Copy Invest | Sonar Terminal

Thomas Russo - Gardner Russo & Quinn

1872 trades · 1793 closed · 79 open · Win rate: 42.8% · Avg return: +29.5% · 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
BICEF - Bic	Q2 2002	$39.97	Q2 2002	$39.97	+0.00%	Closed	History

BIDU - Baidu, Inc.	Q3 2007	$28.84	Q3 2007	$28.84	+0.00%	Closed	History

BKMU - Bank Mutual Corp	Q4 2017	$10.91	Q4 2017	$10.91	+0.00%	Closed	History

BLS - Bellsouth Corp	Q2 2005	$13.73	Q2 2005	$13.73	+0.00%	Closed	History

BLS - Bellsouth Corp	Q4 2005	$27.01	Q4 2005	$27.01	+0.00%	Closed	History

BNCC - Bnc Corp Inc	Q1 1999	$8.86	Q1 1999	$8.86	+0.00%	Closed	History

BNI - Burlington Nethn SAnta F	Q1 2004	$31.50	Q1 2004	$31.50	+0.00%	Closed	History

BNNY - Annies Inc	Q1 2013	$36.36	Q1 2013	$36.36	+0.00%	Closed	History

BNY - The Bank of New York Mellon Cor	Q3 2007	$44.36	Q3 2007	$44.36	+0.00%	Closed	History

BNY - The Bank of New York Mellon Cor	Q4 2017	$54.00	Q4 2017	$54.00	+0.00%	Closed	History

BOW - Bowater Inc	Q2 2002	$54.37	Q2 2002	$54.37	+0.00%	Closed	History

BP - BP p.l.c.	Q2 2016	$35.46	Q2 2016	$35.46	+0.00%	Closed	History

BP - BP p.l.c.	Q1 2025	$33.79	Q1 2025	$33.79	+0.00%	Closed	History

BRK.A - Berkshire Hathaway CL A	Q4 2005	$88,619.94	Q4 2005	$88,619.94	+0.00%	Closed	History

BRO - Brown & Brown, Inc.	Q2 2005	$11.24	Q2 2005	$11.24	+0.00%	Closed	History

BRYG - Berkshire Hathaway Inc Del	Q4 2005	$844.62	Q4 2005	$844.62	+0.00%	Closed	History

BSX - Boston Scientific Corp.	Q3 2005	$23.33	Q3 2005	$23.33	+0.00%	Closed	History

BSX - Boston Scientific Corp.	Q1 2013	$9.57	Q1 2013	$9.57	+0.00%	Closed	History

BTI - British American Tobacco p.l.c.	Q4 2001	$8.50	Q4 2001	$8.50	+0.00%	Closed	History

BTI - British American Tobacco p.l.c.	Q1 2003	$9.30	Q1 2003	$9.30	+0.00%	Closed	History

BU3 - Bunge Limited	Q3 2005	$52.60	Q3 2005	$52.60	+0.00%	Closed	History

BUD - Anheuser-Busch InBev SA/NV	Q2 2019	$88.48	Q2 2019	$88.48	+0.00%	Closed	History

C - Citigroup Inc.	Q4 2000	$510.60	Q4 2000	$510.60	+0.00%	Closed	History

C.WS.A - Citigroup Inc A WTS Exp 1/4/19	Q3 2011	$0.50	Q1 2013	$0.50	+0.00%	Closed	History

CABO - Cable One Inc	Q4 2017	$697.84	Q4 2017	$697.84	+0.00%	Closed	History

CAG - Conagra Brands, Inc.	Q1 2008	$18.59	Q1 2008	$18.59	+0.00%	Closed	History

CAR - Avis Budget Group Inc	Q1 2013	$29.76	Q1 2013	$29.76	+0.00%	Closed	History

CAT - Caterpillar Inc.	Q2 2002	$24.48	Q2 2002	$24.48	+0.00%	Closed	History

CAT - Caterpillar Inc.	Q4 2017	$156.92	Q4 2017	$156.92	+0.00%	Closed	History

CBRY - Cadbury Schweppes Ord Common	Q2 2000	$6,570.00	Q2 2000	$6,570.00	+0.00%	Closed	History

CBSO-W - CBS Outdoor Americas Inc	Q3 2014	$29.93	Q3 2014	$29.93	+0.00%	Closed	History

CC - The Chemours Co.	Q1 2019	$37.09	Q1 2019	$37.09	+0.00%	Closed	History

CCXI - Chemocentryx Inc	Q1 2013	$12.35	Q1 2013	$12.35	+0.00%	Closed	History

CDFQ - Caledonia Financia	Q4 2000	$36.75	Q2 2001	$36.75	+0.00%	Closed	History

CDFQ - Caledonia Financial Corp	Q1 2002	$36.75	Q3 2002	$36.75	+0.00%	Closed	History

CDI - Cdi Corp	Q3 2005	$29.33	Q3 2005	$29.33	+0.00%	Closed	History

CDSCF - Cadbury Plc	Q2 2008	$12.61	Q2 2008	$12.61	+0.00%	Closed	History

CDSOQ - Comdisco Inc	Q4 2000	$11.44	Q4 2000	$11.44	+0.00%	Closed	History

CELG - Celgene Corp	Q4 2017	$104.00	Q4 2017	$104.00	+0.00%	Closed	History

CHEF - The Chefs' Warehouse, Inc.	Q1 2013	$23.81	Q1 2013	$23.81	+0.00%	Closed	History

CHEUY - Cheung Kong LTD ADR	Q3 2011	$10.77	Q3 2011	$10.77	+0.00%	Closed	History

CHKEUR - Chesapeake Energy Corp.	Q2 2012	$20.00	Q2 2012	$20.00	+0.00%	Closed	History

CHKP - Check Point Software Technologies Ltd.	Q2 2012	$53.33	Q2 2012	$53.33	+0.00%	Closed	History

CHUY - Chuys Holdings Inc	Q1 2013	$37.04	Q1 2013	$37.04	+0.00%	Closed	History

CL - Colgate-Palmolive Co.	Q2 2001	$29.50	Q2 2001	$29.50	+0.00%	Closed	History

CL - Colgate-Palmolive Co.	Q4 2005	$27.70	Q4 2005	$27.70	+0.00%	Closed	History

CL - Colgate-Palmolive Co.	Q3 2006	$30.00	Q3 2006	$30.00	+0.00%	Closed	History

CL - Colgate-Palmolive Co.	Q2 2008	$35.00	Q2 2008	$35.00	+0.00%	Closed	History

CL - Colgate-Palmolive Co.	Q1 2014	$64.83	Q1 2014	$64.83	+0.00%	Closed	History

CL - Colgate-Palmolive Co.	Q4 2017	$75.24	Q4 2017	$75.24	+0.00%	Closed	History

CMA - Comerica Inc	Q3 2005	$59.11	Q3 2005	$59.11	+0.00%	Closed	History

CMG - Chipotle Mexican Grill, Inc.	Q2 2012	$7.52	Q2 2012	$7.52	+0.00%	Closed	History

CNI - Canadian National Railway Co.	Q4 2017	$85.00	Q4 2017	$85.00	+0.00%	Closed	History

CNP - CenterPoint Energy, Inc.	Q4 2005	$15.00	Q2 2008	$15.00	+0.00%	Closed	History

CNQ - Canadian Natural Resources Ltd.	Q2 2005	$8.91	Q2 2005	$8.91	+0.00%	Closed	History

COF - Capital One Financial Corp.	Q1 1999	$16.78	Q1 1999	$16.78	+0.00%	Closed	History

COF - Capital One Financial Corp.	Q4 2004	$84.21	Q4 2004	$84.21	+0.00%	Closed	History

COP - ConocoPhillips	Q3 2018	$77.33	Q3 2018	$77.33	+0.00%	Closed	History

COV - Covidien Ltd	Q2 2007	$71.43	Q2 2008	$71.43	+0.00%	Closed	History

CPB - The Campbell's Co.	Q4 2017	$48.46	Q4 2017	$48.46	+0.00%	Closed	History

CRH - CRH plc	Q4 2005	$29.38	Q4 2005	$29.38	+0.00%	Closed	History

CSFL - Centerstate BKS FLA Inc	Q2 2018	$29.85	Q2 2018	$29.85	+0.00%	Closed	History

CSL - Carlisle Companies Inc.	Q2 2000	$22,500.00	Q2 2000	$22,500.00	+0.00%	Closed	History

CSL - Carlisle Companies Inc.	Q4 2017	$113.33	Q4 2017	$113.33	+0.00%	Closed	History

CSN - Broadwing Inc	Q4 1999	$36,875.00	Q4 1999	$36,875.00	+0.00%	Closed	History

CSX - CSX Corp.	Q3 2002	$1.47	Q3 2002	$1.47	+0.00%	Closed	History

CSX - CSX Corp.	Q4 2003	$2.00	Q4 2003	$2.00	+0.00%	Closed	History

CSX - CSX Corp.	Q4 2017	$18.33	Q4 2017	$18.33	+0.00%	Closed	History

CTO - CTO Realty Growth, Inc.	Q2 2012	$8.14	Q2 2012	$8.14	+0.00%	Closed	History

CTRA -	Q4 2000	$2.60	Q4 2000	$2.60	+0.00%	Closed	History

CVG - Convergys Corp	Q1 1999	$16.83	Q1 1999	$16.83	+0.00%	Closed	History

CVG - Convergys Corp	Q2 2003	$15.87	Q2 2003	$15.87	+0.00%	Closed	History

CVS - CVS Health Corp.	Q1 2004	$17.65	Q1 2004	$17.65	+0.00%	Closed	History

CY - Cypress Semiconductor Corp	Q1 2002	$23.00	Q1 2002	$23.00	+0.00%	Closed	History

CZM - Cytec Inds Inc	Q1 1999	$23.47	Q1 1999	$23.47	+0.00%	Closed	History

D - Dominion Energy, Inc.	Q2 2013	$56.72	Q2 2013	$56.72	+0.00%	Closed	History

DAGB - Berner Gruppen PFD	Q3 2013	$68.27	Q3 2013	$68.27	+0.00%	Closed	History

DAGB - Berner Gruppen PFD	Q1 2014	$58.55	Q1 2014	$58.55	+0.00%	Closed	History

DANKY - Danka Business Sys Plc Adr	Q3 2002	$2.10	Q3 2002	$2.10	+0.00%	Closed	History

DCLK - Doubleclick Inc Common	Q1 2001	$11.56	Q1 2001	$11.56	+0.00%	Closed	History

DE - Deere & Co.	Q4 2017	$153.85	Q4 2017	$153.85	+0.00%	Closed	History

DEO - Diageo plc	Q4 2000	$44.37	Q4 2000	$44.37	+0.00%	Closed	History

DG - Dollar General Corp.	Q2 2012	$66.67	Q2 2012	$66.67	+0.00%	Closed	History

DGEAF - Diageo PLC	Q4 2025	$21.57	Q4 2025	$21.57	+0.00%	Closed	History

DHR - Danaher Corp.	Q4 2017	$82.32	Q4 2017	$82.32	+0.00%	Closed	History

DHR - Danaher Corp.	Q4 2019	$136.34	Q4 2019	$136.34	+0.00%	Closed	History

DHR - Danaher Corp.	Q3 2024	$278.02	Q3 2024	$278.02	+0.00%	Closed	History

DJCO - Daily Journal Corp.	Q4 2017	$230.00	Q4 2017	$230.00	+0.00%	Closed	History

DLCA - Dell Inc	Q2 2006	$24.00	Q2 2006	$24.00	+0.00%	Closed	History

DLCA - Dell Inc	Q1 2008	$20.00	Q1 2008	$20.00	+0.00%	Closed	History

DOW - Dow Inc.	Q1 1999	$96.00	Q1 1999	$96.00	+0.00%	Closed	History

DPZ - Domino's Pizza, Inc.	Q2 2012	$31.25	Q2 2012	$31.25	+0.00%	Closed	History

DRI - Darden Restaurants, Inc.	Q1 2004	$22.16	Q1 2004	$22.16	+0.00%	Closed	History

DROOF - Deliveroo PLC	Q3 2025	$2.42	Q3 2025	$2.42	+0.00%	Closed	History

DRT - Dollar Tree Omores Inc C	Q1 2004	$30.86	Q1 2004	$30.86	+0.00%	Closed	History

DUKG - Duke Energy Corp New	Q2 2008	$20.00	Q2 2008	$20.00	+0.00%	Closed	History

DVDCF - Davide Campari-Milano N.V.	Q4 2017	$7.67	Q4 2017	$7.67	+0.00%	Closed	History

EBFAX - Eaton Vance Fltg-Rt Adv Fd Cl	Q1 2008	$10.23	Q1 2008	$10.23	+0.00%	Closed	History

EKDKQ - Eastman Kodak	Q1 1999	$64.17	Q1 1999	$64.17	+0.00%	Closed	History

EKDKQ - Eastman Kodak	Q3 1999	$75,624.20	Q3 1999	$75,624.20	+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.