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Mo Brooks

Every stock trade Mo Brooks reported under the STOCK Act since 2020, and how each did against the S&P 500.

Trades52
Buys / sales24 / 28
Estimated volume$802KMiddle of each reported range
Trades that beat the market50.0%16 of 32: did better than the same money in the S&P 500 that day
Typical trade vs. the market+4.7%The middle trade: half did better, half worse
Disclosed late11Reported more than 45 days after the trade

Members report each trade as a dollar range, not an exact amount; volume uses the middle of each range. "Vs. the market since" is the stock's move from the trade date to today minus the S&P 500's: +10% means the trade did 10 points better than putting the same money in the S&P 500 that day. For a sale it's reversed, so a sale scores well when the stock then lagged. Prices exclude dividends. Trades by spouses and children count.

Best-timed trade

ADTN · sold January 2, 2020, $1,001 - $15,000

+174.5% vs. the S&P 500 since

Worst-timed trade

SANM · sold January 15, 2020, $15,001 - $50,000

−314.9% vs. the S&P 500 since

The portfolio against the market

Our rebuild of the household's disclosed stocks and options since March 31, 2020: +26.7% against +189.7% for the S&P 500. Hover for any quarter.

PortfolioS&P 500 (SPY)
-50%0%+50%+100%+150%+200%202120222023202420252026March 31, 2020: portfolio +0.0%, S&P 500 +0.0%June 30, 2020: portfolio −1.8%, S&P 500 +19.6%September 30, 2020: portfolio +0.7%, S&P 500 +29.9%December 31, 2020: portfolio +0.6%, S&P 500 +45.1%March 31, 2021: portfolio +3.2%, S&P 500 +53.8%June 30, 2021: portfolio +5.3%, S&P 500 +66.1%September 30, 2021: portfolio +6.2%, S&P 500 +66.5%December 31, 2021: portfolio +14.9%, S&P 500 +84.3%March 31, 2022: portfolio +26.8%, S&P 500 +75.2%June 30, 2022: portfolio +13.9%, S&P 500 +46.4%September 30, 2022: portfolio +1.2%, S&P 500 +38.6%December 31, 2022: portfolio −2.0%, S&P 500 +48.4%March 31, 2023: portfolio −6.6%, S&P 500 +58.8%June 30, 2023: portfolio −7.5%, S&P 500 +72.0%September 30, 2023: portfolio −12.1%, S&P 500 +65.9%December 31, 2023: portfolio −7.8%, S&P 500 +84.4%March 31, 2024: portfolio +0.3%, S&P 500 +102.9%June 30, 2024: portfolio −0.8%, S&P 500 +111.1%September 30, 2024: portfolio +15.2%, S&P 500 +122.6%December 31, 2024: portfolio +11.0%, S&P 500 +127.4%March 31, 2025: portfolio +22.8%, S&P 500 +117.0%June 30, 2025: portfolio +17.9%, S&P 500 +139.7%September 30, 2025: portfolio +23.2%, S&P 500 +158.5%December 31, 2025: portfolio +19.1%, S&P 500 +164.6%March 31, 2026: portfolio +20.4%, S&P 500 +152.3%June 30, 2026: portfolio +26.7%, S&P 500 +189.7%

Compare with funds and other members · how we rebuild it is on that page.

What they still hold

By our estimate: every reported buy less every reported sale, at today's prices. Positions from before 2020 are missing.

StockShare of portfolioWorth about
DDominion Energy47.7%$102K
BRK.BBerkshire Hathaway43.4%$93K
TAT&T4.6%$9,789
AATCAUTOSCOPE TECHNOLOGIES CORP4.3%$9,217

Most traded: D (4), PFE (4), T (3), VZ (2), BRK.B (2), CSCO (2), TFC (2), AATC (1)

Every trade

TradedWhatStockAmountVs. the market since
December 8, 2022Bought JointArlington TX Higher Ed Fin$1,001 - $15,0001–
November 29, 2022BoughtF S: New D: Corporate Bond JT U. S. Treasury Note$50,001 - $100,0001–
August 30, 2022LATEBoughtF S: New JT Duke Energy Corp Fxd$1,001 - $15,0001–
July 22, 2022Bought JointAATCAutoscope Technologies Corporation (AATC)$1,001 - $15,0002−80.1%
July 22, 2022SoldVZF S: New JT Verizon Communications Inc. (VZ)$1,001 - $15,0002+95.5%
July 13, 2022BoughtF S: New D: Corporate Bond JT Nisource Inc. Fxd to$1,001 - $15,0003–
June 22, 2022Bought JointDuke Energy Corp Fxd to 09/20/24$1,001 - $15,0003–
June 3, 2022Bought JointDuke Energy Corp Fxd to 092024$1,001 - $15,0004–
October 12, 2021LATESoldT2000085554 JT AT&T Inc. (T)$1,001 - $15,0005+55.6%
April 11, 2022Sold some JointVZVerizon Communications Inc. (VZ)$1,001 - $15,0006+93.1%
March 18, 2022Bought JointDuke Energy Corp Fxd to 092024VAR thraftr 4.8750%$1,001 - $15,0007–
October 12, 2021Bought JointTAT&T Inc. (T)$1,001 - $15,0008−55.6%
September 29, 2021BoughtDg fedcF IlINg S TATuS : New JT Dominion Energy, Inc. (D)$15,001 - $50,0008−92.2%
August 16, 2021LATESoldPFEg fedcF IlINg S TATuS : New JT Pfizer, Inc. (PFE)$15,001 - $50,0008+112.5%
July 16, 2021Bought JointBaldwin Cnty Ala Pub Bldg Authbuildg RE OID$15,001 - $50,0009–
January 15, 2020LATEBought JointBRK.BBerkshire Hathaway Inc. New (BRK.B)$15,001 - $50,00010−2.2%
May 14, 2021Bought Jointgeneral Electric Co Fxd TO$1,001 - $15,00011–
March 24, 2021Bought JointBRK.BBerkshire Hathaway Inc. New (BRK.B)$1,001 - $15,00012+14.0%
February 8, 2021SoldTAT&T Inc. (T)$1,001 - $15,00013+89.5%
February 8, 2021SoldCSCOg fedcF IlINg S TATuS : New Cisco Systems, Inc. (CSCO)$1,001 - $15,00013−21.8%
February 8, 2021SoldTFCg fedcF IlINg S TATuS : New Truist Financial Corporation (TFC)$1,001 - $15,00013+109.7%
February 1, 2021Sold JointPike Road Al OID$1,001 - $15,00014–
January 22, 2021BoughtDuke Energy Corporation ( DuK)$1,001 - $15,00015–
January 22, 2021Soldg fedcF IlINg S TATuS : New JT lee Enterprises, Incorporated (lEE)$1,001 - $15,00015–
January 22, 2021Soldg fedcF IlINg S TATuS : New SP lee Enterprises, Incorporated (lEE)$1,001 - $15,00015–
January 21, 2021Soldg fedcF IlINg S TATuS : New Spectra Energy Capital l lC$1,001 - $15,00015–
December 1, 2020LATESoldVTRSfedcbF IlINg S TATuS : New D ESCRIPTION : Corporate Bonds JT Viatris I$1,001 - $15,00015+103.7%
November 24, 2020LATEBoughtg fedcF IlINg S TATuS : New SP lee Enterprises, Incorporated (lEE)$1,001 - $15,00015–
October 28, 2020Sold JointBACBank of America Corporat ion(BAC)$15,001 - $50,00016+18.0%
September 16, 2020LATEBoughtPFEg fedcF IlINg S TATuS : New JT Pfizer, Inc. (PFE)$1,001 - $15,00016−143.4%
July 1, 2020BoughtPFEg fedcbF IlINg S TATuS : New JT Pfizer, Inc. (PFE)$1,001 - $15,00017−156.6%
June 23, 2020Sold someg fedcF IlINg S TATuS : New SP lee Enterprises, Incorporated (lEE)$1,001 - $15,00017–
June 8, 2020BoughtDg fedcF IlINg S TATuS : New JT Dominion Energy, Inc. (D)$15,001 - $50,00017−165.2%
June 1, 2020Bought JointDDominion Energy, Inc. (D)$15,001 - $50,00017−178.6%
April 29, 2020BoughtDg fedcbF IlINg s TaTus : New JT Dominion Energy, Inc. (D)$15,001 - $50,00018−182.4%
April 29, 2020SoldMARg fedcF IlINg s TaTus : New JT Marriott International - Class a (MaR)$15,001 - $50,00018−138.6%
April 13, 2020Sold JointAAPLapple Inc. (aaPl)$1,001 - $15,00018−222.8%
April 13, 2020Boughtg fedcF IlINg s TaTus : New JT Duke Energy Corporation ( DuK)$1,001 - $15,00018–
April 2, 2020LATEBoughtg fedcF IlINg s TaTus : New JT Duke Energy Corporation ( DuK)$15,001 - $50,00018–
March 17, 2020BoughtPFEfedcbF IlINg s TaTus : New D EsCRIPTIoN : This stock was acquired by i$1,001 - $15,00019−208.8%
February 11, 2020SoldCSCOfedcF IlINg s TaTus : New D EsCRIPTIoN : This stock was acquired by in$1,001 - $15,00019+11.6%
February 5, 2020LATESold JointBSXBoston scientific Corporation (BsX)$1,001 - $15,00019+127.7%
February 2, 2020LATESoldTFCg fedcF IlINg s TaTus : New JT Truist Financial Corporation (TFC)$15,001 - $50,00019+149.4%
January 15, 2020SoldARCCfedcF IlINg s TaTus : New D EsCRIPTIoN : This stock was inherited on 1$1,001 - $15,00020+135.9%
January 15, 2020SoldSANMg fedcbF IlINg s TaTus : New JT sanmina Corporation (saNM)$15,001 - $50,00020−314.9%
January 2, 2020Sold JointADTNaDTRaN, Inc. (aDTN)$1,001 - $15,00020+174.5%
January 2, 2020SoldCDNSfedcF IlINg s TaTus : New D EsCRIPTIoN : This stock was inherited on 1$1,001 - $15,00020−209.7%
January 2, 2020SoldfedcF IlINg s TaTus : New D EsCRIPTIoN : This stock was inherited on 1$1,001 - $15,00020–
January 2, 2020SoldDTEGYfedcF IlINg s TaTus : New D EsCRIPTIoN : This stock was inherited on 1$1,001 - $15,00020+60.0%
January 2, 2020SoldGEfedcF IlINg s TaTus : New D EsCRIPTIoN : This stock was inherited on 1$1,001 - $15,00020−287.1%
January 2, 2020SoldWFCfedcbF IlINg s TaTus : New D EsCRIPTIoN : This stock was inherited on $1,001 - $15,00020+83.6%
November 12, 2019LATESold JointMenlo Pk Clif City sch Dist$15,001 - $50,00020–

Sources

Each trade links to the report it was filed on.

  1. 1
    Mo Brooks: periodic transaction report filed December 31, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20022197.pdf
    H20022197
  2. 2
    Mo Brooks: periodic transaction report filed August 17, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021568.pdf
    H20021568
  3. 3
    Mo Brooks: periodic transaction report filed July 19, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021403.pdf
    H20021403
  4. 4
    Mo Brooks: periodic transaction report filed June 12, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20021197.pdf
    H20021197
  5. 5
    Mo Brooks: periodic transaction report filed May 11, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20020998.pdf
    H20020998
  6. 6
    Mo Brooks: periodic transaction report filed April 26, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20020873.pdf
    H20020873
  7. 7
    Mo Brooks: periodic transaction report filed March 21, 2022https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/20020661.pdf
    H20020661
  8. 8
    Mo Brooks: periodic transaction report filed October 14, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20019626.pdf
    H20019626
  9. 9
    Mo Brooks: periodic transaction report filed August 6, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20019249.pdf
    H20019249
  10. 10
    Mo Brooks: periodic transaction report filed July 10, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20019066.pdf
    H20019066
  11. 11
    Mo Brooks: periodic transaction report filed May 28, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018822.pdf
    H20018822
  12. 12
    Mo Brooks: periodic transaction report filed April 20, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018605.pdf
    H20018605
  13. 13
    Mo Brooks: periodic transaction report filed February 16, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018223.pdf
    H20018223
  14. 14
    Mo Brooks: periodic transaction report filed February 12, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018204.pdf
    H20018204
  15. 15
    Mo Brooks: periodic transaction report filed January 26, 2021https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2021/20018077.pdf
    H20018077
  16. 16
    Mo Brooks: periodic transaction report filed November 8, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20017659.pdf
    H20017659
  17. 17
    Mo Brooks: periodic transaction report filed July 11, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20016939.pdf
    H20016939
  18. 18
    Mo Brooks: periodic transaction report filed May 22, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20016653.pdf
    H20016653
  19. 19
    Mo Brooks: periodic transaction report filed March 24, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20016288.pdf
    H20016288
  20. 20
    Mo Brooks: periodic transaction report filed January 20, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20014938.pdf
    H20014938