Congress Watch

Ed Perlmutter stock trades

Ed Perlmutter is a member of the U.S. House (Democrat, CO). Filings in this dataset run from 2017-09-19 to 2022-12-19 and list 91 stock transactions: 44 purchases and 47 sales. The median filing came 45 days after the trade; 43 of 91 were filed after the 45-day deadline.

Backtest copying Ed Perlmutter this year

91transactions
44purchases
47sales
45 dmedian delay to file

What copying Ed Perlmutter would have returned

$10,000 invested on 2017-09-19, buying and selling the same stocks 3 days after each filing became public, ended at $22,878 on 2026-11-09. The same money in the S&P 500 (SPY) ended at $31,650.

That headline is diluted by cash: on average only 56% of the money was invested, because the portfolio holds a few small positions. On the 2,295 days it did hold stocks, the copied holdings returned +13.8% a year against +13.5% for the S&P 500 over the same days: 0.2 percentage points ahead of the index.

+13.8%copied holdings, per year
+13.5%S&P 500, same days
56%avg share invested
69trades executed
Value of $10,000 copying Ed Perlmutter versus the S&P 5008,82515,25221,67828,10434,5302017-092022-042026-11Copy portfolioS&P 500 (SPY)Buy AAPL, 2017-09-22Buy GE, 2017-09-22Buy GOOGL, 2017-09-22Buy HD, 2017-09-22Buy VZ, 2017-09-22Sell GE, 2017-12-04Buy KR, 2017-12-04Buy KMI, 2018-07-23Sell HD, 2018-08-20Buy GOOG, 2018-09-24Buy VZ, 2018-09-24Buy KR, 2018-11-05Buy AMZN, 2018-12-24Sell AAPL, 2019-02-25Buy AMZN, 2019-02-25Buy BA, 2019-05-20Sell AMZN, 2019-07-15Sell GOOG, 2019-07-15Sell KR, 2019-09-06Buy AAPL, 2019-12-26Sell AAPL, 2020-04-09Sell AAPL, 2020-06-15Sell AMZN, 2020-06-15Sell GOOGL, 2020-06-15Sell KMI, 2020-06-15Buy COST, 2020-06-15Buy MSFT, 2020-08-17Buy NEM, 2020-08-17Buy PFE, 2020-08-17Buy VZ, 2020-08-17Buy AAPL, 2020-10-02Buy GILD, 2020-10-02Sell GILD, 2020-11-16Sell MSFT, 2020-11-16Sell PFE, 2020-11-16Sell VZ, 2020-11-16Buy BRK.B, 2020-11-16Buy NVDA, 2020-11-16Sell NEM, 2020-12-28Buy AMZN, 2020-12-28Buy BABA, 2020-12-28Buy COST, 2020-12-28Buy MSFT, 2020-12-28Buy BABA, 2021-06-28Buy GOOG, 2021-06-28Sell BABA, 2021-08-27Sell GOOG, 2021-08-27Buy BRK.B, 2021-08-27Buy UAL, 2021-08-27Sell BRK.B, 2021-10-29Buy COIN, 2021-10-29Buy F, 2021-12-06Sell COST, 2021-12-27Buy F, 2021-12-27Sell BRK.B, 2022-01-28Sell COIN, 2022-01-28Sell COST, 2022-05-13Sell AAPL, 2022-06-21Sell AMZN, 2022-06-21Sell F, 2022-06-21Sell MSFT, 2022-06-21Sell VZ, 2022-06-21Buy CHPT, 2022-09-29Buy KR, 2022-09-29Sell CHPT, 2022-12-22Buy AAPL, 2022-12-22Buy AMZN, 2022-12-22Buy CHPT, 2022-12-22Buy COST, 2022-12-22

Value of the whole copy portfolio including cash (teal) and of the same money in SPY (red), sampled across the period. Green dots are copied purchases and red dots copied sales (at most 300 are drawn).

Gain or loss by month

Monthly return copying Ed PerlmutterJanFebMarAprMayJunJulAugSepOctNovDec2026Jan 2026: +1.6%Feb 2026: -1.9%Mar 2026: -2.5%Apr 2026: +7.2%May 2026: +4.1%Jun 2026: -3.9%Jul 2026: +1.9%Aug 2026: +4.1%Sep 2026: +1.0%Oct 2026: -3.1%Nov 2026: -1.6%Dec 2026: no activity2025Jan 2025: -1.5%Feb 2025: +0.8%Mar 2025: -7.8%Apr 2025: +0.8%May 2025: +9.1%Jun 2025: +6.0%Jul 2025: +5.2%Aug 2025: +0.8%Sep 2025: +2.1%Oct 2025: +3.5%Nov 2025: -4.2%Dec 2025: +1.7%2024Jan 2024: +3.9%Feb 2024: +7.7%Mar 2024: +4.1%Apr 2024: -2.5%May 2024: +9.3%Jun 2024: +5.2%Jul 2024: -1.4%Aug 2024: +1.0%Sep 2024: +2.2%Oct 2024: +3.4%Nov 2024: +5.4%Dec 2024: -0.9%2023Jan 2023: +7.8%Feb 2023: -0.6%Mar 2023: +3.5%Apr 2023: -0.6%May 2023: +5.2%Jun 2023: +3.9%Jul 2023: +2.2%Aug 2023: -1.0%Sep 2023: -5.5%Oct 2023: -2.3%Nov 2023: +5.8%Dec 2023: +3.6%2022Jan 2022: -5.3%Feb 2022: -2.1%Mar 2022: +2.8%Apr 2022: -8.5%May 2022: -1.2%Jun 2022: -6.0%Jul 2022: +1.6%Aug 2022: -2.5%Sep 2022: -3.7%Oct 2022: +3.5%Nov 2022: +3.5%Dec 2022: -3.9%2021Jan 2021: -0.6%Feb 2021: -1.2%Mar 2021: +2.3%Apr 2021: +3.2%May 2021: +0.4%Jun 2021: +3.0%Jul 2021: +0.6%Aug 2021: +1.6%Sep 2021: -2.9%Oct 2021: +5.0%Nov 2021: +4.2%Dec 2021: +0.9%2020Jan 2020: +0.9%Feb 2020: -3.4%Mar 2020: -4.3%Apr 2020: +4.3%May 2020: +0.8%Jun 2020: +0.2%Jul 2020: +0.6%Aug 2020: +1.4%Sep 2020: -0.7%Oct 2020: -1.7%Nov 2020: +3.7%Dec 2020: +0.9%2019Jan 2019: +2.9%Feb 2019: +1.0%Mar 2019: +0.4%Apr 2019: +1.3%May 2019: -3.4%Jun 2019: +1.3%Jul 2019: +0.5%Aug 2019: +1.3%Sep 2019: +1.2%Oct 2019: -0.2%Nov 2019: +0.6%Dec 2019: +0.5%2018Jan 2018: +1.7%Feb 2018: -1.8%Mar 2018: -1.4%Apr 2018: +0.5%May 2018: +0.9%Jun 2018: +1.4%Jul 2018: +1.1%Aug 2018: +1.9%Sep 2018: -0.6%Oct 2018: -0.5%Nov 2018: -0.5%Dec 2018: -2.7%2017Jan 2017: no activityFeb 2017: no activityMar 2017: no activityApr 2017: no activityMay 2017: no activityJun 2017: no activityJul 2017: no activityAug 2017: no activitySep 2017: +0.3%Oct 2017: -0.0%Nov 2017: +0.5%Dec 2017: +0.7%

Monthly return of the whole copy portfolio, cash included. Green months gained, red months lost; darker means a bigger move. Grey months had no change.

17 copy orders were not placed (no price history, no cash left or the position limit was reached) and 0 disclosed lines could not be copied at all (no ticker, options, bonds). Hypothetical result computed 2026-11-09 with data through 2026-11-09; see the methodology. Not investment advice.

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Activity by year

Disclosed stock transactions per year, Ed Perlmutter025502017: 820172018: 820182019: 1320192020: 3320202021: 1220212022: 172022

Transactions by the year the report was filed.

Trades by month

Disclosed stock transactions per month, Ed PerlmutterJanFebMarAprMayJunJulAugSepOctNovDec2022Jan 2022: 2 tradesFeb 2022: no activityMar 2022: no activityApr 2022: no activityMay 2022: 1 tradeJun 2022: 7 tradesJul 2022: no activityAug 2022: no activitySep 2022: 2 tradesOct 2022: no activityNov 2022: no activityDec 2022: 5 trades2021Jan 2021: no activityFeb 2021: no activityMar 2021: no activityApr 2021: no activityMay 2021: no activityJun 2021: 2 tradesJul 2021: no activityAug 2021: 5 tradesSep 2021: no activityOct 2021: 2 tradesNov 2021: no activityDec 2021: 3 trades2020Jan 2020: no activityFeb 2020: no activityMar 2020: no activityApr 2020: 2 tradesMay 2020: no activityJun 2020: 9 tradesJul 2020: no activityAug 2020: 6 tradesSep 2020: 2 tradesOct 2020: no activityNov 2020: 8 tradesDec 2020: 6 trades2019Jan 2019: no activityFeb 2019: 2 tradesMar 2019: 1 tradeApr 2019: no activityMay 2019: 3 tradesJun 2019: no activityJul 2019: 3 tradesAug 2019: no activitySep 2019: 3 tradesOct 2019: no activityNov 2019: no activityDec 2019: 1 trade2018Jan 2018: no activityFeb 2018: no activityMar 2018: 1 tradeApr 2018: no activityMay 2018: no activityJun 2018: no activityJul 2018: 1 tradeAug 2018: 2 tradesSep 2018: 2 tradesOct 2018: 1 tradeNov 2018: no activityDec 2018: 1 trade2017Jan 2017: no activityFeb 2017: no activityMar 2017: no activityApr 2017: no activityMay 2017: no activityJun 2017: no activityJul 2017: no activityAug 2017: no activitySep 2017: 6 tradesOct 2017: no activityNov 2017: 2 tradesDec 2017: no activity

Disclosed stock and fund transactions by the month the report was filed; darker means more.

By year: 2022 · 2021 · 2020 · 2019 ·

Most traded stocks

StockTradesBuysSales
AAPL Apple Inc. - Common Stock 945
AMZN Amazon.com, Inc. - Common Stock 743
COST Costco Wholesale Corporation - Common Stock 633
VZ Verizon Communications Inc. Common Stock 532
MSFT Microsoft Corporation - Common Stock 523
USB U.S. Bancorp Common Stock 404
KR Kroger Company 431
GOOG Alphabet Inc. - Class C Capital Stock 422
F Ford Motor Company Common Stock 422
BRK.B Berkshire Hathaway Inc. New Common Stock 422
BABA Alibaba Group Holding Limited... 422
SWK Stanley Black & Decker Inc 303
NEM Newmont Corporation 312
FB Facebook, Inc. 312
CHPT ChargePoint Holdings, Inc. 321

Disclosed transactions

Download stock and fund transactions as CSV · Compare Ed Perlmutter with another member

FiledTradedTypeAssetAmountFiling
2022-12-192022-11-10Buy COST Costco Wholesale Corporation - Common Stock $1,001 - $15,000 Source
2022-12-192022-11-10Buy CHPT ChargePoint Holdings, Inc. $1,001 - $15,000 Source
2022-12-192022-11-10Buy AMZN Amazon.com, Inc. - Common Stock $1,001 - $15,000 Source
2022-12-192022-11-10Buy AAPL Apple Inc. - Common Stock $1,001 - $15,000 Source
2022-12-192022-11-01Sale CHPT ChargePoint Holdings, Inc. $1,001 - $15,000 Source
2022-09-262022-09-02Buy CHPT ChargePoint Holdings, Inc. $1,001 - $15,000 Source
2022-09-262022-07-19Buy KR Kroger Company $1,001 - $15,000 Source
2022-06-162022-05-20Sale F Ford Motor Company Common Stock $1,001 - $15,000 Source
2022-06-162022-05-20Sale AAPL Apple Inc. - Common Stock $1,001 - $15,000 Source
2022-06-162022-05-13Partial sale VZ Verizon Communications Inc. Common Stock $1,001 - $15,000 Source
2022-06-162022-05-13Partial sale MSFT Microsoft Corporation - Common Stock $1,001 - $15,000 Source
2022-06-162022-05-13Partial sale F Ford Motor Company Common Stock $1,001 - $15,000 Source
2022-06-162022-05-13Sale AMZN Amazon.com, Inc. - Common Stock $1,001 - $15,000 Source
2022-06-162022-05-13Partial sale AAPL Apple Inc. - Common Stock $1,001 - $15,000 Source
2022-05-102022-04-22Partial sale COST Costco Wholesale Corporation - Common Stock $1,001 - $15,000 Source
2022-01-252021-12-21Sale COIN Coinbase Global, Inc. - Class A Common Stock $1,001 - $15,000 g Source
2022-01-252021-12-21Sale BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 f Source
2021-12-222021-11-26Buy F Ford Motor Company Common Stock $1,001 - $15,000 d Source
2021-12-222021-11-26Partial sale COST Costco Wholesale Corporation - Common Stock $1,001 - $15,000 d Source
2021-12-022021-11-02Buy F Ford Motor Company Common Stock $1,001 - $15,000 g Source
2021-10-262021-09-23Buy COIN Coinbase Global, Inc. - Class A Common Stock $1,001 - $15,000 g Source
2021-10-262021-09-15Partial sale BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 f Source
2021-08-242021-07-07Sale BABA Alibaba Group Holding Limited American Depositary $1,001 - $15,000 g Source
2021-08-242021-07-07Buy UAL United Airlines Holdings, Inc. - Common Stock $1,001 - $15,000 f Source
2021-08-242021-07-07Sale GOOG Alphabet Inc. - Class C Capital Stock $1,001 - $15,000 f Source
2021-08-242021-06-16Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 g Source
2021-08-242021-06-14Partial sale BABA Alibaba Group Holding Limited American Depositary $1,001 - $15,000 g Source
2021-06-252021-05-11Buy GOOG Alphabet Inc. - Class C Capital Stock $1,001 - $15,000 f Source
2021-06-252021-05-11Buy BABA Alibaba Group Holding Limited American Depositary $1,001 - $15,000 f Source
2020-12-222020-11-18Partial sale NEM Newmont Corporation $1,001 - $15,000 d Source
2020-12-222020-11-18Buy AMZN Amazon.com, Inc. - Common Stock $1,001 - $15,000 c Source
2020-12-222020-11-12Buy MSFT Microsoft Corporation - Common Stock $1,001 - $15,000 g Source
2020-12-222020-11-12Partial sale NEM Newmont Corporation $1,001 - $15,000 f Source
2020-12-222020-11-09Buy BABA Alibaba Group Holding Limited American Depositary $1,001 - $15,000 c Source
2020-12-222020-10-07Buy COST Costco Wholesale Corporation - Common Stock $1,001 - $15,000 e Source
2020-11-112020-09-23Partial sale MSFT Microsoft Corporation - Common Stock $1,001 - $15,000 g Source
2020-11-112020-09-18Buy SQ Block, Inc. Class A Common Stock, $1,001 - $15,000 c Source
2020-11-112020-09-14Partial sale MSFT Microsoft Corporation - Common Stock $1,001 - $15,000 d Source
2020-11-112020-09-03Buy NVDA NVIDIA Corporation - Common Stock $1,001 - $15,000 c Source
2020-11-112020-09-01Buy BRK.B Berkshire Hathaway Inc. New Common Stock $1,001 - $15,000 g Source
2020-11-112020-09-01Partial sale VZ Verizon Communications Inc. Common Stock $1,001 - $15,000 f Source
2020-11-112020-09-01Partial sale PFE Pfizer, Inc. Common Stock $1,001 - $15,000 c Source
2020-11-112020-09-01Partial sale GILD Gilead Sciences, Inc. - Common Stock $1,001 - $15,000 c Source
2020-09-292020-07-24Buy AAPL Apple Inc. - Common Stock $1,001 - $15,000 e Source
2020-09-292020-07-15Buy GILD Gilead Sciences, Inc. - Common Stock $1,001 - $15,000 e Source
2020-08-132020-06-29Buy NEM Newmont Corporation $1,001 - $15,000 g Source
2020-08-132020-06-10Buy MSFT Microsoft Corporation - Common Stock $1,001 - $15,000 g Source
2020-08-132020-06-10Buy VZ Verizon Communications Inc. Common Stock $1,001 - $15,000 f Source
2020-08-132020-06-10Partial sale USB U.S. Bancorp Common Stock $1,001 - $15,000 c Source
2020-08-132020-06-10Partial sale SWK Stanley Black & Decker Inc $1,001 - $15,000 c Source
2020-08-132020-06-10Buy PFE Pfizer, Inc. Common Stock $1,001 - $15,000 c Source
2020-06-102020-04-22Sale AAPL Apple Inc. - Common Stock $1,001 - $15,000 g Source
2020-06-102020-04-22Sale GOOGL Alphabet Inc. - Class A Common Stock $1,001 - $15,000 f Source
2020-06-102020-04-22Partial sale COST Costco Wholesale Corporation - Common Stock $1,001 - $15,000 f Source
2020-06-102020-04-22Sale KMI Kinder Morgan, Inc. Common Stock $1,001 - $15,000 c Source
2020-06-102020-04-22Sale FB Facebook, Inc. $1,001 - $15,000 c Source
2020-06-102020-04-21Sale AMZN Amazon.com, Inc. - Common Stock $1,001 - $15,000 e Source
2020-06-102020-04-09Partial sale SWK Stanley Black & Decker Inc $1,001 - $15,000 g Source
2020-06-102020-04-09Partial sale USB U.S. Bancorp Common Stock $1,001 - $15,000 c Source
2020-06-102020-03-18Buy COST Costco Wholesale Corporation - Common Stock $1,001 - $15,000 f Source
2020-04-062020-02-03Partial sale FB Facebook, Inc. $1,001 - $15,000 g Source
2020-04-062020-02-03Partial sale AAPL Apple Inc. - Common Stock $1,001 - $15,000 c Source
2019-12-232019-11-05Buy AAPL Apple Inc. - Common Stock $1,001 - $15,000 g Source
2019-09-032019-08-26Sale KR Kroger Company $1,001 - $15,000 d Source
2019-09-032019-07-30Partial sale USB U.S. Bancorp Common Stock $15,001 - c $50,000 Source
2019-09-032019-07-30Partial sale SWK Stanley Black & Decker Inc $15,001 - b $50,000 Source
2019-07-112019-06-19Buy FB Facebook, Inc. $1,001 - $15,000 f Source
2019-07-112019-06-04Sale GOOG Alphabet Inc. - Class C Capital Stock $1,001 - $15,000 g Source
2019-07-112019-06-03Partial sale AMZN Amazon.com, Inc. - Common Stock $1,001 - $15,000 g Source
2019-05-172019-04-16Buy BA Boeing Company $1,001 - $15,000 g Source
2019-05-172019-04-09Partial sale USB U.S. Bancorp Common Stock $15,001 - g $50,000 Source
2019-05-172019-04-05Sale WBA Walgreens Boots Alliance, Inc. - Common Stock $1,001 - $15,000 e Source
2019-03-252019-02-14Sale MO Altria Group, Inc. $15,001 - g $50,000 Source
2019-02-222019-01-18Buy AMZN Amazon.com, Inc. - Common Stock $1,001 - $15,000 e Source
2019-02-222019-01-11Sale AAPL Apple Inc. - Common Stock $1,001 - $15,000 e Source
2018-12-192018-11-05Buy AMZN Amazon.com, Inc. - Common Stock $1,001 - $15,000 g Source
2018-10-312018-09-17Buy KR Kroger Company $1,001 - $15,000 g Source
2018-09-192018-08-09Buy VZ Verizon Communications Inc. Common Stock $1,001 - $15,000 g Source
2018-09-192018-08-09Buy GOOG Alphabet Inc. - Class C Capital Stock $1,001 - $15,000 g Source
2018-08-152018-07-26Sale HD Home Depot, Inc. $1,001 - $15,000 d Source
2018-08-152018-07-02Buy WBA Walgreens Boots Alliance, Inc. - Common Stock $1,001 - $15,000 d Source
2018-07-182018-05-14Buy KMI Kinder Morgan, Inc. Common Stock $1,001 - $15,000 g Source
2018-03-122018-01-16Sale HCP HCP, Inc. $1,001 - $15,000 Source
2017-11-302017-10-26Sale GE GE Aerospace Common Stock $1,001 - $15,000 Source
2017-11-302017-10-19Buy KR Kroger Company $1,001 - $15,000 Source
2017-09-192016-11-21Buy GOOGL Alphabet Inc. - Class A Common Stock $1,001 - $15,000 Source
2017-09-192016-11-21Buy AAPL Apple Inc. - Common Stock $1,001 - $15,000 Source
2017-09-192016-06-10Buy GE GE Aerospace Common Stock $1,001 - $15,000 Source
2017-09-192016-05-25Buy VZ Verizon Communications Inc. Common Stock $1,001 - $15,000 Source
2017-09-192016-05-25Buy HD Home Depot, Inc. $1,001 - $15,000 Source
2017-09-192016-05-09Buy HCP HCP, Inc. $1,001 - $15,000 Source

Other members from CO

Members who trade the same stocks

Common questions

Did Ed Perlmutter beat the market?
Copying Ed Perlmutter's disclosed stock trades 3 days after each filing returned +13.8% a year on the days the money was invested, against +13.5% for the S&P 500 over the same days: 0.2 percentage points ahead of the index. This is a hypothetical backtest from 2017-09-19 to 2026-11-09, not investment advice.
How many stock trades has Ed Perlmutter disclosed?
Ed Perlmutter disclosed 91 stock transactions between 2017-09-19 and 2022-12-19: 44 purchases and 47 sales.
Which stocks does Ed Perlmutter trade most?
The most traded stocks in Ed Perlmutter's filings are AAPL (9), AMZN (7) and COST (6), by number of transactions.
How quickly does Ed Perlmutter report trades?
The median filing came 45 days after the trade. 43 of 91 filings arrived after the 45-day deadline.

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