Mo Brooks
Filing statistics
Whale profile Estimated
Percentile blend among members with a trade in the last 12 months: 50% disclosed volume, 30% largest trade, 20% trade count.
- 12-month volume
- $0
- 0 trades · midpoints
- Largest trade
- $50,001 - $100,000
- Median midpoint $8K
- All-time volume
- $834K
- 53 trades
- Late filings
- 13
- Filed after the STOCK Act deadline
- Hindsight 15% moves
- 20.5% · 8 of 53
- Stock moved 15%+ the trade's way within 30 trading days
- Avg 30-day forward return
- +0.6%
- Sign-adjusted: buys +, sells −
Volumes are range midpoints; forward returns use public closing prices after the disclosed trade date, so they are hindsight: they describe what the stock did, not what anyone could have known. Late filings are counted from official dates only. How this is calculated
Estimated portfolio Estimated
Portfolio values, holdings, returns, and allocations are estimates derived from disclosed dollar ranges and public market prices. They may differ materially from actual values. Not investment advice. How this is calculated
Top holdings Estimated
Sector allocation Estimated
- Utilities61.0%$188.5K
- Financial Services32.3%$99.8K
- Technology3.1%$9.4K
- Communication Services2.9%$9.1K
- Healthcare0.7%$2.3K
Trades
Best buys after disclosure vs the S&P 500 Estimated
| Ticker | Asset | Type | Owner | Amount | vs S&P Estimated | Traded | Filed | Source |
|---|---|---|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc. New (BRK.B) | Buy | Joint | $15,001 - $50,000 | +36.6% | Jan 15, 2020 | Jul 10, 2021542d | Filing |
| BRK-B | Berkshire Hathaway Inc. New (BRK.B) | Buy | Joint | $1,001 - $15,000 | +35.8% | Mar 24, 2021 | Apr 20, 202127d | Filing |
| DUK | Duke Energy Corporation (DuK) | Buy | Self | $1,001 - $15,000 | -51.0% | Jan 22, 2021 | Jan 26, 20214d | Filing |
Worst buys after disclosure vs the S&P 500 Estimated
| Ticker | Asset | Type | Owner | Amount | vs S&P Estimated | Traded | Filed | Source |
|---|---|---|---|---|---|---|---|---|
| PFE | Pfizer, Inc. (PFE) [sT] | Buy | Joint | $1,001 - $15,000 | -195.4% | Mar 17, 2020 | Mar 24, 20207d | Filing |
| D | Dominion Energy, Inc. (D) [sT] | Buy | Joint | $15,001 - $50,000 | -161.6% | Apr 29, 2020 | May 22, 202023d | Filing |
| PFE | Pfizer, Inc. (PFE) | Buy | Joint | $1,001 - $15,000 | -143.4% | Jul 1, 2020 | Jul 11, 202010d | Filing |
Totals: $430.5K bought and $403.5K sold (range midpoints); first trade Nov 12, 2019, last trade Dec 8, 2022. Stats computed Nov 6, 2026. Midpoints are 0.5 × (low + high) of the disclosed range.