Michael C. Burgess portfolio

Michael C. Burgess represented TX in the House until 2025. Trades below come from filings made while in office. Michael C. Burgess has disclosed 136 trades (43 purchases, 92 sales); the latest was on Sep 3, 2024. Over the past year the disclosed stock holdings returned -7.2%, against +11.8% for the S&P 500.

RRepublicanParty

Former member of HouseRepresents TX

$93KEst. portfolio value

2 years agoLast trade

-7.2%1Y return, from filings

1M return+4.2%S&P 500 -0.3% · 5 positionsOn their trade dates: +4.0%

3M return-13.7%S&P 500 +1.7% · 5 positionsOn their trade dates: -13.4%

YTD return-4.8%S&P 500 +11.4% · 5 positionsOn their trade dates: -4.9%

1Y return-7.2%S&P 500 +11.8% · 5 positionsOn their trade dates: -6.9%

3Y return-24.3%S&P 500 +81.7% · 16 positionsOn their trade dates: -27.2%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

Est. value $93K across 6 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Michael C. Burgess
Investment	Est. holding value	Last transaction	Total bought	Avg. cost	Since filed	Current price	Trades
PRUPrudential Financial, Inc.	$42K	Aug 22, 2023Purchase	$15K–50K1 purchase	$90.22	+24.23%	$117.17	1
CCChemours Company	$21K	Aug 9, 2023Purchase	$30K–100K2 purchases	$35.78	-63.11%	$13.19	3
AAPAdvance Auto Parts Inc.	$16K	Feb 24, 2023Sale (partial)	$30K–100K2 purchases	$138.85	-64.92%	$45.45	4
STLAStellantis N.V. Common Shares	$8K	Aug 22, 2023Purchase	$15K–50K1 purchase	$18.09	-74.60%	$4.61	1
F65 shares Ford Motor Company	$5K	Feb 9, 2022Purchase	$1K–15K1 purchase	$18.35	-30.60%	$12.22	1
ABTP Abbott laboratories	$349.32	Jan 7, 2022Sale (partial)	$1K–15K1 purchase	$128.38	-24.80%	$105.83	2

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.