Raúl M. Grijalva portrait
House

Raúl M. Grijalva

—

Transactions
176
Total transactions associated with this filer
Disclosed purchases
82
$82.1K – $1.2M
Average modeled return
+302.3%
62 of 82 purchases modeled
Average vs. S&P 500
-36.7%
Comparable modeled intervals
MODELED PERFORMANCE

Disclosed purchases vs. S&P 500

12 most recent modeled purchases. The summary and table include all modeled purchases.

MARKET ANALYSIS

Modeled purchase performance · Since purchase

62 of 82 disclosed purchases have modeled returns for this period. 20 purchases have missing or excluded market data; no returns are invented for them.

Ticker↑↓Asset↑↓Entry↑↓Latest↑↓Modeled return↑↓S&P 500↑↓Relative↑↓
LLY
ELI LILLY & Co
May 13, 2015Nov 6, 2026+2161.9%+323.0%+1838.9%
AAPL
Apple Inc.
Jan 29, 2014Nov 6, 2026+2110.3%+413.0%+1697.3%
AAPL
Apple Inc.
Jan 13, 2016Nov 6, 2026+1463.4%+363.0%+1100.4%
MSFT
MICROSOFT CORP
Sep 15, 2015Nov 6, 2026+1296.0%+345.5%+950.5%
MA
Mastercard Inc
Aug 21, 2014Nov 6, 2026+813.9%+351.9%+462.1%
V
VISA INC.
Jul 30, 2014Nov 6, 2026+761.5%+357.7%+403.8%
JPM
JPMORGAN CHASE & CO
Oct 2, 2014Nov 6, 2026+680.0%+361.6%+318.3%
GLW
CORNING INC /NY
Sep 10, 2014Nov 6, 2026+581.9%+350.6%+231.3%
KKR
KKR & Co. Inc.
Apr 10, 2015Nov 6, 2026+446.5%+323.0%+123.6%
CBOE
Cboe Global Markets, Inc.
Nov 24, 2021Nov 6, 2026+186.4%+67.5%+118.9%
OPY
Oppenheimer Holdings, Inc. Class A Common Stock (OPY)
Apr 10, 2015Nov 6, 2026+424.4%+323.0%+101.4%
AMGN
AMGEN INC
Jun 16, 2014Nov 6, 2026+460.2%+366.2%+94.0%
AXP
AMERICAN EXPRESS CO
May 13, 2015Nov 6, 2026+372.8%+323.0%+49.8%
OPY
Oppenheimer Holdings, Inc. Class A Common Stock (OPY)
Jun 16, 2014Nov 6, 2026+400.5%+366.2%+34.2%
SPY
SPDR S&P 500 ETF TRUST
Sep 20, 2016Nov 6, 2026+303.4%+303.4%-0.0%
HD
HOME DEPOT, INC.
May 13, 2015Nov 6, 2026+306.5%+323.0%-16.6%
GLD
SPDR GOLD TRUST
May 14, 2020Nov 6, 2026+128.5%+182.1%-53.6%
GLD
SPDR GOLD TRUST
May 14, 2020Nov 6, 2026+128.5%+182.1%-53.6%
BTO
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND
Jan 27, 2015Nov 6, 2026+268.5%+340.2%-71.6%
BTO
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND
Aug 21, 2014Nov 6, 2026+265.1%+351.9%-86.8%
GD
GENERAL DYNAMICS CORP
Apr 10, 2015Nov 6, 2026+233.9%+323.0%-89.1%
MCHP
MICROCHIP TECHNOLOGY INC
Jul 14, 2015Nov 6, 2026+223.7%+319.6%-96.0%
FR
FIRST INDUSTRIAL REALTY TRUST INC
Jan 27, 2015Nov 6, 2026+231.5%+340.2%-108.6%
MCHP
MICROCHIP TECHNOLOGY INC
Jan 15, 2015Nov 6, 2026+234.0%+348.4%-114.4%
VOT
Vanguard Mid-Cap Growth ETF - DNQ (VOT)
Sep 20, 2016Nov 6, 2026+186.1%+303.4%-117.3%
DISCLOSED ACTIVITY

Recent transaction history

Showing up to 25 records per page · Page 1 of 8 · 176 total transactions

Ticker↑↓Asset↑↓Date↑↓Type↑↓Disclosed amount↑↓Source
CBOE
Cboe Global Markets, Inc.
Dec 17, 2021sale$1.0K – $15.0KFiling ↗
CBOE
Cboe Global Markets, Inc.
Nov 24, 2021purchase$1.0K – $15.0KFiling ↗
GLD
SPDR GOLD TRUST
Aug 25, 2020sale$1.0K – $15.0KFiling ↗
GLD
SPDR GOLD TRUST
Aug 25, 2020sale$1.0K – $15.0KFiling ↗
GLD
SPDR GOLD TRUST
May 14, 2020purchase$1.0K – $15.0KFiling ↗
GLD
SPDR GOLD TRUST
May 14, 2020purchase$1.0K – $15.0KFiling ↗
FVD
F ILING S TATUS : New S UBHoLDING o F : Martha M Hill - IRA SP First Trust VL Dividend
Sep 20, 2016purchase$1.0K – $15.0KFiling ↗
VOT
Vanguard Mid-Cap Growth ETF - DNQ (VOT)
Sep 20, 2016purchase$1.0K – $15.0KFiling ↗
SPY
SPDR S&P 500 ETF TRUST
Sep 20, 2016purchase$1.0K – $15.0KFiling ↗
PEP
PEPSICO INC
Sep 19, 2016sale$1.0K – $15.0KFiling ↗
HON
HONEYWELL INTERNATIONAL INC
Sep 19, 2016sale$1.0K – $15.0KFiling ↗
MYL
U.S. Trust Holdings Mylan N.V.
Sep 19, 2016sale$1.0K – $15.0KFiling ↗
AAPL
Apple Inc.
Sep 19, 2016sale$1.0K – $15.0KFiling ↗
WY
WEYERHAEUSER CO
Sep 19, 2016sale$1.0K – $15.0KFiling ↗
PFE
PFIZER INC
Sep 19, 2016sale$1.0K – $15.0KFiling ↗
UL
UNILEVER PLC
Sep 19, 2016sale$1.0K – $15.0KFiling ↗
HQL
TeklaLife Sciences Investors (HQL)
Sep 19, 2016sale$1.0K – $15.0KFiling ↗
V
VISA INC.
Sep 19, 2016sale$1.0K – $15.0KFiling ↗
JPM
JPMORGAN CHASE & CO
Sep 19, 2016sale$1.0K – $15.0KFiling ↗
LLY
ELI LILLY & Co
Sep 19, 2016sale$1.0K – $15.0KFiling ↗
IBM
INTERNATIONAL BUSINESS MACHINES CORP
Sep 19, 2016sale$1.0K – $15.0KFiling ↗
UTX
CA ST GO UTX
Sep 19, 2016sale$1.0K – $15.0KFiling ↗
MA
Mastercard Inc
Sep 19, 2016sale$1.0K – $15.0KFiling ↗
LYB
LyondellBasell Industries N.V.
Sep 19, 2016sale$1.0K – $15.0KFiling ↗
TXT
TEXTRON INC
Sep 19, 2016sale$1.0K – $15.0KFiling ↗
ANNUAL REPORTING

Annual financial disclosures

YearDocumentAssets parsedStatusSource
No annual disclosure is currently associated with this filer.
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice. Read the modeling methodology · Review data sources and coverage · Explore other politicians