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Susan W. Brooks

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

Trades12
Buys / sales11 / 1
Estimated volume$121KMiddle of each reported range
Trades that beat the market25.0%2 of 8: did better than the same money in the S&P 500 that day
Typical trade vs. the market−40.5%The middle trade: half did better, half worse
Disclosed late1Reported 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

XOM · bought April 6, 2020, $1,001 - $15,000

+140.2% vs. the S&P 500 since

Worst-timed trade

VZ · bought April 6, 2020, $1,001 - $15,000

−213.1% vs. the S&P 500 since

The portfolio against the market

Our rebuild of the household's disclosed stocks and options since June 30, 2020: +86.9% against +142.2% for the S&P 500. Hover for any quarter.

PortfolioS&P 500 (SPY)
0%+50%+100%+150%202120222023202420252026June 30, 2020: portfolio +0.0%, S&P 500 +0.0%September 30, 2020: portfolio +5.2%, S&P 500 +8.6%December 31, 2020: portfolio +17.4%, S&P 500 +21.2%March 31, 2021: portfolio +20.4%, S&P 500 +28.5%June 30, 2021: portfolio +28.4%, S&P 500 +38.8%September 30, 2021: portfolio +23.1%, S&P 500 +39.2%December 31, 2021: portfolio +39.7%, S&P 500 +54.0%March 31, 2022: portfolio +45.2%, S&P 500 +46.5%June 30, 2022: portfolio +28.5%, S&P 500 +22.3%September 30, 2022: portfolio +20.3%, S&P 500 +15.8%December 31, 2022: portfolio +32.9%, S&P 500 +24.0%March 31, 2023: portfolio +38.7%, S&P 500 +32.8%June 30, 2023: portfolio +42.8%, S&P 500 +43.8%September 30, 2023: portfolio +42.1%, S&P 500 +38.6%December 31, 2023: portfolio +49.6%, S&P 500 +54.1%March 31, 2024: portfolio +68.6%, S&P 500 +69.6%June 30, 2024: portfolio +74.6%, S&P 500 +76.5%September 30, 2024: portfolio +72.4%, S&P 500 +86.1%December 31, 2024: portfolio +68.1%, S&P 500 +90.1%March 31, 2025: portfolio +72.1%, S&P 500 +81.4%June 30, 2025: portfolio +77.9%, S&P 500 +100.4%September 30, 2025: portfolio +82.7%, S&P 500 +116.0%December 31, 2025: portfolio +84.4%, S&P 500 +121.1%March 31, 2026: portfolio +89.0%, S&P 500 +110.9%June 30, 2026: portfolio +86.9%, S&P 500 +142.2%

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
XOMExxonMobil21.1%$35K
MSFTMicrosoft15.9%$26K
CVXChevron Corporation13.7%$22K
QCOMQualcomm12.3%$20K
AMZNAmazon12.2%$20K
MAMastercard11.3%$19K
KOThe Coca-Cola Company9.6%$16K
VZVerizon3.8%$6,265

Most traded: AMZN (1), CVX (1), KO (1), XOM (1), MA (1), MSFT (1), QCOM (1), VZ (1)

Every trade

TradedWhatStockAmountVs. the market since
April 6, 2020BoughtAMZNAmazon.com, Inc. (AMZN)$1,001 - $15,0001−41.1%
April 6, 2020Boughtg fedcF IlINg S TATuS : New S uBHOldINg O F : IRA Apple Inc. (AAPl)$1,001 - $15,0001–
April 6, 2020BoughtCVXg fedcF IlINg S TATuS : New S uBHOldINg O F : IRA Chevron Corporation $1,001 - $15,0001−11.5%
April 6, 2020BoughtKOg fedcF IlINg S TATuS : New S uBHOldINg O F : IRA Coca-Cola Company (K$1,001 - $15,0001−94.3%
April 6, 2020Boughtg fedcF IlINg S TATuS : New S uBHOldINg O F : IRA delta Air lines, Inc$1,001 - $15,0001–
April 6, 2020BoughtXOMg fedcF IlINg S TATuS : New S uBHOldINg O F : IRA Exxon Mobil Corporat$1,001 - $15,0001+140.2%
April 6, 2020BoughtMAg fedcF IlINg S TATuS : New S uBHOldINg O F : IRA Mastercard Incorpora$1,001 - $15,0001−59.6%
April 6, 2020BoughtMSFTg fedcF IlINg S TATuS : New S uBHOldINg O F : IRA Microsoft Corporatio$1,001 - $15,0001+35.0%
April 6, 2020BoughtQCOMfedcF IlINg S TATuS : New S uBHOldINg O F : IRA QuAlCOMM Incorporated $1,001 - $15,0001−40.0%
April 6, 2020BoughtVZfedcF IlINg S TATuS : New S uBHOldINg O F : IRA Verizon Communications$1,001 - $15,0001−213.1%
April 6, 2020Boughtg fedcF IlINg S TATuS : New S uBHOldINg O F : IRA Walt disney Company $1,001 - $15,0001–
January 8, 2020LATESold someonspira Therapeutics, Inc$15,001 - $50,0002–

Sources

Each trade links to the report it was filed on.

  1. 1
    Susan W. Brooks: periodic transaction report filed April 27, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20016445.pdf
    H20016445
  2. 2
    Susan W. Brooks: periodic transaction report filed February 27, 2020https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2020/20016088.pdf
    H20016088