Congress WatchPeter 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
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.
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 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.
Activity by year
Transactions by the year the report was filed.
Trades by month
Disclosed stock and fund transactions by the month the report was filed; darker means more.
Most traded stocks
| Stock | Trades | Buys | Sales |
|---|---|---|---|
| IWM iShares Russell 2000 ETF | 5 | 2 | 3 |
| STT State Street Corporation Common Stock | 4 | 2 | 2 |
| VAIAF Vaisala Oy Ordinary Shares -A | 3 | 2 | 1 |
| USB U.S. Bancorp Common Stock | 3 | 0 | 3 |
| SPSC SPS Commerce, Inc. (NASDAQ) | 3 | 1 | 2 |
| PANW Palo Alto Networks, Inc. | 3 | 2 | 1 |
| LNN Lindsay Corporation | 3 | 0 | 3 |
| GIS General Mills, Inc. Common Stock | 3 | 1 | 2 |
| FSLR First Solar, Inc. - Common Stock | 3 | 1 | 2 |
| ED Consolidated Edison, Inc. | 3 | 1 | 2 |
| CERN Cerner Corporation | 3 | 1 | 2 |
| AMP Ameriprise Financial, Inc. Common Stock | 3 | 2 | 1 |
| A Agilent Technologies, Inc. Common Stock | 3 | 1 | 2 |
| WBA Walgreens Boots Alliance, Inc. - Common Stock | 2 | 1 | 1 |
| VRAY ViewRay, Inc. | 2 | 1 | 1 |
Disclosed transactions
Download stock and fund transactions as CSV · Compare Peter Welch with another member
| Filed | Traded | Type | Asset | Amount | Filing |
|---|---|---|---|---|---|
| 2018-08-03 | 2018-07-19 | Buy | STT State Street Corporation Common Stock | $1,001 - $15,000 d | Source |
| 2018-07-06 | 2018-06-27 | Buy | KYOCF Kyocera Corp Ordinary Shares | $1,001 - $15,000 g | Source |
| 2018-07-06 | 2018-06-26 | Sale | VRAY ViewRay, Inc. | $1,001 - $15,000 f | Source |
| 2018-07-06 | 2018-06-22 | Sale | LNN Lindsay Corporation | $1,001 - $15,000 g | Source |
| 2018-07-06 | 2018-06-21 | Buy | US Treasury Note [gS] | $15,001 - c $50,000 | Source |
| 2018-07-06 | 2018-06-07 | Buy | CERN Cerner Corporation | $1,001 - $15,000 c | Source |
| 2018-07-06 | 2018-06-01 | Sale | FSLR First Solar, Inc. - Common Stock | $1,001 - $15,000 e | Source |
| 2018-05-30 | 2018-05-23 | Sale | SIRI SiriusXM Holdings Inc. - Common Stock | $50,001 - b $100,000 | Source |
| 2018-05-30 | 2018-05-23 | Partial sale | SIRI SiriusXM Holdings Inc. - Common Stock | $15,001 - g $50,000 | Source |
| 2018-05-30 | 2018-05-23 | Sale | SAN Banco Santander, S.A. Sponsored ADR | $15,001 - c $50,000 | Source |
| 2018-05-30 | 2018-05-23 | Sale | DVMT Dell Technologies Inc. | $1,001 - $15,000 b | Source |
| 2018-05-30 | 2018-05-21 | Sale | UMPQ Umpqua Holdings Corporation (NASDAQ) | $1,001 - $15,000 g | Source |
| 2018-05-30 | 2018-05-08 | Sale | INOV Inovalon Holdings, Inc. - Class A | $1,001 - $15,000 e | Source |
| 2018-05-08 | 2018-04-30 | Sale | WBA Walgreens Boots Alliance, Inc. - Common Stock | $1,001 - $15,000 g | Source |
| 2018-05-08 | 2018-04-27 | Buy | WBA Walgreens Boots Alliance, Inc. - Common Stock | $1,001 - $15,000 g | Source |
| 2018-05-08 | 2018-04-19 | Buy | VRAY ViewRay, Inc. | $1,001 - $15,000 f | Source |
| 2018-05-08 | 2018-04-19 | Sale | UMPQ Umpqua Holdings Corporation (NASDAQ) | $1,001 - $15,000 e | Source |
Members who trade the same stocks
- Gilbert Cisneros Democrat, 21 stocks in common
- Alan Armstrong Republican, 19 stocks in common
- Josh Gottheimer Democrat, 16 stocks in common
- Dean Phillips Democrat, 16 stocks in common
- Sheldon Whitehouse Democrat, 15 stocks in common
- Rob Bresnahan Republican, 15 stocks in common
- Thomas H Tuberville Republican, 14 stocks in common
- Lois Frankel Democrat, 14 stocks in common
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.