Congress Watch

Peter Welch stock trades

Peter Welch is a member of the U.S. House (Democrat, VT). Filings in this dataset run from 2018-05-08 to 2022-08-13 and list 117 stock transactions: 40 purchases and 77 sales. The median filing came 24 days after the trade; 9 of 117 were filed after the 45-day deadline.

Backtest copying Peter Welch this year

117transactions
40purchases
77sales
24 dmedian delay to file

What copying Peter Welch would have returned

$10,000 invested on 2018-07-09, buying and selling the same stocks 3 days after each filing became public, ended at $13,438 on 2026-11-09. The same money in the S&P 500 (SPY) ended at $28,478.

That headline is diluted by cash: on average only 38% of the money was invested, because the portfolio holds a few small positions. On the 2,097 days it did hold stocks, the copied holdings returned +3.0% a year against +13.4% for the S&P 500 over the same days: 10.4 percentage points behind the index.

+3.0%copied holdings, per year
+13.4%S&P 500, same days
38%avg share invested
52trades executed
Value of $10,000 copying Peter Welch versus the S&P 5007,88613,60419,32225,04030,7582018-072022-092026-11Copy portfolioS&P 500 (SPY)Buy KYOCF, 2018-07-09Buy AMP, 2018-08-06Buy STT, 2018-08-06Buy FDX, 2018-10-08Buy AMP, 2018-11-09Buy HUBB, 2018-11-09Buy PANW, 2018-11-09Buy PANW, 2018-12-10Buy STT, 2018-12-10Buy FSLR, 2019-01-14Buy KUBTY, 2019-01-14Buy SCHW, 2019-01-14Sell STT, 2019-02-11Buy MDRX, 2019-02-11Sell FDX, 2019-05-06Sell HUBB, 2019-05-06Sell AMP, 2019-06-07Buy A, 2019-06-07Buy MITK, 2019-06-07Buy SPSC, 2019-06-07Buy TNC, 2019-06-07Buy DBX, 2019-08-05Buy VAIAF, 2019-08-05Buy IWM, 2019-09-04Sell IWM, 2019-10-17Buy IWM, 2019-10-17Sell MDRX, 2019-11-18Buy RGNX, 2019-11-18Buy GIS, 2019-12-16Buy CHD, 2020-03-13Buy FTDR, 2020-03-13Buy QGEN, 2020-03-13Sell QGEN, 2020-04-06Buy ED, 2020-04-06Sell FTDR, 2020-04-13Sell GIS, 2020-04-13Buy MDT, 2020-04-13Buy PYPL, 2020-04-13Sell A, 2020-05-08Sell FSLR, 2020-05-08Sell PANW, 2020-05-08Sell SCHW, 2020-05-08Sell SPSC, 2020-06-11Sell DBX, 2020-12-07Sell A, 2021-12-20Sell CHD, 2021-12-20Sell KUBTY, 2021-12-20Sell KYOCF, 2021-12-20Sell MITK, 2021-12-20Sell TNC, 2021-12-20Sell VAIAF, 2021-12-20Buy VAIAF, 2022-08-16

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 Peter WelchJanFebMarAprMayJunJulAugSepOctNovDec2026Jan 2026: +0.4%Feb 2026: -0.5%Mar 2026: -0.8%Apr 2026: +1.9%May 2026: -0.8%Jun 2026: +1.2%Jul 2026: +0.2%Aug 2026: +0.0%Sep 2026: -0.1%Oct 2026: +2.2%Nov 2026: -0.1%Dec 2026: no activity2025Jan 2025: +0.9%Feb 2025: -0.7%Mar 2025: -0.1%Apr 2025: -0.2%May 2025: -0.1%Jun 2025: +0.4%Jul 2025: +0.2%Aug 2025: +1.0%Sep 2025: +0.6%Oct 2025: +0.2%Nov 2025: +0.6%Dec 2025: -0.5%2024Jan 2024: -0.7%Feb 2024: +0.5%Mar 2024: +1.0%Apr 2024: -1.1%May 2024: +0.5%Jun 2024: -0.9%Jul 2024: +1.6%Aug 2024: +0.5%Sep 2024: +0.3%Oct 2024: -0.4%Nov 2024: +1.6%Dec 2024: -1.3%2023Jan 2023: +1.2%Feb 2023: -0.8%Mar 2023: -0.5%Apr 2023: +0.5%May 2023: -1.3%Jun 2023: +1.0%Jul 2023: +0.7%Aug 2023: -1.4%Sep 2023: -1.3%Oct 2023: -1.2%Nov 2023: +2.0%Dec 2023: +1.5%2022Jan 2022: -1.8%Feb 2022: -2.1%Mar 2022: +1.7%Apr 2022: -2.5%May 2022: -0.7%Jun 2022: -1.2%Jul 2022: +2.2%Aug 2022: -0.3%Sep 2022: -1.9%Oct 2022: +0.5%Nov 2022: +1.0%Dec 2022: -0.9%2021Jan 2021: -0.2%Feb 2021: +1.4%Mar 2021: -1.6%Apr 2021: +2.0%May 2021: +0.5%Jun 2021: +1.5%Jul 2021: +0.5%Aug 2021: +0.9%Sep 2021: -0.2%Oct 2021: -1.1%Nov 2021: -2.8%Dec 2021: +1.5%2020Jan 2020: +0.7%Feb 2020: -5.5%Mar 2020: -8.7%Apr 2020: +8.9%May 2020: +5.3%Jun 2020: +1.3%Jul 2020: +2.8%Aug 2020: +2.6%Sep 2020: -1.6%Oct 2020: +0.8%Nov 2020: +5.1%Dec 2020: +5.8%2019Jan 2019: +6.8%Feb 2019: +1.6%Mar 2019: -0.8%Apr 2019: +4.2%May 2019: -3.8%Jun 2019: +3.7%Jul 2019: +1.8%Aug 2019: -4.8%Sep 2019: +1.7%Oct 2019: +1.7%Nov 2019: +2.8%Dec 2019: +1.6%2018Jan 2018: no activityFeb 2018: no activityMar 2018: no activityApr 2018: no activityMay 2018: no activityJun 2018: no activityJul 2018: -0.0%Aug 2018: +0.3%Sep 2018: -0.2%Oct 2018: -2.3%Nov 2018: +0.3%Dec 2018: -4.1%

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.

38 copy orders were not placed (no price history, no cash left or the position limit was reached) and 24 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, Peter Welch025502018: 3220182019: 3520192020: 2720202021: 2220212022: 12022

Transactions by the year the report was filed.

Trades by month

Disclosed stock transactions per month, Peter WelchJanFebMarAprMayJunJulAugSepOctNovDec2022Jan 2022: no activityFeb 2022: no activityMar 2022: no activityApr 2022: no activityMay 2022: no activityJun 2022: no activityJul 2022: no activityAug 2022: 1 tradeSep 2022: no activityOct 2022: no activityNov 2022: no activityDec 2022: no activity2021Jan 2021: no activityFeb 2021: no activityMar 2021: no activityApr 2021: no activityMay 2021: no activityJun 2021: no activityJul 2021: no activityAug 2021: no activitySep 2021: no activityOct 2021: no activityNov 2021: 1 tradeDec 2021: 16 trades2020Jan 2020: no activityFeb 2020: no activityMar 2020: 5 tradesApr 2020: 9 tradesMay 2020: 4 tradesJun 2020: 3 tradesJul 2020: 1 tradeAug 2020: no activitySep 2020: no activityOct 2020: no activityNov 2020: no activityDec 2020: 3 trades2019Jan 2019: 3 tradesFeb 2019: 2 tradesMar 2019: 1 tradeApr 2019: no activityMay 2019: 5 tradesJun 2019: 6 tradesJul 2019: 5 tradesAug 2019: no activitySep 2019: 2 tradesOct 2019: 4 tradesNov 2019: 3 tradesDec 2019: 1 trade2018Jan 2018: no activityFeb 2018: no activityMar 2018: no activityApr 2018: no activityMay 2018: 10 tradesJun 2018: no activityJul 2018: 5 tradesAug 2018: 2 tradesSep 2018: 1 tradeOct 2018: 1 tradeNov 2018: 5 tradesDec 2018: 5 trades

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

By year: 2021 · 2020 · 2019 · 2018

Most traded stocks

StockTradesBuysSales
IWM iShares Russell 2000 ETF 523
STT State Street Corporation Common Stock 422
VAIAF Vaisala Oy Ordinary Shares -A 321
USB U.S. Bancorp Common Stock 303
SPSC SPS Commerce, Inc. (NASDAQ) 312
PANW Palo Alto Networks, Inc. 321
LNN Lindsay Corporation 303
GIS General Mills, Inc. Common Stock 312
FSLR First Solar, Inc. - Common Stock 312
ED Consolidated Edison, Inc. 312
CERN Cerner Corporation 312
AMP Ameriprise Financial, Inc. Common Stock 321
A Agilent Technologies, Inc. Common Stock 312
WBA Walgreens Boots Alliance, Inc. - Common Stock 211
VRAY ViewRay, Inc. 211

Disclosed transactions

Download stock and fund transactions as CSV · Compare Peter Welch with another member

FiledTradedTypeAssetAmountFiling
2022-08-132019-07-16Buy VAIAF Vaisala Oy Ordinary Shares -A $1,001 - $15,000 Source
2021-12-172021-11-26Sale UNP Union Pacific Corporation Common Stock $15,001 - e $50,000 Source
2021-12-172021-11-26Sale IBM International Business Machines... $1,001 - $15,000 f Source
2021-12-172021-11-26Sale GE GE Aerospace Common Stock $1,001 - $15,000 b Source
2021-12-172021-11-19Sale SwedenCare Ab $15,001 - b $50,000 Source
2021-12-172021-11-18Sale CSCO Cisco Systems, Inc. - Common Stock $15,001 - g $50,000 Source
2021-12-172021-11-18Sale UN Unilever N.V. $15,001 - d $50,000 Source
2021-12-172021-11-18Sale VAIAF Vaisala Oy Ordinary Shares -A $15,001 - b $50,000 Source
2021-12-172021-11-18Sale USB U.S. Bancorp Common Stock $15,001 - b $50,000 Source
2021-12-172021-11-18Sale CHD Church & Dwight Company, Inc. Common Stock $15,001 - b $50,000 Source
2021-12-172021-11-18Sale Qualcomm $1,001 - $15,000 e Source
2021-12-172021-11-18Sale KYOCF Kyocera Corp Ordinary Shares $1,001 - $15,000 d Source
2021-12-172021-11-18Sale CERN Cerner Corporation $1,001 - $15,000 d Source
2021-12-172021-11-18Sale MITK Mitek Systems, Inc. $1,001 - $15,000 c Source
2021-12-172021-11-18Partial sale GE GE Aerospace Common Stock $1,001 - $15,000 c Source
2021-12-172021-11-18Sale TNC Tennant Company $1,001 - $15,000 b Source
2021-12-172021-11-18Sale KUBTY Kubota Corporation ADR Japan (KUBTY) $1,001 - $15,000 b Source
2021-12-172021-11-18Sale A Agilent Technologies, Inc. Common Stock $1,001 - $15,000 b Source
2021-12-172021-11-18Sale PayPal Holdings, Inc. $1,001 - $15,000 b Source
2021-12-172021-11-18Sale Autodesk $1,001 - $15,000 b Source
2021-12-172021-09-02Sale Cloetta Ab $1,001 - $15,000 g Source
2021-12-032021-11-03Sale WFC Wells Fargo & Company Common Stock $1,001 - $15,000 e Source
2021-11-092021-09-17Sale XOM Exxon Mobil Corporation Common Stock $1,001 - $15,000 g Source
2020-12-042020-11-26Sale CTRCF Centrotec Sustainable Ag, brilon Ordinary Shares $1,001 - $15,000 b Source
2020-12-042020-11-16Sale UPS United Parcel Service, Inc. Common Stock $1,001 - $15,000 f Source
2020-12-042020-11-16Sale DBX Dropbox, Inc. - Class A Common Stock $1,001 - $15,000 c Source
2020-07-012020-06-03Sale BDN Brandywine Realty Trust $1,001 - $15,000 e Source
2020-06-082020-05-19Sale SPSC SPS Commerce, Inc. (NASDAQ) $1,001 - $15,000 f Source
2020-06-082020-05-14Sale GIS General Mills, Inc. Common Stock $1,001 - $15,000 b Source
2020-06-082020-05-08Partial sale SPSC SPS Commerce, Inc. (NASDAQ) $1,001 - $15,000 b Source
2020-05-052020-04-30Sale FSLR First Solar, Inc. - Common Stock $1,001 - $15,000 d Source
2020-05-052020-04-27Sale PANW Palo Alto Networks, Inc. $1,001 - $15,000 b Source
2020-05-052020-04-09Sale SCHW Charles Schwab Corporation $1,001 - $15,000 f Source
2020-05-052020-04-09Partial sale A Agilent Technologies, Inc. Common Stock $1,001 - $15,000 c Source
2020-04-102020-04-03Sale MDT Medtronic plc. Ordinary Shares $1,001 - $15,000 c Source
2020-04-102020-03-23Sale US Treasury Note [gS] $15,001 - b $50,000 Source
2020-04-102020-03-20Buy PYPL PayPal Holdings, Inc. - Common Stock $1,001 - $15,000 d Source
2020-04-102020-03-17Sale GIS General Mills, Inc. Common Stock $1,001 - $15,000 b Source
2020-04-102020-03-16Sale FTDR frontdoor, inc. $1,001 - $15,000 c Source
2020-04-102020-03-09Buy MDT Medtronic plc. Ordinary Shares $1,001 - $15,000 e Source
2020-04-032020-03-24Sale QGEN Qiagen N.V. Common Shares $1,001 - $15,000 g Source
2020-04-032020-03-17Sale ED Consolidated Edison, Inc. $1,001 - $15,000 g Source
2020-04-032020-03-13Partial sale ED Consolidated Edison, Inc. $1,001 - $15,000 f Source
2020-04-032020-03-02Buy ED Consolidated Edison, Inc. $1,001 - $15,000 c Source
2020-03-102020-02-28Buy CHD Church & Dwight Company, Inc. Common Stock $1,001 - $15,000 f Source
2020-03-102020-02-27Buy QGEN Qiagen N.V. Common Shares $1,001 - $15,000 d Source
2020-03-102020-02-19Buy FTDR frontdoor, inc. $1,001 - $15,000 c Source
2020-03-102020-02-13Buy SwedenCare ab [oT] $1,001 - $15,000 g Source
2020-03-102020-02-07Buy CTRCF Centrotec Sustainable Ag, brilon Ordinary Shares $1,001 - $15,000 c Source
2020-01-052019-12-03Sale US Treasury bond [gS] $1,001 - $15,000 g Source
2019-12-112019-11-22Buy GIS General Mills, Inc. Common Stock $1,001 - $15,000 g Source
2019-11-142019-11-08Sale RGNX REgENXbIo Inc. $1,001 - $15,000 f Source
2019-11-142019-10-22Buy RGNX REgENXbIo Inc. $1,001 - $15,000 c Source
2019-11-142019-10-11Sale MDRX allscripts Healthcare Solutions, Inc. -... $1,001 - $15,000 c Source
2019-10-142019-09-27Sale IWM iShares Russell 2000 ETF $1,001 - $15,000 d Source
2019-10-142019-09-24Buy Cloetta ab $1,001 - $15,000 e Source
2019-10-142019-09-16Partial sale UPS United Parcel Service, Inc. Common Stock $1,001 - $15,000 b Source
2019-10-142019-09-12Sale LNN Lindsay Corporation $1,001 - $15,000 f Source
2019-10-142019-09-11Buy IWM iShares Russell 2000 ETF $1,001 - $15,000 e Source
2019-09-012019-08-12Sale IWM iShares Russell 2000 ETF $1,001 - $15,000 e Source
2019-09-012019-08-01Buy IWM iShares Russell 2000 ETF $1,001 - $15,000 c Source
2019-07-312019-07-03Buy DBX Dropbox, Inc. - Class A Common Stock $1,001 - $15,000 c Source
2019-07-312019-07-01Sale HUB.A Hubbell Inc a $1,001 - $15,000 b Source
2019-07-312018-07-16Buy VAIAF Vaisala Oy Ordinary Shares -A $1,001 - $15,000 f Source
2019-07-092019-06-20Partial sale IWM iShares Russell 2000 ETF $1,001 - $15,000 c Source
2019-07-092019-06-11Sale USB U.S. Bancorp Common Stock $1,001 - $15,000 d Source
2019-06-042019-05-29Sale AMP Ameriprise Financial, Inc. Common Stock $1,001 - $15,000 c Source
2019-06-042019-05-23Buy A Agilent Technologies, Inc. Common Stock $1,001 - $15,000 c Source
2019-06-042019-05-09Partial sale USB U.S. Bancorp Common Stock $1,001 - $15,000 f Source
2019-06-042019-05-06Buy TNC Tennant Company $1,001 - $15,000 d Source
2019-06-042019-05-02Buy MITK Mitek Systems, Inc. $1,001 - $15,000 f Source
2019-06-042019-05-01Buy SPSC SPS Commerce, Inc. (NASDAQ) $1,001 - $15,000 c Source
2019-05-032018-04-25Sale CERN Cerner Corporation $1,001 - $15,000 b Source
2019-05-032018-04-22Sale STT State Street Corporation Common Stock $1,001 - $15,000 d Source
2019-05-032018-04-17Sale FDX FedEx Corporation Common Stock $1,001 - $15,000 f Source
2019-05-032018-04-10Sale HUBB Hubbell Inc Common Stock $1,001 - $15,000 c Source
2019-05-032018-04-01Sale RBC RBC Bearings Incorporated Common Stock $1,001 - $15,000 g Source
2019-04-192019-03-18Buy U.S. Treasury Note [gS] $15,001 - g $50,000 Source
2019-03-122019-02-19Sale ORBK orbotech Ltd. - ordinary Shares $1,001 - $15,000 e Source
2019-02-072019-01-18Sale STT State Street Corporation Common Stock $1,001 - $15,000 c Source
2019-02-072019-01-09Buy MDRX allscripts Healthcare Solutions, Inc. -... $1,001 - $15,000 c Source
2019-01-092018-12-28Buy KUBTY Kubota Corporation ADR Japan (KUBTY) $1,001 - $15,000 g Source
2019-01-092018-12-28Buy SCHW Charles Schwab Corporation $1,001 - $15,000 c Source
2019-01-092018-12-18Buy FSLR First Solar, Inc. - Common Stock $1,001 - $15,000 e Source
2019-01-092018-12-13Buy PerkinElmer, Inc $1,001 - $15,000 f Source
2018-12-052018-11-29Buy PANW Palo Alto Networks, Inc. $1,001 - $15,000 c Source
2018-12-052018-11-15Buy STT State Street Corporation Common Stock $1,001 - $15,000 g Source
2018-12-052018-11-15Sale ACGPF accell group NV Heerenveen ordinary Shares $1,001 - $15,000 c Source
2018-12-052018-11-08Sale HAIN The Hain Celestial group, Inc. $1,001 - $15,000 f Source
2018-12-052018-11-05Sale LNN Lindsay Corporation $1,001 - $15,000 c Source
2018-11-062018-10-30Sale SMAWF Siemens ag ordinary Shares $1,001 - $15,000 f Source
2018-11-062018-10-30Buy HUBB Hubbell Inc Common Stock $1,001 - $15,000 c Source
2018-11-062018-10-24Buy PANW Palo Alto Networks, Inc. $1,001 - $15,000 g Source
2018-11-062018-10-24Buy AMP Ameriprise Financial, Inc. Common Stock $1,001 - $15,000 c Source
2018-11-062018-10-09Partial sale ORBK orbotech Ltd. - ordinary Shares $1,001 - $15,000 b Source
2018-10-052018-09-28Buy US Treasury bond [gS] $15,001 - g $50,000 Source
2018-10-052018-09-27Sale US Treasury bond [gS] $15,001 - g $50,000 Source
2018-10-052018-09-18Buy FDX FedEx Corporation Common Stock $1,001 - $15,000 g Source
2018-09-052018-08-01Sale ORCL Oracle Corporation Common Stock $1,001 - $15,000 f Source
2018-08-032018-07-20Buy AMP Ameriprise Financial, Inc. Common Stock $1,001 - $15,000 c Source

Members who trade the same stocks

Common questions

Did Peter Welch beat the market?
Copying Peter Welch's disclosed stock trades 3 days after each filing returned +3.0% a year on the days the money was invested, against +13.4% for the S&P 500 over the same days: 10.4 percentage points behind the index. This is a hypothetical backtest from 2018-07-09 to 2026-11-09, not investment advice.
How many stock trades has Peter Welch disclosed?
Peter Welch disclosed 117 stock transactions between 2018-05-08 and 2022-08-13: 40 purchases and 77 sales.
Which stocks does Peter Welch trade most?
The most traded stocks in Peter Welch's filings are IWM (5), STT (4) and VAIAF (3), by number of transactions.
How quickly does Peter Welch report trades?
The median filing came 24 days after the trade. 9 of 117 filings arrived after the 45-day deadline.

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