All historical signals
Every promoted historical signal from this person.
- Avg 30d
- +0.1%
- Median 30d
- -0.7%
- Win rate
- 47.4%
- Avg Confidence
- 93%
Based on 234 of 360 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.
51 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.
Mixed record
115 strategy-qualified
Every promoted historical signal from this person.
Based on 234 of 360 signals with a completed 30-day window.
Signals matching the current strategy or an active strategy overlay.
Based on 115 of 115 signals with a completed 30-day window.
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 · 21 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
Microsoft Corporation - Common Stock (MSFT)
MSFT · US · 8 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
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
Adobe Inc. - Common Stock (ADBE)
ADBE · US · 3 disclosures
AGCO Corporation Common Stock (AGCO)
AGCO · US · 3 disclosures
Boeing Company (BA)
BA · US · 3 disclosures
Comcast Corporation - Class A Common Stock (CMCSA)
CMCSA · US · 3 disclosures
Honeywell International Inc. (HON)
HON · US · 3 disclosures
ICON plc - Ordinary Shares (ICLR)
ICLR · US · 3 disclosures
McDonald's Corporation Common Stock (MCD)
MCD · US · 3 disclosures
Medtronic plc. Ordinary Shares (MDT)
MDT · US · 3 disclosures
Mondelez International, Inc. - Class A Common Stock (MDLZ)
MDLZ · US · 3 disclosures
Procter & Gamble Company (PG)
PG · US · 3 disclosures
ABB Ltd (ABB)
ABB · US · 2 disclosures
CareCloud, Inc. (CCLD)
CCLD · US · 2 disclosures
Chubb Limited Common Stock (CB)
CB · US · 2 disclosures
Costco Wholesale Corporation - Common Stock (COST)
COST · US · 2 disclosures
Ecolab Inc. Common Stock (ECL)
ECL · US · 2 disclosures
Estee Lauder Companies, Inc. (EL)
EL · US · 2 disclosures
IQVIA Holdings, Inc. Common Stock (IQV)
IQV · US · 2 disclosures
JPMorgan Equity Premium Income ETF (JEPI)
JEPI · US · 2 disclosures
Kenvue Inc. Common Stock (KVUE)
KVUE · US · 2 disclosures
Lowe's Companies, Inc. Common Stock (LOW)
LOW · US · 2 disclosures
Masimo Corporation - Common Stock (MASI)
MASI · US · 2 disclosures
O'Reilly Automotive, Inc. - Common Stock (ORLY)
ORLY · US · 2 disclosures
Organon & Co. Common Stock (OGN)
OGN · US · 2 disclosures
Veralto Corp Common Stock (VLTO)
VLTO · US · 2 disclosures
Versant Media Group, Inc. - Class A Common Stock (VSNT)
VSNT · US · 2 disclosures
Alcon Inc. Ordinary Shares (ALC)
ALC · US · 1 disclosure
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
Anheuser-Busch Inbev SA Sponsored ADR (BUD)
BUD · 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
Biogen Inc. - Common Stock (BIIB)
BIIB · US · 1 disclosure
Blackrock MuniAssets Fund, Inc Common Stock (MUA)
MUA · US · 1 disclosure
BlackRock, Inc. Common Stock (BLK)
BLK · 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
Carrier Global Corporation Common Stock (CARR)
CARR · 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
Colgate-Palmolive Company Common Stock (CL)
CL · 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
Diageo plc Common Stock (DEO)
DEO · US · 1 disclosure
Dollar General Corporation Common Stock (DG)
DG · US · 1 disclosure
Eaton Corporation, PLC Ordinary Shares (ETN)
ETN · US · 1 disclosure
Gap, Inc. (GAP)
GAP · US · 1 disclosure
Hilton Worldwide Holdings Inc. Common Stock (HLT)
HLT · US · 1 disclosure
Honeywell Aerospace Inc. - Common Stock (HONA)
HONA · US · 1 disclosure
Hormel Foods Corporation Common Stock (HRL)
HRL · 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
Kimberly-Clark Corporation Common Stock (KMB)
KMB · US · 1 disclosure
Marsh Common Stock (MRSH)
MRSH · US · 1 disclosure
n. Otis Worldwide Corporation Common Stock (OTIS)
OTIS · US · 1 disclosure
Nike, Inc. Common Stock (NKE)
NKE · US · 1 disclosure
Parker-Hannifin Corporation Common Stock (PH)
PH · US · 1 disclosure
Phillips 66 Common Stock (PSX)
PSX · 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
Solstice Advanced Materials Inc. - Common Stock (SOLS)
SOLS · 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
Walt Disney Company (DIS)
DIS · US · 1 disclosure
Waters Corporation Common Stock (WAT)
WAT · 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
27 sellsHD
Home Depot, Inc. (HD)
sell
Reported amount
$50,001 - $100,000
LOW
Lowe's Companies, Inc. Common Stock (LOW)
sell
Reported amount
$1,001 - $15,000
MDT
Medtronic plc. Ordinary Shares (MDT)
sell
Reported amount
$15,001 - $50,000
MRSH
Marsh Common Stock (MRSH)
sell
Reported amount
$1,001 - $15,000
PG
Procter & Gamble Company (PG)
sell
Reported amount
$50,001 - $100,000
MSFT
Microsoft Corporation - Common Stock (MSFT)
sell
Reported amount
$15,001 - $50,000
VLTO
Veralto Corp Common Stock (VLTO)
sell
Reported amount
$1,001 - $15,000
CL
Colgate-Palmolive Company Common Stock (CL)
sell
Reported amount
$1,001 - $15,000
HONA
Honeywell Aerospace Inc. - Common Stock (HONA)
sell
Reported amount
$15,001 - $50,000
BIIB
Biogen Inc. - Common Stock (BIIB)
sell
Reported amount
$1,001 - $15,000
BUD
Anheuser-Busch Inbev SA Sponsored ADR (BUD)
sell
Reported amount
$1,001 - $15,000
KMB
Kimberly-Clark Corporation Common Stock (KMB)
sell
Reported amount
$1,001 - $15,000
ADBE
Adobe Inc. - Common Stock (ADBE)
sell
Reported amount
$15,001 - $50,000
CARR
Carrier Global Corporation Common Stock (CARR)
sell
Reported amount
$1,001 - $15,000
ICLR
ICON plc - Ordinary Shares (ICLR)
sell
Reported amount
$15,001 - $50,000
VLTO
Veralto Corp Common Stock (VLTO)
sell
Reported amount
$1,001 - $15,000
BA
Boeing Company (BA)
sell
Reported amount
$1,001 - $15,000
BA
Boeing Company (BA)
sell
Reported amount
$15,001 - $50,000
GAP
Gap, Inc. (GAP)
sell
Reported amount
$1,001 - $15,000
HRL
Hormel Foods Corporation Common Stock (HRL)
sell
Reported amount
$1,001 - $15,000
NKE
Nike, Inc. Common Stock (NKE)
sell
Reported amount
$1,001 - $15,000
WAT
Waters Corporation Common Stock (WAT)
sell
Reported amount
$1,001 - $15,000
DIS
Walt Disney Company (DIS)
sell
Reported amount
$15,001 - $50,000
OTIS
n. Otis Worldwide Corporation Common Stock (OTIS)
sell
Reported amount
$1,001 - $15,000
ALC
Alcon Inc. Ordinary Shares (ALC)
sell
Reported amount
$1,001 - $15,000
PG
Procter & Gamble Company (PG)
sell
Reported amount
$1,001 - $15,000
SOLS
Solstice Advanced Materials Inc. - Common Stock (SOLS)
sell
Reported amount
$1,001 - $15,000
Transactions
2 sellsOGN
Organon & Co. Common Stock (OGN)
sell
Reported amount
$1,001 - $15,000
VSNT
Versant Media Group, Inc. - Class A Common Stock (VSNT)
sell
Reported amount
$1,001 - $15,000
Transactions
7 sellsCMCSA
Comcast Corporation - Class A Common Stock (CMCSA)
sell
Reported amount
$1,001 - $15,000
DEO
Diageo plc Common Stock (DEO)
sell
Reported amount
$1,001 - $15,000
EL
Estee Lauder Companies, Inc. (EL)
sell
Reported amount
$1,001 - $15,000
KVUE
Kenvue Inc. Common Stock (KVUE)
sell
Reported amount
$1,001 - $15,000
MDLZ
Mondelez International, Inc. - Class A Common Stock (MDLZ)
sell
Reported amount
$1,001 - $15,000
OGN
Organon & Co. Common Stock (OGN)
sell
Reported amount
$1,001 - $15,000
VSNT
Versant Media Group, Inc. - Class A Common Stock (VSNT)
sell
Reported amount
$1,001 - $15,000
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