Susan W. Brooks
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 2026-07-08. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | -1.1% | -0.1% | -1.0% |
| 1 month | +2.9% | +0.8% | +2.1% |
| 1 quarter | +11.0% | +10.3% | +0.8% |
| Year to date | +11.5% | +9.6% | +1.9% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-07-08). 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 |
|---|---|---|---|---|---|---|
| 2020-04-06 | GE | Buy | — | $1K - $15K | 2020-04-27 | 21d |
| 2020-04-06 | AMZN | Buy | — | $1K - $15K | 2020-04-27 | 21d |
| 2020-04-06 | AAPL | Buy | — | $1K - $15K | 2020-04-27 | 21d |
| 2020-04-06 | CVX | Buy | — | $1K - $15K | 2020-04-27 | 21d |
| 2020-04-06 | KO | Buy | — | $1K - $15K | 2020-04-27 | 21d |
| 2020-04-06 | DAL | Buy | — | $1K - $15K | 2020-04-27 | 21d |
| 2020-04-06 | GE | Buy | — | $1K - $15K | 2020-04-27 | 21d |
| 2020-04-06 | MA | Buy | — | $1K - $15K | 2020-04-27 | 21d |
| 2020-04-06 | MSFT | Buy | — | $1K - $15K | 2020-04-27 | 21d |
| 2020-04-06 | QCOM | Buy | — | $1K - $15K | 2020-04-27 | 21d |
| 2020-04-06 | VZ | Buy | — | $1K - $15K | 2020-04-27 | 21d |
| 2020-04-06 | DIS | Buy | — | $1K - $15K | 2020-04-27 | 21d |
| 2020-04-06 | XOM | Buy | — | $1K - $15K | 2020-04-27 | 21d |