Anthony Gonzalez (R-OH-16), a former Republican member of the House, has disclosed 14 trades since 2019: 3 purchases worth about $258.00K and 11 sales worth about $736.01K, in 9 stocks. Most traded: AMZN, CHTR, AXP. As a portfolio, their stock holdings and trades returned -71.6% from Feb 2021, against -0.2% for the S&P 500. Trades took a median 24 days to be disclosed; 0 came late.
Anthony Gonzalez’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since February 2021: -71.6%, against -0.2% for SPY; the largest fall on the way was -78.5%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Anthony Gonzalez | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Anthony Gonzalez | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Anthony Gonzalez | Nov 2021 | -76.8% | -18.4% | -58.4% | -71.5% | -77.3% | -2.36 | 1.35 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Anthony Gonzalez | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Anthony Gonzalez | Feb 2021 | -71.6% | -0.2% | -71.4% | -48.1% | -78.5% | -1.30 | 1.29 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Consumer Discretionary | Closed | – | – | 2 | 0 | 2 | $0.00 | $407.50K | – | Jun 28, 2022 |
| GDRXGoodRx Holdings, Inc. | Technology | Closed | – | – | 1 | 1 | 0 | $175.00K | $0.00 | -183.3% | Mar 25, 2021 |
| CHTRCharter Communications, Inc. /Mo/ | Communication Services | Closed | – | – | 2 | 1 | 1 | $75.00K | $32.50K | -180.6% | Dec 22, 2022 |
| ESTCElastic N.V. | Technology | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Mar 5, 2021 |
| GSGoldman Sachs Group Inc | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $75.00K | – | Jul 30, 2019 |
| AXPAmerican Express Co | Financial Services | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Aug 1, 2019 |
| NKENIKE, Inc. | Consumer Discretionary | Closed | – | – | 1 | 0 | 1 | $0.00 | $32.50K | – | Mar 25, 2021 |
| BATRAAtlanta Braves Holdings, Inc. | Consumer Discretionary | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | Sep 1, 2020 |
| FWONKLiberty Media Corp | Communication Services | Closed | – | – | 1 | 1 | 0 | $8.00K | $0.00 | +39.2% | Sep 1, 2020 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included; for a former member nothing is shown as held.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| CHTRCharter Communications, Inc. | Self | Sell | $15K–$50K | Dec 22, 2022 | Jan 20, 2023 | 29d | -64.3% | -161.9% | |
| AMZNAmazon.com, Inc. | Self | Sell | $250K–$500K | Jun 28, 2022 | Jul 23, 2022 | 25d | +128.7% | +31.1% | |
| GDRXGoodRx Holdings, Inc. - Class A | Self | Buy | $100K–$250K | Mar 25, 2021 | Apr 23, 2021 | 29d | -90.3% | -183.3% | |
| NKENike, Inc. | Self | Sell | $15K–$50K | Mar 25, 2021 | Apr 23, 2021 | 29d | -69.6% | -162.6% | |
| ESTCElastic N.V. Ordinary Shares | Self | Sell | $50K–$100K | Mar 5, 2021 | Apr 2, 2021 | 28d | -26.1% | -122.2% | |
| CHTRCharter Communications, Inc. - Class A | Self | Buy | $50K–$100K | Feb 1, 2021 | Feb 12, 2021 | 11d | -80.7% | -180.6% | |
| BATRALiberty Media Corporation - Series A Liberty Braves | Self | Sell | $1K–$15K | Sep 1, 2020 | Sep 24, 2020 | 23d | +188.7% | +75.4% | |
| FWONKLiberty Media Corporation - Series C Liberty Formula One | Self | Buy | $1K–$15K | Sep 1, 2020 | Sep 24, 2020 | 23d | +152.5% | +39.2% | |
| AMZNAmazon.com, Inc. | Self | Sell (Partial) | $15K–$50K | Dec 3, 2019 | Dec 20, 2019 | 17d | +177.5% | +34.6% | |
| U.s. Treasury NoteBond | Self | Sell | $15K–$50K | Oct 15, 2019 | Nov 11, 2019 | 27d | – | – | |
| AXPAmerican Express Company | Self | Sell | $15K–$50K | Aug 1, 2019 | Aug 14, 2019 | 13d | +164.3% | +9.2% | |
| GSGoldman Sachs Group, Inc. | Self | Sell | $50K–$100K | Jul 30, 2019 | Aug 14, 2019 | 15d | +305.9% | +155.8% | |
| U.s. Treasury NoteBond | Self | Sell | $15K–$50K | Jun 30, 2019 | Aug 14, 2019 | 45d | – | – | |
| U.s. Treasury NoteBond | Self | Sell | $1K–$15K | Jul 30, 2019 | Aug 14, 2019 | 15d | – | – |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Anthony Gonzalez (R-OH-16), a former Republican member of the House, has disclosed 14 trades since 2019: 3 purchases worth about $258.00K and 11 sales worth about $736.01K, in 9 stocks. Most traded: AMZN, CHTR, AXP. As a portfolio, their stock holdings and trades returned -71.6% from Feb 2021, against -0.2% for the S&P 500. Trades took a median 24 days to be disclosed; 0 came late.
As a portfolio, their stock holdings and trades returned -71.6% from February 2021 to November 2026, against -0.2% for the S&P 500, with a largest fall of -78.5%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 24 days to be disclosed. 0 of 14 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.