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
EKDKQ - Eastman Kodak	Q4 2004	$32.25	Q4 2004	$32.25	+0.00%	Closed	History

EL - The Estée Lauder Companies Inc.	Q4 2017	$126.32	Q4 2017	$126.32	+0.00%	Closed	History

ELV - Elevance Health, Inc.	Q4 2017	$230.00	Q4 2017	$230.00	+0.00%	Closed	History

EMC - E M C Corp Mass Common	Q4 2001	$13.44	Q4 2001	$13.44	+0.00%	Closed	History

EMC - E M C Corp Mass	Q2 2002	$7.55	Q2 2002	$7.55	+0.00%	Closed	History

EMC - E M C Corp Mass	Q4 2005	$13.64	Q4 2005	$13.64	+0.00%	Closed	History

EMR - Emerson Electric Co.	Q3 2011	$40.00	Q3 2011	$40.00	+0.00%	Closed	History

EP - El Paso Corp	Q3 2002	$396.96	Q3 2002	$396.96	+0.00%	Closed	History

EPR - EPR Properties	Q4 2002	$48.04	Q4 2002	$48.04	+0.00%	Closed	History

ERJG - Embraer-Empresa Brasileira D Sp Adr Pfd	Q3 2005	$37.50	Q3 2005	$37.50	+0.00%	Closed	History

ESBIX - Evergreen Core Bond Fd Cl I	Q1 2003	$10.93	Q1 2003	$10.93	+0.00%	Closed	History

ESP - Espey Mfg & Electrs Corp	Q3 2005	$17.50	Q3 2005	$17.50	+0.00%	Closed	History

ETR - Entergy Corp.	Q3 2011	$35.00	Q3 2012	$35.00	+0.00%	Closed	History

EVPRX - Eaton Vance Prime Rate Resvs Mutual	Q3 2005	$9.47	Q4 2007	$9.47	+0.00%	Closed	History

EXAS - Exact Sciences Corp	Q1 2013	$9.11	Q1 2013	$9.11	+0.00%	Closed	History

EXPE - Expedia Group, Inc.	Q3 2005	$40.00	Q2 2008	$40.00	+0.00%	Closed	History

FAST - Fastenal Co.	Q4 2017	$13.73	Q4 2017	$13.73	+0.00%	Closed	History

FBF - Fleetboston Financ	Q4 2000	$37.56	Q4 2000	$37.56	+0.00%	Closed	History

FBNW - Firstbank Corp Del Common	Q3 2000	$12.00	Q3 2000	$12.00	+0.00%	Closed	History

FCGI - First Consulting Group Inc	Q2 2002	$8.60	Q2 2002	$8.60	+0.00%	Closed	History

FDX - FedEx Corp.	Q4 2017	$200.36	Q4 2017	$200.36	+0.00%	Closed	History

FISV - Fiserv, Inc.	Q3 2002	$7.02	Q3 2002	$7.02	+0.00%	Closed	History

FISV - Fiserv, Inc.	Q4 2004	$10.05	Q4 2004	$10.05	+0.00%	Closed	History

FITN - Fab Inds Inc	Q1 1999	$15.00	Q1 1999	$15.00	+0.00%	Closed	History

FLEX - Flex Ltd.	Q1 2002	$18.26	Q1 2002	$18.26	+0.00%	Closed	History

FNMA - Federal Natl Mtg Assn	Q3 2005	$45.00	Q3 2005	$45.00	+0.00%	Closed	History

FNMA - Federal Natl Mtg Assn	Q3 2007	$61.11	Q3 2007	$61.11	+0.00%	Closed	History

FRGI - Fiesta Restaurant Group Inc	Q1 2013	$29.41	Q1 2013	$29.41	+0.00%	Closed	History

FTSTQ - Footstar Inc	Q1 1999	$35.09	Q1 1999	$35.09	+0.00%	Closed	History

FTV - Fortive Corp.	Q4 2017	$45.40	Q4 2017	$45.40	+0.00%	Closed	History

FVB - First Va Bks Inc	Q2 2003	$43.12	Q2 2003	$43.12	+0.00%	Closed	History

GAGG - Garmin Ltd	Q3 2002	$18.55	Q3 2002	$18.55	+0.00%	Closed	History

GBLXQ - Global Crossing Ltd	Q3 1999	$26,500.81	Q3 1999	$26,500.81	+0.00%	Closed	History

GCI1EUR - Gannet Co Inc	Q4 2017	$11.64	Q4 2017	$11.64	+0.00%	Closed	History

GEZ - Genzyme Corp	Q1 2002	$43.67	Q1 2002	$43.67	+0.00%	Closed	History

GEZ - Genzyme Corp	Q4 2004	$58.07	Q4 2004	$58.07	+0.00%	Closed	History

GGQ1 - Google Inc	Q3 2007	$92.72	Q3 2007	$92.72	+0.00%	Closed	History

GHC - Graham Holdings Co.	Q4 2017	$557.97	Q4 2017	$557.97	+0.00%	Closed	History

GWR - Genesee & Wyo Inc Cl A	Q4 2017	$80.00	Q4 2017	$80.00	+0.00%	Closed	History

HAIN - Hain Celestial Group Inc	Q4 2017	$40.00	Q4 2017	$40.00	+0.00%	Closed	History

HALO - Halozyme Therapeutics, Inc.	Q1 2013	$5.32	Q1 2013	$5.32	+0.00%	Closed	History

HAS - Hasbro, Inc.	Q4 2017	$90.91	Q4 2017	$90.91	+0.00%	Closed	History

HD - The Home Depot, Inc.	Q4 2017	$188.89	Q4 2017	$188.89	+0.00%	Closed	History

HET - Harrahs Entmt Inc	Q2 2003	$40.24	Q2 2003	$40.24	+0.00%	Closed	History

HET - Harrahs Entmt Inc	Q3 2005	$65.00	Q3 2005	$65.00	+0.00%	Closed	History

HHC - Howard Hughes Corp	Q1 2013	$83.33	Q1 2013	$83.33	+0.00%	Closed	History

HI - Hillenbrand Inc	Q2 2008	$21.33	Q2 2008	$21.33	+0.00%	Closed	History

HKHHY - Heineken Holding NV ADR	Q3 2019	$49.83	Q3 2019	$49.83	+0.00%	Closed	History

HOG - Harley-Davidson, Inc.	Q1 2008	$37.37	Q1 2008	$37.37	+0.00%	Closed	History

HP - Helmerich & Payne, Inc.	Q2 2012	$40.00	Q2 2012	$40.00	+0.00%	Closed	History

HRC - Hill Rom Hldgs Inc	Q2 2008	$26.67	Q2 2008	$26.67	+0.00%	Closed	History

HRLY - Herley Inds Inc	Q3 2002	$18.57	Q3 2002	$18.57	+0.00%	Closed	History

HRS - Harris Corp Del	Q3 2005	$41.25	Q3 2005	$41.25	+0.00%	Closed	History

HSBC - HSBC Holdings plc	Q4 2005	$16.04	Q4 2005	$16.04	+0.00%	Closed	History

HSY - The Hershey Co.	Q4 2017	$113.91	Q4 2017	$113.91	+0.00%	Closed	History

HTLD - Heartland Express, Inc.	Q4 2017	$23.39	Q4 2017	$23.39	+0.00%	Closed	History

HTV - Hearst-Argyle Tv Inccom	Q1 1999	$24.71	Q1 1999	$24.71	+0.00%	Closed	History

HUB - Chubb Corp	Q3 2003	$64.88	Q3 2003	$64.88	+0.00%	Closed	History

HUB - Chubb Corp	Q1 2004	$69.54	Q1 2004	$69.54	+0.00%	Closed	History

HUB - Chubb Corp	Q2 2008	$50.00	Q2 2008	$50.00	+0.00%	Closed	History

HW - Headwaters Inc	Q3 2005	$37.39	Q3 2005	$37.39	+0.00%	Closed	History

IBM - International Business Machines Corp.	Q1 2019	$134.67	Q1 2019	$134.67	+0.00%	Closed	History

IBM - International Business Machines Corp.	Q4 2025	$296.21	Q4 2025	$296.21	+0.00%	Closed	History

IDPH - Idec Pharmaceutica	Q4 2000	$63.18	Q4 2000	$63.18	+0.00%	Closed	History

IEP - Icahn Enterprises L.P.	Q2 2012	$42.58	Q2 2012	$42.58	+0.00%	Closed	History

IJJ - Ishares Tr	Q1 2006	$31.25	Q2 2008	$31.25	+0.00%	Closed	History

IMGC - Intermagnetics Gen Corp	Q3 2002	$17.07	Q3 2002	$17.07	+0.00%	Closed	History

IMO - Imperial Oil Ltd.	Q3 2007	$49.50	Q3 2007	$49.50	+0.00%	Closed	History

INYYQ - Independent Energy Hldgs Plcad	Q2 2005	$85.26	Q2 2005	$85.26	+0.00%	Closed	History

IP - International Paper Co.	Q2 2002	$40.70	Q2 2002	$40.70	+0.00%	Closed	History

IP - International Paper Co.	Q1 2004	$39.47	Q1 2004	$39.47	+0.00%	Closed	History

IPG - Interpublic Group Cos Inc	Q3 2005	$11.72	Q3 2005	$11.72	+0.00%	Closed	History

IPG - Interpublic Group Cos Inc	Q1 2006	$9,555.56	Q1 2006	$9,555.56	+0.00%	Closed	History

IREUR - Ingersoll-Rand PLC	Q4 2017	$89.14	Q4 2017	$89.14	+0.00%	Closed	History

IREX - Irex Corp	Q3 2005	$134.43	Q3 2005	$134.43	+0.00%	Closed	History

IRF - International Rectifier Corp	Q1 2008	$21.60	Q1 2008	$21.60	+0.00%	Closed	History

ISC - Irvine Sensors Corp New Common	Q3 2001	$1.22	Q3 2001	$1.22	+0.00%	Closed	History

ISCA - Internat'l Speedway	Q3 2000	$39.00	Q3 2000	$39.00	+0.00%	Closed	History

JCP* - Penney J C Inc	Q3 2007	$63.03	Q3 2007	$63.03	+0.00%	Closed	History

JCP* - Penney J. C.	Q1 2013	$18.18	Q1 2013	$18.18	+0.00%	Closed	History

JMIVX - Janus Invt Fd Mdcap Valins	Q2 2003	$16.77	Q2 2003	$16.77	+0.00%	Closed	History

JNJ - Johnson & Johnson	Q2 2016	$121.46	Q2 2016	$121.46	+0.00%	Closed	History

JNS - Janus Cap Group Inc	Q1 2003	$11.39	Q1 2003	$11.39	+0.00%	Closed	History

KEY - KeyCorp	Q3 2011	$10.00	Q3 2012	$10.00	+0.00%	Closed	History

KINV.B - Invik Co A/B Ser B Common	Q1 2000	$144.86	Q1 2000	$144.86	+0.00%	Closed	History

KMR - Kinder Morgan Mgmt LLC Hs	Q2 2003	$37.46	Q2 2003	$37.46	+0.00%	Closed	History

KMT - Kennametal Inc.	Q1 1999	$8.82	Q1 1999	$8.82	+0.00%	Closed	History

KMX - CarMax, Inc.	Q1 2013	$38.10	Q1 2013	$38.10	+0.00%	Closed	History

KN - Knowles Corp.	Q1 2014	$31.56	Q1 2014	$31.56	+0.00%	Closed	History

KN - Knowles Corp.	Q4 2017	$13.33	Q4 2017	$13.33	+0.00%	Closed	History

KNBWY - Kirin Brewery Ltd	Q4 2005	$11.67	Q4 2005	$11.67	+0.00%	Closed	History

KOSP - Kos Pharmaceuticals Inc	Q4 2003	$43.01	Q4 2003	$43.01	+0.00%	Closed	History

KRC - Kilroy Realty Corp.	Q1 1999	$20.00	Q1 1999	$20.00	+0.00%	Closed	History

KRI - Knight Ridder Inc	Q4 2005	$62.50	Q1 2006	$62.50	+0.00%	Closed	History

KSE - Keyspan Corp Com	Q1 2004	$38.22	Q1 2004	$38.22	+0.00%	Closed	History

KSS - Kohl's Corp.	Q3 2002	$60.81	Q3 2002	$60.81	+0.00%	Closed	History

KSS - Kohl's Corp.	Q1 2013	$46.25	Q1 2013	$46.25	+0.00%	Closed	History

KVHI - KVH Industries, Inc.	Q1 2013	$13.42	Q1 2013	$13.42	+0.00%	Closed	History

L - Loews Corp.	Q1 2003	$13.28	Q1 2003	$13.28	+0.00%	Closed	History

L - Loews Corp.	Q3 2005	$30.83	Q3 2005	$30.83	+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.