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Susan W. Brooks

Representative

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 2026-06-23. Trade sizes are disclosed only as ranges, so every figure is an estimate.

Window Portfolio SPY vs SPY
1 week -0.1% -0.8% +0.7%
1 month +3.0% -0.4% +3.3%
1 quarter +13.0% +13.6% -0.6%
Year to date +11.2% +9.5% +1.7%

Reconstructed holdings

The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-06-23). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.

Stock Est. shares Est. value Weight
GE 457 $163.2K 40.2%
DAL 369 $31.7K 7.8%
XOM 259 $35.9K 8.8%
KO 206 $16.4K 4.0%
VZ 200 $9.1K 2.2%
CVX 130 $22.7K 5.6%
QCOM 129 $28.5K 7.0%
AAPL 126 $37.5K 9.2%
DIS 82 $8.4K 2.1%
AMZN 80 $18.6K 4.6%
MSFT 51 $18.9K 4.7%
MA 31 $15.1K 3.7%

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

Disclosed trades
13
Avg. disclosure lag
21 days
Filed past 45-day deadline
0%
Date Stock Type Amount
2020-04-06 AMZN Buy $1K - $15K
2020-04-06 AAPL Buy $1K - $15K
2020-04-06 CVX Buy $1K - $15K
2020-04-06 KO Buy $1K - $15K
2020-04-06 DAL Buy $1K - $15K
2020-04-06 XOM Buy $1K - $15K
2020-04-06 GE Buy $1K - $15K
2020-04-06 MA Buy $1K - $15K
2020-04-06 MSFT Buy $1K - $15K
2020-04-06 QCOM Buy $1K - $15K
2020-04-06 VZ Buy $1K - $15K
2020-04-06 DIS Buy $1K - $15K
2020-04-06 GE Buy $1K - $15K