Joseph D. Morelle (D-NY) Stock Trades & Portfolio

Joseph D. Morelle is a United States Representative from NY affiliated with the Democratic Party, serving in the US House of Representatives. Disclosed Capitol tracks 12 disclosed stock trades from Joseph D. Morelle, filed under the STOCK Act. The portfolio compounds at 53.8% annualized — 6.9% below the S&P 500 benchmark over the same period, with a 33% win rate on individual trades. The full trade history, holdings, sector allocation, and risk metrics are below.

Joseph D. Morelle (D-NY) has disclosed 12 trades under the STOCK Act; portfolio CAGR of 53.8% (-6.9% vs. the S&P 500); top tickers traded: AMZN, ABBV, GOOGL.

Joseph D. Morelle's most recent trades

Full trade list with transaction dates, disclosure dates, tickers, and amount ranges is in the interactive table below.

Top holdings & sectors

Most-traded tickers: AMZN, ABBV, GOOGL. Sector allocation and portfolio weighting appear in the Holdings panel.

Portfolio performance vs. S&P 500

Annualized return: 53.8% CAGR, -6.9% alpha vs. the S&P 500. Detailed performance charts are in the Performance panel.

Joseph D. Morelle's disclosed portfolio value & net worth

Joseph D. Morelle's disclosed stock portfolio is valued at approximately $9K across 1 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 Joseph D. Morelle's total net worth, not a complete measure of it.