Kim SchrierHouse
U.S. Representative · WA-08 · D · 2019-03 → 2022-03
- Chamber
- House
- Party
- D
- State
- WA
- Trades
- 41 (2 buys · 39 sells)
- Estimated volume
- $12.1M
- Late filings
- 2% (1 of 41)
- Median filing lag
- 21 days
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
- $2.6M
- from $1.1M cost
- Estimated gain
- +$1.5M
- Up 130%
- Versus the S&P 500
- +$733K
- SPY would hold $1.9M
- Positions
- 1
- from 2 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPLApple Inc. | 2021-07-27 | $1.1M | $2.6M | +130% | 100% |
Trades that mattered most
100% of their result against the S&P 500 comes from 2 AAPL buys.
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
| Month | Buys | Sells |
|---|---|---|
| Mar 2022 | 0 | 4 |
| Nov 2021 | 0 | 1 |
| Oct 2021 | 1 | 21 |
| Jul 2021 | 1 | 0 |
| Mar 2020 | 0 | 7 |
| Feb 2020 | 0 | 2 |
| Jan 2020 | 0 | 1 |
| Oct 2019 | 0 | 1 |
| Sep 2019 | 0 | 1 |
| Mar 2019 | 0 | 1 |
Buys and sells per month as a CSV, by the month they were made.
All trades
41 of 41
Kim SchrierJT
House · D · WA
Sell$500K-1M
+39.3% vs SPY
AAPLApple Inc.
Background Information: The holdings of Gowing Family Trust Secondary account were consolidated into the Primary account in December, 2021. As a result, the Primary account held AAPL stock since that time in December until this reported sale. (i.e., Prior to that, the AAPL stock was in the Secondary account.)
Kim SchrierJT
House · D · WA
Sell$250K-500K
-55.4% vs SPY
TSLATesla, Inc.
Background Information: The holdings of Gowing Family Trust Secondary account were consolidated into the Primary account in December, 2021. As a result, the Primary account held Tesla stock since that time in December until this reported sale. (i.e., Prior to that, the TSLA stock was in the Secondary account.)
Kim SchrierSP
House · D · WA
Sell$250K-500K
-55.4% vs SPY
TSLATesla, Inc.
Kimberly Schrier Gowing and David Noble Gowing Trustees Inherited IRA (Owner: JT) D: Inherited in October, 2021.
Kim SchrierJT
House · D · WA
Sell$1K-15K
-74.4% vs SPY
ABTAbbott laboratories
Kim SchrierJT
House · D · WA
Sell$15K-50K
+34.8% vs SPY
GOOGLAlphabet Inc. - Class A
Kim Schrier
House · D · WA
Sell$1K-15K
-44.7% vs SPY
BDXbecton, Dickinson and Company
Kim Schrier
House · D · WA
Sell$1K-15K
-51.7% vs SPY
BMYbristol-Myers Squibb Company
Kim Schrier
House · D · WA
Sell$1K-15K
-83.3% vs SPY
BEPbrookfield Renewable Partners l.P.
Kim SchrierJT
House · D · WA
Sell$15K-50K
+6.4% vs SPY
CSCOCisco Systems, Inc.
Kim SchrierJT
House · D · WA
Sell$15K-50K
-113.6% vs SPY
CLFCleveland-Cliffs Inc.
Kim SchrierJT
House · D · WA
Sell$15K-50K
+54.3% vs SPY
COSTCostco Wholesale Corporation
Kim SchrierJT
House · D · WA
Sell$15K-50K
-65.8% vs SPY
CVSCVS Health Corporation
Kim SchrierJT
House · D · WA
Sell$1K-15K
-20.0% vs SPY
DCIDonaldson Company, Inc.
Kim SchrierJT
House · D · WA
Sell$15K-50K
+0.4% vs SPY
EWBCEast West bancorp, Inc.
Kim SchrierJT
House · D · WA
Sell$15K-50K
+46.7% vs SPY
ETNEaton Corporation, PlC Ordinary Shares
Kim SchrierJT
House · D · WA
Sell$1K-15K
-53.6% vs SPY
HONHoneywell International Inc.
Kim SchrierJT
House · D · WA
Sell$1K-15K
+43.2% vs SPY
IBMInternational business Machines Corporation
Kim SchrierJT
House · D · WA
Sell$15K-50K
-31.2% vs SPY
JJacobs Engineering group Inc.
Kim SchrierJT
House · D · WA
Sell$15K-50K
+35.9% vs SPY
JPMJP Morgan Chase & Co.
Kim Schrier
House · D · WA
Sell$15K-50K
-63.5% vs SPY
LOWlowe's Companies, Inc.
Kim Schrier
House · D · WA
Sell$1K-15K
-126.8% vs SPY
LUMNlumen Technologies, Inc.
Kim SchrierJT
House · D · WA
Sell$1K-15K
-135.4% vs SPY
PYPLPayPal Holdings, Inc.
Kim SchrierJT
House · D · WA
Sell$1K-15K
VMWVmware, Inc. Common stock, Class A
Kim SchrierJT
House · D · WA
Buy$500K-1M
+65.8% vs SPY
AAPLApple Inc.
| Asset | Source | |||||||
|---|---|---|---|---|---|---|---|---|
Kim SchrierJT House · D · WA | Apple Inc. | Sell | $250K-500K | 2022-03-22 | 2022-04-21 30d | +39.3% | ||
Kim SchrierJT House · D · WA | Apple Inc. Background Information: The holdings of Gowing Family Trust Secondary account were consolidated into the Primary account in December, 2021. As a result, the Primary account held AAPL stock since that time in December until this reported sale. (i.e., Prior to that, the AAPL stock was in the Secondary account.) | Sell | $500K-1M | 2022-03-22 | 2022-04-21 30d | +39.3% | ||
Kim SchrierJT House · D · WA | Tesla, Inc. Background Information: The holdings of Gowing Family Trust Secondary account were consolidated into the Primary account in December, 2021. As a result, the Primary account held Tesla stock since that time in December until this reported sale. (i.e., Prior to that, the TSLA stock was in the Secondary account.) | Sell | $250K-500K | 2022-03-22 | 2022-04-21 30d | -55.4% | ||
Kim SchrierSP House · D · WA | Tesla, Inc. Kimberly Schrier Gowing and David Noble Gowing Trustees Inherited IRA (Owner: JT) D: Inherited in October, 2021. | Sell | $250K-500K | 2022-03-22 | 2022-04-21 30d | -55.4% | ||
Kim SchrierJT House · D · WA | Apple Inc. | Sell | $250K-500K | 2021-11-15 | 2021-12-07 22d | +70.9% | ||
Kim SchrierJT House · D · WA | Abbott laboratories | Sell | $1K-15K | 2021-10-28 | 2021-11-18 21d | -74.4% | ||
Kim SchrierJT House · D · WA | Alphabet Inc. - Class A | Sell | $15K-50K | 2021-10-28 | 2021-11-18 21d | +34.8% | ||
Kim SchrierJT House · D · WA | Apple Inc. | Buy | $250K-500K | 2021-10-28 | 2021-11-18 21d | +64.0% | ||
Kim Schrier House · D · WA | becton, Dickinson and Company | Sell | $1K-15K | 2021-10-28 | 2021-11-18 21d | -44.7% | ||
Kim Schrier House · D · WA | bristol-Myers Squibb Company | Sell | $1K-15K | 2021-10-28 | 2021-11-18 21d | -51.7% | ||
Kim Schrier House · D · WA | brookfield Renewable Partners l.P. | Sell | $1K-15K | 2021-10-28 | 2021-11-18 21d | -83.3% | ||
Kim SchrierJT House · D · WA | Cisco Systems, Inc. | Sell | $15K-50K | 2021-10-28 | 2021-11-18 21d | +6.4% | ||
Kim SchrierJT House · D · WA | Cleveland-Cliffs Inc. | Sell | $15K-50K | 2021-10-28 | 2021-11-18 21d | -113.6% | ||
Kim SchrierJT House · D · WA | Costco Wholesale Corporation | Sell | $15K-50K | 2021-10-28 | 2021-11-18 21d | +54.3% | ||
Kim SchrierJT House · D · WA | CVS Health Corporation | Sell | $15K-50K | 2021-10-28 | 2021-11-18 21d | -65.8% | ||
Kim SchrierJT House · D · WA | Donaldson Company, Inc. | Sell | $1K-15K | 2021-10-28 | 2021-11-18 21d | -20.0% | ||
Kim SchrierJT House · D · WA | East West bancorp, Inc. | Sell | $15K-50K | 2021-10-28 | 2021-11-18 21d | +0.4% | ||
Kim SchrierJT House · D · WA | Eaton Corporation, PlC Ordinary Shares | Sell | $15K-50K | 2021-10-28 | 2021-11-18 21d | +46.7% | ||
Kim SchrierJT House · D · WA | Honeywell International Inc. | Sell | $1K-15K | 2021-10-28 | 2021-11-18 21d | -53.6% | ||
Kim SchrierJT House · D · WA | International business Machines Corporation | Sell | $1K-15K | 2021-10-28 | 2021-11-18 21d | +43.2% | ||
Kim SchrierJT House · D · WA | Jacobs Engineering group Inc. | Sell | $15K-50K | 2021-10-28 | 2021-11-18 21d | -31.2% | ||
Kim SchrierJT House · D · WA | JP Morgan Chase & Co. | Sell | $15K-50K | 2021-10-28 | 2021-11-18 21d | +35.9% | ||
Kim Schrier House · D · WA | lowe's Companies, Inc. | Sell | $15K-50K | 2021-10-28 | 2021-11-18 21d | -63.5% | ||
Kim Schrier House · D · WA | lumen Technologies, Inc. | Sell | $1K-15K | 2021-10-28 | 2021-11-18 21d | -126.8% | ||
Kim SchrierJT House · D · WA | Mesabi Trust | Sell | $1K-15K | 2021-10-28 | 2021-11-18 21d | -86.4% | ||
Kim SchrierJT House · D · WA | PayPal Holdings, Inc. | Sell | $1K-15K | 2021-10-28 | 2021-11-18 21d | -135.4% | ||
Kim SchrierJT House · D · WA | Vmware, Inc. Common stock, Class A | Sell | $1K-15K | 2021-10-28 | 2021-11-18 21d | — | ||
Kim SchrierJT House · D · WA | Apple Inc. | Buy | $500K-1M | 2021-07-27 | 2021-11-12 108d | +65.8% | ||
Kim SchrierJT House · D · WA | Apple Inc. | Sell | $250K-500K | 2020-03-03 | 2020-03-08 5d | +228.4% | ||
Kim SchrierJT House · D · WA | Apple Inc. | Sell | $1.0M-5M | 2020-03-03 | 2020-03-08 5d | +228.4% | ||
Kim SchrierSP House · D · WA | Apple Inc. | Sell | $250K-500K | 2020-03-03 | 2020-03-08 5d | +228.4% | ||
Kim SchrierSP House · D · WA | Tesla, Inc. | Sell | $100K-250K | 2020-03-03 | 2020-03-08 5d | +475.9% | ||
Kim SchrierJT House · D · WA | Tesla, Inc. | Sell | $100K-250K | 2020-03-03 | 2020-03-08 5d | +475.9% | ||
Kim SchrierJT House · D · WA | Apple Inc. | Sell | $1.0M-5M | 2020-03-02 | 2020-03-08 6d | +220.4% | ||
Kim SchrierJT House · D · WA | Apple Inc. | Sell | $250K-500K | 2020-03-02 | 2020-03-08 6d | +220.4% | ||
Kim SchrierJT House · D · WA | Apple Inc. | Sell | $250K-500K | 2020-02-28 | 2020-03-08 9d | +252.8% | ||
Kim SchrierJT House · D · WA | Apple Inc. | Sell | $100K-250K | 2020-02-28 | 2020-03-08 9d | +252.8% | ||
Kim SchrierJT House · D · WA | Apple Inc. | Sell | $50K-100K | 2020-01-29 | 2020-01-29 0d | +197.1% | ||
Kim SchrierJT House · D · WA | Apple Inc. | Sell | $50K-100K | 2019-10-21 | 2019-10-21 0d | +324.3% | ||
Kim SchrierJT House · D · WA | Apple Inc. | Sell | $50K-100K | 2019-09-12 | 2019-10-02 20d | +369.8% | ||
Kim SchrierJT House · D · WA | Apple Inc. | Sell·p | $50K-100K | 2019-03-22 | 2019-04-30 39d | +453.5% |