Susan W. Brooks portfolio
Susan W. Brooks represented IN in the House until 2021. Trades below come from filings made while in office. Susan W. Brooks has disclosed 28 trades (23 purchases, 4 sales); the latest was on Apr 6, 2020. Over the past year the disclosed stock holdings returned +16.4%, against +11.8% for the S&P 500.
Est. value $313K across 12 stocks and ETFs, marked to the latest close
| Investment | Est. holding value | Last transaction | Total bought | Avg. cost | Since filed | Current price | Trades |
|---|---|---|---|---|---|---|---|
| GEgeneral Electric Company | $68K | Apr 6, 2020Purchase | $1K–15K1 purchase | $36.04 | +854.22% | $305.81 | 1 |
| AAPLApple Inc. | $42K | Apr 6, 2020Purchase | $1K–15K1 purchase | $65.62 | +390.62% | $347.32 | 1 |
| XOMExxon Mobil Corporation | $37K | Apr 6, 2020Purchase | $1K–15K1 purchase | $40.47 | +320.71% | $184.86 | 1 |
| DALdelta Air lines, Inc. | $29K | Apr 6, 2020Purchase | $1K–15K1 purchase | $22.32 | +258.84% | $79.52 | 1 |
| MSFTMicrosoft Corporation | $25K | Apr 6, 2020Purchase | $1K–15K1 purchase | $165.27 | +200.22% | $522.53 | 1 |
| CVXChevron Corporation | $23K | Apr 6, 2020Purchase | $1K–15K1 purchase | $80.39 | +162.48% | $235.48 | 1 |
| MAMastercard Incorporated | $19K | Apr 6, 2020Purchase | $1K–15K1 purchase | $265.94 | +140.84% | $638.51 | 1 |
| AMZNP Amazon.com, Inc. | $19K | Apr 6, 2020Purchase | $1K–15K1 purchase | $99.88 | +101.55% | $239.45 | 1 |
| QCOMQuAlCOMM Incorporated | $19K | Apr 6, 2020Purchase | $1K–15K1 purchase | $70.95 | +120.81% | $167.77 | 1 |
| KOCoca-Cola Company | $16K | Apr 6, 2020Purchase | $1K–15K1 purchase | $46.67 | +101.65% | $94.33 | 1 |
| DISWalt disney Company | $9K | Apr 6, 2020Purchase | $1K–15K1 purchase | $99.58 | +5.34% | $111.72 | 1 |
| VZInc. | $6K | Apr 6, 2020Purchase | $1K–15K1 purchase | $56.70 | -22.42% | $44.85 | 1 |
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.