AP
Andrea PalmExec
Level II Department of Health and Human Services · 2021-06 → 2022-11
- Chamber
- Executive branch
- Agency
- Department of Health and Human Services
- Party
- —
- State
- —
- Trades
- 52 (1 buys · 51 sells)
- Estimated volume
- $948K
- Late filings
- 0% (0 of 52)
- Median filing lag
- 24 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
- $615K
- from $375K cost
- Estimated gain
- +$240K
- Up 64%
- Versus the S&P 500
- -$42
- SPY would hold $616K
- Positions
- 1
- from 1 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | VOOVanguard S&P 500 ETF | 2021-08-24 | $375K | $615K | +64% | 100% |
Trades that mattered most
100% of their result against the S&P 500 comes from 1 VOO buys.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 500 ETF | 2021-08-24 | 5.2y | $250K-500K | +64% | -0% |
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 |
|---|---|---|
| Nov 2022 | 0 | 1 |
| Aug 2022 | 0 | 5 |
| Nov 2021 | 0 | 1 |
| Aug 2021 | 1 | 0 |
| Jun 2021 | 0 | 44 |
Buys and sells per month as a CSV, by the month they were made.
All trades
52 of 52
—Wisconsin Retirement System, 401(a) plan: The Core Fund
RERGXAmerican Funds EuroPacific Growth Fund Class R6Shares
PESPXBNY Mellon Midcap Index Fund, Inc; Investor ClassShares
LSITXClearBridge Large Cap Growth Fund Class ISShares
DDVIXDelaware Value Fund Institutional Class Shares
RLBGXAmerican Funds American Balanced Fund ClassR6 Shares
—Hyster-Yale Materials Handling, Inc. - Class Bcommon stock (material handling equipmentcompany)
AP
Andrea Palm
Level II Department of Health and Human Services
Buy$250K-500K
-0.0% vs SPY
VOOVanguard 500 Index Fund ETF Shares
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-59.0% vs SPY
MMM3M Co.
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-21.5% vs SPY
AMZNAmazon.com, Inc.
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-93.6% vs SPY
AMCRAmcor, PLC
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
+23.5% vs SPY
AXPAmerican Express Co.
AGPPFAnglo American Platinum Limited
—Anglo American, PLC
AULGFAngloGold Ashanti Limited
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
+79.2% vs SPY
AAPLApple, Inc.
SHSSXBlackRock Health Sciences Opportunities Fund
BGSIXBlackRock Technology Opportunities Fund -Institutional Shares
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$15K-50K
-98.4% vs SPY
BABoeing Co.
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-125.9% vs SPY
CMCSAComcast Corporation
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-110.5% vs SPY
STZConstellation Brands, Inc.
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
+87.9% vs SPY
GLWCorning, Inc.
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-16.3% vs SPY
CSXCSX Corporation
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$15K-50K
-38.2% vs SPY
DCIDonaldson Co., Inc.
FBFacebook, Inc.
FBHSFortune Brands Home & Security, Inc.
GSPIXGoldman Sachs Capital Growth Fund - InstitutionalShare Class
HBBHamilton Beach Brands Holding Co.
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-63.8% vs SPY
HONHoneywell International, Inc.
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-132.7% vs SPY
HYHyster-Yale Materials Handling, Inc. - Class A
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-70.0% vs SPY
INGRIngredion Incorporated
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$15K-50K
-72.7% vs SPY
INTCIntel Corporation
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
+4.2% vs SPY
IBMInternational Business Machines Corporation
ITBiShares U.S. Home Construction ETF
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
+5.5% vs SPY
LINLinde, PLC
LAVLXLord Abbett Mid Cap Stock Fund - Class A
—MFS Research Fund - Class A
MONDFMondi, PLC
MTNOFMTN Group Limited
NAPRFNaspers Limited
GFNew Germany Fund, Inc.
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$50K-100K
-63.1% vs SPY
PAYXPaychex, Inc.
SMDVProShares Russell 2000 Dividend Growers ETF
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-132.6% vs SPY
PROSFProsus N.V.
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-55.9% vs SPY
QCOMQualcomm, Inc.
MDYVSPDR S&P 400 Mid Cap Value ETF
XARSPDR S&P Aerospace & Defense ETF
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-115.7% vs SPY
SWKStanley Black and Decker, Inc.
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-78.0% vs SPY
SBUXStarbucks Corporation
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
+0.0% vs SPY
VOOVanguard S&P 500 ETF
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-90.1% vs SPY
VZVerizon Communications, Inc.
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-104.8% vs SPY
DISWalt Disney Co.
| Asset | Source | |||||||
|---|---|---|---|---|---|---|---|---|
AP Andrea Palm Level II Department of Health and Human Services | — | Wisconsin Retirement System, 401(a) plan: The Core Fund | Sell | $15K-50K | 2022-11-15 | 2022-12-09 24d | — | |
AP Andrea Palm Level II Department of Health and Human Services | American Funds EuroPacific Growth Fund Class R6Shares | Sell | $1K-15K | 2022-08-24 | 2022-12-06 | — | ||
AP Andrea Palm Level II Department of Health and Human Services | BNY Mellon Midcap Index Fund, Inc; Investor ClassShares | Sell | $1K-15K | 2022-08-24 | 2022-12-06 | — | ||
AP Andrea Palm Level II Department of Health and Human Services | ClearBridge Large Cap Growth Fund Class ISShares | Sell | $1K-15K | 2022-08-24 | 2022-12-06 | — | ||
AP Andrea Palm Level II Department of Health and Human Services | Delaware Value Fund Institutional Class Shares | Sell | $1K-15K | 2022-08-24 | 2022-12-06 | — | ||
AP Andrea Palm Level II Department of Health and Human Services | American Funds American Balanced Fund ClassR6 Shares | Sell | $1K-15K | 2022-08-24 | 2022-12-06 | — | ||
AP Andrea Palm Level II Department of Health and Human Services | — | Hyster-Yale Materials Handling, Inc. - Class Bcommon stock (material handling equipmentcompany) | Sell | $1K-15K | 2021-11-17 | 2021-12-15 | — | |
AP Andrea Palm Level II Department of Health and Human Services | Vanguard 500 Index Fund ETF Shares | Buy | $250K-500K | 2021-08-24 | 2021-10-13 | -0.0% | ||
AP Andrea Palm Level II Department of Health and Human Services | 3M Co. | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | -59.0% | ||
AP Andrea Palm Level II Department of Health and Human Services | Amazon.com, Inc. | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | -21.5% | ||
AP Andrea Palm Level II Department of Health and Human Services | Amcor, PLC | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | -93.6% | ||
AP Andrea Palm Level II Department of Health and Human Services | American Express Co. | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | +23.5% | ||
AP Andrea Palm Level II Department of Health and Human Services | Anglo American Platinum Limited | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | ||
AP Andrea Palm Level II Department of Health and Human Services | — | Anglo American, PLC | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | |
AP Andrea Palm Level II Department of Health and Human Services | AngloGold Ashanti Limited | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | ||
AP Andrea Palm Level II Department of Health and Human Services | Apple, Inc. | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | +79.2% | ||
AP Andrea Palm Level II Department of Health and Human Services | BlackRock Health Sciences Opportunities Fund | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | ||
AP Andrea Palm Level II Department of Health and Human Services | BlackRock Technology Opportunities Fund -Institutional Shares | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | ||
AP Andrea Palm Level II Department of Health and Human Services | Boeing Co. | Sell | $15K-50K | 2021-06-29 | 2021-08-28 | -98.4% | ||
AP Andrea Palm Level II Department of Health and Human Services | Comcast Corporation | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | -125.9% | ||
AP Andrea Palm Level II Department of Health and Human Services | Constellation Brands, Inc. | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | -110.5% | ||
AP Andrea Palm Level II Department of Health and Human Services | Corning, Inc. | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | +87.9% | ||
AP Andrea Palm Level II Department of Health and Human Services | CSX Corporation | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | -16.3% | ||
AP Andrea Palm Level II Department of Health and Human Services | Donaldson Co., Inc. | Sell | $15K-50K | 2021-06-29 | 2021-08-28 | -38.2% | ||
AP Andrea Palm Level II Department of Health and Human Services | Facebook, Inc. | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | ||
AP Andrea Palm Level II Department of Health and Human Services | Fortune Brands Home & Security, Inc. | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | ||
AP Andrea Palm Level II Department of Health and Human Services | Goldman Sachs Capital Growth Fund - InstitutionalShare Class | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | ||
AP Andrea Palm Level II Department of Health and Human Services | Hamilton Beach Brands Holding Co. | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | ||
AP Andrea Palm Level II Department of Health and Human Services | Honeywell International, Inc. | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | -63.8% | ||
AP Andrea Palm Level II Department of Health and Human Services | Hyster-Yale Materials Handling, Inc. - Class A | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | -132.7% | ||
AP Andrea Palm Level II Department of Health and Human Services | Ingredion Incorporated | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | -70.0% | ||
AP Andrea Palm Level II Department of Health and Human Services | Intel Corporation | Sell | $15K-50K | 2021-06-29 | 2021-08-28 | -72.7% | ||
AP Andrea Palm Level II Department of Health and Human Services | International Business Machines Corporation | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | +4.2% | ||
AP Andrea Palm Level II Department of Health and Human Services | iShares U.S. Home Construction ETF | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | ||
AP Andrea Palm Level II Department of Health and Human Services | Linde, PLC | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | +5.5% | ||
AP Andrea Palm Level II Department of Health and Human Services | Lord Abbett Mid Cap Stock Fund - Class A | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | ||
AP Andrea Palm Level II Department of Health and Human Services | — | MFS Research Fund - Class A | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | |
AP Andrea Palm Level II Department of Health and Human Services | Mondi, PLC | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | ||
AP Andrea Palm Level II Department of Health and Human Services | MTN Group Limited | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | ||
AP Andrea Palm Level II Department of Health and Human Services | Naspers Limited | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | ||
AP Andrea Palm Level II Department of Health and Human Services | New Germany Fund, Inc. | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | ||
AP Andrea Palm Level II Department of Health and Human Services | Paychex, Inc. | Sell | $50K-100K | 2021-06-29 | 2021-08-28 | -63.1% | ||
AP Andrea Palm Level II Department of Health and Human Services | ProShares Russell 2000 Dividend Growers ETF | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | ||
AP Andrea Palm Level II Department of Health and Human Services | Prosus N.V. | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | -132.6% | ||
AP Andrea Palm Level II Department of Health and Human Services | Qualcomm, Inc. | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | -55.9% | ||
AP Andrea Palm Level II Department of Health and Human Services | SPDR S&P 400 Mid Cap Value ETF | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | ||
AP Andrea Palm Level II Department of Health and Human Services | SPDR S&P Aerospace & Defense ETF | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | ||
AP Andrea Palm Level II Department of Health and Human Services | Stanley Black and Decker, Inc. | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | -115.7% | ||
AP Andrea Palm Level II Department of Health and Human Services | Starbucks Corporation | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | -78.0% | ||
AP Andrea Palm Level II Department of Health and Human Services | Vanguard S&P 500 ETF | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | +0.0% | ||
AP Andrea Palm Level II Department of Health and Human Services | Verizon Communications, Inc. | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | -90.1% | ||
AP Andrea Palm Level II Department of Health and Human Services | Walt Disney Co. | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | -104.8% |