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
- #86 of 142 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
- $609K
- from $185K cost
- Estimated gain
- +$425K
- Up 230%
- Versus the S&P 500
- -$57K
- SPY would hold $667K
- Positions
- 14
- from 20 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | CATCaterpillar, Inc. | 2014-12-24 | $16K | $144K | +803% | 24% |
| 2 | AAPLapple Inc. | 2016-02-26 | $8K | $110K | +1280% | 18% |
| 3 | DIADR Dow Jones Industrial average ETF | 2020-03-24 | $41K | $99K | +145% | 16% |
| 4 | INTCIntel Corporation | 2016-02-12 | $16K | $59K | +267% | 10% |
| 5 | GEgeneral Electric Company | 2014-09-26 | $16K | $40K | +151% | 7% |
| 6 | BACBank of america Corporation | 2016-02-12 | $8K | $36K | +354% | 6% |
| 7 | BXThe Blackstone group l.P. Common units Representing limited Partnership Interests | 2019-01-24 | $8K | $27K | +241% | 4% |
| 8 | MRKMerck & Company, Inc. Common stock | 2016-02-12 | $8K | $24K | +199% | 4% |
| 9 | TAT&T Inc. (T) | 2014-08-18 | $16K | $15K | -7% | 2% |
| 10 | BABoeing Company | 2016-02-12 | $8K | $14K | +78% | 2% |
| 11 | LUVSouthwest Airlines Company | 2020-05-19 | $8K | $12K | +52% | 2% |
| 12 | AALAmerican Airlines group, Inc. | 2020-05-19 | $8K | $11K | +34% | 2% |
| 13 | BENFranklin Resources, Inc. | 2014-05-23 | $16K | $9K | -41% | 2% |
| 14 | PFEPfizer, Inc. | 2016-02-12 | $8K | $8K | -2% | 1% |
Trades that mattered most
These 8 buys explain 73% of their result against the S&P 500.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | apple Inc. | 2016-02-26 | 10.6y | $1K-15K | +1280% | +984% | |
| 2 | CAT | Caterpillar, Inc. | 2014-12-24 | 11.8y | $1K-15K | +803% | +531% | |
| 3 | CAT | Caterpillar, Inc. | 2014-12-24 | 11.8y | $1K-15K | +803% | +531% | |
| 4 | BEN | Franklin Resources, Inc. | 2014-05-23 | 12.4y | $1K-15K | -41% | -347% | |
| 5 | BEN | Franklin Resources, Inc. | 2014-05-23 | 12.4y | $1K-15K | -41% | -347% | |
| 6 | PFE | Pfizer, Inc. | 2016-02-12 | 10.6y | $1K-15K | -2% | -316% | |
| 7 | T | AT&T Inc. (T) | 2014-08-18 | 12.1y | $1K-15K | -7% | -299% | |
| 8 | T | AT&T Inc. (T) | 2014-08-18 | 12.1y | $1K-15K | -7% | -299% |
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 | CAT | 2 | 2/0 | 2 of 2 | +803% | +272% |
| 2 | AAPL | 1 | 1/0 | 1 of 1 | +1280% | +296% |
| 3 | BEN | 2 | 2/0 | 0 of 2 | -41% | +306% |
| 4 | T | 3 | 2/1 | 0 of 2 | -7% | +291% |
| 5 | DIA | 2 | 2/0 | 0 of 2 | +145% | +215% |
| 6 | PFE | 1 | 1/0 | 0 of 1 | -2% | +314% |
| 7 | GE | 2 | 2/0 | 0 of 2 | +151% | +290% |
| 8 | BA | 1 | 1/0 | 0 of 1 | +78% | +314% |
| 9 | AAL | 2 | 1/1 | 0 of 1 | +34% | +165% |
| 10 | MRK | 1 | 1/0 | 0 of 1 | +199% | +314% |
| 11 | LUV | 3 | 1/2 | 0 of 1 | +52% | +165% |
| 12 | BX | 1 | 1/0 | 1 of 1 | +241% | +193% |
| 13 | BAC | 1 | 1/0 | 1 of 1 | +354% | +314% |
| 14 | INTC | 2 | 2/0 | 0 of 2 | +267% | +272% |
| 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
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
-130.6% vs SPY
AALAmerican Airlines group, Inc.
Kathy CastorJT
House · D · FL
Sell$1K-15K
-115.6% vs SPY
LUVSouthwest Airlines Company
Kathy CastorJT
House · D · FL
Sell·p$1K-15K
-116.5% vs SPY
LUVSouthwest Airlines Company
Kathy Castor
House · D · FL
Buy$1K-15K
-130.7% vs SPY
AALamerican airlines group, Inc.
Kathy Castor
House · D · FL
Buy$1K-15K
-112.5% 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
-69.0% vs SPY
DIADR Dow Jones Industrial average ETF
Kathy Castor
House · D · FL
Buy$15K-50K
-70.8% 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
+48.2% vs SPY
BXThe Blackstone group l.P. Common units Representing limited Partnership Interests
Kathy Castor
House · D · FL
Sell$50K-100K
-263.8% vs SPY
TAT&T Inc. (T)
Kathy CastorJT
House · D · FL
Sell$15K-50K
-294.3% vs SPY
VZVerizon Communications Inc.
Kathy CastorJT
House · D · FL
Buy$1K-15K
+39.7% vs SPY
BACBank of america Corporation
Kathy CastorJT
House · D · FL
Buy$1K-15K
-5.6% vs SPY
INTCIntel Corporation
Kathy CastorJT
House · D · FL
Buy$1K-15K
-115.3% vs SPY
MRKMerck & Company, Inc. Common stock
Kathy CastorJT
House · D · FL
Buy$1K-15K
+530.9% vs SPY
CATCaterpillar, Inc.
Kathy Castor
House · D · FL
Buy$1K-15K
-139.2% vs SPY
GEgeneral Electric Company
Kathy CastorJT
House · D · FL
Buy$1K-15K
-298.7% vs SPY
TAT&T Inc. (T)
Kathy CastorJT
House · D · FL
Buy$1K-15K
-346.6% vs SPY
BENFranklin Resources, Inc.
Kathy Castor
House · D · FL
Buy$1K-15K
-139.2% vs SPY
GEgeneral Electric Company
Kathy Castor
House · D · FL
Buy$1K-15K
-346.6% 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 | -130.6% | ||
Kathy CastorJT House · D · FL | Southwest Airlines Company | Sell | $1K-15K | 2020-07-14 | 2020-07-16 | 2d | -115.6% | ||
Kathy CastorJT House · D · FL | Southwest Airlines Company | Sell·p | $1K-15K | 2020-07-10 | 2020-07-16 | 6d | -116.5% | ||
Kathy Castor House · D · FL | american airlines group, Inc. | Buy | $1K-15K | 2020-05-19 | 2020-05-20 | 1d | -130.7% | ||
Kathy Castor House · D · FL | southwest airlines Company | Buy | $1K-15K | 2020-05-19 | 2020-05-20 | 1d | -112.5% | ||
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 | -69.0% | ||
Kathy Castor House · D · FL | DR Dow Jones Industrial average ETF | Buy | $15K-50K | 2020-03-24 | 2020-04-03 | 10d | -70.8% | ||
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 | +48.2% | ||
Kathy Castor House · D · FL | AT&T Inc. (T) | Sell | $50K-100K | 2016-12-14 | 2017-05-03 | 140d | -263.8% | ||
Kathy CastorJT House · D · FL | Intel Corporation | Buy | $1K-15K | 2017-02-14 | 2017-02-15 | 1d | -5.1% | ||
Kathy CastorJT House · D · FL | Verizon Communications Inc. | Sell | $15K-50K | 2016-03-28 | 2016-05-03 | 36d | -294.3% | ||
Kathy Castor House · D · FL | apple Inc. | Buy | $1K-15K | 2016-02-26 | 2016-03-18 | 21d | +983.8% | ||
Kathy CastorJT House · D · FL | Bank of america Corporation | Buy | $1K-15K | 2016-02-12 | 2016-03-18 | 35d | +39.7% | ||
Kathy CastorJT House · D · FL | Boeing Company | Buy | $1K-15K | 2016-02-12 | 2016-03-18 | 35d | -235.6% | ||
Kathy CastorJT House · D · FL | Intel Corporation | Buy | $1K-15K | 2016-02-12 | 2016-03-18 | 35d | -5.6% | ||
Kathy CastorJT House · D · FL | Merck & Company, Inc. Common stock | Buy | $1K-15K | 2016-02-12 | 2016-03-18 | 35d | -115.3% | ||
Kathy CastorJT House · D · FL | Pfizer, Inc. | Buy | $1K-15K | 2016-02-12 | 2016-03-18 | 35d | -316.0% | ||
Kathy CastorJT House · D · FL | Caterpillar, Inc. | Buy | $1K-15K | 2014-12-24 | 2015-05-14 | 141d | +530.9% | ||
Kathy Castor House · D · FL | general Electric Company | Buy | $1K-15K | 2014-09-26 | 2015-05-14 | 230d | -139.2% | ||
Kathy CastorJT House · D · FL | AT&T Inc. (T) | Buy | $1K-15K | 2014-08-18 | 2015-05-14 | 269d | -298.7% | ||
Kathy CastorJT House · D · FL | Franklin Resources, Inc. | Buy | $1K-15K | 2014-05-23 | 2015-05-14 | 356d | -346.6% | ||
Kathy Castor House · D · FL | Caterpillar, Inc. | Buy | $1K-15K | 2014-12-24 | 2015-01-05 | 12d | +530.9% | ||
Kathy Castor House · D · FL | general Electric Company | Buy | $1K-15K | 2014-09-26 | 2014-09-29 | 3d | -139.2% | ||
Kathy Castor House · D · FL | aT&T Inc. (T) | Buy | $1K-15K | 2014-08-18 | 2014-08-18 | 0d | -298.7% | ||
Kathy Castor House · D · FL | Franklin Resources, Inc. | Buy | $1K-15K | 2014-05-23 | 2014-05-23 | 0d | -346.6% |