Peter Welch
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 2026-07-10. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | +2.1% | +1.4% | +0.8% |
| 1 month | +13.6% | +4.1% | +9.5% |
| 1 quarter | +2.3% | +11.1% | -8.8% |
| Year to date | -18.7% | +11.0% | -29.7% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-07-10). 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.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-05-05 | $6.8M – $18.9M |
| 2024 | 2025-08-13 | $5.3M – $13.1M |
| 2023 | 2025-08-13 | $5M – $12.7M |
| 2022 | 2025-08-13 | $4.5M – $11.5M |
| 2021 | 2022-08-13 | $5.5M – $13.6M |
| 2020 | 2022-08-13 | $4M – $10.2M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2021-11-26 | UNP | Sell | — | $15K - $50K | 2021-12-17 | 21d |
| 2021-11-26 | IBM | Sell | — | $1K - $15K | 2021-12-17 | 21d |
| 2021-11-26 | GE | Sell | — | $1K - $15K | 2021-12-17 | 21d |
| 2021-11-18 | USB | Sell | — | $15K - $50K | 2021-12-17 | 29d |
| 2021-11-18 | TNC | Sell | — | $1K - $15K | 2021-12-17 | 29d |
| 2021-11-18 | MITK | Sell | — | $1K - $15K | 2021-12-17 | 29d |
| 2021-11-18 | KYOCF | Sell | — | $1K - $15K | 2021-12-17 | 29d |
| 2021-11-18 | GE | Sell | — | $1K - $15K | 2021-12-17 | 29d |
| 2021-11-18 | CSCO | Sell | — | $15K - $50K | 2021-12-17 | 29d |
| 2021-11-18 | CHD | Sell | — | $15K - $50K | 2021-12-17 | 29d |
| 2021-11-18 | A | Sell | — | $1K - $15K | 2021-12-17 | 29d |
| 2021-11-03 | WFC | Sell | — | $1K - $15K | 2021-12-03 | 30d |
| 2021-09-17 | XOM | Sell | SP | $1K - $15K | 2021-11-09 | 53d late |
| 2020-11-16 | UPS | Sell | — | $1K - $15K | 2020-12-04 | 18d |
| 2020-11-16 | DBX | Sell | — | $1K - $15K | 2020-12-04 | 18d |
| 2020-06-03 | BDN | Sell | — | $1K - $15K | 2020-07-01 | 28d |
| 2020-05-19 | SPSC | Sell | — | $1K - $15K | 2020-06-08 | 20d |
| 2020-05-14 | GIS | Sell | — | $1K - $15K | 2020-06-08 | 25d |
| 2020-05-08 | SPSC | Sell | — | $1K - $15K | 2020-06-08 | 31d |
| 2020-04-30 | FSLR | Sell | — | $1K - $15K | 2020-05-05 | 5d |
| 2020-04-27 | PANW | Sell | — | $1K - $15K | 2020-05-05 | 8d |
| 2020-04-09 | SCHW | Sell | — | $1K - $15K | 2020-05-05 | 26d |
| 2020-04-09 | A | Sell | — | $1K - $15K | 2020-05-05 | 26d |
| 2020-04-03 | MDT | Sell | — | $1K - $15K | 2020-04-10 | 7d |
| 2020-03-24 | QGEN | Sell | — | $1K - $15K | 2020-04-03 | 10d |