All historical signals
Every promoted historical signal from this person.
- Avg 30d
- Average +4.1%
- Median 30d
- +5.3%
- Win rate
- +83.3%
- Avg Confidence
- 91%
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.
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.
Too little evidence
0 strategy-qualified
Every promoted historical signal from this person.
Signals matching the current strategy or an active strategy overlay.
No strategy-qualified history yet.
Best outcome
Microsoft Corporation - Common Stock (MSFT)
Ticker MSFT
Weakest outcome
PNC Financial Services Group, Inc. (PNC)
Ticker PNC
Latest disclosure
Apple Inc. - Common Stock (AAPL)
Ticker AAPL
Comcast Corporation - Class A Common Stock (CMCSA)
CMCSA · US · 3 disclosures
Invesco QQQ Trust, Series 1 (QQQ)
QQQ · US · 3 disclosures
17 iShares Core S&P Small-Cap ETF (IJR)
IJR · US · 2 disclosures
Apple Inc. - Common Stock (AAPL)
AAPL · US · 2 disclosures
Costco Wholesale Corporation - Common Stock (COST)
COST · US · 2 disclosures
Microsoft Corporation - Common Stock (MSFT)
MSFT · US · 2 disclosures
Starbucks Corporation - Common Stock (SBUX)
SBUX · US · 2 disclosures
Berkshire Hathaway Inc. (BRK.A)
BRK.A · US · 1 disclosure
Berkshire Hathaway Inc. New Common Stock (BRK.B)
BRK.B · US · 1 disclosure
Cisco Systems, Inc. - Common Stock (CSCO)
CSCO · US · 1 disclosure
Fidelity Quality Factor ETF (FQAL)
FQAL · US · 1 disclosure
ing it iShares Core S&P 500 ETF (IVV)
IVV · US · 1 disclosure
JP Morgan Chase & Co. Common Stock (JPM)
JPM · US · 1 disclosure
Medtronic plc. Ordinary Shares (MDT)
MDT · US · 1 disclosure
NextEra Energy, Inc. Common Stock (NEE)
NEE · US · 1 disclosure
Pfizer, Inc. Common Stock (PFE)
PFE · US · 1 disclosure
PNC Financial Services Group, Inc. (PNC)
PNC · US · 1 disclosure
United Parcel Service, Inc. Common Stock (UPS)
UPS · US · 1 disclosure
UnitedHealth Group Incorporated Common Stock (UNH)
UNH · US · 1 disclosure
Verizon Communications Inc. Common Stock (VZ)
VZ · US · 1 disclosure
Walmart Inc. Common Stock (WMT)
WMT · US · 1 disclosure
Source links stay visible so each filing can be checked directly.
Transactions
4 sells · 6 buysAAPL
Apple Inc. - Common Stock (AAPL)
sell
Reported amount
$1,001 - $15,000
CMCSA
Comcast Corporation - Class A Common Stock (CMCSA)
buy
Reported amount
$50,001 - $100,000
CMCSA
Comcast Corporation - Class A Common Stock (CMCSA)
buy
Reported amount
$1,001 - $15,000
COST
Costco Wholesale Corporation - Common Stock (COST)
buy
Reported amount
$1,001 - $15,000
COST
Costco Wholesale Corporation - Common Stock (COST)
buy
Reported amount
$50,001 - $100,000
FQAL
Fidelity Quality Factor ETF (FQAL)
buy
Reported amount
$1,001 - $15,000
IJR
17 iShares Core S&P Small-Cap ETF (IJR)
sell
Reported amount
$1,001 - $15,000
IVV
ing it iShares Core S&P 500 ETF (IVV)
buy
Reported amount
$1,001 - $15,000
QQQ
Invesco QQQ Trust, Series 1 (QQQ)
sell
Reported amount
$1,001 - $15,000
SBUX
Starbucks Corporation - Common Stock (SBUX)
sell
Reported amount
$1,001 - $15,000
Transactions
20 sellsBRK.A
Berkshire Hathaway Inc. (BRK.A)
sell
Reported amount
$15,001 - $50,000
MSFT
Microsoft Corporation - Common Stock (MSFT)
sell
Reported amount
$15,001 - $50,000
QQQ
Invesco QQQ Trust, Series 1 (QQQ)
sell
Reported amount
$1,001 - $15,000
WMT
Walmart Inc. Common Stock (WMT)
sell
Reported amount
$15,001 - $50,000
AAPL
Apple Inc. - Common Stock (AAPL)
sell
Reported amount
$15,001 - $50,000
BRK.B
Berkshire Hathaway Inc. New Common Stock (BRK.B)
sell
Reported amount
$50,001 - $100,000
CMCSA
Comcast Corporation - Class A Common Stock (CMCSA)
sell
Reported amount
$50,001 - $100,000
CSCO
Cisco Systems, Inc. - Common Stock (CSCO)
sell
Reported amount
$15,001 - $50,000
IJR
17 iShares Core S&P Small-Cap ETF (IJR)
sell
Reported amount
$50,001 - $100,000
JPM
JP Morgan Chase & Co. Common Stock (JPM)
sell
Reported amount
$50,001 - $100,000
MDT
Medtronic plc. Ordinary Shares (MDT)
sell
Reported amount
$50,001 - $100,000
MSFT
Microsoft Corporation - Common Stock (MSFT)
sell
Reported amount
$15,001 - $50,000
NEE
NextEra Energy, Inc. Common Stock (NEE)
sell
Reported amount
$15,001 - $50,000
PFE
Pfizer, Inc. Common Stock (PFE)
sell
Reported amount
$15,001 - $50,000
PNC
PNC Financial Services Group, Inc. (PNC)
sell
Reported amount
$15,001 - $50,000
QQQ
Invesco QQQ Trust, Series 1 (QQQ)
sell
Reported amount
$50,001 - $100,000
SBUX
Starbucks Corporation - Common Stock (SBUX)
sell
Reported amount
$50,001 - $100,000
UNH
UnitedHealth Group Incorporated Common Stock (UNH)
sell
Reported amount
$15,001 - $50,000
UPS
United Parcel Service, Inc. Common Stock (UPS)
sell
Reported amount
$15,001 - $50,000
VZ
Verizon Communications Inc. Common Stock (VZ)
sell
Reported amount
$50,001 - $100,000