Kathy CastorHouse
U.S. Representative · FL-14 · D · 2014-05 → 2024-07
- Chamber
- House
- Party
- D
- State
- FL
- Trades
- 58 (51 buys · 7 sells)
- Estimated volume
- $745K
- Late filings
- 14% (8 of 58)
- Median filing lag
- 10 days
- Outperformance rank
- #120 of 143 ranked
Estimated portfolio
Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.
Headlines
- Portfolio value
- $534K
- from $185K cost
- Estimated gain
- +$349K
- Up 189%
- Versus the S&P 500
- -$101K
- SPY would hold $635K
- Positions
- 14
- from 20 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPLapple Inc. | 2016-02-26 | $8K | $113K | +1313% | 21% |
| 2 | DIADR Dow Jones Industrial average ETF | 2020-03-24 | $41K | $100K | +146% | 19% |
| 3 | CATCaterpillar, Inc. | 2014-12-24 | $16K | $95K | +496% | 18% |
| 4 | GEgeneral Electric Company | 2014-09-26 | $16K | $42K | +163% | 8% |
| 5 | BACBank of america Corporation | 2016-02-12 | $8K | $33K | +314% | 6% |
| 6 | BXThe Blackstone group l.P. Common units Representing limited Partnership Interests | 2019-01-24 | $8K | $29K | +268% | 6% |
| 7 | INTCIntel Corporation | 2016-02-12 | $16K | $28K | +77% | 5% |
| 8 | MRKMerck & Company, Inc. Common stock | 2016-02-12 | $8K | $25K | +214% | 5% |
| 9 | TAT&T Inc. (T) | 2014-08-18 | $16K | $13K | -17% | 2% |
| 10 | LUVSouthwest Airlines Company | 2020-05-19 | $8K | $13K | +61% | 2% |
| 11 | BABoeing Company | 2016-02-12 | $8K | $13K | +60% | 2% |
| 12 | AALAmerican Airlines group, Inc. | 2020-05-19 | $8K | $11K | +37% | 2% |
| 13 | BENFranklin Resources, Inc. | 2014-05-23 | $16K | $10K | -39% | 2% |
| 14 | PFEPfizer, Inc. | 2016-02-12 | $8K | $8K | +6% | 2% |
Trades that mattered most
These 8 buys explain 67% of their result against the S&P 500.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | apple Inc. | 2016-02-26 | 10.7y | $1K-15K | +1313% | +1036% | |
| 2 | BEN | Franklin Resources, Inc. | 2014-05-23 | 12.5y | $1K-15K | -39% | -325% | |
| 3 | BEN | Franklin Resources, Inc. | 2014-05-23 | 12.5y | $1K-15K | -39% | -325% | |
| 4 | T | AT&T Inc. (T) | 2014-08-18 | 12.2y | $1K-15K | -17% | -290% | |
| 5 | T | AT&T Inc. (T) | 2014-08-18 | 12.2y | $1K-15K | -17% | -290% | |
| 6 | PFE | Pfizer, Inc. | 2016-02-12 | 10.7y | $1K-15K | +6% | -288% | |
| 7 | CAT | Caterpillar, Inc. | 2014-12-24 | 11.9y | $1K-15K | +496% | +242% | |
| 8 | CAT | Caterpillar, Inc. | 2014-12-24 | 11.9y | $1K-15K | +496% | +242% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
| # | Stock | Trades | Buys / sells | Beat S&P 500 | Stock return | S&P 500 |
|---|---|---|---|---|---|---|
| 1 | AAPL | 1 | 1/0 | 1 of 1 | +1313% | +277% |
| 2 | BEN | 2 | 2/0 | 0 of 2 | -39% | +286% |
| 3 | T | 3 | 2/1 | 0 of 2 | -17% | +273% |
| 4 | CAT | 2 | 2/0 | 2 of 2 | +496% | +254% |
| 5 | INTC | 2 | 2/0 | 0 of 2 | +77% | +254% |
| 6 | PFE | 1 | 1/0 | 0 of 1 | +6% | +294% |
| 7 | DIA | 2 | 2/0 | 0 of 2 | +146% | +200% |
| 8 | BA | 1 | 1/0 | 0 of 1 | +60% | +294% |
| 9 | GE | 2 | 2/0 | 0 of 2 | +163% | +272% |
| 10 | AAL | 2 | 1/1 | 0 of 1 | +37% | +152% |
| 11 | LUV | 3 | 1/2 | 0 of 1 | +61% | +152% |
| 12 | BX | 1 | 1/0 | 1 of 1 | +268% | +179% |
| 13 | MRK | 1 | 1/0 | 0 of 1 | +214% | +294% |
| 14 | BAC | 1 | 1/0 | 1 of 1 | +314% | +294% |
| 15 | BRK.B | 29 | 27/2 | — | — | — |
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
| Month | Buys | Sells |
|---|---|---|
| Jul 2024 | 0 | 1 |
| Mar 2024 | 0 | 1 |
| Jul 2021 | 1 | 0 |
| Jun 2021 | 3 | 0 |
| May 2021 | 1 | 0 |
| Apr 2021 | 3 | 0 |
| Mar 2021 | 2 | 0 |
| Feb 2021 | 2 | 0 |
| Jan 2021 | 1 | 0 |
| Nov 2020 | 1 | 0 |
| Oct 2020 | 1 | 0 |
| Sep 2020 | 2 | 0 |
| Aug 2020 | 1 | 0 |
| Jul 2020 | 1 | 3 |
| Jun 2020 | 2 | 0 |
| May 2020 | 4 | 0 |
| Apr 2020 | 2 | 0 |
| Mar 2020 | 3 | 0 |
| Jan 2020 | 1 | 0 |
| Dec 2019 | 1 | 0 |
| Aug 2019 | 1 | 0 |
| Jul 2019 | 1 | 0 |
| Jan 2019 | 2 | 0 |
| Feb 2017 | 1 | 0 |
| Dec 2016 | 0 | 1 |
| Mar 2016 | 0 | 1 |
| Feb 2016 | 6 | 0 |
| Dec 2014 | 2 | 0 |
| Sep 2014 | 2 | 0 |
| Aug 2014 | 2 | 0 |
| May 2014 | 2 | 0 |
Buys and sells per month as a CSV, by the month they were made.
All trades
58 of 58
Kathy CastorJT
House · D · FL
Sell·p$15K-50K
BRK.BBerkshire Hathaway Inc. New Common Stock
Kathy CastorJT
House · D · FL
Sell·p$15K-50K
BRK.BBerkshire Hathaway Inc. New Common Stock
Kathy Castor
House · D · FL
Buy$1K-15K
BRK.Bberkshire Hathaway Inc. New (bRK.b)
Kathy Castor
House · D · FL
Buy$1K-15K
BRK.Bberkshire Hathaway Inc. New (bRK.b)
Kathy Castor
House · D · FL
Buy$1K-15K
BRK.Bberkshire Hathaway Inc. New (bRK.b)
Kathy Castor
House · D · FL
Buy$1K-15K
BRK.Bberkshire Hathaway Inc. New (bRK.b)
Kathy Castor
House · D · FL
Buy$1K-15K
BRK.Bberkshire Hathaway Inc. New (bRK.b)
Kathy Castor
House · D · FL
Buy$1K-15K
BRK.Bberkshire Hathaway Inc. New (bRK.b)
Kathy CastorJT
House · D · FL
Sell$1K-15K
-116.6% vs SPY
AALAmerican Airlines group, Inc.
Kathy CastorJT
House · D · FL
Sell$1K-15K
-96.9% vs SPY
LUVSouthwest Airlines Company
Kathy CastorJT
House · D · FL
Sell·p$1K-15K
-97.7% vs SPY
LUVSouthwest Airlines Company
Kathy Castor
House · D · FL
Buy$1K-15K
-115.1% vs SPY
AALamerican airlines group, Inc.
Kathy Castor
House · D · FL
Buy$1K-15K
-91.3% vs SPY
LUVsouthwest airlines Company
Kathy CastorJT
House · D · FL
Buy$1K-15K
BRK.BBerkshire Hathaway Inc. New (BRK.B)
Kathy CastorJT
House · D · FL
Buy$1K-15K
BRK.BBerkshire Hathaway Inc. New (BRK.B)
Kathy CastorJT
House · D · FL
Buy$15K-50K
BRK.BBerkshire Hathaway Inc. New (BRK.B)
Kathy CastorJT
House · D · FL
Buy$50K-100K
BRK.BBerkshire Hathaway Inc. New (BRK.B)
Kathy CastorJT
House · D · FL
Buy$1K-15K
BRK.BBerkshire Hathaway Inc. New (BRK.B)
Kathy Castor
House · D · FL
Buy$1K-15K
-53.4% vs SPY
DIADR Dow Jones Industrial average ETF
Kathy Castor
House · D · FL
Buy$15K-50K
-54.5% vs SPY
DIADR Dow Jones Industrial average ETF
Kathy Castor
House · D · FL
Buy$1K-15K
BIFBoulder growth & Income Fund, Inc.
Kathy Castor
House · D · FL
Buy$1K-15K
BIFBoulder growth & Income Fund, Inc.
Kathy Castor
House · D · FL
Buy$1K-15K
BIFBoulder growth & Income Fund, Inc.
Kathy Castor
House · D · FL
Buy$1K-15K
BIFBoulder growth & Income Fund, Inc.
Kathy CastorJT
House · D · FL
Buy$15K-50K
BRK.BBerkshire Hathaway Inc. New (BRK.B)
Kathy CastorJT
House · D · FL
Buy$1K-15K
+88.6% vs SPY
BXThe Blackstone group l.P. Common units Representing limited Partnership Interests
Kathy Castor
House · D · FL
Sell$50K-100K
-255.8% vs SPY
TAT&T Inc. (T)
Kathy CastorJT
House · D · FL
Buy$1K-15K
-158.0% vs SPY
INTCIntel Corporation
Kathy CastorJT
House · D · FL
Sell$15K-50K
-276.2% vs SPY
VZVerizon Communications Inc.
Kathy CastorJT
House · D · FL
Buy$1K-15K
+19.6% vs SPY
BACBank of america Corporation
Kathy CastorJT
House · D · FL
Buy$1K-15K
-197.5% vs SPY
INTCIntel Corporation
Kathy CastorJT
House · D · FL
Buy$1K-15K
-80.4% vs SPY
MRKMerck & Company, Inc. Common stock
Kathy CastorJT
House · D · FL
Buy$1K-15K
+242.2% vs SPY
CATCaterpillar, Inc.
Kathy Castor
House · D · FL
Buy$1K-15K
-108.4% vs SPY
GEgeneral Electric Company
Kathy CastorJT
House · D · FL
Buy$1K-15K
-289.9% vs SPY
TAT&T Inc. (T)
Kathy CastorJT
House · D · FL
Buy$1K-15K
-325.0% vs SPY
BENFranklin Resources, Inc.
Kathy Castor
House · D · FL
Buy$1K-15K
-108.4% vs SPY
GEgeneral Electric Company
Kathy Castor
House · D · FL
Buy$1K-15K
-325.0% vs SPY
BENFranklin Resources, Inc.
| Asset | Source | |||||||
|---|---|---|---|---|---|---|---|---|
Kathy CastorJT House · D · FL | Berkshire Hathaway Inc. New Common Stock | Sell·p | $15K-50K | 2024-07-15 | 2024-07-15 0d | — | ||
Kathy CastorJT House · D · FL | Berkshire Hathaway Inc. New Common Stock | Sell·p | $15K-50K | 2024-03-28 | 2024-03-28 0d | — | ||
Kathy Castor House · D · FL | berkshire Hathaway Inc. New (bRK.b) | Buy | $1K-15K | 2021-07-16 | 2021-07-29 13d | — | ||
Kathy Castor House · D · FL | berkshire Hathaway Inc. New (bRK.b) | Buy | $1K-15K | 2021-06-25 | 2021-07-29 34d | — | ||
Kathy Castor House · D · FL | berkshire Hathaway Inc. New (bRK.b) | Buy | $1K-15K | 2021-06-18 | 2021-07-29 41d | — | ||
Kathy Castor House · D · FL | berkshire Hathaway Inc. New (bRK.b) | Buy | $1K-15K | 2020-07-16 | 2021-07-27 376d | — | ||
Kathy Castor House · D · FL | berkshire Hathaway Inc. New (bRK.b) | Buy | $1K-15K | 2020-06-25 | 2021-07-27 397d | — | ||
Kathy Castor House · D · FL | berkshire Hathaway Inc. New (bRK.b) | Buy | $1K-15K | 2020-06-18 | 2021-07-27 404d | — | ||
Kathy CastorJT House · D · FL | Berkshire Hathaway Inc. New | Buy | $1K-15K | 2021-06-14 | 2021-06-14 0d | — | ||
Kathy CastorJT House · D · FL | Berkshire Hathaway Inc. New | Buy | $1K-15K | 2021-05-21 | 2021-06-14 24d | — | ||
Kathy CastorJT House · D · FL | Berkshire Hathaway Inc. New | Buy | $1K-15K | 2021-04-14 | 2021-04-14 0d | — | ||
Kathy CastorJT House · D · FL | Berkshire Hathaway Inc. New | Buy | $1K-15K | 2021-04-13 | 2021-04-14 1d | — | ||
Kathy CastorJT House · D · FL | Berkshire Hathaway Inc. New | Buy | $1K-15K | 2021-04-09 | 2021-04-14 5d | — | ||
Kathy CastorJT House · D · FL | Berkshire Hathaway Inc. New | Buy | $1K-15K | 2021-03-31 | 2021-04-14 14d | — | ||
Kathy CastorJT House · D · FL | Berkshire Hathaway Inc. New | Buy | $1K-15K | 2021-03-15 | 2021-04-14 30d | — | ||
Kathy CastorJT House · D · FL | Berkshire Hathaway Inc. New | Buy | $1K-15K | 2021-02-17 | 2021-02-18 1d | — | ||
Kathy CastorJT House · D · FL | Berkshire Hathaway Inc. New | Buy | $1K-15K | 2021-02-01 | 2021-02-18 17d | — | ||
Kathy CastorJT House · D · FL | Berkshire Hathaway Inc. New | Buy | $1K-15K | 2021-01-04 | 2021-01-04 0d | — | ||
Kathy CastorJT House · D · FL | Berkshire Hathaway Inc. New | Buy | $1K-15K | 2020-11-16 | 2020-12-02 16d | — | ||
Kathy CastorJT House · D · FL | Berkshire Hathaway Inc. New | Buy | $1K-15K | 2020-10-05 | 2020-10-08 3d | — | ||
Kathy CastorJT House · D · FL | Berkshire Hathaway Inc. New | Buy | $1K-15K | 2020-09-25 | 2020-10-08 13d | — | ||
Kathy CastorJT House · D · FL | Berkshire Hathaway Inc. New | Buy | $1K-15K | 2020-09-21 | 2020-10-08 17d | — | ||
Kathy CastorJT House · D · FL | Berkshire Hathaway Inc. New | Buy | $1K-15K | 2020-08-04 | 2020-08-06 2d | — | ||
Kathy CastorJT House · D · FL | American Airlines group, Inc. | Sell | $1K-15K | 2020-07-14 | 2020-07-16 2d | -116.6% | ||
Kathy CastorJT House · D · FL | Southwest Airlines Company | Sell | $1K-15K | 2020-07-14 | 2020-07-16 2d | -96.9% | ||
Kathy CastorJT House · D · FL | Southwest Airlines Company | Sell·p | $1K-15K | 2020-07-10 | 2020-07-16 6d | -97.7% | ||
Kathy Castor House · D · FL | american airlines group, Inc. | Buy | $1K-15K | 2020-05-19 | 2020-05-20 1d | -115.1% | ||
Kathy Castor House · D · FL | southwest airlines Company | Buy | $1K-15K | 2020-05-19 | 2020-05-20 1d | -91.3% | ||
Kathy CastorJT House · D · FL | Berkshire Hathaway Inc. New (BRK.B) | Buy | $1K-15K | 2020-05-18 | 2020-05-20 2d | — | ||
Kathy CastorJT House · D · FL | Berkshire Hathaway Inc. New (BRK.B) | Buy | $1K-15K | 2020-05-04 | 2020-05-20 16d | — | ||
Kathy CastorJT House · D · FL | Berkshire Hathaway Inc. New (BRK.B) | Buy | $15K-50K | 2020-04-21 | 2020-04-22 1d | — | ||
Kathy CastorJT House · D · FL | Berkshire Hathaway Inc. New (BRK.B) | Buy | $50K-100K | 2020-04-15 | 2020-04-22 7d | — | ||
Kathy CastorJT House · D · FL | Berkshire Hathaway Inc. New (BRK.B) | Buy | $1K-15K | 2020-03-27 | 2020-04-03 7d | — | ||
Kathy Castor House · D · FL | DR Dow Jones Industrial average ETF | Buy | $1K-15K | 2020-03-27 | 2020-04-03 7d | -53.4% | ||
Kathy Castor House · D · FL | DR Dow Jones Industrial average ETF | Buy | $15K-50K | 2020-03-24 | 2020-04-03 10d | -54.5% | ||
Kathy Castor House · D · FL | Boulder growth & Income Fund, Inc. | Buy | $1K-15K | 2020-01-03 | 2020-01-08 5d | — | ||
Kathy Castor House · D · FL | Boulder growth & Income Fund, Inc. | Buy | $1K-15K | 2019-12-27 | 2020-01-08 12d | — | ||
Kathy Castor House · D · FL | Boulder growth & Income Fund, Inc. | Buy | $1K-15K | 2019-08-07 | 2019-08-21 14d | — | ||
Kathy Castor House · D · FL | Boulder growth & Income Fund, Inc. | Buy | $1K-15K | 2019-07-31 | 2019-08-06 6d | — | ||
Kathy CastorJT House · D · FL | Berkshire Hathaway Inc. New (BRK.B) | Buy | $15K-50K | 2019-01-28 | 2019-01-29 1d | — | ||
Kathy CastorJT House · D · FL | The Blackstone group l.P. Common units Representing limited Partnership Interests | Buy | $1K-15K | 2019-01-24 | 2019-01-29 5d | +88.6% | ||
Kathy Castor House · D · FL | AT&T Inc. (T) | Sell | $50K-100K | 2016-12-14 | 2017-05-03 140d | -255.8% | ||
Kathy CastorJT House · D · FL | Intel Corporation | Buy | $1K-15K | 2017-02-14 | 2017-02-15 1d | -158.0% | ||
Kathy CastorJT House · D · FL | Verizon Communications Inc. | Sell | $15K-50K | 2016-03-28 | 2016-05-03 36d | -276.2% | ||
Kathy Castor House · D · FL | apple Inc. | Buy | $1K-15K | 2016-02-26 | 2016-03-18 21d | +1036.2% | ||
Kathy CastorJT House · D · FL | Bank of america Corporation | Buy | $1K-15K | 2016-02-12 | 2016-03-18 35d | +19.6% | ||
Kathy CastorJT House · D · FL | Boeing Company | Buy | $1K-15K | 2016-02-12 | 2016-03-18 35d | -234.4% | ||
Kathy CastorJT House · D · FL | Intel Corporation | Buy | $1K-15K | 2016-02-12 | 2016-03-18 35d | -197.5% | ||
Kathy CastorJT House · D · FL | Merck & Company, Inc. Common stock | Buy | $1K-15K | 2016-02-12 | 2016-03-18 35d | -80.4% | ||
Kathy CastorJT House · D · FL | Pfizer, Inc. | Buy | $1K-15K | 2016-02-12 | 2016-03-18 35d | -288.5% | ||
Kathy CastorJT House · D · FL | Caterpillar, Inc. | Buy | $1K-15K | 2014-12-24 | 2015-05-14 141d | +242.2% | ||
Kathy Castor House · D · FL | general Electric Company | Buy | $1K-15K | 2014-09-26 | 2015-05-14 230d | -108.4% | ||
Kathy CastorJT House · D · FL | AT&T Inc. (T) | Buy | $1K-15K | 2014-08-18 | 2015-05-14 269d | -289.9% | ||
Kathy CastorJT House · D · FL | Franklin Resources, Inc. | Buy | $1K-15K | 2014-05-23 | 2015-05-14 356d | -325.0% | ||
Kathy Castor House · D · FL | Caterpillar, Inc. | Buy | $1K-15K | 2014-12-24 | 2015-01-05 12d | +242.2% | ||
Kathy Castor House · D · FL | general Electric Company | Buy | $1K-15K | 2014-09-26 | 2014-09-29 3d | -108.4% | ||
Kathy Castor House · D · FL | aT&T Inc. (T) | Buy | $1K-15K | 2014-08-18 | 2014-08-18 0d | -289.9% | ||
Kathy Castor House · D · FL | Franklin Resources, Inc. | Buy | $1K-15K | 2014-05-23 | 2014-05-23 0d | -325.0% |