All historical signals
Every promoted historical signal from this person.
- Avg 30d
- Average +0.1%
- Median 30d
- 0.0%
- Win rate
- +32.4%
- Avg Confidence
- 93%
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.
Mixed record
115 strategy-qualified
Every promoted historical signal from this person.
Signals matching the current strategy or an active strategy overlay.
Best outcome
AGCO Corporation Common Stock (AGCO)
Ticker AGCO
Weakest outcome
Rockwell Automation, Inc. Common Stock (ROK)
Ticker ROK
Latest disclosure
McDonald's Corporation Common Stock (MCD)
Ticker MCD
Devon Energy Corporation Common Stock (DVN)
DVN · US · 21 disclosures
Home Depot, Inc. (HD)
HD · US · 20 disclosures
Pioneer Natural Resources Company (PXD)
PXD · US · 15 disclosures
Accenture plc Class A Ordinary Shares (ACN)
ACN · US · 13 disclosures
Texas Instruments Incorporated - Common Stock (TXN)
TXN · US · 13 disclosures
ONEOK, Inc. Common Stock (OKE)
OKE · US · 12 disclosures
Exxon Mobil Corporation Common Stock (XOM)
XOM · US · 11 disclosures
Johnson & Johnson Common Stock (JNJ)
JNJ · US · 11 disclosures
NextEra Energy, Inc. Common Stock (NEE)
NEE · US · 11 disclosures
Rockwell Automation, Inc. Common Stock (ROK)
ROK · US · 11 disclosures
Emerson Electric Company Common Stock (EMR)
EMR · US · 10 disclosures
JP Morgan Chase & Co. Common Stock (JPM)
JPM · US · 10 disclosures
Lockheed Martin Corporation Common Stock (LMT)
LMT · US · 9 disclosures
UnitedHealth Group Incorporated Common Stock (UNH)
UNH · US · 9 disclosures
Williams Companies, Inc. (WMB)
WMB · US · 9 disclosures
RTX Corporation Common Stock (RTX)
RTX · US · 8 disclosures
Linde plc - Ordinary Shares (LIN)
LIN · US · 7 disclosures
Magellan Midstream Partners L.P. Limited Partnership (MMP)
MMP · US · 7 disclosures
Microsoft Corporation - Common Stock (MSFT)
MSFT · US · 7 disclosures
Intel Corporation - Common Stock (INTC)
INTC · US · 6 disclosures
Exact Sciences Corporation - Common Stock (EXAS)
EXAS · US · 5 disclosures
ices. Marsh & McLennan Companies, Inc. Common Stock (MMC)
MMC · US · 5 disclosures
AdaptHealth Corp. (AHCO)
AHCO · US · 4 disclosures
AGCO Corporation Common Stock (AGCO)
AGCO · US · 3 disclosures
Honeywell International Inc. (HON)
HON · US · 3 disclosures
McDonald's Corporation Common Stock (MCD)
MCD · US · 3 disclosures
ABB Ltd (ABB)
ABB · US · 2 disclosures
Adobe Inc. - Common Stock (ADBE)
ADBE · US · 2 disclosures
CareCloud, Inc. (CCLD)
CCLD · US · 2 disclosures
Chubb Limited Common Stock (CB)
CB · US · 2 disclosures
Comcast Corporation - Class A Common Stock (CMCSA)
CMCSA · US · 2 disclosures
Costco Wholesale Corporation - Common Stock (COST)
COST · US · 2 disclosures
Ecolab Inc. Common Stock (ECL)
ECL · US · 2 disclosures
ICON plc - Ordinary Shares (ICLR)
ICLR · US · 2 disclosures
IQVIA Holdings, Inc. Common Stock (IQV)
IQV · US · 2 disclosures
JPMorgan Equity Premium Income ETF (JEPI)
JEPI · US · 2 disclosures
Masimo Corporation - Common Stock (MASI)
MASI · US · 2 disclosures
Medtronic plc. Ordinary Shares (MDT)
MDT · US · 2 disclosures
Mondelez International, Inc. - Class A Common Stock (MDLZ)
MDLZ · US · 2 disclosures
O'Reilly Automotive, Inc. - Common Stock (ORLY)
ORLY · US · 2 disclosures
Amazon.com, Inc. - Common Stock (AMZN)
AMZN · US · 1 disclosure
American Tower Corporation (AMT)
AMT · US · 1 disclosure
Ameriprise Financial, Inc. Common Stock (AMP)
AMP · US · 1 disclosure
ArcBest Corporation (ARCB)
ARCB · US · 1 disclosure
Argo Group International Holdings, Ltd. (ARGO)
ARGO · US · 1 disclosure
ASML Holding N.V. - New York Registry Shares (ASML)
ASML · US · 1 disclosure
Ball Corporation (BLL)
BLL · US · 1 disclosure
Becton, Dickinson and Company Common Stock (BDX)
BDX · US · 1 disclosure
Blackrock MuniAssets Fund, Inc Common Stock (MUA)
MUA · US · 1 disclosure
BlackRock, Inc. Common Stock (BLK)
BLK · US · 1 disclosure
Boeing Company (BA)
BA · US · 1 disclosure
Boston Scientific Corporation Common Stock (BSX)
BSX · US · 1 disclosure
Cadence Design Systems, Inc. - Common Stock (CDNS)
CDNS · US · 1 disclosure
CareCloud, Inc. (MTBC)
MTBC · US · 1 disclosure
Cerner Corporation (CERN)
CERN · US · 1 disclosure
Coca-Cola Company (KO)
KO · US · 1 disclosure
Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH)
CTSH · US · 1 disclosure
Compass Minerals Intl Inc (CMP)
CMP · US · 1 disclosure
Crane Holdings, Co. (CR)
CR · US · 1 disclosure
CSX Corporation (CSX)
CSX · US · 1 disclosure
ct ices. Novartis AG Common Stock (NVS)
NVS · US · 1 disclosure
Danaher Corporation Common Stock (DHR)
DHR · US · 1 disclosure
DexCom, Inc. - Common Stock (DXCM)
DXCM · US · 1 disclosure
Dollar General Corporation Common Stock (DG)
DG · US · 1 disclosure
Eaton Corporation, PLC Ordinary Shares (ETN)
ETN · US · 1 disclosure
Estee Lauder Companies, Inc. (EL)
EL · US · 1 disclosure
Hilton Worldwide Holdings Inc. Common Stock (HLT)
HLT · US · 1 disclosure
ices. Republic Services, Inc. Common Stock (RSG)
RSG · US · 1 disclosure
Intercontinental Exchange Inc. Common Stock (ICE)
ICE · US · 1 disclosure
Invesco Ltd Common Stock (IVZ)
IVZ · US · 1 disclosure
iShares Core Dividend Growth ETF (DGRO)
DGRO · US · 1 disclosure
iShares TIPS Bond ETF (TIP)
TIP · US · 1 disclosure
Kenvue Inc. Common Stock (KVUE)
KVUE · US · 1 disclosure
Lowe's Companies, Inc. Common Stock (LOW)
LOW · US · 1 disclosure
Phillips 66 Common Stock (PSX)
PSX · US · 1 disclosure
Procter & Gamble Company (PG)
PG · US · 1 disclosure
Progress Software Corporation - Common Stock (PRGS)
PRGS · US · 1 disclosure
Prologis, Inc. Common Stock (PLD)
PLD · US · 1 disclosure
PTC Inc. - Common Stock (PTC)
PTC · US · 1 disclosure
Raytheon Company (RTN)
RTN · US · 1 disclosure
Seagate Technology Holdings PLC - Ordinary Shares (STX)
STX · US · 1 disclosure
Sherwin-Williams Company (SHW)
SHW · US · 1 disclosure
sing Coterra Energy Inc. Common Stock (CTRA)
CTRA · US · 1 disclosure
SmartStop Self Storage REIT, Inc. Common Stock (SMA)
SMA · US · 1 disclosure
T. Rowe Price Group, Inc. - Common Stock (TROW)
TROW · US · 1 disclosure
Thermo Fisher Scientific Inc Common Stock (TMO)
TMO · US · 1 disclosure
TJX Companies, Inc. (TJX)
TJX · US · 1 disclosure
V.F. Corporation Common Stock (VFC)
VFC · US · 1 disclosure
Visa Inc. (V)
V · US · 1 disclosure
Vodafone Group Plc - American Depositary Shares each representing ten Ordinary Shares (VOD)
VOD · US · 1 disclosure
Vuzix Corporation (VUZI)
VUZI · US · 1 disclosure
wn) Parker-Hannifin Corporation Common Stock (PH)
PH · US · 1 disclosure
Wynn Resorts, Limited - Common Stock (WYNN)
WYNN · US · 1 disclosure
Source links stay visible so each filing can be checked directly.
Transactions
16 sellsEXAS
Exact Sciences Corporation - Common Stock (EXAS)
sell
Reported amount
$1,001 - $15,000
MDT
Medtronic plc. Ordinary Shares (MDT)
sell
Reported amount
$15,001 - $50,000
PLD
Prologis, Inc. Common Stock (PLD)
sell
Reported amount
$50,001 - $100,000
TROW
T. Rowe Price Group, Inc. - Common Stock (TROW)
sell
Reported amount
$15,001 - $50,000
SMA
SmartStop Self Storage REIT, Inc. Common Stock (SMA)
sell
Reported amount
$500,001 - $1,000,000
TXN
Texas Instruments Incorporated - Common Stock (TXN)
sell
Reported amount
$500,001 - $1,000,000
BDX
Becton, Dickinson and Company Common Stock (BDX)
sell
Reported amount
$15,001 - $50,000
CMCSA
Comcast Corporation - Class A Common Stock (CMCSA)
sell
Reported amount
$15,001 - $50,000
CTSH
Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH)
sell
Reported amount
$15,001 - $50,000
IVZ
Invesco Ltd Common Stock (IVZ)
sell
Reported amount
$15,001 - $50,000
KVUE
Kenvue Inc. Common Stock (KVUE)
sell
Reported amount
$15,001 - $50,000
MUA
Blackrock MuniAssets Fund, Inc Common Stock (MUA)
sell
Reported amount
$50,001 - $100,000
ACN
Accenture plc Class A Ordinary Shares (ACN)
sell
Reported amount
$250,001 - $500,000
IQV
IQVIA Holdings, Inc. Common Stock (IQV)
sell
Reported amount
$50,001 - $100,000
PRGS
Progress Software Corporation - Common Stock (PRGS)
sell
Reported amount
$50,001 - $100,000
ICLR
ICON plc - Ordinary Shares (ICLR)
sell
Reported amount
$100,001 - $250,000
Transactions
1 sellUNH
UnitedHealth Group Incorporated Common Stock (UNH)
sell
Reported amount
$250,001 - $500,000
Transactions
10 sellsBSX
Boston Scientific Corporation Common Stock (BSX)
sell
Reported amount
$15,001 - $50,000
CSX
CSX Corporation (CSX)
sell
Reported amount
$15,001 - $50,000
HD
Home Depot, Inc. (HD)
sell
Reported amount
$1,001 - $15,000
MSFT
Microsoft Corporation - Common Stock (MSFT)
sell
Reported amount
$15,001 - $50,000
ORLY
O'Reilly Automotive, Inc. - Common Stock (ORLY)
sell
Reported amount
$1,001 - $15,000
STX
Seagate Technology Holdings PLC - Ordinary Shares (STX)
sell
Reported amount
$15,001 - $50,000
ACN
Accenture plc Class A Ordinary Shares (ACN)
sell
Reported amount
$100,001 - $250,000
MCD
McDonald's Corporation Common Stock (MCD)
sell
Reported amount
$1,001 - $15,000
MCD
McDonald's Corporation Common Stock (MCD)
sell
Reported amount
$100,001 - $250,000
ETN
Eaton Corporation, PLC Ordinary Shares (ETN)
sell
Reported amount
$15,001 - $50,000
Transactions
4 sellsACN
Accenture plc Class A Ordinary Shares (ACN)
sell
Reported amount
$15,001 - $50,000
HD
Home Depot, Inc. (HD)
sell
Reported amount
$15,001 - $50,000
MASI
Masimo Corporation - Common Stock (MASI)
sell
Reported amount
$15,001 - $50,000
MSFT
Microsoft Corporation - Common Stock (MSFT)
sell
Reported amount
$15,001 - $50,000
Transactions
6 sells · 2 buysAGCO
AGCO Corporation Common Stock (AGCO)
sell
Reported amount
$50,001 - $100,000
DVN
Devon Energy Corporation Common Stock (DVN)
sell
Reported amount
$250,001 - $500,000
DXCM
DexCom, Inc. - Common Stock (DXCM)
sell
Reported amount
$50,001 - $100,000
EL
Estee Lauder Companies, Inc. (EL)
sell
Reported amount
$15,001 - $50,000
INTC
Intel Corporation - Common Stock (INTC)
sell
Reported amount
$50,001 - $100,000
JNJ
Johnson & Johnson Common Stock (JNJ)
sell
Reported amount
$100,001 - $250,000
HD
Home Depot, Inc. (HD)
buy
Reported amount
$1,001 - $15,000
XOM
Exxon Mobil Corporation Common Stock (XOM)
buy
Reported amount
$1,001 - $15,000