Shelley M Capito stock trades
Shelley M Capito is a member of the U.S. Senate (Republican, WV). Filings in this dataset run from 2015-08-03 to 2026-08-04 and list 735 stock transactions: 365 purchases and 370 sales. The median filing came 28 days after the trade; 157 of 746 were filed after the 45-day deadline.
Backtest copying Shelley M Capito this year
What copying Shelley M Capito would have returned
$10,000 invested on 2015-08-03, buying and selling the same stocks 3 days after each filing became public, ended at $30,352 on 2026-11-09. The same money in the S&P 500 (SPY) ended at $38,083.
That headline is diluted by cash: on average only 87% of the money was invested, because the portfolio holds a few small positions. On the 2,832 days it did hold stocks, the copied holdings returned +6.7% a year against +12.7% for the S&P 500 over the same days: 5.9 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.
471 copy orders were not placed (no price history, no cash left or the position limit was reached) and 23 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.
By year: 2026 · 2025 · 2024 · 2023 · 2022 · 2021 · 2019 · 2018 · 2017 · 2016 ·
Most traded stocks
| Stock | Trades | Buys | Sales |
|---|---|---|---|
| MSFT Microsoft Corporation - Common Stock | 42 | 7 | 35 |
| AAPL Apple Inc. - Common Stock | 23 | 6 | 17 |
| WFC Wells Fargo & Company Common Stock | 17 | 2 | 15 |
| JPM JP Morgan Chase & Co. Common Stock | 17 | 10 | 7 |
| C Citigroup, Inc. Common Stock | 16 | 0 | 16 |
| LOW Lowe's Companies, Inc. Common Stock | 15 | 5 | 10 |
| INTC Intel Corporation - Common Stock | 13 | 4 | 9 |
| CSCO Cisco Systems, Inc. - Common Stock | 12 | 7 | 5 |
| XOM Exxon Mobil Corporation Common Stock | 11 | 3 | 8 |
| BLK BlackRock, Inc. Common Stock | 11 | 6 | 5 |
| NSC Norfolk Southern Corporation Common Stock | 10 | 4 | 6 |
| JNJ Johnson & Johnson Common Stock | 9 | 7 | 2 |
| CVX Chevron Corporation Common Stock | 9 | 7 | 2 |
| CB Chubb Limited Common Stock | 9 | 6 | 3 |
| AFL Aflac Incorporated | 9 | 4 | 5 |
Disclosed transactions
Download stock and fund transactions as CSV · Compare Shelley M Capito with another member
| Filed | Traded | Type | Asset | Amount | Filing |
|---|---|---|---|---|---|
| 2024-09-05 | 2024-08-28 | Buy | NKE Nike, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2024-09-05 | 2024-08-27 | Buy | AVGO Broadcom Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2024-09-05 | 2024-08-22 | Partial sale | NSC Norfolk Southern Corporation Common Stock | $1,001 - $15,000 | Source |
| 2024-08-11 | 2024-07-25 | Partial sale | PEP Pepsico, Inc. | $1,001 - $15,000 | Source |
| 2024-08-11 | 2024-07-25 | Partial sale | LOW Lowe's Companies, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2024-08-11 | 2024-07-17 | Partial sale | XOM Exxon Mobil Corporation Common Stock | $1,001 - $15,000 | Source |
| 2024-08-11 | 2024-07-17 | Partial sale | MSFT Microsoft Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2024-08-11 | 2024-07-17 | Partial sale | C Citigroup, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2024-08-11 | 2024-07-01 | Buy | AVGO Broadcom Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2024-07-11 | 2024-06-27 | Sale | APD Air Products and Chemicals, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2024-05-13 | 2024-04-23 | Partial sale | MSFT Microsoft Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2024-05-13 | 2024-04-23 | Partial sale | JPM JP Morgan Chase & Co. Common Stock | $1,001 - $15,000 | Source |
| 2024-05-13 | 2024-04-23 | Partial sale | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2024-05-13 | 2024-04-09 | Partial sale | SPGI S&P Global Inc. Common Stock | $1,001 - $15,000 | Source |
| 2024-05-13 | 2024-04-09 | Partial sale | MSFT Microsoft Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2024-05-13 | 2024-04-09 | Partial sale | GWW W.W. Grainger, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2024-05-13 | 2024-04-09 | Partial sale | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2024-03-15 | 2024-02-27 | Buy | ZTS Zoetis Inc. Class A Common Stock | $15,001 - $50,000 | Source |
| 2024-03-15 | 2024-02-23 | Buy | SBUX Starbucks Corporation - Common Stock | $15,001 - $50,000 | Source |
| 2024-03-15 | 2024-02-15 | Sale | BDX Becton, Dickinson and Company Common Stock | $1,001 - $15,000 | Source |
| 2024-03-15 | 2024-02-09 | Sale | MDT Medtronic plc. Ordinary Shares | $1,001 - $15,000 | Source |
| 2024-02-14 | 2024-01-19 | Sale | ES Eversource Energy | $1,001 - $15,000 | Source |
| 2024-02-14 | 2024-01-19 | Sale | ENB Enbridge Inc Common Stock | $1,001 - $15,000 | Source |
| 2024-01-12 | 2023-12-29 | Partial sale | TFC Truist Financial Corporation Common Stock | $15,001 - $50,000 | Source |
| 2024-01-12 | 2023-12-19 | Partial sale | MSFT Microsoft Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2024-01-12 | 2023-12-19 | Partial sale | JPM JP Morgan Chase & Co. Common Stock | $1,001 - $15,000 | Source |
| 2024-01-12 | 2023-12-19 | Partial sale | ADI Analog Devices, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2024-01-12 | 2023-12-19 | Partial sale | ACN Accenture plc Class A Ordinary Shares | $1,001 - $15,000 | Source |
| 2024-01-12 | 2023-12-19 | Partial sale | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2024-01-12 | 2023-12-18 | Partial sale | PFE Pfizer, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2024-01-12 | 2023-12-18 | Partial sale | MSFT Microsoft Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2024-01-12 | 2023-12-18 | Partial sale | MDLZ Mondelez International, Inc. - Class A... | $1,001 - $15,000 | Source |
| 2024-01-12 | 2023-12-18 | Partial sale | KO Coca-Cola Company | $1,001 - $15,000 | Source |
| 2024-01-12 | 2023-12-01 | Buy | SPGI S&P Global Inc. Common Stock | $1,001 - $15,000 | Source |
| 2024-01-12 | 2023-12-01 | Buy | CVX Chevron Corporation Common Stock | $1,001 - $15,000 | Source |
| 2024-01-12 | 2023-12-01 | Buy | CSCO Cisco Systems, Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2024-01-12 | 2023-12-01 | Buy | CMCSA Comcast Corporation - Class A Common Stock | $1,001 - $15,000 | Source |
| 2023-12-19 | 2023-11-27 | Partial sale | WFC Wells Fargo & Company Common Stock | $1,001 - $15,000 | Source |
| 2023-12-19 | 2023-11-27 | Sale | SHEL Royal Dutch Shell Plc ADR | $1,001 - $15,000 | Source |
| 2023-12-11 | 2023-11-30 | Partial sale | MSFT Microsoft Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2023-10-14 | 2023-09-27 | Buy | SPGI S&P Global Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-10-14 | 2023-09-22 | Buy | UNH UnitedHealth Group Incorporated Common Stock | $1,001 - $15,000 | Source |
| 2023-10-14 | 2023-09-22 | Buy | ACN Accenture plc Class A Ordinary Shares | $1,001 - $15,000 | Source |
| 2023-10-14 | 2023-09-21 | Sale | RTX RTX Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-10-14 | 2023-09-01 | Sale | USB U.S. Bancorp Common Stock | $1,001 - $15,000 | Source |
| 2023-09-15 | 2023-08-22 | Partial sale | MSFT Microsoft Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2023-09-15 | 2023-08-22 | Partial sale | LOW Lowe's Companies, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-09-15 | 2023-08-22 | Partial sale | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2023-09-15 | 2023-08-02 | Partial sale | FDS FactSet Research Systems Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-09-15 | 2023-08-02 | Partial sale | AFL Aflac Incorporated | $1,001 - $15,000 | Source |
| 2023-07-17 | 2023-06-22 | Partial sale | MSFT Microsoft Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2023-07-17 | 2023-06-14 | Buy | NKE Nike, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-07-17 | 2023-06-14 | Sale | CLX Clorox Company | $1,001 - $15,000 | Source |
| 2023-07-17 | 2023-06-14 | Buy | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2023-07-17 | 2023-06-12 | Partial sale | MSFT Microsoft Corporation - Common Stock | $15,001 - $50,000 | Source |
| 2023-07-17 | 2023-06-12 | Sale | CB Chubb Limited Common Stock | $1,001 - $15,000 | Source |
| 2023-07-17 | 2023-06-12 | Sale | AMGN Amgen Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2023-07-17 | 2023-06-07 | Partial sale | WMT Walmart Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2023-06-14 | 2023-05-10 | Partial sale | XOM Exxon Mobil Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-06-14 | 2023-05-10 | Partial sale | WFC Wells Fargo & Company Common Stock | $1,001 - $15,000 | Source |
| 2023-06-14 | 2023-05-10 | Partial sale | C Citigroup, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-06-14 | 2023-05-10 | Sale | BMY Bristol-Myers Squibb Company Common Stock | $1,001 - $15,000 | Source |
| 2023-05-15 | 2023-04-04 | Sale | DUK Duke Energy Corporation | $15,001 - $50,000 | Source |
| 2023-05-15 | 2023-04-04 | Sale | UPS United Parcel Service, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2023-05-15 | 2023-04-04 | Partial sale | MCD McDonald's Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-03-13 | 2023-02-23 | Partial sale | WFC Wells Fargo & Company Common Stock | $1,001 - $15,000 | Source |
| 2023-03-13 | 2023-02-06 | Buy | CVX Chevron Corporation Common Stock | $1,001 - $15,000 | Source |
| 2023-01-17 | 2022-12-29 | Partial sale | WFC | $1,001 - $15,000 | Source |
| 2023-01-17 | 2022-12-29 | Sale | AXAHY | $1,001 - $15,000 | Source |
| 2023-01-17 | 2022-12-15 | Sale | VFC V.F. Corporation (NYSE) | $1,001 - $15,000 | Source |
| 2022-11-13 | 2022-10-19 | Partial sale | WFC Wells Fargo & Company Common Stock | $1,001 - $15,000 | Source |
| 2022-11-13 | 2022-10-19 | Partial sale | WFC Wells Fargo & Company Common Stock | $1,001 - $15,000 | Source |
| 2022-11-13 | 2022-10-17 | Partial sale | UNH UnitedHealth Group Incorporated Common Stock | $1,001 - $15,000 | Source |
| 2022-11-13 | 2022-10-17 | Partial sale | UNH UnitedHealth Group Incorporated Common Stock | $1,001 - $15,000 | Source |
| 2022-11-13 | 2022-10-17 | Partial sale | MSFT Microsoft Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2022-11-13 | 2022-10-17 | Partial sale | MSFT Microsoft Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2022-11-13 | 2022-10-17 | Partial sale | LOW Lowe's Companies, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2022-11-13 | 2022-10-17 | Partial sale | LOW Lowe's Companies, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2022-11-13 | 2022-10-17 | Partial sale | LIN Linde plc - Ordinary Shares | $1,001 - $15,000 | Source |
| 2022-11-13 | 2022-10-17 | Partial sale | LIN Linde plc - Ordinary Shares | $1,001 - $15,000 | Source |
| 2022-11-13 | 2022-10-17 | Partial sale | JPM JP Morgan Chase & Co. Common Stock | $1,001 - $15,000 | Source |
| 2022-11-13 | 2022-10-17 | Partial sale | JPM JP Morgan Chase & Co. Common Stock | $1,001 - $15,000 | Source |
| 2022-11-13 | 2022-10-17 | Partial sale | JNJ Johnson & Johnson Common Stock | $1,001 - $15,000 | Source |
| 2022-11-13 | 2022-10-17 | Partial sale | JNJ Johnson & Johnson Common Stock | $1,001 - $15,000 | Source |
| 2022-11-13 | 2022-10-17 | Partial sale | BLK BlackRock, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2022-11-13 | 2022-10-17 | Partial sale | BLK BlackRock, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2022-11-13 | 2022-10-17 | Partial sale | AFL Aflac Incorporated | $1,001 - $15,000 | Source |
| 2022-11-13 | 2022-10-17 | Partial sale | AFL Aflac Incorporated | $1,001 - $15,000 | Source |
| 2022-11-13 | 2022-10-17 | Partial sale | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2022-11-13 | 2022-10-17 | Partial sale | AAPL Apple Inc. - Common Stock | $1,001 - $15,000 | Source |
| 2022-08-10 | 2022-07-11 | Buy | GWW W.W. Grainger, Inc. Common Stock | $1,001 - $15,000 | Source |
| 2022-08-10 | 2022-07-01 | Buy | COST Costco Wholesale Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2022-07-15 | 2022-06-30 | Sale | MMM 3M Company Common Stock | $1,001 - $15,000 | Source |
| 2022-07-15 | 2022-06-17 | Partial sale | MSFT Microsoft Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2022-07-15 | 2022-06-17 | Partial sale | KO Coca-Cola Company | $1,001 - $15,000 | Source |
| 2022-07-15 | 2022-06-17 | Partial sale | INTC Intel Corporation - Common Stock | $1,001 - $15,000 | Source |
| 2022-07-15 | 2022-06-17 | Partial sale | IBM International Business Machines... | $1,001 - $15,000 | Source |
| 2022-07-15 | 2022-06-17 | Partial sale | BMY Bristol-Myers Squibb Company Common Stock | $1,001 - $15,000 | Source |
| 2022-07-15 | 2022-06-16 | Sale | INTC Intel Corporation - Common Stock | $15,001 - $50,000 | Source |
| 2022-07-15 | 2022-06-16 | Sale | F Ford Motor Company Common Stock | $1,001 - $15,000 | Source |
Other members from WV
- David B. McKinley Republican, 472 trades
- Carol Devine Miller Republican, 124 trades
- Nick J. Rahall II Democrat, 55 trades
Members who trade the same stocks
- Alan Armstrong Republican, 117 stocks in common
- Gilbert Cisneros Democrat, 97 stocks in common
- Mikie Sherrill Democrat, 87 stocks in common
- K. Michael Conaway Republican, 86 stocks in common
- Daniel Goldman Democrat, 85 stocks in common
- Josh Gottheimer Democrat, 82 stocks in common
- Julie Johnson Democrat, 82 stocks in common
- Jefferson Shreve Republican, 80 stocks in common
Common questions
- Did Shelley M Capito beat the market?
- Copying Shelley M Capito's disclosed stock trades 3 days after each filing returned +6.7% a year on the days the money was invested, against +12.7% for the S&P 500 over the same days: 5.9 percentage points behind the index. This is a hypothetical backtest from 2015-08-03 to 2026-11-09, not investment advice.
- How many stock trades has Shelley M Capito disclosed?
- Shelley M Capito disclosed 735 stock transactions between 2015-08-03 and 2026-08-04: 365 purchases and 370 sales.
- Which stocks does Shelley M Capito trade most?
- The most traded stocks in Shelley M Capito's filings are MSFT (42), AAPL (23) and WFC (17), by number of transactions.
- How quickly does Shelley M Capito report trades?
- The median filing came 28 days after the trade. 157 of 746 filings arrived after the 45-day deadline.