Politicians
Total Trades
129
Trade Volume
$3.3M
Midpoint of disclosed ranges
Issuers
49
Unique tickers
Last Traded
2020-10-12
Est. Net Worth
$1.3M
2013 disclosure
About George Holding
George Holding is a Republican former U.S. Representative from North Carolina. He served in the House of Representatives from January 3, 2019, to January 3, 2021. Born April 17, 1968, Holding previously represented North Carolina’s 2nd Congressional District and was a member of the House Republican Conference during his tenure.
During his final term in Congress, George Holding disclosed 129 stock trades with an estimated total volume of $3.3 million. His activity was heavily skewed toward selling, with 120 sales compared to just 3 purchases. His most frequently traded holdings included an unnamed security (26 trades), Bristol-Myers Squibb (BMY, 9 trades), Johnson & Johnson (JNJ, 5), Chevron (CVX, 5), and Coca-Cola (KO, 5). By sector, his trades were concentrated in Healthcare (23 trades), followed by Technology (11), Consumer Defensive (10), Communication Services (9), and Energy (7), reflecting a portfolio focused on large-cap, defensive-oriented industries.
George Holding's Trades
Trading Activity
Page 2: 50 of 129 trades
| Date | Asset | Type | Amount |
|---|---|---|---|
| 2018-06-28 | GE | sell | $1K – $15K |
| 2018-06-28 | Sterling Capital NC Intermed. Tax ExemptFUND | sell | $15K – $50K |
| 2018-06-19 | CMCSA | sell | $50K – $100K |
| 2018-06-19 | CMCSA | sell | $50K – $100K |
| 2018-06-18 | HBAN | sell | $15K – $50K |
| 2018-06-16 | C | sell | $1K – $15K |
| 2018-06-16 | Stearns City of N Y CMN STKOTHE | sell | $50K – $100K |
| 2018-03-07 | LUMN | sell | $1K – $15K |
| 2018-02-05 | MO | sell | $1K – $15K |
| 2017-12-31 | Wedinc Venture Fund XETF | sell | $1K – $15K |
| 2017-12-16 | AT&T 5.0% Medium Term BondOTHE | sell | $1K – $15K |
| 2017-09-14 | ABT | sell | $1K – $15K |
| 2017-09-14 | SHEL | sell | $1K – $15K |
| 2017-09-12 | TRV | sell | $1K – $15K |
| 2017-09-08 | SPYETF | sell | $1K – $15K |
| 2017-09-08 | EFAETF | sell | $15K – $50K |
| 2017-07-14 | Artisan Mid Cap Value FD-ADVFUND | sell | $1K – $15K |
| 2017-07-14 | Goldman Sachs TR RGV OPPT INSTLFUND | sell | $1K – $15K |
| 2017-07-14 | Harbor FD INTL FD INSTLFUND | sell | $1K – $15K |
| 2017-07-14 | Harbor FD INTL FD INSTLFUND | sell | $1K – $15K |
| 2017-07-14 | Hancock Leveraged Srs Inc NTI Equity RFUND | sell | $1K – $15K |
| 2017-06-26 | BUD | sell | $1K – $15K |
| 2017-06-26 | GILD | sell | $1K – $15K |
| 2017-06-26 | Sterling Capital North Carolina Intermediate Tax-Free FundFUND | sell | $1K – $15K |
| 2017-06-26 | Waddell & Reed Advisors High Income FundFUND | sell | $1K – $15K |
| 2017-04-18 | ABT | sell | $1K – $15K |
| 2017-04-18 | CMCSA | sell | $1K – $15K |
| 2017-04-17 | Goldman Sachs Tr II Blue Chip InstlFUND | sell | $1K – $15K |
| 2017-04-13 | Artisan Mid Cap Value InvFUND | sell | $1K – $15K |
| 2017-04-08 | PFE | exchange | $1K – $15K |
| 2017-04-08 | TRV | exchange | $1K – $15K |
| 2017-04-03 | Harbor Total Return Bond Fund InstitutionalFUND | exchange | $15K – $50K |
| 2017-04-03 | Harbor High Yield Fund InstitutionalFUND | exchange | $15K – $50K |
| 2017-03-06 | Sealing Capital Hdg The Pro CC Inds Inc | sell | $1K – $15K |
| 2016-10-26 | DELL | sell | $15K – $50K |
| 2016-10-26 | NFLX | sell | $1K – $15K |
| 2016-10-26 | MSFT | sell | $15K – $50K |
| 2016-10-26 | SHEL | sell | $15K – $50K |
| 2016-08-31 | VZ | buy | $15K – $50K |
| 2016-08-31 | CMCSA | sell | $15K – $50K |
| 2016-08-31 | R | buy | $15K – $50K |
| 2016-08-31 | TRV | sell | $15K – $50K |
| 2016-05-30 | TFC | sell | $15K – $50K |
| 2016-05-01 | Haywood CNTY NCFUND | sell | $50K – $100K |
| 2015-12-31 | BMY | sell | $1K – $15K |
| 2015-12-31 | CVX | sell | $1K – $15K |
| 2015-12-31 | KO | sell | $1K – $15K |
| 2015-12-31 | CMCSA | sell | $1K – $15K |
| 2015-12-31 | CTXS | sell | $1K – $15K |
| 2015-12-07 | DD | sell | $1K – $15K |
Sterling Capital NC Intermed. Tax Exemptsell
2018-06-28$15K – $50K
Owner: Self
Stearns City of N Y CMN STKsell
2018-06-16$50K – $100K
Owner: Self
Wedinc Venture Fund Xsell
2017-12-31$1K – $15K
Owner: Self
AT&T 5.0% Medium Term Bondsell
2017-12-16$1K – $15K
Owner: Self
Artisan Mid Cap Value FD-ADVsell
2017-07-14$1K – $15K
Owner: Self
Goldman Sachs TR RGV OPPT INSTLsell
2017-07-14$1K – $15K
Owner: Self
Harbor FD INTL FD INSTLsell
2017-07-14$1K – $15K
Owner: Self
Harbor FD INTL FD INSTLsell
2017-07-14$1K – $15K
Owner: Self
Hancock Leveraged Srs Inc NTI Equity Rsell
2017-07-14$1K – $15K
Owner: Joint
Sterling Capital North Carolina Intermediate Tax-Free Fundsell
2017-06-26$1K – $15K
Owner: Self
Waddell & Reed Advisors High Income Fundsell
2017-06-26$1K – $15K
Owner: Self
Goldman Sachs Tr II Blue Chip Instlsell
2017-04-17$1K – $15K
Owner: Spouse
Artisan Mid Cap Value Invsell
2017-04-13$1K – $15K
Owner: Spouse
Harbor Total Return Bond Fund Institutionalexchange
2017-04-03$15K – $50K
Owner: Self
Harbor High Yield Fund Institutionalexchange
2017-04-03$15K – $50K
Owner: Self
Sealing Capital Hdg The Pro CC Inds Incsell
2017-03-06$1K – $15K
Owner: Self
Haywood CNTY NCsell
2016-05-01$50K – $100K
Owner: Joint