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 |
|---|---|---|---|
| GE | Sell | general Electric Company | Nov 26, 2021 |
| GDX | Sell | Spinnaker Trust | Nov 26, 2021 |
| OTHER | Sell | Spinnaker Trust | Nov 23, 2021 |
| A | Sell | Agilent Technologies, Inc. | Nov 18, 2021 |
| BOND | Sell | Autodesk | Nov 18, 2021 |
| CERN | Sell | Cerner Corporation | Nov 18, 2021 |
| KYOCF | Sell | Kyocera Corp Ordinary Shares | Nov 18, 2021 |
| MITK | Sell | Mitek Systems, Inc. | Nov 18, 2021 |
| TNC | Sell | Tennant Company | Nov 18, 2021 |
| WFC | Sell | Wells Fargo & Company | Nov 3, 2021 |
Peter Welch is a United States Representative from VT affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 358 disclosed stock trades from Peter Welch, filed under the STOCK Act. The portfolio compounds at 10.9% annualized — 1.1% below the S&P 500 benchmark over the same period, with a 54% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.
Peter Welch (D-VT) has disclosed 358 trades under the STOCK Act; portfolio CAGR of 10.9% (-1.1% vs. the S&P 500); top tickers traded: N/A, IWM, EWT.
Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.
Most-traded tickers: N/A, IWM, EWT. Sector allocation and portfolio weighting appear in the Holdings panel.
Annualized return: 10.9% CAGR, -1.1% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.
Peter Welch's disclosed stock portfolio is valued at approximately $577K across 41 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 Peter Welch's total net worth, not a complete measure of it.