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
COP - ConocoPhillips	Q1 2006	$48.14	Q1 2008	$58.10	+20.68%	Closed	History

3017264Q - Servicemaster Company	Q3 2004	$12.86	Q2 2007	$15.46	+20.22%	Closed	History

ER - Executive Risk Inc.	Q1 1999	$71.00	Q2 1999	$85.06	+19.80%	Closed	History

AXP - American Express Co.	Q3 2003	$39.44	Q4 2011	$47.17	+19.60%	Closed	History

WFC - Wells Fargo & Co.	Q3 2003	$25.75	Q2 2005	$30.79	+19.57%	Closed	History

3605818Q - HCA Inc.	Q2 2003	$32.04	Q3 2004	$38.15	+19.07%	Closed	History

1556464D - Wesco Finl Corp.	Q3 2000	$251.00	Q1 2003	$298.00	+18.73%	Closed	History

V - Visa Inc.	Q3 2011	$21.43	Q4 2011	$25.38	+18.44%	Closed	History

FISV - Fiserv, Inc.	Q2 2010	$11.42	Q3 2010	$13.46	+17.87%	Closed	History

VZ - Verizon Communications Inc.	Q1 2014	$47.57	Q4 2018	$56.03	+17.78%	Closed	History

HRB - H&R Block, Inc.	Q3 2003	$21.58	Q1 2005	$25.29	+17.22%	Closed	History

GD - General Dynamics Corp.	Q3 2011	$56.89	Q4 2011	$66.41	+16.73%	Closed	History

SYF - Synchrony Financial	Q2 2017	$29.82	Q4 2020	$34.71	+16.40%	Closed	History

MCK - McKesson Corp.	Q1 2022	$306.13	Q1 2023	$356.05	+16.31%	Closed	History

STOR - Store Cap Corp	Q2 2017	$22.45	Q2 2022	$26.08	+16.17%	Closed	History

VRSK - Verisk Analytics, Inc.	Q2 2011	$34.62	Q4 2011	$40.13	+15.92%	Closed	History

TYI - Tyco International LTD	Q2 2005	$29.20	Q2 2007	$33.79	+15.72%	Closed	History

SEE -	Q3 2003	$47.23	Q3 2006	$54.12	+14.59%	Closed	History

KFT - Kraft Foods Inc.	Q4 2007	$32.63	Q4 2011	$37.36	+14.50%	Closed	History

1556464D - Wesco Finl Corp.	Q3 2003	$339.97	Q1 2011	$389.20	+14.48%	Closed	History

DB5 - Dun & Bradstreet Corp.	Q3 2002	$33.61	Q1 2003	$38.25	+13.81%	Closed	History

INTC - Intel Corp.	Q3 2011	$21.34	Q4 2011	$24.25	+13.64%	Closed	History

GL - Globe Life Inc.	Q3 2019	$95.76	Q3 2023	$108.73	+13.54%	Closed	History

WFC - Wells Fargo & Co.	Q1 1999	$17.53	Q3 1999	$19.81	+13.01%	Closed	History

GATX - GATX Corp.	Q4 1999	$33.75	Q1 2000	$38.00	+12.59%	Closed	History

DOV - Dover Corp.	Q3 2003	$23.71	Q4 2003	$26.65	+12.38%	Closed	History

RSG - Republic Services, Inc.	Q3 2009	$26.57	Q2 2010	$29.73	+11.89%	Closed	History

MTB - M&T Bank Corp.	Q2 2012	$82.57	Q3 2020	$92.09	+11.53%	Closed	History

MOO - Mosanto Co New	Q4 2016	$105.21	Q1 2018	$116.69	+10.91%	Closed	History

ADP - Automatic Data Processing, Inc.	Q3 2003	$28.43	Q4 2003	$31.41	+10.49%	Closed	History

ALLE - Allegion plc	Q2 2025	$144.12	Q4 2025	$159.22	+10.48%	Closed	History

BATRK - Atlanta Braves Holdings, Inc.	Q3 2023	$35.73	Q4 2025	$39.45	+10.41%	Closed	History

AP47 - Glaxosmithkline Plc	Q2 2012	$45.57	Q3 2013	$50.17	+10.09%	Closed	History

DE - Deere & Co.	Q3 2012	$82.47	Q2 2014	$90.55	+9.80%	Closed	History

XOM - ExxonMobil Holdings Corp.	Q3 2013	$86.04	Q3 2014	$94.05	+9.31%	Closed	History

SEE -	Q4 2000	$30.50	Q1 2001	$33.33	+9.28%	Closed	History

GAP - The Gap, Inc.	Q3 2003	$17.12	Q1 2006	$18.68	+9.11%	Closed	History

DB5 - Dun & Bradstreet Corp.	Q4 2000	$25.88	Q2 2001	$28.20	+8.96%	Closed	History

WU - The Western Union Co.	Q3 2006	$19.13	Q2 2007	$20.83	+8.89%	Closed	History

TSM - Taiwan Semiconductor	Q3 2022	$68.56	Q4 2022	$74.49	+8.65%	Closed	History

RPRX - Royalty Pharma plc	Q3 2021	$36.14	Q1 2022	$38.96	+7.80%	Closed	History

MLI - Mueller Industries, Inc.	Q3 2003	$3.18	Q4 2005	$3.43	+7.74%	Closed	History

SUU - Sun Trusts Banks Inc.	Q3 2003	$60.37	Q2 2004	$64.99	+7.65%	Closed	History

ZNT - Zenith National Ins. Corp.	Q4 1999	$20.63	Q1 2000	$22.19	+7.56%	Closed	History

C - Citigroup Inc.	Q4 1999	$417.68	Q1 2000	$449.03	+7.51%	Closed	History

KFT - Kraft Foods Inc	Q2 2012	$38.62	Q3 2012	$41.35	+7.07%	Closed	History

RHT - Red Hat Inc	Q4 2018	$175.64	Q2 2019	$187.76	+6.90%	Closed	History

SNY - Sanofi	Q2 2012	$37.78	Q2 2018	$40.01	+5.90%	Closed	History

DISH - Dish Network Corp	Q2 2013	$42.52	Q3 2013	$45.01	+5.86%	Closed	History

XOM - ExxonMobil Holdings Corp.	Q3 2009	$68.61	Q3 2011	$72.63	+5.86%	Closed	History

GD - General Dynamics Corp.	Q4 1998	$29.50	Q3 1999	$31.22	+5.83%	Closed	History

UNH - UnitedHealth Group Inc.	Q2 2025	$311.97	Q4 2025	$330.11	+5.81%	Closed	History

T - AT&T Inc.	Q3 2015	$24.61	Q4 2015	$25.99	+5.62%	Closed	History

TRV - The Travelers Companies, Inc.	Q3 2018	$129.71	Q4 2019	$136.95	+5.58%	Closed	History

SUU - Sun Trusts Banks Inc.	Q3 2000	$49.88	Q1 2003	$52.65	+5.55%	Closed	History

IBM - International Business Machines Corp.	Q3 2011	$167.18	Q4 2011	$175.79	+5.15%	Closed	History

NYT - The New York Times Co.	Q4 2025	$69.42	Open	$72.98	+5.13%	Open	History

LVLT - Level 3 Communi- cations	Q1 2003	$5.16	Q3 2003	$5.42	+5.04%	Closed	History

GD - General Dynamics Corp.	Q2 2012	$65.96	Q4 2012	$69.27	+5.02%	Closed	History

ABX - Barrick Gold Corporation	Q2 2020	$26.94	Q3 2020	$28.11	+4.34%	Closed	History

ALLY - Ally Financial Inc.	Q1 2022	$43.48	Open	$45.35	+4.30%	Open	History

LAMR - Lamar Advertising Co.	Q2 2025	$121.36	Q4 2025	$126.58	+4.30%	Closed	History

1556464D - Wesco Finl Corp.	Q4 1999	$245.00	Q1 2000	$255.00	+4.08%	Closed	History

DJ - Dow Jones & Company, Inc.	Q2 2007	$57.45	Q3 2007	$59.70	+3.92%	Closed	History

BDX - Becton, Dickinson and Co.	Q2 2009	$54.69	Q3 2010	$56.83	+3.91%	Closed	History

BMY - Bristol-Myers Squibb Co.	Q3 2020	$60.29	Q4 2021	$62.35	+3.42%	Closed	History

UNP - Union Pacific Corp.	Q3 2007	$28.27	Q3 2009	$29.18	+3.22%	Closed	History

M0G - Media Gen Inc New	Q4 2014	$16.73	Q2 2016	$17.19	+2.75%	Closed	History

QSR - Restaurant Brands International Inc.	Q4 2014	$39.04	Q1 2020	$40.03	+2.54%	Closed	History

SHX - Shaw Industries	Q3 2000	$18.50	Q4 2000	$18.94	+2.38%	Closed	History

TRV - The Travelers Companies, Inc.	Q3 2009	$49.24	Q4 2009	$49.86	+1.26%	Closed	History

JNJ - Johnson & Johnson	Q3 2006	$64.94	Q4 2011	$65.58	+0.99%	Closed	History

ULTA - Ulta Beauty, Inc.	Q2 2024	$385.87	Q3 2024	$389.12	+0.84%	Closed	History

NVR - NVR, Inc.	Q2 2023	$6,350.62	Open	$6,378.80	+0.44%	Open	History

1028411Q - The Gillette Co.	Q3 2000	$30.88	Q1 2003	$30.94	+0.19%	Closed	History

1011185D - PS Group Holdings, Inc.	Q4 1999	$11.25	Q4 1999	$11.25	+0.00%	Closed	History

2168Q - US Bancorp	Q3 2000	$22.75	Q3 2000	$22.75	+0.00%	Closed	History

2223Q - Wells Fargo & Co. Del	Q4 1998	$39.94	Q4 1998	$39.94	+0.00%	Closed	History

540541Q - Hertz Corp.	Q4 2000	$34.13	Q4 2000	$34.13	+0.00%	Closed	History

723588Q - Great Lakes Chemical Corp.	Q4 1998	$40.00	Q4 1998	$40.00	+0.00%	Closed	History

723588Q - Great Lakes Chemical Corp.	Q3 2003	$20.11	Q3 2003	$20.11	+0.00%	Closed	History

ADM - Archer-Daniels-Midland Co.	Q4 2012	$27.39	Q4 2012	$27.39	+0.00%	Closed	History

BBY - Best Buy Co., Inc.	Q4 2002	$16.10	Q4 2002	$16.10	+0.00%	Closed	History

C - Citigroup Inc.	Q4 1998	$248.45	Q4 1998	$248.45	+0.00%	Closed	History

CBR$ - Cadbury Schweppes & PLC	Q4 2003	$7.33	Q4 2003	$7.33	+0.00%	Closed	History

COST - Costco Wholesale Corp.	Q2 2000	$33.00	Q2 2000	$33.00	+0.00%	Closed	History

CVS - CVS Health Corp.	Q2 2012	$46.73	Q2 2012	$46.73	+0.00%	Closed	History

DB5 - Dun & Bradstreet Corp.	Q4 2001	$35.30	Q4 2001	$35.30	+0.00%	Closed	History

DB5 - Dun & Bradstreet Corp.	Q3 2003	$41.54	Q3 2003	$41.54	+0.00%	Closed	History

DG - Dollar General Corp.	Q2 2012	$54.39	Q2 2012	$54.39	+0.00%	Closed	History

DHI - D.R. Horton, Inc.	Q2 2025	$128.92	Q2 2025	$128.92	+0.00%	Closed	History

DIS - The Walt Disney Co.	Q4 2000	$28.55	Q4 2000	$28.55	+0.00%	Closed	History

DVA - DaVita Inc.	Q4 2011	$37.91	Q4 2011	$37.91	+0.00%	Closed	History

ESRX - Express Scripts Hldg Co	Q3 2014	$70.63	Q3 2014	$70.63	+0.00%	Closed	History

FBN - Furniture Brands Int'l	Q4 2000	$21.06	Q4 2000	$21.06	+0.00%	Closed	History

FDCP - First Data Corporation	Q3 2000	$39.06	Q3 2000	$39.06	+0.00%	Closed	History

FE - FirstEnergy Corp.	Q4 2001	$34.98	Q4 2001	$34.98	+0.00%	Closed	History

FWONK - Formula One Group	Q4 2025	$98.51	Q4 2025	$98.51	+0.00%	Closed	History

GAP - The Gap, Inc.	Q2 2000	$31.25	Q2 2000	$31.25	+0.00%	Closed	History

GD - General Dynamics Corp.	Q2 2000	$26.13	Q2 2000	$26.13	+0.00%	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.