Copy Invest | Sonar Terminal

Warren Buffett - Berkshire Hathaway

337 trades · 308 closed · 29 open · Win rate: 51.9% · Avg return: +32.3% · Median return: +2.5%

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
MCO - Moody's Corp.	Q2 2012	$36.55	Open	$494.73	+1,253.57%	Open	History

MA - Mastercard Inc.	Q2 2012	$43.01	Q4 2025	$570.88	+1,227.29%	Closed	History

AAPL - Apple Inc.	Q1 2016	$27.25	Open	$314.86	+1,055.56%	Open	History

V - Visa Inc.	Q2 2012	$30.91	Q4 2025	$350.71	+1,034.71%	Closed	History

VRSN - VeriSign, Inc.	Q4 2012	$38.82	Open	$268.85	+592.56%	Open	History

AXP - American Express Co.	Q2 2012	$58.21	Open	$355.06	+509.96%	Open	History

DVA - DaVita Inc.	Q2 2012	$49.11	Open	$232.41	+373.29%	Open	History

PTRCY - Petrochina Co LTD	Q3 2003	$33.55	Q2 2007	$148.68	+343.16%	Closed	History

COST - Costco Wholesale Corp.	Q2 2012	$95.00	Q2 2020	$303.21	+219.17%	Closed	History

LM0G - Liberty Media Corp Del	Q3 2023	$32.10	Q3 2025	$96.97	+202.09%	Closed	History

LM0H - Liberty Media Corp Del	Q3 2023	$31.92	Q3 2025	$94.30	+195.43%	Closed	History

LEE - Lee Enterprises, Incorporated	Q1 2012	$12.80	Q3 2016	$37.50	+192.97%	Closed	History

MDLZ - Mondelez International, Inc.	Q4 2012	$25.45	Q2 2023	$72.94	+186.60%	Closed	History

COST - Costco Wholesale Corp.	Q3 2003	$31.15	Q4 2011	$83.32	+167.48%	Closed	History

NKE - NIKE, Inc.	Q3 2003	$7.60	Q3 2010	$20.04	+163.53%	Closed	History

AMZN - Amazon.com, Inc.	Q1 2019	$89.04	Q4 2025	$230.82	+159.23%	Closed	History

NU - Nu Holdings Ltd.	Q4 2022	$4.07	Q4 2024	$10.36	+154.55%	Closed	History

PG - The Procter & Gamble Co.	Q2 2012	$61.25	Q2 2023	$151.74	+147.74%	Closed	History

JNJ - Johnson & Johnson	Q2 2012	$67.56	Q2 2023	$165.52	+145.00%	Closed	History

BAC - Bank of America Corp.	Q3 2017	$25.34	Open	$60.62	+139.23%	Open	History

SEE -	Q3 2002	$16.89	Q1 2003	$40.13	+137.60%	Closed	History

PSX - Phillips 66	Q2 2012	$33.24	Q1 2015	$78.60	+136.46%	Closed	History

TMUS - T-Mobile US, Inc.	Q3 2020	$114.36	Q1 2025	$266.71	+133.22%	Closed	History

UPS - United Parcel Service, Inc.	Q2 2012	$78.76	Q2 2023	$179.25	+127.59%	Closed	History

USG - U S G Corp	Q2 2012	$19.05	Q1 2019	$43.30	+127.30%	Closed	History

WBC - Wabco Hldgs Inc	Q3 2012	$57.68	Q2 2017	$127.51	+121.06%	Closed	History

NLC - Nalco Holding Co.	Q4 2008	$11.54	Q3 2010	$25.21	+118.46%	Closed	History

CVX - Chevron Corp.	Q4 2020	$84.45	Open	$181.76	+115.23%	Open	History

COF - Capital One Financial Corp.	Q1 2023	$96.16	Open	$205.29	+113.49%	Open	History

KO - The Coca-Cola Co.	Q2 2012	$39.10	Open	$83.08	+112.51%	Open	History

VRSK - Verisk Analytics, Inc.	Q2 2012	$49.26	Q1 2018	$104.00	+111.12%	Closed	History

BNY - The Bank of New York Mellon Cor	Q2 2012	$21.95	Q4 2022	$45.52	+107.38%	Closed	History

HRB - H&R Block, Inc.	Q4 2000	$10.35	Q1 2003	$21.35	+106.33%	Closed	History

KR - The Kroger Co.	Q4 2019	$28.99	Open	$58.74	+102.62%	Open	History

GM - General Motors Co.	Q2 2012	$19.72	Q2 2023	$38.56	+95.54%	Closed	History

JEF - Jefferies Financial Group Inc.	Q3 2022	$28.20	Open	$53.96	+91.33%	Open	History

KRFT - Kraft Foods Group Inc	Q4 2012	$45.47	Q2 2015	$85.14	+87.24%	Closed	History

1028411Q - The Gillette Co.	Q3 2003	$31.98	Q3 2005	$58.20	+81.99%	Closed	History

NUE - Nucor Corp.	Q2 2025	$129.54	Open	$234.16	+80.76%	Open	History

MCO - Moody's Corp.	Q4 2000	$12.85	Q1 2003	$23.12	+79.95%	Closed	History

VOO - Vanguard S&P 500 ETF	Q4 2019	$295.79	Q3 2024	$527.67	+78.39%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2019	$321.85	Q3 2024	$573.76	+78.27%	Closed	History

TMJ - Torchmark Corp	Q2 2012	$50.55	Q2 2019	$89.46	+76.97%	Closed	History

DIG1 - Directv	Q3 2012	$52.44	Q2 2015	$92.79	+76.95%	Closed	History

ZNT - Zenith National Ins. Corp.	Q3 2003	$27.82	Q2 2004	$48.60	+74.69%	Closed	History

CDCO - Comdisco Holding Co.	Q4 2002	$78.00	Q1 2003	$134.65	+72.63%	Closed	History

SJR - Shaw Communications Inc.	Q3 2003	$12.16	Q3 2005	$20.97	+72.45%	Closed	History

LM09 - Liberty Media Corp Del	Q4 2021	$63.24	Q3 2025	$104.45	+65.16%	Closed	History

KO - The Coca-Cola Co.	Q3 2003	$21.48	Q4 2011	$34.99	+62.87%	Closed	History

RH - Rh	Q3 2019	$170.83	Q4 2022	$267.19	+56.41%	Closed	History

KMI - Kinder Morgan, Inc.	Q4 2015	$14.92	Q3 2016	$23.13	+55.03%	Closed	History

ABBV - AbbVie Inc.	Q3 2020	$87.59	Q4 2021	$135.40	+54.58%	Closed	History

MTB - M&T Bank Corp.	Q3 2000	$51.00	Q1 2003	$78.58	+54.08%	Closed	History

AMP - Ameriprise Financial, Inc.	Q3 2005	$35.80	Q4 2007	$55.11	+53.94%	Closed	History

AON - Aon plc	Q1 2021	$230.11	Q4 2025	$352.88	+53.35%	Closed	History

3393199Q - Anheuser Busch Cos. Inc.	Q4 2005	$42.96	Q3 2008	$64.88	+51.02%	Closed	History

LM05 - Liberty Media Corp Delaware	Q2 2016	$19.14	Q3 2016	$28.65	+49.69%	Closed	History

LM09 - Liberty Media Corp Delaware	Q2 2016	$18.97	Q3 2016	$28.14	+48.34%	Closed	History

MA - Mastercard Inc.	Q1 2011	$25.17	Q4 2011	$37.28	+48.11%	Closed	History

GOOGL - Alphabet Inc.	Q3 2025	$243.10	Open	$359.51	+47.89%	Open	History

LPX - Louisiana-Pacific Corp.	Q3 2022	$51.19	Open	$75.41	+47.31%	Open	History

STRZA - Starz	Q1 2013	$22.15	Q1 2014	$32.28	+45.73%	Closed	History

PSX - Phillips 66	Q3 2015	$76.84	Q4 2019	$111.41	+44.99%	Closed	History

WFC - Wells Fargo & Co.	Q2 2012	$33.44	Q4 2021	$47.98	+43.48%	Closed	History

6683 - General Electric Co	Q2 2012	$20.84	Q1 2017	$29.80	+42.99%	Closed	History

MRSH - Marsh & McLennan Companies, Inc.	Q4 2020	$117.00	Q1 2023	$166.55	+42.35%	Closed	History

HEI.A - Heico Cl A	Q2 2024	$177.52	Q4 2025	$252.43	+42.20%	Closed	History

PCP - Precision Castparts Corp	Q3 2012	$163.34	Q4 2015	$232.01	+42.04%	Closed	History

NKE - NIKE, Inc.	Q4 1998	$5.07	Q3 1999	$7.11	+40.21%	Closed	History

GHC - Graham Holdings Co.	Q4 2013	$400.80	Q4 2017	$558.35	+39.31%	Closed	History

LZB - La-Z-Boy Inc.	Q4 2000	$15.75	Q4 2001	$21.81	+38.48%	Closed	History

FDCP - First Data Corporation	Q4 1998	$31.87	Q3 1999	$43.88	+37.68%	Closed	History

VIAB - Viacom Inc New	Q2 2012	$47.02	Q2 2015	$64.64	+37.47%	Closed	History

SIRI - Sirius XM Holdings Inc.	Q4 2016	$44.50	Q3 2021	$61.00	+37.08%	Closed	History

COP - ConocoPhillips	Q2 2012	$55.88	Q3 2014	$76.52	+36.94%	Closed	History

USB - U.S. Bancorp	Q2 2012	$32.16	Q4 2022	$43.61	+35.60%	Closed	History

CB - Chubb Ltd.	Q1 2024	$259.13	Open	$346.22	+33.61%	Open	History

GAP - The Gap, Inc.	Q3 2002	$10.85	Q1 2003	$14.49	+33.55%	Closed	History

IRM* - Chemical Corp. Iron Mountain Inc.	Q3 2002	$24.99	Q4 2002	$33.01	+32.09%	Closed	History

C - Citigroup Inc.	Q1 2022	$53.40	Q4 2024	$70.39	+31.82%	Closed	History

CHTR - Charter Communications, Inc.	Q2 2014	$158.38	Q4 2025	$208.75	+31.80%	Closed	History

TMJ - Torchmark Corp.	Q3 2000	$27.81	Q1 2003	$35.80	+28.73%	Closed	History

DAL - Delta Air Lines, Inc.	Q1 2026	$66.48	Open	$85.51	+28.63%	Open	History

TMJ - Torchmark Corp.	Q3 2003	$40.64	Q1 2005	$52.20	+28.44%	Closed	History

M - Macy's, Inc.	Q1 2026	$18.09	Open	$23.21	+28.30%	Open	History

WMT - Walmart Inc.	Q4 2005	$15.60	Q4 2011	$19.92	+27.69%	Closed	History

ATVI - Activision Blizzard Inc	Q4 2021	$66.53	Q2 2023	$84.30	+26.71%	Closed	History

NSRGY - Nestlé S.A.	Q3 2009	$42.56	Q3 2010	$53.59	+25.92%	Closed	History

PG - The Procter & Gamble Co.	Q1 2005	$53.00	Q4 2011	$66.71	+25.87%	Closed	History

LLYVK - Liberty Live Holdings, Inc.	Q4 2025	$83.16	Open	$104.13	+25.22%	Open	History

GOOG - Alphabet Inc.	Q1 2026	$286.86	Open	$357.33	+24.57%	Open	History

GPUI - GPU Inc.	Q1 2001	$32.49	Q3 2001	$40.36	+24.22%	Closed	History

MLI - Mueller Industries, Inc.	Q4 2000	$3.35	Q4 2001	$4.16	+24.02%	Closed	History

LLYVA - Liberty Live Holdings, Inc.	Q4 2025	$81.50	Open	$100.25	+23.01%	Open	History

WMT - Walmart Inc.	Q2 2012	$23.24	Q2 2018	$28.55	+22.85%	Closed	History

BNI - Burlington Northern Santa Fe	Q1 2007	$80.43	Q4 2009	$98.62	+22.62%	Closed	History

MCO - Moody's Corp.	Q3 2003	$27.49	Q4 2011	$33.68	+22.54%	Closed	History

NKE - NIKE, Inc.	Q2 2001	$5.25	Q1 2003	$6.43	+22.46%	Closed	History

CVS - CVS Health Corp.	Q3 2011	$33.59	Q4 2011	$40.78	+21.41%	Closed	History

DG - Dollar General Corp.	Q2 2011	$33.89	Q4 2011	$41.14	+21.39%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.