Rick Larsen
Trades
65
33 buy / 32 sell
Buy Win Rate
64%
33 buy trades scored
Avg. Buy Return
+12.2%
Dollar-weighted avg
vs S&P 500
-17.6%
Same holding periods
Trading Performance
Based on 33 buys scored
Avg. Buy Return+12.2%
S&P 500 (same periods)+29.7%
Alpha vs S&P 500-17.6%
Buy Win Rate64%
Sell Timing72%
Buy / Sell Trades18 / 15
Buy/Sell Ratio1.2x
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
65 trades disclosed
AXP
American Express Company Common Stock
Type:
Sell
Date
Apr 7, 2026
AWK
American Water Works Company, Inc. Common Stock
Type:
Sell
Date
Apr 7, 2026
BR
Broadridge Financial Solutions, Inc. Common Stock
Type:
Sell
Date
Apr 7, 2026
CASY
Caseys General Stores, Inc. - Common Stock
Type:
Buy
Date
Apr 7, 2026
SNDA
JT Sonida Senior Living, Inc. Common Stock
Type:
Sell
Date
Apr 7, 2026
SNDA
JT Sonida Senior Living, Inc. Common Stock
Type:
Exchange
Date
Mar 31, 2026
WAB
Westinghouse Air Brake Technologies Corporation Common Stock
Type:
Buy
Date
Apr 7, 2026
CARR
Carrier Global Corporation Common Stock
Type:
Buy
Date
Apr 7, 2026
NEE
NextEra Energy, Inc. Common Stock
Type:
Buy
Date
Apr 7, 2026
PAYX
Paychex, Inc. - Common Stock
Type:
Sell
Date
Apr 7, 2026
ESS
Essex Property Trust, Inc. Common Stock
Type:
Sell
Date
Jan 7, 2026
VRSK
Verisk Analytics, Inc. - Common Stock
Type:
Sell
Date
Jan 7, 2026
WM
Waste Management, Inc. Common Stock
Type:
Buy
Date
Jan 7, 2026
DRI
Darden Restaurants, Inc. Common Stock
Type:
Buy
Date
Jan 7, 2026
MDLZ
Mondelez International, Inc. - Class A Common Stock
Type:
Sell
Date
Jan 7, 2026
META
Meta Platforms, Inc. - Class A Common Stock
Type:
Buy
Date
Jan 7, 2026
CL
Colgate-Palmolive Company Common Stock
Type:
Sell
Date
Oct 6, 2025
ABT
Abbott Laboratories Common Stock
Type:
Buy
Date
Oct 6, 2025
AEP
American Electric Power Company, Inc.
Type:
Buy
Date
Oct 6, 2025
ZTS
Zoetis Inc. Class A Common Stock
Type:
Sell
Date
Oct 6, 2025
WMT
Walmart Inc. Common Stock
Type:
Buy
Date
Oct 6, 2025
ODFL
Old Dominion Freight Line, Inc. - Common Stock
Type:
Sell
Date
Oct 6, 2025
AXP
American Express Company Common Stock
Type:
Buy
Date
Apr 9, 2025
NEE
NextEra Energy, Inc. Common Stock
Type:
Sell
Date
Apr 9, 2025
GOOGL
Alphabet Inc. - Class A Common Stock
Type:
Buy
Date
Jan 7, 2025
VRSK
Verisk Analytics, Inc. - Common Stock
Type:
Buy
Date
Jan 7, 2025
BR
Broadridge Financial Solutions, Inc. Common Stock
Type:
Buy
Date
Jan 7, 2025
BAH
Booz Allen Hamilton Holding Corporation Common Stock
Type:
Sell
Date
Jan 7, 2025
CTAS
Cintas Corporation - Common Stock
Type:
Buy
Date
Jan 7, 2025
UNH
UnitedHealth Group Incorporated Common Stock
Type:
Sell
Date
Jan 7, 2025
GD
General Dynamics Corporation Common Stock
Type:
Sell
Date
Jan 7, 2025
CMCSA
Comcast Corporation - Class A Common Stock
Type:
Sell
Date
Jan 7, 2025
WM
Waste Management, Inc. Common
Type:
Sell
Date
Jul 2, 2024
ODFL
Old Dominion Freight Line, Inc. -
Type:
Buy
Date
Jul 2, 2024
HIG
Hartford Financial Services Group,
Type:
Sell
Date
Jul 2, 2024
GS
Goldman Sachs Group, Inc.
Type:
Buy
Date
Jul 2, 2024
UPS
United Parcel Service, Inc. Common
Type:
Sell
Date
Apr 4, 2024
FDX
FedEx Corporation Common Stock
Type:
Buy
Date
Apr 4, 2024
BMY
Bristol-Myers Squibb Company
Type:
Sell
Date
Jan 9, 2024
CL
Colgate-Palmolive Company (CL)
Type:
Buy
Date
Jan 9, 2024
HSY
The Hershey Company
Type:
Sell
Date
Jan 9, 2024
ZTS
Zoetis Inc. Class A
Type:
Buy
Date
Jan 9, 2024
MDLZ
Mondelez International, Inc. - Class A P
Type:
Buy
Date
Oct 4, 2023
SPGI
S&P Global Inc.
Type:
Buy
Date
Jul 5, 2023
PNC
PNC Financial Services Group, Inc.
Type:
Sell
Date
Jul 5, 2023
ELV
Elevance Health, Inc.
Type:
Sell
Date
Jul 5, 2023
ADI
Analog Devices, Inc.
Type:
Sell
Date
Jul 5, 2023
ALL
Allstate Corporation
Type:
Sell
Date
Jul 5, 2023
MA
Mastercard Incorporated
Type:
Buy
Date
Jul 5, 2023
PAYX
Paychex, Inc.
Type:
Buy
Date
Jul 5, 2023
MSI
Motorola Solutions, Inc.
Type:
Buy
Date
Jul 5, 2023
ESS
Essex Property Trust, Inc. (ESS)
Type:
Buy
Date
Jul 7, 2022
TGT
Target Corporation
Type:
Buy
Date
Oct 5, 2022
SYK
Stryker Corporation
Type:
Buy
Date
Jan 6, 2022
MRK
Merck & Company, Inc. Common
Type:
Buy
Date
Jul 7, 2022
GD
General Dynamics Corporation (GD)
Type:
Buy
Date
Apr 5, 2023
FAST
Fastenal Company
Type:
Sell
Date
Jan 6, 2022
ELV
Elevance Health, Inc.
Type:
Buy
Date
Jan 6, 2023
BLK
BlackRock, Inc.
Type:
Sell
Date
Jan 6, 2023
BBY
Best Buy Co., Inc.
Type:
Sell
Date
Oct 5, 2022
AVB
AvalonBay Communities, Inc. (AVB)
Type:
Sell
Date
Jul 6, 2022
ABT
Abbott Laboratories
Type:
Sell
Date
Jan 6, 2023
UNH
UnitedHealth Group Incorporated
Type:
Buy
Date
Jan 6, 2022
TXN
Texas Instruments Incorporated
Type:
Sell
Date
Jul 7, 2022
HSY
The Hershey Company
Type:
Buy
Date
Oct 5, 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