Copy Invest | Sonar Terminal

Thomas Russo - Gardner Russo & Quinn

1872 trades · 1793 closed · 79 open · Win rate: 42.8% · Avg return: +29.6% · Median return: 0%

⚠ 99 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
MA - Mastercard Inc.	Q3 2008	$17.73	Open	$538.02	+2,933.83%	Open	History

PNRG - Pentair Inc	Q3 2004	$1.49	Q2 2008	$40.00	+2,584.56%	Closed	History

GROW - U S Global Invs Inc Cl A	Q1 1999	$0.75	Q2 2008	$17.10	+2,180.00%	Closed	History

V - Visa Inc.	Q4 2010	$17.60	Open	$356.02	+1,923.42%	Open	History

ALL - The Allstate Corp.	Q2 2005	$59.75	Q3 2005	$1,106.56	+1,751.98%	Closed	History

MSFT - Microsoft Corp.	Q2 2009	$23.77	Open	$384.93	+1,519.39%	Open	History

MOO - Monsanto Co	Q2 2002	$4.85	Q1 2010	$71.47	+1,373.61%	Closed	History

EXPD - Expeditors International of Washington, Inc.	Q1 1999	$3.38	Q2 2008	$43.00	+1,174.07%	Closed	History

HBP - Huttig Bldg Prods Inc	Q4 1999	$4.94	Q1 2002	$60.01	+1,115.39%	Closed	History

GOOG - Alphabet Inc.	Q3 2015	$30.41	Open	$357.33	+1,075.16%	Open	History

GOOGL - Alphabet Inc.	Q3 2015	$31.90	Open	$359.51	+1,026.97%	Open	History

DOV - Dover Corp.	Q1 1999	$22.03	Open	$214.15	+871.91%	Open	History

LAMR - Lamar Advertising Co.	Q3 2011	$17.03	Open	$157.23	+823.25%	Open	History

PXD - Pioneer Nat Res Co Common	Q2 2001	$17.05	Q4 2019	$151.54	+788.80%	Closed	History

BRK.A - Berkshire Hathaway CL A	Q2 2009	$90,000.00	Open	$737,000.00	+718.89%	Open	History

BRK.B - Berkshire Hathaway CL B	Q4 2009	$65.72	Open	$491.09	+647.25%	Open	History

AAPL - Apple Inc.	Q4 2017	$42.24	Open	$314.86	+645.36%	Open	History

WMT - Walmart Inc.	Q2 2009	$16.15	Open	$113.70	+604.17%	Open	History

AXP - American Express Co.	Q2 2006	$53.23	Open	$355.06	+567.03%	Open	History

ABBV - AbbVie Inc.	Q1 2013	$40.78	Open	$244.78	+500.25%	Open	History

MZTI - The Marzetti Co.	Q3 2003	$7.47	Q2 2005	$42.94	+474.83%	Closed	History

PCCYF - Petrochina Co Ltd	Q2 2003	$0.48	Q1 2004	$2.58	+437.50%	Closed	History

SWMAF - Swedish Match Ab	Q4 2000	$3.90	Q2 2008	$20.95	+437.18%	Closed	History

MIRKQ - Mirant Corp	Q4 2004	$0.39	Q4 2005	$2.00	+412.82%	Closed	History

MLM - Martin Marietta Materials, Inc.	Q3 2008	$111.98	Open	$573.75	+412.37%	Open	History

CSL - Carlisle Companies Inc.	Q1 2003	$20.25	Q3 2016	$102.40	+405.80%	Closed	History

CFRSF - Compagnie Financiere Richemont	Q4 2020	$0.26	Q1 2023	$1.26	+384.62%	Closed	History

AWE - At & T Wireless Common	Q3 2001	$8.32	Q3 2002	$40.09	+381.85%	Closed	History

JPM.WS - JP Morgan Chase & Co WTS Exp 1	Q2 2011	$13.47	Q2 2018	$63.43	+370.90%	Closed	History

MCD - McDonald's Corp.	Q2 2009	$57.50	Open	$268.94	+367.72%	Open	History

ESE - ESCO Technologies Inc.	Q3 2000	$8.69	Q4 2007	$40.00	+360.30%	Closed	History

CZN - Crane	Q1 1999	$24.19	Q1 2022	$108.28	+347.62%	Closed	History

GD - General Dynamics Corp.	Q3 1999	$31.22	Q2 2016	$139.38	+346.47%	Closed	History

DIGE - Digene Corp	Q1 1999	$8.00	Q1 2004	$34.38	+329.75%	Closed	History

ABT - Abbott Laboratories	Q2 2006	$20.92	Open	$88.96	+325.16%	Open	History

NFLX - Netflix, Inc.	Q2 2022	$17.49	Open	$73.53	+320.48%	Open	History

CVX - Chevron Corp.	Q4 2001	$44.81	Open	$181.76	+305.67%	Open	History

BAC - Bank of America Corp.	Q3 2011	$6.00	Q2 2020	$23.75	+295.83%	Closed	History

SHPG - Shire Plc	Q1 2007	$15.91	Q1 2008	$60.00	+277.12%	Closed	History

CUAEF - China Shenhua Energy Co-H	Q3 2006	$1.60	Q3 2007	$6.00	+275.00%	Closed	History

ACKH - Armstrong Holdings	Q3 2006	$0.17	Q3 2007	$0.63	+270.59%	Closed	History

PM - Philip Morris International Inc.	Q3 2008	$48.10	Open	$175.95	+265.80%	Open	History

LRLCF - L'Oréal S.A.	Q2 2012	$116.92	Open	$426.43	+264.72%	Open	History

BTAFF - British American Tobacco Plc	Q1 2002	$9.61	Q2 2008	$34.63	+260.35%	Closed	History

XOM - ExxonMobil Holdings Corp.	Q4 1999	$40.28	Open	$145.09	+260.19%	Open	History

AMX - America Movil Adr	Q3 2004	$6.51	Q3 2008	$23.16	+256.03%	Closed	History

MO - Altria Group, Inc.	Q3 2008	$19.84	Open	$70.16	+253.63%	Open	History

LXP - LXP Industrial Trust	Q2 2009	$16.95	Q1 2013	$59.35	+250.15%	Closed	History

PEP - PepsiCo, Inc.	Q1 1999	$39.15	Open	$135.45	+245.98%	Open	History

PNC - The PNC Financial Services Group, Inc.	Q4 2010	$60.72	Q4 2025	$208.73	+243.76%	Closed	History

IBM - International Business Machines Corp.	Q1 1999	$42.38	Q3 2018	$144.84	+241.79%	Closed	History

MTB.WS - M&T Bank Corp Wts Exp 12/23/1	Q4 2012	$27.39	Q3 2018	$92.66	+238.30%	Closed	History

LLPFX - Longleaf Partners Fund	Q2 1999	$29.58	Q2 2008	$98.94	+234.48%	Closed	History

UNP - Union Pacific Corp.	Q2 2016	$87.25	Open	$288.30	+230.43%	Open	History

MKC - McCormick & Co., Inc.	Q2 2009	$16.27	Open	$52.85	+224.93%	Open	History

JPM - JPMorgan Chase & Co.	Q4 2017	$107.00	Open	$342.89	+220.46%	Open	History

CMCSA - Comcast Corp.	Q4 2002	$7.36	Open	$23.19	+214.94%	Open	History

MAN - ManpowerGroup Inc.	Q1 1999	$23.43	Q1 2007	$73.56	+213.96%	Closed	History

DIS - The Walt Disney Co.	Q1 1999	$30.71	Open	$95.87	+212.18%	Open	History

COP - ConocoPhillips	Q3 2002	$17.62	Q4 2017	$54.86	+211.27%	Closed	History

PG - The Procter & Gamble Co.	Q1 1999	$48.98	Open	$146.08	+198.24%	Open	History

3042514Q - Pernod Ricard S A Adr Sonsore	Q2 2003	$16.21	Q1 2006	$48.04	+196.36%	Closed	History

JMHSF - James Halstead Plc	Q1 2006	$6.20	Q2 2008	$18.36	+196.13%	Closed	History

ODP - Office Depot Inc Common	Q3 2000	$7.81	Q2 2005	$22.84	+192.45%	Closed	History

CMCSK - Comcast Corp New	Q3 2008	$19.72	Q3 2015	$57.24	+190.26%	Closed	History

AVY - Avery Dennison Corp.	Q2 2005	$19.69	Q4 2005	$56.67	+187.81%	Closed	History

SLB - Slb N.V.	Q1 1999	$30.10	Q2 2015	$86.34	+186.89%	Closed	History

ETR - Entergy Corp.	Q2 2002	$21.22	Q2 2008	$60.15	+183.46%	Closed	History

CPHD - Cepheid	Q4 2004	$9.94	Q2 2008	$28.00	+181.69%	Closed	History

UNP - Union Pacific Corp.	Q1 1999	$13.50	Q2 2008	$37.50	+177.78%	Closed	History

FAST - Fastenal Co.	Q3 2002	$1.97	Q2 2008	$5.39	+173.02%	Closed	History

PORV - Porsche Ag-Pfd	Q1 2003	$282.34	Q3 2005	$770.00	+172.72%	Closed	History

DEO - Diageo plc	Q4 2005	$58.30	Q4 2020	$158.81	+172.40%	Closed	History

WIRE - Encore Wire Corp	Q1 1999	$7.80	Q2 2008	$21.20	+171.79%	Closed	History

KO - The Coca-Cola Co.	Q1 1999	$30.67	Open	$83.08	+170.93%	Open	History

SUND - Suncor Energy Inc	Q1 2003	$52.41	Q2 2005	$141.96	+170.86%	Closed	History

ZBH - Zimmer Biomet Holdings, Inc.	Q3 2001	$26.94	Q1 2008	$72.82	+170.27%	Closed	History

CSFL - Centerstate BKS FLA Inc	Q3 2013	$9.72	Q4 2017	$25.75	+164.92%	Closed	History

CFRUY - CIE Financiere Richemont-Unsp	Q1 2011	$5.80	Q4 2024	$15.22	+162.41%	Closed	History

VMC - Vulcan Materials Co.	Q3 2016	$113.67	Open	$291.89	+156.79%	Open	History

BF.A - Brown-Forman CL A	Q1 1999	$4.30	Q1 2008	$11.03	+156.44%	Closed	History

FULT - Fulton Financial Corp.	Q1 1999	$9.51	Open	$24.21	+154.59%	Open	History

ALDQF - Allied Domecq Plc	Q1 2003	$4.77	Q2 2005	$12.10	+153.67%	Closed	History

OXY - Occidental Petroleum Corp.	Q1 2005	$34.09	Q2 2008	$86.23	+152.92%	Closed	History

STZ - Constellation Brands, Inc.	Q3 2011	$20.00	Q1 2013	$50.00	+150.00%	Closed	History

UN - Unilever N V	Q2 2009	$24.18	Q3 2020	$60.40	+149.79%	Closed	History

PENN - PENN Entertainment, Inc.	Q4 2000	$0.58	Q2 2001	$1.44	+149.26%	Closed	History

NBL - Noble Energy Inc	Q4 2005	$40.42	Q2 2008	$100.42	+148.44%	Closed	History

WEEBF - Weetabix Cl A Ord Common	Q4 2001	$37.42	Q4 2003	$92.63	+147.54%	Closed	History

INDVL - Indivior PLC	Q4 2014	$2.34	Q1 2018	$5.71	+144.02%	Closed	History

CR - Crane Co.	Q2 2023	$89.12	Open	$216.47	+142.90%	Open	History

MWW - Monster Worldwide Inc	Q2 2003	$19.73	Q2 2005	$47.86	+142.57%	Closed	History

DVN - Devon Energy Corp.	Q2 2003	$26.70	Q3 2010	$64.73	+142.43%	Closed	History

PONT - Pontiac Bancorp Inc Common	Q2 2001	$120.00	Q2 2006	$290.91	+142.43%	Closed	History

MTB - M&T Bank Corp.	Q1 1999	$48.00	Q1 2007	$115.89	+141.44%	Closed	History

DD - DuPont de Nemours, Inc.	Q4 2009	$60.15	Q2 2017	$144.19	+139.71%	Closed	History

CVC - Cablevision Sys Corp	Q2 2002	$9.46	Q2 2008	$22.67	+139.64%	Closed	History

PDRDY - Pernod-Ricard SA-Unspon ADR	Q1 2011	$18.71	Q2 2021	$44.40	+137.31%	Closed	History

GLH - Gallaher Group Plc Sps Adr	Q1 1999	$25.00	Q2 2005	$59.30	+137.20%	Closed	History

WFC.WS - Wells Fargo WTS Exp 10/28/18	Q2 2011	$9.30	Q2 2018	$22.02	+136.77%	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.