Hypothetical $10,000 invested at their first disclosed trade date. · log scale
Hypothetical backtest based on disclosed trades. Past performance does not predict future results. Not investment advice.
| Ticker | Action | Description | Traded |
|---|---|---|---|
| YUMC | Sell | Yum China Holdings, Inc. | Mar 17, 2022 |
| YUM | Sell | Yum China Holdings, Inc. | Mar 17, 2022 |
| YUM | Buy | Yum! Brands, Inc. | Feb 16, 2022 |
| MUNI | Buy | NC Hospital Revenue Bonds — | Dec 30, 2021 |
| MUNI | Buy | uNC | Feb 12, 2021 |
| OTHER | Buy | NC Health Care Facilities | Jan 28, 2021 |
| OTHER | Buy | NC Community Health Care | Dec 14, 2020 |
| TXN | Buy | Texas Instruments Incorporat | Oct 26, 2020 |
| OTHER | Buy | UNC | Jul 22, 2020 |
| MUNI | Buy | uNC | Jun 2, 2020 |
David E. Price is a United States Representative from NC affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 102 disclosed stock trades from David E. Price, filed under the STOCK Act. The portfolio compounds at 7.6% annualized — 1.3% below the S&P 500 benchmark over the same period, with a 53% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
David E. Price (D-NC) has disclosed 102 trades under the STOCK Act; portfolio CAGR of 7.6% (-1.3% vs. the S&P 500); top tickers traded: N/A, MUNI, MET.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: N/A, MUNI, MET. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 7.6% CAGR, -1.3% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
David E. Price's disclosed stock portfolio is valued at approximately $755K across 28 tracked positions. This reflects only publicly disclosed, exchange-traded securities from STOCK Act filings — it excludes real estate, private assets, cash, and liabilities, so it is a partial floor on David E. Price's total net worth, not a complete measure of it.