Shelley M Capito
Trades
164
36 buy / 128 sell
Buy Win Rate
58%
36 buy trades scored
Avg. Buy Return
+5.0%
Dollar-weighted avg
vs S&P 500
-17.6%
Same holding periods
Trading Performance
Based on 36 buys scored
Avg. Buy Return+5.0%
S&P 500 (same periods)+22.6%
Alpha vs S&P 500-17.6%
Buy Win Rate58%
Sell Timing70%
Buy / Sell Trades19 / 67
Buy/Sell Ratio0.3x
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
164 trades disclosed
CEG
Constellation Energy Corporation - Common Stock When-Issued
Type:
Sell
Date
Apr 17, 2026
AAPL
Apple Inc. - Common Stock
Type:
Sell
Date
Apr 17, 2026
AVGO
Broadcom Inc. - Common Stock
Type:
Sell
Date
Apr 13, 2026
MA
Mastercard Incorporated Common Stock
Type:
Buy
Date
Mar 28, 2026
FDS
FactSet Research Systems Inc. Common Stock
Type:
Sell
Date
Mar 25, 2026
FDS
FactSet Research Systems Inc. Common Stock
Type:
Sell
Date
Mar 26, 2026
FDS
FactSet Research Systems Inc. Common Stock
Type:
Sell
Date
Mar 31, 2026
PNC
PNC Financial Services Group, Inc. (The) Common Stock
Type:
Buy
Date
Mar 12, 2026
AXP
American Express Company Common Stock
Type:
Buy
Date
Mar 11, 2026
GOOG
GOOGL - Alphabet Inc. - Class C Capital Stock
Type:
Buy
Date
Feb 9, 2026
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
Feb 9, 2026
BLK
BlackRock, Inc. Common Stock
Type:
Sell
Date
Feb 10, 2026
PAYX
Paychex, Inc. - Common Stock
Type:
Sell
Date
Feb 20, 2026
ITW
Illinois Tool Works Inc. Common Stock
Type:
Sell
Date
Feb 24, 2026
ADI
Analog Devices, Inc. - Common Stock
Type:
Sell
Date
Feb 10, 2026
SBUX
Starbucks Corp
Type:
Sell
Date
Jan 28, 2026
GOOGL
Alphabet Cl A
Type:
Sell
Date
Dec 16, 2025
K
Kellanova
Type:
Sell
Date
Dec 11, 2025
AAPL
Apple Inc
Type:
Sell
Date
Dec 16, 2025
MSFT
Microsoft Corp
Type:
Sell
Date
Dec 16, 2025
LOW
Lowe's Companies
Type:
Sell
Date
Nov 13, 2025
PAYX
Paychex Inc
Type:
Sell
Date
Nov 13, 2025
META
Meta Platforms Inc
Type:
Buy
Date
Nov 13, 2025
MSFT
Microsoft Corp
Type:
Sell
Date
Oct 29, 2025
LLY
Eli Lilly and Company
Type:
Buy
Date
Oct 24, 2025
MSFT
Microsoft Corp
Type:
Sell
Date
Oct 22, 2025
COST
Costco Wholesale
Type:
Sell
Date
Oct 17, 2025
C
Citigroup Inc New (C)
Type:
Sell
Date
Oct 29, 2025
IBM
Intl Business Machines
Type:
Sell
Date
Oct 29, 2025
CVX
Chevron Corp
Type:
Sell
Date
Oct 17, 2025
PAYX
Paychex Inc
Type:
Sell
Date
Oct 21, 2025
LOW
Lowe's Companies
Type:
Sell
Date
Oct 21, 2025
LOW
Lowe's Companies
Type:
Sell
Date
Oct 20, 2025
MSFT
Microsoft Corp
Type:
Sell
Date
Sep 18, 2025
AAPL
Apple Inc
Type:
Sell
Date
Sep 18, 2025
SHW
Sherwin-Williams Company
Type:
Buy
Date
Aug 1, 2025
PLD
Prologis Inc
Type:
Buy
Date
Aug 1, 2025
BLK
Blackrock Inc
Type:
Sell
Date
Aug 4, 2025
JPM
JP Morgan Chase & Company
Type:
Sell
Date
Jul 18, 2025
AXP
American Express Company
Type:
Buy
Date
Jul 1, 2025
CB
Chubb Ltd
Type:
Sell
Date
Jul 17, 2025
META
Meta Platforms Inc
Type:
Buy
Date
Jul 29, 2025
PPG
PPG Industries
Type:
Sell
Date
Jul 30, 2025
GD
General Dynamics Corp
Type:
Sell
Date
Jul 31, 2025
PPG
PPG Industries
Type:
Sell
Date
Jul 31, 2025
AFL
Aflac Inc
Type:
Sell
Date
Jul 18, 2025
AAPL
Apple Inc
Type:
Sell
Date
Jul 18, 2025
MSFT
Microsoft Corp
Type:
Sell
Date
Jul 18, 2025
GOOGL
Alphabet Cl A
Type:
Buy
Date
Jul 29, 2025
CL
Colgate-Palmolive Company
Type:
Sell
Date
Jul 31, 2025
AVGO
Broadcom Ltd
Type:
Sell
Date
Jul 18, 2025
UNH
Unitedhealth Group Inc
Type:
Sell
Date
Jun 23, 2025
ADI
Analog Devices
Type:
Sell
Date
Jun 18, 2025
MSFT
Microsoft Corp
Type:
Sell
Date
Jun 18, 2025
C
Citigroup Inc
Type:
Sell
Date
Jun 18, 2025
XOM
Exxon Mobil Corp
Type:
Sell
Date
Jun 18, 2025
WFC
Wells Fargo & Company
Type:
Sell
Date
Jun 18, 2025
GOOGL
Alphabet Cl A
Type:
Buy
Date
May 8, 2025
TGT
Target Corp
Type:
Sell
Date
Apr 11, 2025
GOOGL
Alphabet Cl A
Type:
Buy
Date
Apr 29, 2025
NKE
Nike Inc
Type:
Sell
Date
Apr 10, 2025
CEG
Constellation Energy Corp
Type:
Buy
Date
Mar 26, 2025
META
Meta Platforms Inc
Type:
Buy
Date
Mar 26, 2025
ACN
Accenture Plc
Type:
Sell
Date
Feb 24, 2025
CMCSA
Comcast Corp A
Type:
Sell
Date
Feb 24, 2025
ABT
Abbott Laboratories
Type:
Sell
Date
Feb 24, 2025
AAPL
Apple Inc
Type:
Sell
Date
Feb 5, 2025
CEG
Constellation Energy Corp
Type:
Buy
Date
Feb 4, 2025
MSFT
Microsoft Corp
Type:
Sell
Date
Feb 4, 2025
META
Meta Platforms Inc
Type:
Buy
Date
Feb 25, 2025
JPM
JP Morgan Chase & Company
Type:
Sell
Date
Jan 17, 2025
ADI
Analog Devices
Type:
Sell
Date
Jan 13, 2025
PSX
Phillips 66
Type:
Sell
Date
Jan 17, 2025
MSFT
Microsoft Corp
Type:
Sell
Date
Jan 17, 2025
LOW
Lowe's Companies
Type:
Sell
Date
Jan 17, 2025
ITW
Illinois Tool Works Inc
Type:
Sell
Date
Jan 17, 2025
GWW
W.W. Grainger
Type:
Sell
Date
Jan 17, 2025
CB
Chubb Ltd
Type:
Sell
Date
Jan 17, 2025
BLK
Blackrock Inc
Type:
Sell
Date
Jan 17, 2025
AAPL
Apple Inc
Type:
Sell
Date
Jan 17, 2025
AFL
Aflac Inc
Type:
Sell
Date
Jan 17, 2025
MSFT
Microsoft Corp
Type:
Sell
Date
Jan 3, 2025
MSFT
Microsoft Corp
Type:
Sell
Date
Dec 16, 2024
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
Dec 12, 2024
LOW
Lowe's Companies
Type:
Sell
Date
Dec 13, 2024
GE
GE Aerospace
Type:
Buy
Date
Dec 27, 2024
UNH
Unitedhealth Group Inc
Type:
Sell
Date
Dec 20, 2024
CSL
Carlisle Companies Inc
Type:
Buy
Date
Oct 8, 2024
AAPL
Apple Inc
Type:
Sell
Date
Sep 20, 2024
NKE
Nike Inc
Type:
Sell
Date
Sep 20, 2024
MSFT
Microsoft Corp
Type:
Sell
Date
Sep 20, 2024
NSC
Norfolk Southern Corp
Type:
Sell
Date
Sep 25, 2024
GWW
W.W. Grainger
Type:
Sell
Date
Sep 20, 2024
ACN
Accenture Plc
Type:
Sell
Date
Sep 20, 2024
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
Aug 27, 2024
NKE
Nike Inc
Type:
Buy
Date
Aug 28, 2024
NSC
Norfolk Southern Corp
Type:
Sell
Date
Aug 22, 2024
C
Citigroup Inc
Type:
Sell
Date
Jul 17, 2024
XOM
Exxon Mobil Corp
Type:
Sell
Date
Jul 17, 2024
MSFT
Microsoft Corp
Type:
Sell
Date
Jul 17, 2024
LOW
Lowe's Companies
Type:
Sell
Date
Jul 25, 2024
PEP
Pepsico Inc
Type:
Sell
Date
Jul 25, 2024
AVGO
Broadcom Ltd
Type:
Buy
Date
Jul 1, 2024
APD
Air Products and Chemicals
Type:
Sell
Date
Jun 27, 2024
AAPL
Apple Inc
Type:
Sell
Date
Apr 23, 2024
MSFT
Microsoft Corp
Type:
Sell
Date
Apr 9, 2024
GWW
W.W. Grainger
Type:
Sell
Date
Apr 9, 2024
SPGI
S&P Global Inc
Type:
Sell
Date
Apr 9, 2024
AAPL
Apple Inc
Type:
Sell
Date
Apr 9, 2024
JPM
JP Morgan Chase & Company
Type:
Sell
Date
Apr 23, 2024
MSFT
Microsoft Corp
Type:
Sell
Date
Apr 23, 2024
ZTS
Zoetis Inc Cl A
Type:
Buy
Date
Feb 27, 2024
MDT
Medtronic Inc
Type:
Sell
Date
Feb 9, 2024
BDX
Becton Dickinson and Company
Type:
Sell
Date
Feb 15, 2024
SBUX
Starbucks Corp
Type:
Buy
Date
Feb 23, 2024
ENB
Enbridge Inc
Type:
Sell
Date
Jan 19, 2024
ES
Eversource Energy
Type:
Sell
Date
Jan 19, 2024
CVX
Chevron Corp
Type:
Buy
Date
Dec 1, 2023
KO
Coca-Cola Company
Type:
Sell
Date
Dec 18, 2023
MSFT
Microsoft Corp
Type:
Sell
Date
Dec 18, 2023
MDLZ
Mondelez Intl Inc
Type:
Sell
Date
Dec 18, 2023
PFE
Pfizer Inc
Type:
Sell
Date
Dec 18, 2023
TFC
Truist Financial Corp
Type:
Sell
Date
Dec 29, 2023
CSCO
Cisco Systems Inc
Type:
Buy
Date
Dec 1, 2023
CMCSA
Comcast Corp A
Type:
Buy
Date
Dec 1, 2023
SPGI
S&P Global Inc
Type:
Buy
Date
Dec 1, 2023
ACN
Accenture Plc
Type:
Sell
Date
Dec 19, 2023
ADI
Analog Devices
Type:
Sell
Date
Dec 19, 2023
AAPL
Apple Inc
Type:
Sell
Date
Dec 19, 2023
MSFT
Microsoft Corp
Type:
Sell
Date
Dec 19, 2023
JPM
JP Morgan Chase & Company
Type:
Sell
Date
Dec 19, 2023
WFC
Wells Fargo & Company
Type:
Sell
Date
Nov 27, 2023
SHEL
Royal Dutch Shell Plc ADR
Type:
Sell
Date
Nov 27, 2023
MSFT
Microsoft Corp
Type:
Sell
Date
Nov 30, 2023
SPGI
S&P Global Inc
Type:
Buy
Date
Sep 27, 2023
ACN
Accenture Plc
Type:
Buy
Date
Sep 22, 2023
RTX
Rtx Corp
Type:
Sell
Date
Sep 21, 2023
UNH
Unitedhealth Group Inc
Type:
Buy
Date
Sep 22, 2023
USB
U.S. Bancorp
Type:
Sell
Date
Sep 1, 2023
AAPL
Apple Inc
Type:
Sell
Date
Aug 22, 2023
AFL
Aflac Inc
Type:
Sell
Date
Aug 2, 2023
MSFT
Microsoft Corp
Type:
Sell
Date
Aug 22, 2023
LOW
Lowe's Companies
Type:
Sell
Date
Aug 22, 2023
FDS
Factset Research Systems Inc
Type:
Sell
Date
Aug 2, 2023
NKE
Nike, Inc. Common Stock
Type:
Buy
Date
Jun 14, 2023
WMT
Walmart Inc. Common Stock
Type:
Sell
Date
Jun 7, 2023
CLX
Clorox Company (The) Common Stock
Type:
Sell
Date
Jun 14, 2023
MSFT
Microsoft Corporation - Common Stock
Type:
Sell
Date
Jun 12, 2023
CB
Chubb Limited Common Stock
Type:
Sell
Date
Jun 12, 2023
AMGN
Amgen Inc. - Common Stock
Type:
Sell
Date
Jun 12, 2023
MSFT
Microsoft Corporation - Common Stock
Type:
Sell
Date
Jun 22, 2023
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
Jun 14, 2023
BMY
Bristol-Myers Squibb Company Common Stock
Type:
Sell
Date
May 10, 2023
WFC
Wells Fargo & Company Common Stock
Type:
Sell
Date
May 10, 2023
XOM
Exxon Mobil Corporation Common Stock
Type:
Sell
Date
May 10, 2023
C
Citigroup, Inc. Common Stock
Type:
Sell
Date
May 10, 2023
DUK
Duke Energy Corporation (Holding Company) Common S
Type:
Sell
Date
Apr 4, 2023
UPS
United Parcel Service, Inc. Common Stock
Type:
Sell
Date
Apr 4, 2023
MCD
McDonald's Corporation Common Stock
Type:
Sell
Date
Apr 4, 2023
WFC
wells fargo
Type:
Sell
Date
Feb 23, 2023
CVX
chevron
Type:
Buy
Date
Feb 6, 2023
WFC
WFC
Type:
Sell
Date
Dec 29, 2022
VFC
V.F. Corporation Common Stock
Type:
Sell
Date
Dec 15, 2022
AXAHY
AXAHY
Type:
Sell
Date
Dec 29, 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