Ed Perlmutter portfolio
Ed Perlmutter represented CO in the House until 2023. Trades below come from filings made while in office. Ed Perlmutter has disclosed 91 trades (44 purchases, 47 sales); the latest was on Nov 10, 2022. Over the past year the disclosed stock holdings returned +6.0%, against +11.8% for the S&P 500.
Est. value $231K 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 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corporation | $127K | Sep 3, 2020Purchase | $1K–15K1 purchase | $13.02 | +1441.85% | $206.89 | 1 |
| AMZNP sP amazon.com, Inc. | $20K | Nov 10, 2022Purchase | $1K–15K1 purchase | $96.63 | +181.97% | $239.45 | 7 |
| AAPLsP apple Inc. | $19K | Nov 10, 2022Purchase | $1K–15K1 purchase | $146.87 | +162.38% | $347.32 | 9 |
| UALunited Airlines Holdings, Inc. | $16K | Jul 7, 2021Purchase | $1K–15K1 purchase | $50.30 | +118.42% | $102.92 | 1 |
| COSTsP Costco Wholesale Corporation | $16K | Nov 10, 2022Purchase | $3K–45K3 purchases | $377.10 | +175.72% | $1,009.16 | 6 |
| KRsP Kroger Company | $11K | Jul 19, 2022Purchase | $1K–15K1 purchase | $47.30 | +47.08% | $66.19 | 4 |
| SQSquare, Inc. Class A | $8K | Sep 18, 2020Purchase | $1K–15K1 purchase | $145.01 | — | — | 1 |
| VZsP Verizon Communications Inc. | $7K | May 13, 2022Sale (partial) | $3K–45K3 purchases | $53.43 | -16.21% | $44.85 | 5 |
| BAP sP Boeing Company | $4K | Apr 16, 2019Purchase | $1K–15K1 purchase | $381.72 | -51.16% | $173.40 | 1 |
| MSFTMicrosoft Corporation | $3K | May 13, 2022Sale (partial) | $2K–30K2 purchases | $205.72 | +141.85% | $522.53 | 5 |
| CHPTChargePoint Holdings, Inc. | $282.90 | Nov 10, 2022Purchase | $1K–15K1 purchase | $250.00 | -95.42% | $8.84 | 3 |
| PFEPfizer, Inc. | $185.19 | Sep 1, 2020Sale (partial) | $1K–15K1 purchase | $34.08 | -16.32% | $30.31 | 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.