David A Perdue , Jr
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-07-01. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | +1.3% | +1.9% | -0.5% |
| 1 month | +5.7% | -1.6% | +7.2% |
| 1 quarter | +14.8% | +14.0% | +0.8% |
| Year to date | +23.4% | +9.8% | +13.6% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-07-01). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
No Electronic Disclosures
No electronically filed annual financial disclosure is available for this member yet.
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2020-04-16 | DOW | Sell | Joint | $1K - $15K | 2021-05-02 | 381d late |
| 2020-04-16 | DIS | Sell | Joint | $1K - $15K | 2021-05-02 | 381d late |
| 2020-04-16 | COP | Sell | Joint | $1K - $15K | 2021-05-02 | 381d late |
| 2020-04-16 | KO | Sell | Joint | $1K - $15K | 2021-05-02 | 381d late |
| 2020-04-16 | DD | Sell | Joint | $1K - $15K | 2021-05-02 | 381d late |
| 2020-04-16 | C | Sell | Joint | $1K - $15K | 2021-05-02 | 381d late |
| 2020-04-16 | HD | Sell | Joint | $15K - $50K | 2021-05-02 | 381d late |
| 2020-04-16 | GIS | Sell | Joint | $1K - $15K | 2021-05-02 | 381d late |
| 2020-04-16 | BMY | Sell | Joint | $1K - $15K | 2021-05-02 | 381d late |
| 2020-04-16 | CAT | Sell | Joint | $1K - $15K | 2021-05-02 | 381d late |
| 2020-04-16 | BP | Sell | Joint | $1K - $15K | 2021-05-02 | 381d late |
| 2020-04-16 | AAPL | Sell | Joint | $15K - $50K | 2021-05-02 | 381d late |
| 2020-04-16 | T | Sell | Joint | $1K - $15K | 2021-05-02 | 381d late |
| 2020-04-16 | AFL | Sell | Joint | $1K - $15K | 2021-05-02 | 381d late |
| 2020-04-16 | BX | Sell | Joint | $1K - $15K | 2021-05-02 | 381d late |
| 2020-04-16 | BA | Sell | Joint | $1K - $15K | 2021-05-02 | 381d late |
| 2020-04-16 | JNJ | Sell | Joint | $1K - $15K | 2021-05-02 | 381d late |
| 2020-04-16 | SYY | Sell | Joint | $1K - $15K | 2021-05-02 | 381d late |
| 2020-04-16 | URI | Sell | Joint | $1K - $15K | 2021-05-02 | 381d late |
| 2020-04-16 | WFC | Sell | Joint | $1K - $15K | 2021-05-02 | 381d late |
| 2020-04-16 | VZ | Sell | Joint | $1K - $15K | 2021-05-02 | 381d late |
| 2020-04-16 | SO | Sell | Joint | $1K - $15K | 2021-05-02 | 381d late |
| 2020-04-16 | MRK | Sell | Joint | $1K - $15K | 2021-05-02 | 381d late |
| 2020-04-16 | PG | Sell | Joint | $1K - $15K | 2021-05-02 | 381d late |
| 2020-04-16 | JPM | Sell | Joint | $1K - $15K | 2021-05-02 | 381d late |