Michael Burgess
Trades
39
8 buy / 31 sell
Buy Win Rate
38%
8 buy trades scored
Avg. Buy Return
+17.5%
Dollar-weighted avg
vs S&P 500
-19.8%
Same holding periods
Trading Performance
Based on 8 buys scored - low sample, interpret with caution
Avg. Buy Return+17.5%
S&P 500 (same periods)+37.2%
Alpha vs S&P 500-19.8%
Buy Win Rate38%
Sell Timing39%
Buy / Sell Trades8 / 30
Buy/Sell Ratio0.3x
Returns compare each buy trade against SPY over the same holding period. Based on monthly price data. Congressional disclosures can be delayed up to 45 days. Not financial advice.
Trade History
39 trades disclosed
ILMN
Illumina, Inc. - Common Stock
Type:
Sell
Date
Aug 30, 2024
ILMN
Illumina, Inc. - Common Stock
Type:
Sell
Date
Sep 3, 2024
RY
Royal Bank Of Canada Common
Type:
Sell
Date
Jul 25, 2024
UPS
United Parcel Service, Inc. Common
Type:
Sell
Date
Jul 22, 2024
RY
Royal Bank Of Canada Common
Type:
Sell
Date
Jul 16, 2024
RY
Royal Bank Of Canada Common
Type:
Buy
Date
Jul 16, 2024
IBM
International Business Machines
Type:
Sell
Date
Apr 10, 2024
ABBV
AbbVie Inc. Common Stock
Type:
Sell
Date
Apr 10, 2024
MRK
Merck & Company, Inc. Common
Type:
Sell
Date
Apr 10, 2024
iShares International Inflation-Linked
Type:
Sell
Date
Apr 10, 2024
IT
ITIP
iShares International Inflation-Linked
Type:
Sell
Date
Apr 10, 2024
ILMN
Illumina, Inc. - Common Stock
Type:
Sell
Date
Mar 11, 2024
XOM
Exxon Mobil Corporation Common
Type:
Sell
Date
Mar 11, 2024
ILMN
Illumina, Inc. - Common Stock
Type:
Sell
Date
Mar 11, 2024
WBA
Walgreens Boots Alliance, Inc. -
Type:
Sell
Date
Mar 1, 2024
ILMN
Illumina, Inc. - Common Stock
Type:
Sell
Date
Feb 12, 2024
BBY
Best Buy Co., Inc. Common Stock
Type:
Sell
Date
Feb 26, 2024
BBY
Best Buy Co., Inc. Common Stock
Type:
Sell
Date
Feb 23, 2024
ILMN
Illumina, Inc. - Common Stock
Type:
Sell
Date
Feb 12, 2024
ILMN
Illumina, Inc. - Common Stock
Type:
Buy
Date
Feb 12, 2024
ILMN
Illumina, Inc. - Common Stock
Type:
Sell
Date
Feb 9, 2024
PANW
Palo Alto Networks, Inc.
Type:
Sell
Date
Feb 9, 2024
BX
Blackstone Inc.
Type:
Sell
Date
Jan 12, 2024
VLO
Valero Energy Corporation
Type:
Sell
Date
Jan 12, 2024
RY
Royal Bank Of Canada
Type:
Buy
Date
Jan 10, 2024
RY
Royal Bank Of Canada
Type:
Sell
Date
Jan 10, 2024
ILMN
Illumina, Inc.
Type:
Sell
Date
Jan 2, 2024
VLO
Valero Energy Corporation
Type:
Sell
Date
Jan 2, 2024
ILMN
Illumina, Inc.
Type:
Buy
Date
Jan 2, 2024
BX
Blackstone Inc.
Type:
Sell
Date
Jan 2, 2024
PANW
Palo Alto Networks, Inc.
Type:
Sell
Date
Jan 2, 2024
AMD
Advanced Micro Devices, Inc.
Type:
Sell
Date
Jan 2, 2024
XOM
Exxon Mobil Corporation
Type:
Buy
Date
Jan 2, 2024
ILMN
Illumina, Inc.
Type:
Buy
Date
Jan 2, 2024
AMGN
Amgen Inc.
Type:
Sell
Date
Jan 2, 2024
UPS
United Parcel Service, Inc.
Type:
Buy
Date
Dec 15, 2023
UPS
United Parcel Service, Inc.
Type:
Sell
Date
Dec 15, 2023
UPS
United Parcel Service, Inc.
Type:
Buy
Date
Dec 14, 2023
UPS
United Parcel Service, Inc.
Type:
Sell
Date
Dec 14, 2023
Date | Ticker | Type | Amount Range | Disclosure Delay |
|---|---|---|---|---|
| Aug 30, 2024 | ILMN Illumina, Inc. - Common Stock | Sell | $15k - $50k | +32dFiling |
| Sep 3, 2024 | ILMN Illumina, Inc. - Common Stock | Sell | $15k - $50k | +21dFiling |
| Jul 25, 2024 | RY Royal Bank Of Canada Common | Sell | $15k - $50k | +18dFiling |
| Jul 22, 2024 | UPS United Parcel Service, Inc. Common | Sell | $1k - $15k | +9dFiling |
| Jul 16, 2024 | RY Royal Bank Of Canada Common | Sell | $1k - $15k | +15dFiling |
| Jul 16, 2024 | RY Royal Bank Of Canada Common | Buy | $1k - $15k | +15dFiling |
| Apr 10, 2024 | IBM International Business Machines | Sell | $1k - $15k | +22dFiling |
| Apr 10, 2024 | ABBV AbbVie Inc. Common Stock | Sell | $1k - $15k | +22dFiling |
| Apr 10, 2024 | MRK Merck & Company, Inc. Common | Sell | $1k - $15k | +22dFiling |
| Apr 10, 2024 | iShares International Inflation-Linked | Sell | $1k - $15k | +22dFiling |
| Apr 10, 2024 | IT ITIP iShares International Inflation-Linked | Sell | $1k - $15k | +22dFiling |
| Mar 11, 2024 | ILMN Illumina, Inc. - Common Stock | Sell | $1k - $15k | +30dFiling |
| Mar 11, 2024 | XOM Exxon Mobil Corporation Common | Sell | $15k - $50k | +30dFiling |
| Mar 11, 2024 | ILMN Illumina, Inc. - Common Stock | Sell | $1k - $15k | +11dFiling |
| Mar 1, 2024 | WBA Walgreens Boots Alliance, Inc. - | Sell | $1k - $15k | +21dFiling |
| Feb 12, 2024 | ILMN Illumina, Inc. - Common Stock | Sell | $1k - $15k | +24dFiling |
| Feb 26, 2024 | BBY Best Buy Co., Inc. Common Stock | Sell | $15k - $50k | +10dFiling |
| Feb 23, 2024 | BBY Best Buy Co., Inc. Common Stock | Sell | $15k - $50k | +13dFiling |
| Feb 12, 2024 | ILMN Illumina, Inc. - Common Stock | Sell | $1k - $15k | +24dFiling |
| Feb 12, 2024 | ILMN Illumina, Inc. - Common Stock | Buy | $15k - $50k | +24dFiling |
| Feb 9, 2024 | ILMN Illumina, Inc. - Common Stock | Sell | $1k - $15k | +27dFiling |
| Feb 9, 2024 | PANW Palo Alto Networks, Inc. | Sell | $15k - $50k | +27dFiling |
| Jan 12, 2024 | BX Blackstone Inc. | Sell | $15k - $50k | +24dFiling |
| Jan 12, 2024 | VLO Valero Energy Corporation | Sell | $15k - $50k | +24dFiling |
| Jan 10, 2024 | RY Royal Bank Of Canada | Buy | $1k - $15k | +12dFiling |
| Jan 10, 2024 | RY Royal Bank Of Canada | Sell | $1k - $15k | +12dFiling |
| Jan 2, 2024 | ILMN Illumina, Inc. | Sell | $1k - $15k | +20dFiling |
| Jan 2, 2024 | VLO Valero Energy Corporation | Sell | $15k - $50k | +20dFiling |
| Jan 2, 2024 | ILMN Illumina, Inc. | Buy | $15k - $50k | +20dFiling |
| Jan 2, 2024 | BX Blackstone Inc. | Sell | $15k - $50k | +20dFiling |
| Jan 2, 2024 | PANW Palo Alto Networks, Inc. | Sell | $15k - $50k | +20dFiling |
| Jan 2, 2024 | AMD Advanced Micro Devices, Inc. | Sell | $1k - $15k | +20dFiling |
| Jan 2, 2024 | XOM Exxon Mobil Corporation | Buy | $15k - $50k | +20dFiling |
| Jan 2, 2024 | ILMN Illumina, Inc. | Buy | $1k - $15k | +20dFiling |
| Jan 2, 2024 | AMGN Amgen Inc. | Sell | $15k - $50k | +20dFiling |
| Dec 15, 2023 | UPS United Parcel Service, Inc. | Buy | $1k - $15k | +24dFiling |
| Dec 15, 2023 | UPS United Parcel Service, Inc. | Sell | $1k - $15k | +24dFiling |
| Dec 14, 2023 | UPS United Parcel Service, Inc. | Buy | $1k - $15k | +25dFiling |
| Dec 14, 2023 | UPS United Parcel Service, Inc. | Sell | $1k - $15k | +25dFiling |
Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.
Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer