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
- $644K
- from $375K cost
- Estimated gain
- +$269K
- Up 72%
- Versus the S&P 500
- -$71
- SPY would hold $644K
- 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 | $644K | +72% | 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 | 5.1y | $250K-500K | +72% | -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
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
-81.2% vs SPY
MMM3M Co.
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-34.1% vs SPY
AMZNAmazon.com, Inc.
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-106.9% vs SPY
AMCRAmcor, PLC
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
+4.4% 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
+64.8% 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
-97.8% vs SPY
BABoeing Co.
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-139.2% vs SPY
CMCSAComcast Corporation
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-131.1% vs SPY
STZConstellation Brands, Inc.
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
+222.0% vs SPY
GLWCorning, Inc.
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-29.7% vs SPY
CSXCSX Corporation
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$15K-50K
-39.4% 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
-74.8% vs SPY
HONHoneywell International, Inc.
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-136.8% vs SPY
HYHyster-Yale Materials Handling, Inc. - Class A
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-74.0% vs SPY
INGRIngredion Incorporated
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$15K-50K
+30.3% vs SPY
INTCIntel Corporation
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-19.9% 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
-14.8% 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
-87.9% vs SPY
PAYXPaychex, Inc.
SMDVProShares Russell 2000 Dividend Growers ETF
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-138.7% vs SPY
PROSFProsus N.V.
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-50.3% 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
-135.3% vs SPY
SWKStanley Black and Decker, Inc.
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-95.6% 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
-97.7% vs SPY
VZVerizon Communications, Inc.
AP
Andrea Palm
Level II Department of Health and Human Services
Sell$1K-15K
-121.2% 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 | — | -81.2% | ||
AP Andrea Palm Level II Department of Health and Human Services | Amazon.com, Inc. | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | -34.1% | ||
AP Andrea Palm Level II Department of Health and Human Services | Amcor, PLC | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | -106.9% | ||
AP Andrea Palm Level II Department of Health and Human Services | American Express Co. | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | +4.4% | ||
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 | — | +64.8% | ||
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 | — | -97.8% | ||
AP Andrea Palm Level II Department of Health and Human Services | Comcast Corporation | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | -139.2% | ||
AP Andrea Palm Level II Department of Health and Human Services | Constellation Brands, Inc. | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | -131.1% | ||
AP Andrea Palm Level II Department of Health and Human Services | Corning, Inc. | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | +222.0% | ||
AP Andrea Palm Level II Department of Health and Human Services | CSX Corporation | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | -29.7% | ||
AP Andrea Palm Level II Department of Health and Human Services | Donaldson Co., Inc. | Sell | $15K-50K | 2021-06-29 | 2021-08-28 | — | -39.4% | ||
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 | — | -74.8% | ||
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 | — | -136.8% | ||
AP Andrea Palm Level II Department of Health and Human Services | Ingredion Incorporated | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | -74.0% | ||
AP Andrea Palm Level II Department of Health and Human Services | Intel Corporation | Sell | $15K-50K | 2021-06-29 | 2021-08-28 | — | +30.3% | ||
AP Andrea Palm Level II Department of Health and Human Services | International Business Machines Corporation | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | -19.9% | ||
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 | — | -14.8% | ||
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 | — | -87.9% | ||
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 | — | -138.7% | ||
AP Andrea Palm Level II Department of Health and Human Services | Qualcomm, Inc. | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | -50.3% | ||
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 | — | -135.3% | ||
AP Andrea Palm Level II Department of Health and Human Services | Starbucks Corporation | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | -95.6% | ||
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 | — | -97.7% | ||
AP Andrea Palm Level II Department of Health and Human Services | Walt Disney Co. | Sell | $1K-15K | 2021-06-29 | 2021-08-28 | — | -121.2% |