Michael Burgess
Trades
91
35 buy / 56 sell
Buy Win Rate
60%
35 buy trades scored
Avg. Buy Return
+21.3%
Dollar-weighted avg
vs S&P 500
-32.3%
Same holding periods
Trading Performance
Based on 35 buys scored
Avg. Buy Return+21.3%
S&P 500 (same periods)+53.6%
Alpha vs S&P 500-32.3%
Buy Win Rate60%
Sell Timing59%
Buy / Sell Trades35 / 56
Buy/Sell Ratio0.6x
Returns compare each buy trade against SPY over the same holding period. Based on monthly price data. Congressional disclosures can be delayed up to 45 days. Not financial advice.
Trade History
91 trades disclosed
ILMN
Illumina, Inc. - Common Stock
Type:
Sell
Date
Aug 30, 2024
ILMN
Illumina, Inc. - Common Stock
Type:
Sell
Date
Sep 3, 2024
RY
Royal Bank Of Canada Common
Type:
Sell
Date
Jul 25, 2024
RY
Royal Bank Of Canada Common
Type:
Buy
Date
Jul 16, 2024
UPS
United Parcel Service, Inc. Common
Type:
Sell
Date
Jul 22, 2024
RY
Royal Bank Of Canada Common
Type:
Sell
Date
Jul 16, 2024
ABBV
AbbVie Inc. Common Stock (ABBV)
Type:
Sell
Date
Apr 10, 2024
IBM
International Business Machines
Type:
Sell
Date
Apr 10, 2024
MRK
Merck & Company, Inc. Common
Type:
Sell
Date
Apr 10, 2024
iShares International Inflation-Linked S (partial)
Type:
Sell
Date
Apr 10, 2024
ILMN
Illumina, Inc. - Common Stock
Type:
Sell
Date
Mar 11, 2024
XOM
Exxon Mobil Corporation Common
Type:
Sell
Date
Mar 11, 2024
ILMN
Illumina, Inc. - Common Stock
Type:
Sell
Date
Mar 11, 2024
WBA
Walgreens Boots Alliance, Inc. -
Type:
Sell
Date
Mar 1, 2024
BBY
Best Buy Co., Inc. Common Stock
Type:
Sell
Date
Feb 26, 2024
BBY
Best Buy Co., Inc. Common Stock
Type:
Sell
Date
Feb 23, 2024
ILMN
Illumina, Inc. - Common Stock
Type:
Sell
Date
Feb 12, 2024
ILMN
Illumina, Inc. - Common Stock
Type:
Buy
Date
Feb 12, 2024
ILMN
Illumina, Inc. - Common Stock
Type:
Sell
Date
Feb 12, 2024
ILMN
Illumina, Inc. - Common Stock
Type:
Sell
Date
Feb 9, 2024
PANW
Palo Alto Networks, Inc. (PANW)
Type:
Sell
Date
Feb 9, 2024
BX
Blackstone Inc.
Type:
Sell
Date
Jan 12, 2024
VLO
Valero Energy Corporation (VLO)
Type:
Sell
Date
Jan 12, 2024
RY
Royal Bank Of Canada
Type:
Buy
Date
Jan 10, 2024
RY
Royal Bank Of Canada
Type:
Sell
Date
Jan 10, 2024
ILMN
Illumina, Inc.
Type:
Sell
Date
Jan 2, 2024
VLO
Valero Energy Corporation (VLO)
Type:
Sell
Date
Jan 2, 2024
ILMN
Illumina, Inc.
Type:
Buy
Date
Jan 2, 2024
BX
Blackstone Inc.
Type:
Sell
Date
Jan 2, 2024
PANW
Palo Alto Networks, Inc. (PANW)
Type:
Sell
Date
Jan 2, 2024
AMD
Advanced Micro Devices, Inc. (AMD)
Type:
Sell
Date
Jan 2, 2024
XOM
Exxon Mobil Corporation
Type:
Buy
Date
Jan 2, 2024
ILMN
Illumina, Inc.
Type:
Buy
Date
Jan 2, 2024
AMGN
Amgen Inc.
Type:
Sell
Date
Jan 2, 2024
UPS
United Parcel Service, Inc.
Type:
Buy
Date
Dec 15, 2023
UPS
United Parcel Service, Inc.
Type:
Sell
Date
Dec 15, 2023
UPS
United Parcel Service, Inc.
Type:
Buy
Date
Dec 14, 2023
UPS
United Parcel Service, Inc.
Type:
Sell
Date
Dec 14, 2023
BX
Blackstone Inc.
Type:
Buy
Date
Dec 8, 2023
ABBV
AbbVie Inc.
Type:
Sell
Date
Dec 8, 2023
BX
Blackstone Inc.
Type:
Sell
Date
Dec 8, 2023
PANW
Palo Alto Networks, Inc. (PANW)
Type:
Buy
Date
Dec 8, 2023
VLO
Valero Energy Corporation (VLO)
Type:
Buy
Date
Dec 8, 2023
CME
CME Group Inc. - Class A
Type:
Sell
Date
Dec 6, 2023
MSFT
Microsoft Corporation
Type:
Sell
Date
Sep 15, 2023
BX
Blackstone Inc.
Type:
Sell
Date
Sep 25, 2023
MRK
Merck & Company, Inc. Common
Type:
Sell
Date
Sep 13, 2023
STLA
Stellantis N.V. Common Shares
Type:
Buy
Date
Aug 22, 2023
PRU
Prudential Financial, Inc.
Type:
Buy
Date
Aug 22, 2023
AMZN
Amazon.com, Inc.
Type:
Sell
Date
Aug 14, 2023
GOOGL
Alphabet Inc. - Class A
Type:
Sell
Date
Aug 14, 2023
BBY
Best Buy Co., Inc.
Type:
Buy
Date
Aug 22, 2023
BRK-B
Berkshire Hathaway Inc. New
Type:
Sell
Date
Aug 14, 2023
AMD
Advanced Micro Devices, Inc. (AMD)
Type:
Buy
Date
Aug 9, 2023
BX
Blackstone Inc.
Type:
Buy
Date
Aug 9, 2023
UPS
United Parcel Service, Inc.
Type:
Buy
Date
Aug 9, 2023
RY
Royal Bank Of Canada
Type:
Buy
Date
Aug 9, 2023
ABBV
AbbVie Inc.
Type:
Sell
Date
Aug 14, 2023
CC
Chemours Company
Type:
Buy
Date
Aug 9, 2023
UPS
United Parcel Service, Inc.
Type:
Buy
Date
Aug 9, 2023
CME
CME Group Inc. - Class A
Type:
Buy
Date
Aug 9, 2023
CI
The Cigna Group
Type:
Sell
Date
Jul 21, 2023
PSX
Phillips
Type:
Sell
Date
Jul 21, 2023
BX
Blackstone Inc.
Type:
Sell
Date
Jul 17, 2023
BX
Blackstone Inc.
Type:
Sell
Date
Jul 14, 2023
CC
Chemours Company
Type:
Buy
Date
Jul 6, 2023
BRK-B
Berkshire Hathaway Inc. New
Type:
Buy
Date
Jul 6, 2023
AMZN
Amazon.com, Inc.
Type:
Sell
Date
Jul 6, 2023
ABBV
AbbVie Inc.
Type:
Buy
Date
Jul 6, 2023
AMZN
Amazon.com, Inc.
Type:
Buy
Date
Jul 6, 2023
GOOGL
Alphabet Inc. - Class A
Type:
Buy
Date
Jul 6, 2023
CC
Chemours Company
Type:
Sell
Date
Jul 6, 2023
BX
Blackstone Inc.
Type:
Sell
Date
Jun 1, 2023
MSFT
Microsoft Corporation
Type:
Sell
Date
Apr 10, 2023
AMGN
Amgen Inc.
Type:
Buy
Date
Apr 5, 2023
PSX
Phillips
Type:
Buy
Date
Apr 5, 2023
TXN
Texas Instruments Incorporated
Type:
Sell
Date
Apr 5, 2023
SYK
Stryker Corporation
Type:
Sell
Date
Mar 17, 2023
AAP
Advance Auto Parts Inc.
Type:
Buy
Date
Feb 24, 2023
SYK
Stryker Corporation
Type:
Buy
Date
Feb 24, 2023
BX
Blackstone Inc.
Type:
Buy
Date
Feb 24, 2023
CI
The Cigna Group
Type:
Buy
Date
Feb 24, 2023
AAP
Advance Auto Parts Inc.
Type:
Sell
Date
Feb 24, 2023
BX
Blackstone Inc.
Type:
Sell
Date
Feb 24, 2023
AAP
Advance Auto Parts Inc.
Type:
Sell
Date
Feb 24, 2023
BX
Blackstone Inc.
Type:
Buy
Date
Feb 24, 2023
MSFT
Microsoft Corporation
Type:
Buy
Date
Feb 24, 2023
AAP
Advance Auto Parts Inc.
Type:
Buy
Date
Feb 24, 2023
DIS
Walt Disney Company
Type:
Sell
Date
Jan 20, 2023
SYK
Stryker Corporation
Type:
Sell
Date
Jan 3, 2023
SYK
Stryker Corporation
Type:
Sell
Date
Dec 30, 2022
Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.
Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer