - $15,000
WMT
io n. Walmart Inc. Common Stock (WMT)
sell
Reported amount
$1,001 - $15,000
MRVL
Marvell Technology, Inc. - Common Stock (MRVL)
buy
Reported amount
$1,001 - $15,000
TRP
n. TC Energy Corporation Common Stock (TRP)
buy
Reported amount
$1,001 - $15,000
HON
io n. Honeywell International Inc. (HON)
sell
Reported amount
$1,001 - $15,000
AVGO
Broadcom Inc. - Common Stock (AVGO)
sell
Reported amount
$1,001 - $15,000
MKC
n. McCormick & Company, Incorporated Common Stock (MKC)
buy
Reported amount
$1,001 - $15,000
ARES
n. Ares Management Corporation Class A Common Stock (ARES)
buy
Reported amount
$1,001 - $15,000
ABBV
AbbVie Inc. Common Stock (ABBV)
buy
Reported amount
$1,001 - $15,000
AMH
n. American Homes 4 Rent Common Shares of Beneficial Interest (AMH)
buy
Reported amount
$1,001 - $15,000
AMT
io n. American Tower Corporation (AMT)
buy
Reported amount
$1,001 - $15,000
APO
n. Apollo Global Management, Inc. (APO)
buy
Reported amount
$1,001 - $15,000
APPL
io n. Appell Pete Corp (APPL)
buy
Reported amount
$1,001 - $15,000
ARE
n. Alexandria Real Estate Equities, Inc. Common Stock (ARE)
buy
Reported amount
$1,001 - $15,000
ASML
n. ASML Holding N.V. - New York Registry Shares (ASML)
buy
Reported amount
$1,001 - $15,000
ASML
n. ASML Holding N.V. - New York Registry Shares (ASML)
buy
Reported amount
$1,001 - $15,000
AVGO
Broadcom Inc. - Common Stock (AVGO)
buy
Reported amount
$1,001 - $15,000
BLK
BlackRock, Inc. Common Stock (BLK)
buy
Reported amount
$1,001 - $15,000
BX
io n. Blackstone Inc. Common Stock (BX)
buy
Reported amount
$1,001 - $15,000
CMCSA
Comcast Corporation - Class A Common Stock (CMCSA)
buy
Reported amount
$1,001 - $15,000
EIX
n. Edison International Common Stock (EIX)
buy
Reported amount
$1,001 - $15,000
ELS
n. Equity Lifestyle Properties, Inc. Common Stock (ELS)
buy
Reported amount
$1,001 - $15,000
ENB
io n. Enbridge Inc Common Stock (ENB)
buy
Reported amount
$1,001 - $15,000
EQIX
io n. Equinix, Inc. - Common Stock (EQIX)
buy
Reported amount
$1,001 - $15,000
EQR
n. Equity Residential Common Shares of Beneficial Interest (EQR)
buy
Reported amount
$1,001 - $15,000
EQT
n. EQT Corporation Common Stock (EQT)
buy
Reported amount
$1,001 - $15,000
GLPI
n. Gaming and Leisure Properties, Inc. - Common Stock (GLPI)
buy
Reported amount
$1,001 - $15,000
GOOGL
n. Alphabet Inc. - Class A Common Stock (GOOGL)
buy
Reported amount
$1,001 - $15,000
HD
io n. Home Depot, Inc. (HD)
buy
Reported amount
$1,001 - $15,000
ICE
n. Intercontinental Exchange Inc. Common Stock (ICE)
sell
Reported amount
$1,001 - $15,000
ICE
n. Intercontinental Exchange Inc. Common Stock (ICE)
buy
Reported amount
$1,001 - $15,000
JNJ
Johnson & Johnson Common Stock (JNJ)
buy
Reported amount
$1,001 - $15,000
JPM
n. JP Morgan Chase & Co. Common Stock (JPM)
buy
Reported amount
$1,001 - $15,000
KMI
n. Kinder Morgan, Inc. Common Stock (KMI)
buy
Reported amount
$1,001 - $15,000
KO
Coca-Cola Company (KO)
buy
Reported amount
$1,001 - $15,000
LEN
n. Lennar Corporation Class A Common Stock (LEN)
sell
Reported amount
$1,001 - $15,000
LEN
n. Lennar Corporation Class A Common Stock (LEN)
buy
Reported amount
$1,001 - $15,000
LHX
n. L3Harris Technologies, Inc. Common Stock (LHX)
buy
Reported amount
$1,001 - $15,000
LINE
io n. Lineage, Inc. - Common Stock (LINE)
buy
Reported amount
$1,001 - $15,000
LMT
n. Lockheed Martin Corporation Common Stock (LMT)
buy
Reported amount
$1,001 - $15,000
META
n. Meta Platforms, Inc. - Class A Common Stock (META)
buy
Reported amount
$1,001 - $15,000
MKC
n. McCormick & Company, Incorporated Common Stock (MKC)
buy
Reported amount
$1,001 - $15,000
MRK
n. Merck & Company, Inc. Common Stock (MRK)
buy
Reported amount
$1,001 - $15,000
MS
io n. Morgan Stanley Common Stock (MS)
buy
Reported amount
$1,001 - $15,000
MSFT
Microsoft Corporation - Common Stock (MSFT)
buy
Reported amount
$1,001 - $15,000
NEE
n. NextEra Energy, Inc. Common Stock (NEE)
buy
Reported amount
$1,001 - $15,000
NOC
n. Northrop Grumman Corporation Common Stock (NOC)
buy
Reported amount
$1,001 - $15,000
NSRGY
io n. NESTLE S.A S/ADR (NSRGY)
buy
Reported amount
$1,001 - $15,000
NVDA
NVIDIA Corporation - Common Stock (NVDA)
buy
Reported amount
$1,001 - $15,000
NXPI
n. NXP Semiconductors N.V. - Common Stock (NXPI)
buy
Reported amount
$1,001 - $15,000
ODFL
n. Old Dominion Freight Line, Inc. - Common Stock (ODFL)
buy
Reported amount
$1,001 - $15,000
OKE
io n. ONEOK, Inc. Common Stock (OKE)
buy
Reported amount
$1,001 - $15,000
ORCL
n. Oracle Corporation Common Stock (ORCL)
buy
Reported amount
$1,001 - $15,000
OTIS
n. Otis Worldwide Corporation Common Stock (OTIS)
buy
Reported amount
$1,001 - $15,000
OWL
n. Blue Owl Capital Inc. Class A Common Stock (OWL)
buy
Reported amount
$1,001 - $15,000
PAGP
Plains GP Holdings, L.P. - Class A Shares representing limited partner interests (PAGP)
buy
Reported amount
$1,001 - $15,000
PEG
n. Public Service Enterprise Group Incorporated Common Stock (PEG)
buy
Reported amount
$1,001 - $15,000
PG
io n. Procter & Gamble Company (PG)
buy
Reported amount
$1,001 - $15,000
PLD
io n. Prologis, Inc. Common Stock (PLD)
buy
Reported amount
$1,001 - $15,000
PPL
n. PPL Corporation Common Stock (PPL)
buy
Reported amount
$1,001 - $15,000
QCOM
n. QUALCOMM Incorporated - Common Stock (QCOM)
buy
Reported amount
$1,001 - $15,000
SHW
io n. Sherwin-Williams Company (SHW)
buy
Reported amount
$1,001 - $15,000
SRE
DBA Sempra Common Stock (SRE)
buy
Reported amount
$1,001 - $15,000
TMUS
T-Mobile US, Inc. (TMUS)
buy
Reported amount
$1,001 - $15,000
TXN
n. Texas Instruments Incorporated - Common Stock (TXN)
buy
Reported amount
$1,001 - $15,000
UNH
UnitedHealth Group Incorporated Common Stock (UNH)
buy
Reported amount
$1,001 - $15,000
UNP
n. Union Pacific Corporation Common Stock (UNP)
buy
Reported amount
$1,001 - $15,000
USB
io n. U.S. Bancorp Common Stock (USB)
buy
Reported amount
$1,001 - $15,000
WMB
io n. Williams Companies, Inc. (WMB)
buy
Reported amount
$1,001 - $15,000