Sheldon Whitehouse
Trades
82
12 buy / 70 sell
Buy Win Rate
58%
12 buy trades scored
Avg. Buy Return
+14.9%
Dollar-weighted avg
vs S&P 500
-4.1%
Same holding periods
Trading Performance
Based on 12 buys scored - low sample, interpret with caution
Avg. Buy Return+14.9%
S&P 500 (same periods)+19.0%
Alpha vs S&P 500-4.1%
Buy Win Rate58%
Sell Timing54%
Buy / Sell Trades3 / 34
Buy/Sell Ratio0.1x
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
82 trades disclosed
JPM
JP Morgan Chase & Co. Common Stock
Type:
Sell
Date
Apr 13, 2026
PEP
PepsiCo, Inc. - Common Stock
Type:
Sell
Date
Mar 30, 2026
PEP
PepsiCo, Inc. - Common Stock
Type:
Sell
Date
Feb 23, 2026
VZ
Verizon Communications Inc. Common Stock
Type:
Sell
Date
Feb 23, 2026
HD
Home Depot, Inc. (The) Common Stock
Type:
Sell
Date
Feb 23, 2026
MA
Mastercard Incorporated Common Stock
Type:
Sell
Date
Feb 23, 2026
SBUX
Starbucks Corp
Type:
Sell
Date
Jan 9, 2026
NVDA
Nvidia Corp
Type:
Sell
Date
Jan 9, 2026
HD
Home Depot
Type:
Sell
Date
Jan 9, 2026
MCD
McDonald's Corp
Type:
Sell
Date
Jan 9, 2026
GH
Guardant Health Inc
Type:
Buy
Date
Nov 21, 2025
KO
Coca-Cola Company
Type:
Buy
Date
Nov 21, 2025
HSY
Hershey Foods Corp
Type:
Buy
Date
Nov 21, 2025
PGR
Progressive Corp
Type:
Sell
Date
Oct 27, 2025
NVDA
Nvidia Corp
Type:
Sell
Date
Oct 20, 2025
MSFT
Microsoft Corp
Type:
Sell
Date
Sep 4, 2025
VZ
Verizon Communications Inc
Type:
Sell
Date
Sep 4, 2025
NVDA
Nvidia Corp
Type:
Sell
Date
Sep 4, 2025
AMGN
Amgen Inc
Type:
Sell
Date
Sep 4, 2025
AAPL
Apple Inc
Type:
Sell
Date
Sep 4, 2025
UNH
Unitedhealth Group Inc
Type:
Sell
Date
Sep 4, 2025
HON
Honeywell International Inc
Type:
Sell
Date
Sep 4, 2025
RI INFRASTRUCTURE BK SAFE DRINKIN
Rate/Coupon: 3.0% Matures: 10/01/2032Bond
Type:
Sell
Date
Sep 4, 2025
LRCX
Lam Research Corp
Type:
Sell
Date
Aug 28, 2025
KVUE
Kenvue Inc
Type:
Sell
Date
Aug 28, 2025
UNH
Unitedhealth Group Inc
Type:
Sell
Date
Aug 28, 2025
DHR
Danaher Corp
Type:
Sell
Date
Aug 28, 2025
NVDA
Nvidia Corp
Type:
Sell
Date
Jul 7, 2025
ADI
Analog Devices
Type:
Sell
Date
Jul 3, 2025
EL
Estee Lauder Companies
Type:
Sell
Date
Apr 29, 2025
NVDA
Nvidia Corp
Type:
Sell
Date
Apr 14, 2025
AAPL
Apple Inc
Type:
Sell
Date
Apr 14, 2025
SBUX
Starbucks Corp
Type:
Sell
Date
Apr 14, 2025
SBUX
Starbucks Corp
Type:
Sell
Date
Apr 11, 2025
SBUX
Starbucks Corporation - Common Stock
Type:
Sell
Date
Apr 11, 2025
HON
Honeywell International Inc
Type:
Sell
Date
Apr 3, 2025
NVDA
Nvidia Corp
Type:
Sell
Date
Jan 6, 2025
LRCX
Lam Research Corp
Type:
Sell
Date
Dec 19, 2024
AAPL
Apple Inc
Type:
Sell
Date
Dec 19, 2024
MET
Metlife Inc
Type:
Sell
Date
Nov 19, 2024
RI HEALTH & EDL BLDG CORP Rate/Coupon: 4.00% Matures: 09/15/2034Bond
Type:
Sell
Date
Nov 19, 2024
KVUE
Kenvue Inc
Type:
Sell
Date
Nov 18, 2024
LLY
Eli Lilly and Company
Type:
Buy
Date
Oct 30, 2024
SBUX
Starbucks Corp
Type:
Sell
Date
Oct 29, 2024
VZ
Verizon Communications Inc
Type:
Sell
Date
Oct 29, 2024
MA
Mastercard Inc
Type:
Sell
Date
Oct 29, 2024
DIS
Walt Disney Company
Type:
Sell
Date
Oct 29, 2024
SBUX
Starbucks Corp
Type:
Sell
Date
Oct 29, 2024
VZ
Verizon Communications Inc
Type:
Sell
Date
Oct 29, 2024
HON
Honeywell International Inc
Type:
Sell
Date
Oct 29, 2024
MA
Mastercard Inc
Type:
Sell
Date
Oct 29, 2024
TSLA
Tesla Inc
Type:
Sell
Date
Oct 28, 2024
TSLA
Tesla Inc
Type:
Sell
Date
Oct 28, 2024
TSLA
Tesla Inc
Type:
Sell
Date
Oct 11, 2024
KO
Coca-Cola Company
Type:
Buy
Date
Oct 8, 2024
CELH
Celsius Holdings Inc
Type:
Sell
Date
Oct 8, 2024
AMGN
Amgen Inc
Type:
Sell
Date
Sep 17, 2024
SNOW
Snowflake Inc Cl A
Type:
Sell
Date
Aug 15, 2024
CAG
Conagra Brands Inc
Type:
Sell
Date
Jul 30, 2024
CAG
Conagra Brands Inc
Type:
Sell
Date
Jul 30, 2024
DIS
Walt Disney Company
Type:
Sell
Date
Jul 25, 2024
JNJ
Johnson & Johnson
Type:
Sell
Date
Jul 3, 2024
JNJ
Johnson & Johnson
Type:
Sell
Date
Jul 3, 2024
MCD
McDonald's Corp
Type:
Sell
Date
Jul 3, 2024
GS
Goldman Sachs Group, Inc. (The) Common Stock
Type:
Buy
Date
Jun 27, 2024
HD
Home Depot
Type:
Buy
Date
Jun 13, 2024
MSFT
Microsoft Corp
Type:
Buy
Date
Jun 13, 2024
CC
CCI
Crown Castle Inc
Type:
Buy
Date
May 10, 2024
DE
DEO
Diageo Plc ADR
Type:
Sell
Date
May 8, 2024
JP MORGAN CHASE & CO Rate/Coupon: 6.12% Matures: 02/12/2056Bond
Type:
Sell
Date
Apr 30, 2024
RTX
RTX Corporation Common Stock
Type:
Sell
Date
Apr 9, 2024
DHR
Danaher Corp
Type:
Sell
Date
Apr 9, 2024
UL
UL
Unilever Plc ADR
Type:
Sell
Date
Apr 9, 2024
IR
Ingersoll Rand Inc
Type:
Sell
Date
Apr 9, 2024
NVS
Novartis Ag ADR
Type:
Sell
Date
Apr 9, 2024
UL
UL
Unilever Plc ADR
Type:
Sell
Date
Mar 22, 2024
CMCSA
Comcast Corp A
Type:
Sell
Date
Mar 13, 2024
SNOW
Snowflake Inc Cl A
Type:
Buy
Date
Dec 14, 2023
LLY
Eli Lilly and Company
Type:
Buy
Date
Dec 14, 2023
PFE
Pfizer Inc
Type:
Sell
Date
Dec 11, 2023
TGT
Target Corp
Type:
Sell
Date
Dec 7, 2023
KO
Coca-Cola Company
Type:
Buy
Date
Dec 7, 2023
Date | Ticker | Type | Amount Range | Disclosure Delay |
|---|---|---|---|---|
| Apr 13, 2026 | JPM JP Morgan Chase & Co. Common Stock | Sell | $15k - $50k | +21dFiling |
| Mar 30, 2026 | PEP PepsiCo, Inc. - Common Stock | Sell | $1k - $15k | +9dFiling |
| Feb 23, 2026 | PEP PepsiCo, Inc. - Common Stock | Sell | $1k - $15k | +11dFiling |
| Feb 23, 2026 | VZ Verizon Communications Inc. Common Stock | Sell | $1k - $15k | +11dFiling |
| Feb 23, 2026 | HD Home Depot, Inc. (The) Common Stock | Sell | $1k - $15k | +11dFiling |
| Feb 23, 2026 | MA Mastercard Incorporated Common Stock | Sell | $1k - $15k | +11dFiling |
| Jan 9, 2026 | SBUX Starbucks Corp | Sell | $1k - $15k | +26dFiling |
| Jan 9, 2026 | NVDA Nvidia Corp | Sell | $1k - $15k | +26dFiling |
| Jan 9, 2026 | HD Home Depot | Sell | $1k - $15k | +26dFiling |
| Jan 9, 2026 | MCD McDonald's Corp | Sell | $15k - $50k | +26dFiling |
| Nov 21, 2025 | GH Guardant Health Inc | Buy | $1k - $15k | +10dFiling |
| Nov 21, 2025 | KO Coca-Cola Company | Buy | $1k - $15k | +10dFiling |
| Nov 21, 2025 | HSY Hershey Foods Corp | Buy | $1k - $15k | +10dFiling |
| Oct 27, 2025 | PGR Progressive Corp | Sell | $15k - $50k | +7dFiling |
| Oct 20, 2025 | NVDA Nvidia Corp | Sell | $15k - $50k | +14dFiling |
| Sep 4, 2025 | MSFT Microsoft Corp | Sell | $15k - $50k | +29dFiling |
| Sep 4, 2025 | VZ Verizon Communications Inc | Sell | $1k - $15k | +29dFiling |
| Sep 4, 2025 | NVDA Nvidia Corp | Sell | $15k - $50k | +29dFiling |
| Sep 4, 2025 | AMGN Amgen Inc | Sell | $1k - $15k | +29dFiling |
| Sep 4, 2025 | AAPL Apple Inc | Sell | $15k - $50k | +29dFiling |
| Sep 4, 2025 | UNH Unitedhealth Group Inc | Sell | $15k - $50k | +29dFiling |
| Sep 4, 2025 | HON Honeywell International Inc | Sell | $15k - $50k | +29dFiling |
| Sep 4, 2025 | RI INFRASTRUCTURE BK SAFE DRINKIN
Rate/Coupon: 3.0% Matures: 10/01/2032Bond | Sell | $15k - $50k | +29dFiling |
| Aug 28, 2025 | LRCX Lam Research Corp | Sell | $15k - $50k | +6dFiling |
| Aug 28, 2025 | KVUE Kenvue Inc | Sell | $1k - $15k | +6dFiling |
| Aug 28, 2025 | UNH Unitedhealth Group Inc | Sell | $15k - $50k | +6dFiling |
| Aug 28, 2025 | DHR Danaher Corp | Sell | $1k - $15k | +6dFiling |
| Jul 7, 2025 | NVDA Nvidia Corp | Sell | $15k - $50k | +28dFiling |
| Jul 3, 2025 | ADI Analog Devices | Sell | $15k - $50k | +32dFiling |
| Apr 29, 2025 | EL Estee Lauder Companies | Sell | $1k - $15k | +14dFiling |
| Apr 14, 2025 | NVDA Nvidia Corp | Sell | $15k - $50k | +29dFiling |
| Apr 14, 2025 | AAPL Apple Inc | Sell | $15k - $50k | +29dFiling |
| Apr 14, 2025 | SBUX Starbucks Corp | Sell | $15k - $50k | +29dFiling |
| Apr 11, 2025 | SBUX Starbucks Corp | Sell | $1k - $15k | +32dFiling |
| Apr 11, 2025 | SBUX Starbucks Corporation - Common Stock | Sell | $1k - $15k | +32dFiling |
| Apr 3, 2025 | HON Honeywell International Inc | Sell | $15k - $50k | +40dFiling |
| Jan 6, 2025 | NVDA Nvidia Corp | Sell | $15k - $50k | +2dFiling |
| Dec 19, 2024 | LRCX Lam Research Corp | Sell | $15k - $50k | +20dFiling |
| Dec 19, 2024 | AAPL Apple Inc | Sell | $15k - $50k | +20dFiling |
| Nov 19, 2024 | MET Metlife Inc | Sell | $1k - $15k | +16dFiling |
| Nov 19, 2024 | RI HEALTH & EDL BLDG CORP Rate/Coupon: 4.00% Matures: 09/15/2034Bond | Sell | $15k - $50k | +16dFiling |
| Nov 18, 2024 | KVUE Kenvue Inc | Sell | $1k - $15k | +17dFiling |
| Oct 30, 2024 | LLY Eli Lilly and Company | Buy | $15k - $50k | +8dFiling |
| Oct 29, 2024 | SBUX Starbucks Corp | Sell | $1k - $15k | +9dFiling |
| Oct 29, 2024 | VZ Verizon Communications Inc | Sell | $1k - $15k | +9dFiling |
| Oct 29, 2024 | MA Mastercard Inc | Sell | $1k - $15k | +9dFiling |
| Oct 29, 2024 | DIS Walt Disney Company | Sell | $1k - $15k | +9dFiling |
| Oct 29, 2024 | SBUX Starbucks Corp | Sell | $1k - $15k | +9dFiling |
| Oct 29, 2024 | VZ Verizon Communications Inc | Sell | $1k - $15k | +9dFiling |
| Oct 29, 2024 | HON Honeywell International Inc | Sell | $1k - $15k | +9dFiling |
| Oct 29, 2024 | MA Mastercard Inc | Sell | $1k - $15k | +9dFiling |
| Oct 28, 2024 | TSLA Tesla Inc | Sell | $100k - $250k | +10dFiling |
| Oct 28, 2024 | TSLA Tesla Inc | Sell | $15k - $50k | +10dFiling |
| Oct 11, 2024 | TSLA Tesla Inc | Sell | $15k - $50k | +27dFiling |
| Oct 8, 2024 | KO Coca-Cola Company | Buy | $1k - $15k | +30dFiling |
| Oct 8, 2024 | CELH Celsius Holdings Inc | Sell | $1k - $15k | +30dFiling |
| Sep 17, 2024 | AMGN Amgen Inc | Sell | $1k - $15k | +23dFiling |
| Aug 15, 2024 | SNOW Snowflake Inc Cl A | Sell | $1k - $15k | +20dFiling |
| Jul 30, 2024 | CAG Conagra Brands Inc | Sell | $1k - $15k | +22dFiling |
| Jul 30, 2024 | CAG Conagra Brands Inc | Sell | $1k - $15k | +22dFiling |
| Jul 25, 2024 | DIS Walt Disney Company | Sell | $1k - $15k | +27dFiling |
| Jul 3, 2024 | JNJ Johnson & Johnson | Sell | $15k - $50k | |
| Jul 3, 2024 | JNJ Johnson & Johnson | Sell | $15k - $50k | |
| Jul 3, 2024 | MCD McDonald's Corp | Sell | $1k - $15k | |
| Jun 27, 2024 | GS Goldman Sachs Group, Inc. (The) Common Stock | Buy | $1k - $15k | +19dFiling |
| Jun 13, 2024 | HD Home Depot | Buy | $1k - $15k | +33dFiling |
| Jun 13, 2024 | MSFT Microsoft Corp | Buy | $1k - $15k | +33dFiling |
| May 10, 2024 | CC CCI Crown Castle Inc | Buy | $1k - $15k | +27dFiling |
| May 8, 2024 | DE DEO Diageo Plc ADR | Sell | $15k - $50k | +29dFiling |
| Apr 30, 2024 | JP MORGAN CHASE & CO Rate/Coupon: 6.12% Matures: 02/12/2056Bond | Sell | $1k - $15k | +20dFiling |
| Apr 9, 2024 | RTX RTX Corporation Common Stock | Sell | $15k - $50k | +41dFiling |
| Apr 9, 2024 | DHR Danaher Corp | Sell | $15k - $50k | +41dFiling |
| Apr 9, 2024 | UL UL Unilever Plc ADR | Sell | $1k - $15k | +41dFiling |
| Apr 9, 2024 | IR Ingersoll Rand Inc | Sell | $1k - $15k | +41dFiling |
| Apr 9, 2024 | NVS Novartis Ag ADR | Sell | $1k - $15k | +41dFiling |
| Mar 22, 2024 | UL UL Unilever Plc ADR | Sell | $1k - $15k | +33dFiling |
| Mar 13, 2024 | CMCSA Comcast Corp A | Sell | $15k - $50k | +42dFiling |
| Dec 14, 2023 | SNOW Snowflake Inc Cl A | Buy | $1k - $15k | +35dFiling |
| Dec 14, 2023 | LLY Eli Lilly and Company | Buy | $1k - $15k | +35dFiling |
| Dec 11, 2023 | PFE Pfizer Inc | Sell | $1k - $15k | +38dFiling |
| Dec 7, 2023 | TGT Target Corp | Sell | $15k - $50k | +42dFiling |
| Dec 7, 2023 | KO Coca-Cola Company | Buy | $1k - $15k | +42dFiling |
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