AK

Adriana KuglerExec

Level II Department of The Treasury ยท 2023-11 โ†’ 2024-11

Chamber
Executive branch
Agency
Department of The Treasury
Party
โ€”
State
โ€”
Trades
10 (4 buys ยท 6 sells)
Estimated volume
$663K
Late filings
75% (3 of 10)
Median filing lag
91 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
$24K
from $16K cost
Estimated gain
+$8K
Up 51%
Versus the S&P 500
+$2K
SPY would hold $22K
Positions
1
from 2 buys
#PositionSinceCost basisValue todayGainShare of portfolio
1
AAPLApple Inc.
2024-07-22$16K$24K+51%100%

Trades that mattered most

100% of their result against the S&P 500 comes from 2 AAPL buys.

#StockAssetBoughtHeldSizeReturnvs SPYSource
1AAPL
Apple Inc.
2024-07-242.2y$1K-15K+53%+10%
2AAPL
Apple Inc.
2024-07-222.2y$1K-15K+49%+10%

Returns by stock

Each stock's return since they bought it, next to the S&P 500 over the same days.

#StockTradesBuys / sellsBeat S&P 500Stock returnS&P 500
1AAPL32/12 of 2+51%+40%
2CAVA21/1โ€”โ€”โ€”
3APPL11/0โ€”โ€”โ€”
4AMZN10/1โ€”โ€”โ€”
5SQ10/1โ€”โ€”โ€”
6PYPL10/1โ€”โ€”โ€”
7MSFT10/1โ€”โ€”โ€”

Trades by month

Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.

BuysSells

All trades

10 of 10

AAPLApple, Inc.
2024-11-11 โ†’ 2025-01-11
CAVACAVA Group, Inc.
2024-10-15 โ†’ 2025-01-11
APPLApple Inc.
2024-09-09 โ†’ 2024-10-24 ยท 45d
CAVACava Group Inc.
2024-07-25 โ†’ 2024-10-24 ยท 91d late
AAPLApple Inc.
2024-07-24 โ†’ 2024-10-24 ยท 92d late
AAPLApple Inc.
2024-07-22 โ†’ 2024-10-24 ยท 94d late
AMZNAmazon.com, Inc.
2023-11-28 โ†’ 2023-12-13
SQBlock Inc
2023-11-27 โ†’ 2023-12-13
PYPLPayPal Holdings, Inc.
2023-11-27 โ†’ 2023-12-13
MSFTMicrosoft Corp.
2023-11-21 โ†’ 2023-12-13