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
| # | Position | Since | Cost basis | Value today | Gain | Share 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.
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
All trades
10 of 10
AK
Adriana Kugler
Level II Department of The Treasury
Sell$15K-50K
+20.3% vs SPY
AAPLApple, Inc.
CAVACAVA Group, Inc.
APPLApple Inc.
CAVACava Group Inc.
AK
Adriana Kugler
Level II Department of The Treasury
Buy$1K-15K
+10.5% vs SPY
AAPLApple Inc.
AK
Adriana Kugler
Level II Department of The Treasury
Buy$1K-15K
+10.2% vs SPY
AAPLApple Inc.
AK
Adriana Kugler
Level II Department of The Treasury
Sell$100K-250K
+1.9% vs SPY
AMZNAmazon.com, Inc.
AK
Adriana Kugler
Level II Department of The Treasury
Sell$15K-50K
-75.7% vs SPY
PYPLPayPal Holdings, Inc.
AK
Adriana Kugler
Level II Department of The Treasury
Sell$250K-500K
-31.1% vs SPY
MSFTMicrosoft Corp.
| Asset | Source | ||||||||
|---|---|---|---|---|---|---|---|---|---|
AK Adriana Kugler Level II Department of The Treasury | Apple, Inc. | Sell | $15K-50K | 2024-11-11 | 2025-01-11 | โ | +20.3% | ||
AK Adriana Kugler Level II Department of The Treasury | CAVA Group, Inc. | Sell | $1K-15K | 2024-10-15 | 2025-01-11 | โ | โ | ||
AK Adriana Kugler Level II Department of The Treasury | Apple Inc. | Buy | $1K-15K | 2024-09-09 | 2024-10-24 | 45d | โ | ||
AK Adriana Kugler Level II Department of The Treasury | Cava Group Inc. | Buy | $1K-15K | 2024-07-25 | 2024-10-24 | 91d | โ | ||
AK Adriana Kugler Level II Department of The Treasury | Apple Inc. | Buy | $1K-15K | 2024-07-24 | 2024-10-24 | 92d | +10.5% | ||
AK Adriana Kugler Level II Department of The Treasury | Apple Inc. | Buy | $1K-15K | 2024-07-22 | 2024-10-24 | 94d | +10.2% | ||
AK Adriana Kugler Level II Department of The Treasury | Amazon.com, Inc. | Sell | $100K-250K | 2023-11-28 | 2023-12-13 | โ | +1.9% | ||
AK Adriana Kugler Level II Department of The Treasury | Block Inc | Sell | $1K-15K | 2023-11-27 | 2023-12-13 | โ | โ | ||
AK Adriana Kugler Level II Department of The Treasury | PayPal Holdings, Inc. | Sell | $15K-50K | 2023-11-27 | 2023-12-13 | โ | -75.7% | ||
AK Adriana Kugler Level II Department of The Treasury | Microsoft Corp. | Sell | $250K-500K | 2023-11-21 | 2023-12-13 | โ | -31.1% |