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HOUSE · NC-11 · 2013–2020

Mark Meadows portfolio

Mark Meadows represented NC in the House until 2020. Trades below come from filings made while in office. Mark Meadows has disclosed 9 trades (7 purchases, 2 sales); the latest was on Sep 17, 2018. Over the past year the disclosed stock holdings returned +50.8%, against +11.8% for the S&P 500.

RRepublicanParty
Former member of HouseRepresents NC
$133KEst. portfolio value
8 years agoLast trade
+50.8%1Y return, from filings
1M return-14.6%S&P 500 -0.3% · 6 positionsOn their trade dates: -14.7%
3M return-26.4%S&P 500 +1.7% · 6 positionsOn their trade dates: -26.7%
YTD return+34.3%S&P 500 +11.4% · 6 positionsOn their trade dates: +35.5%
1Y return+50.8%S&P 500 +11.8% · 6 positionsOn their trade dates: +52.5%
3Y return+129.6%S&P 500 +81.7% · 6 positionsOn their trade dates: +136.1%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

Est. value $133K across 7 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Mark Meadows
InvestmentEst. holding valueLast transactionTotal boughtAvg. costSince filedCurrent priceTrades
WDCWestern digital Corporation$69KSep 14, 2018Purchase$1K–15K1 purchase$43.05+737.21%$369.311
CCHCOCa COLa HELLENIC BOTTLINg CO american depositary Shares$33KSep 14, 2018Purchase$15K–50K1 purchaseNo data——1
LVMUYLVMH Moet Hennessy Louis Vuitton Unsponsored american depositary Receipt$10KSep 14, 2018Purchase$1K–15K1 purchase$68.08+23.87%$86.351
IVZInvesco Ltd$9KSep 14, 2018Purchase$1K–15K1 purchase$23.75+20.52%$27.791
TaT&T Inc.$7KSep 17, 2018Purchase$1K–15K1 purchase$25.39-16.59%$21.371
GISCOCa-COLa CO COMMON (only description I have on the Edward Jones trade con firmation) general Mills, Inc.$6KSep 14, 2018Purchase$1K–15K1 purchase$47.75-20.22%$34.311
JGaurora Mobile Limited - american depositary Shares$294.83Sep 14, 2018Purchase$1K–15K1 purchase$170.00-95.53%$6.261

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.