All historical signals
Every promoted historical signal from this person.
- Avg 30d
- +0.3%
- Median 30d
- +0.4%
- Win rate
- 51.9%
- Avg Confidence
- 92%
Based on 79 of 96 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.
8 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
35 strategy-qualified
Every promoted historical signal from this person.
Based on 79 of 96 signals with a completed 30-day window.
Signals matching the current strategy or an active strategy overlay.
Based on 29 of 35 signals with a completed 30-day window.
Best outcome
Novo Nordisk A/S Common Stock (NVO)
Ticker NVO
Weakest outcome
Amazon.com, Inc. - Common Stock (AMZN)
Ticker AMZN
Latest disclosure
Accenture plc Class A Ordinary Shares (ACN)
Ticker ACN
Novo Nordisk A/S Common Stock (NVO)
NVO · US · 7 disclosures
United Parcel Service, Inc. Common Stock (UPS)
UPS · US · 5 disclosures
Alphabet Inc. - Class C Capital Stock (GOOG)
GOOG · US · 4 disclosures
Apple Inc. - Common Stock (AAPL)
AAPL · US · 4 disclosures
Comcast Corporation - Class A Common Stock (CMCSA)
CMCSA · US · 4 disclosures
Costco Wholesale Corporation - Common Stock (COST)
COST · US · 4 disclosures
JP Morgan Chase & Co. Common Stock (JPM)
JPM · US · 4 disclosures
Lockheed Martin Corporation Common Stock (LMT)
LMT · US · 4 disclosures
Pepsico, Inc. (PEP)
PEP · US · 4 disclosures
The Hershey Company Common Stock (HSY)
HSY · US · 4 disclosures
Union Pacific Corporation Common Stock (UNP)
UNP · US · 4 disclosures
Accenture plc Class A Ordinary Shares (ACN)
ACN · US · 3 disclosures
Amazon.com, Inc. - Common Stock (AMZN)
AMZN · US · 3 disclosures
Berkshire Hathaway Inc. New Common Stock (BRK.B)
BRK.B · US · 3 disclosures
ing it iShares Core S&P 500 ETF (IVV)
IVV · US · 3 disclosures
McDonald's Corporation Common Stock (MCD)
MCD · US · 3 disclosures
The Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN)
BWIN · US · 3 disclosures
Walmart Inc. Common Stock (WMT)
WMT · US · 3 disclosures
Home Depot, Inc. (HD)
HD · US · 2 disclosures
Johnson & Johnson Common Stock (JNJ)
JNJ · US · 2 disclosures
LORD ABBETT SHORT DURATION HIGH YLD I (LSYIX)
LSYIX · US · 2 disclosures
Merck & Company, Inc. Common Stock (MRK)
MRK · US · 2 disclosures
Microsoft Corporation - Common Stock (MSFT)
MSFT · US · 2 disclosures
Procter & Gamble Company (PG)
PG · US · 2 disclosures
Starbucks Corporation - Common Stock (SBUX)
SBUX · US · 2 disclosures
Visa Inc. (V)
V · US · 2 disclosures
Air Products and Chemicals, Inc. Common Stock (APD)
APD · US · 1 disclosure
Amgen Inc. - Common Stock (AMGN)
AMGN · US · 1 disclosure
Automatic Data Processing, Inc. - Common Stock (ADP)
ADP · US · 1 disclosure
Chubb Limited Common Stock (CB)
CB · US · 1 disclosure
Cisco Systems, Inc. - Common Stock (CSCO)
CSCO · US · 1 disclosure
FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF (SDVY)
SDVY · US · 1 disclosure
General Dynamics Corporation Common Stock (GD)
GD · US · 1 disclosure
Illinois Tool Works Inc. Common Stock (ITW)
ITW · US · 1 disclosure
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF (QQQM)
QQQM · US · 1 disclosure
Kenvue Inc. Common Stock (KVUE)
KVUE · 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
7 buys · 5 sellsACN
Accenture plc Class A Ordinary Shares (ACN)
buy
Reported amount
$1,001 - $15,000
ACN
Accenture plc Class A Ordinary Shares (ACN)
buy
Reported amount
$1,001 - $15,000
LSYIX
LORD ABBETT SHORT DURATION HIGH YLD I (LSYIX)
buy
Reported amount
$1,001 - $15,000
MCD
McDonald's Corporation Common Stock (MCD)
buy
Reported amount
$1,001 - $15,000
NVO
Novo Nordisk A/S Common Stock (NVO)
buy
Reported amount
$1,001 - $15,000
PEP
Pepsico, Inc. (PEP)
buy
Reported amount
$1,001 - $15,000
PEP
Pepsico, Inc. (PEP)
buy
Reported amount
$1,001 - $15,000
AAPL
Apple Inc. - Common Stock (AAPL)
sell
Reported amount
$1,001 - $15,000
GOOG
Alphabet Inc. - Class C Capital Stock (GOOG)
sell
Reported amount
$1,001 - $15,000
GOOG
Alphabet Inc. - Class C Capital Stock (GOOG)
sell
Reported amount
$1,001 - $15,000
JPM
JP Morgan Chase & Co. Common Stock (JPM)
sell
Reported amount
$1,001 - $15,000
JPM
JP Morgan Chase & Co. Common Stock (JPM)
sell
Reported amount
$1,001 - $15,000
Transactions
3 sellsHSY
The Hershey Company Common Stock (HSY)
sell
Reported amount
$1,001 - $15,000
HSY
The Hershey Company Common Stock (HSY)
sell
Reported amount
$1,001 - $15,000
HSY
The Hershey Company Common Stock (HSY)
sell
Reported amount
$50,001 - $100,000
Transactions
6 buysIVV
ing it iShares Core S&P 500 ETF (IVV)
buy
Reported amount
$1,001 - $15,000
IVV
ing it iShares Core S&P 500 ETF (IVV)
buy
Reported amount
$1,001 - $15,000
IVV
ing it iShares Core S&P 500 ETF (IVV)
buy
Reported amount
$50,001 - $100,000
UNP
Union Pacific Corporation Common Stock (UNP)
buy
Reported amount
$50,001 - $100,000
UNP
Union Pacific Corporation Common Stock (UNP)
buy
Reported amount
$1,001 - $15,000
UNP
Union Pacific Corporation Common Stock (UNP)
buy
Reported amount
$1,001 - $15,000
Transactions
3 sells · 4 buysCMCSA
Comcast Corporation - Class A Common Stock (CMCSA)
sell
Reported amount
$1,001 - $15,000
CMCSA
Comcast Corporation - Class A Common Stock (CMCSA)
sell
Reported amount
$1,001 - $15,000
CMCSA
Comcast Corporation - Class A Common Stock (CMCSA)
sell
Reported amount
$15,001 - $50,000
NVO
Novo Nordisk A/S Common Stock (NVO)
buy
Reported amount
$15,001 - $50,000
NVO
Novo Nordisk A/S Common Stock (NVO)
buy
Reported amount
$1,001 - $15,000
NVO
Novo Nordisk A/S Common Stock (NVO)
buy
Reported amount
$1,001 - $15,000
NVO
Novo Nordisk A/S Common Stock (NVO)
buy
Reported amount
$1,001 - $15,000
Transactions
3 sellsUPS
United Parcel Service, Inc. Common Stock (UPS)
sell
Reported amount
$1,001 - $15,000
UPS
United Parcel Service, Inc. Common Stock (UPS)
sell
Reported amount
$1,001 - $15,000
UPS
United Parcel Service, Inc. Common Stock (UPS)
sell
Reported amount
$50,001 - $100,000