Robert J. Wittman
Mirror Robert's portfolio
Your slice adopts the positions below in Robert's proportions and follows every new filing — $9.99/mo, unlimited portfolios.
Every trade is counted from the close on the day it was disclosed, sized to the disclosed proportions, at real prices. Estimates from disclosed ranges; past trades don't guarantee future results.
What Robert has been doing
- CMCSAbought Dec 7, 2022+19%in 57d
Files a new report about every 160 days. Busiest month: September 2023, 16 trades. “Since” is the price move from the disclosure day to today; a pop is the stock's best close within 60 days of the buy, against the close the day they bought. Neither is what they made.
What Robert holds
11 positions · net of disclosed trades since Feb 27, 2022| Ticker | Company | Today | Est. position | Weight | Since disclosed |
|---|---|---|---|---|---|
| LOEV Harding Loevner Intl Eqty Inst | Harding Loevner Intl Eqty Inst | $41K | 31.5% | — | |
| MA Mastercard Incorporated | Mastercard Incorporated | $16K | 12.5% | — | |
| AMT American Tower Corporation | American Tower Corporation | $8K | 6.2% | — | |
| PG Procter & Gamble Company | Procter & Gamble Company | $8K | 6.2% | — | |
| ZTS Zoetis Inc. Class A | Zoetis Inc. Class A | $8K | 6.2% | — | |
| SPGI S&P Global Inc. | S&P Global Inc. | $8K | 6.2% | — | |
| XOM Exxon Mobil Corporation | Exxon Mobil Corporation | $8K | 6.2% | — | |
| MOTI Vaneck Morningstar Intl Moat ETF | Vaneck Morningstar Intl Moat ETF | $8K | 6.2% | — | |
| EUFN Ishares MSCI Euro Financial | Ishares MSCI Euro Financial | $8K | 6.2% | — | |
| CMCSA Comcast Corporation - Class A | Comcast Corporation - Class A | $8K | 6.2% | — |
Position sizes are netted from Robert's disclosed ranges — Congress reports ranges, not share counts. "Since disclosed" is the price change from the filing day to today.
What Robert sold
31 stocks sold out of- MSFTMicrosoft Corporation$16K2 sales · Sep 28, 2023
- CCICrown Castle Inc. Common Stock$8K1 sale · Jun 30, 2026
- GOOGAlphabet Inc. - Class C Capital Stock$8K1 sale · Sep 28, 2023
- AMZNAmazon.com, Inc.$8K1 sale · Sep 28, 2023
- AAPLApple Inc.$8K1 sale · Sep 28, 2023
- CATCaterpillar, Inc.$8K1 sale · Sep 28, 2023
- EOGEOG Resources, Inc.$8K1 sale · Sep 28, 2023
- HIGHartford Financial Services Group, Inc.$8K1 sale · Sep 28, 2023
- and 23 more in the record below
Sale amounts are the midpoints of the disclosed ranges. A stock sold without a disclosed purchase behind it was held before Robert started filing, or was sold on taking office.
Beyond stocks
$227K disclosed without a ticker- Funds without a ticker8 trades+$40K−$73K
- Bonds4 trades+$65K−$16K
- Other assets1 trade−$33K
Congress discloses more than stocks. Bonds, notes, private funds and the like have no public price and cannot be mirrored, so they sit outside the estimated stock portfolio above. Green is bought, red is sold, both from the disclosed ranges.
The full record
61 disclosed trades since Feb 27, 2022 · nothing left out- CCICrown Castle Inc. Common StockSell$1K–$15K−8.3%$1K–$15K−8.3%
- GOOGAlphabet Inc. - Class C Capital StockSell$1K–$15K+147.8%$1K–$15K+147.8%
- AMZNAmazon.com, Inc.Sell$1K–$15K+97.6%$1K–$15K+97.6%
- AAPLApple Inc.Sell$1K–$15K+91.6%$1K–$15K+91.6%
- CATCaterpillar, Inc.Sell$1K–$15K+219.9%$1K–$15K+219.9%
- EOGEOG Resources, Inc.Sell$1K–$15K+5.9%$1K–$15K+5.9%
- HIGHartford Financial Services Group, Inc.Sell$1K–$15K+83.2%$1K–$15K+83.2%
- MSFTMicrosoft CorporationSell$1K–$15K+49.0%$1K–$15K+49.0%
- ABBVAbbVie Inc.Sell$1K–$15K+81.4%$1K–$15K+81.4%
- JPMJP Morgan Chase & Co.Sell$1K–$15K+140.7%$1K–$15K+140.7%
- KMIKinder Morgan, Inc.Sell$1K–$15K+87.2%$1K–$15K+87.2%
- PLDProLogis, Inc.Sell$1K–$15K+31.4%$1K–$15K+31.4%
- UNHUnitedHealth Group Incorporated Common StockSell$1K–$15K−29.1%$1K–$15K−29.1%
- WMTWalmart Inc.Sell$1K–$15K+99.2%$1K–$15K+99.2%
- FISFidelity National Information Services, Inc.Sell$1K–$15K−30.7%$1K–$15K−30.7%
- IFFInternational Flavors & Fragrances, Inc.Sell$1K–$15K+24.9%$1K–$15K+24.9%
- AMTAmerican Tower CorporationBuy$1K–$15K+9.1%$1K–$15K+9.1%
- PSXPhillips 66Sell$1K–$15K+129.5%$1K–$15K+129.5%
- KMBKimberly-Clark CorporationSell$1K–$15K−17.8%$1K–$15K−17.8%
- PGProcter & Gamble CompanyBuy$1K–$15K+0.8%$1K–$15K+0.8%
- UNPUnion Pacific Corporationpartial saleSell$1K–$15K+37.9%$1K–$15K+37.9%
- DGDollar General CorporationSell$1K–$15K+17.9%$1K–$15K+17.9%
- ZTSZoetis Inc. Class ABuy$1K–$15K−58.7%$1K–$15K−58.7%
- CBChubb LimitedSell$1K–$15K+65.0%$1K–$15K+65.0%
- AVGOBroadcom Inc.partial saleSell$1K–$15K+328.3%$1K–$15K+328.3%
- SPGIS&P Global Inc.Buy$1K–$15K+16.8%$1K–$15K+16.8%
- ACNAccenture plc Class A Ordinary Sharespartial saleSell$1K–$15K−41.2%$1K–$15K−41.2%
- MAMastercard IncorporatedBuy$1K–$15K+41.8%$1K–$15K+41.8%
- ACNAccenture plc Class A Ordinary SharesBuy$1K–$15K−41.8%$1K–$15K−41.8%
- TJXTJX Companies, Inc.Buy$1K–$15K+47.6%$1K–$15K+47.6%
- PDMPiedmont Office Realty Trust, Inc. Class Apartial saleSell$1K–$15K+31.8%$1K–$15K+31.8%
- JPMJP Morgan Chase & Co.Buy$1K–$15K+148.0%$1K–$15K+148.0%
- XOMExxon Mobil CorporationBuy$1K–$15K+49.9%$1K–$15K+49.9%
- CSCOCisco Systems, Inc.Sell$1K–$15K+136.3%$1K–$15K+136.3%
- TEKIshares US Technology ETFpartial saleSell$1K–$15K+56.1%$1K–$15K+56.1%
- Ishares US Pharmaceuticals ETFfunds without a tickerBuy$1K–$15K$1K–$15K·
- MSFTMicrosoft Corporationpartial saleSell$1K–$15K+92.2%$1K–$15K+92.2%
- MOTIVaneck Morningstar Intl Moat ETFBuy$1K–$15K+9.1%$1K–$15K+9.1%
- SJNKSPDR Bloomberg Short Term HISell$1K–$15K−0.3%$1K–$15K−0.3%
- NORWGlobal X MSCI Norway ETFSell$1K–$15K+43.8%$1K–$15K+43.8%
Newest filing first. “Since” is the price change from the close on the day the filing was made public to the latest price we have; assets without a public ticker show none. Ranges are what the filer reported; the actual amount and price are not disclosed. Every row links to the filing it came from. This is a public record turned into a table, not a recommendation and not a statement about why anyone traded. Disclosed is not affiliated with Robert J. Wittman.