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
NWL - Newell Brands Inc.	Q4 2017	$33.33	Q4 2017	$33.33	+0.00%	Closed	History

NXTL - Nextel Communic Inc Cla	Q3 2002	$7.55	Q3 2002	$7.55	+0.00%	Closed	History

OCAS - Ohio Cas Corp	Q3 2005	$26.88	Q3 2005	$26.88	+0.00%	Closed	History

OCDGF - Ocado Group PLC	Q1 2013	$2.28	Q1 2013	$2.28	+0.00%	Closed	History

OCR - Omnicare Inc	Q1 2008	$18.21	Q1 2008	$18.21	+0.00%	Closed	History

ORCL - Oracle Corp.	Q1 2016	$41.00	Q2 2016	$41.00	+0.00%	Closed	History

ORCL - Oracle Corp.	Q3 2018	$51.50	Q3 2018	$51.50	+0.00%	Closed	History

ORRF - Orrstown Finl Svcs Inc	Q2 2007	$34.09	Q2 2007	$34.09	+0.00%	Closed	History

PA5 - Pall Corp	Q4 2000	$21.31	Q4 2000	$21.31	+0.00%	Closed	History

PCG - PG&E Corp.	Q4 2000	$20.00	Q4 2000	$20.00	+0.00%	Closed	History

PCL - Plum Creek Timber Co Inc	Q2 2003	$25.95	Q2 2003	$25.95	+0.00%	Closed	History

PCP - Precision Castparts Corp	Q3 2002	$21.68	Q3 2002	$21.68	+0.00%	Closed	History

PCXCQ - Patriot Coal Corp	Q4 2007	$33.33	Q4 2007	$33.33	+0.00%	Closed	History

PCZ - Petrochina Co Ltd	Q2 2005	$73.45	Q2 2005	$73.45	+0.00%	Closed	History

PETM - Petsmart Inc Com	Q4 2004	$35.53	Q4 2004	$35.53	+0.00%	Closed	History

PFE - Pfizer Inc.	Q2 2016	$33.43	Q2 2016	$33.43	+0.00%	Closed	History

PFE - Pfizer Inc.	Q4 2017	$34.46	Q4 2017	$34.46	+0.00%	Closed	History

PGE - Prime Grp Rlty Tr Sh Ben Int Common	Q3 2000	$15.75	Q3 2000	$15.75	+0.00%	Closed	History

PM - Philip Morris International Inc.	Q1 2008	$50.58	Q1 2008	$50.58	+0.00%	Closed	History

PNP - Pan Pac Retail Pptys Inc	Q1 1999	$18.00	Q1 1999	$18.00	+0.00%	Closed	History

PNRG - Pentair Inc	Q3 2011	$30.00	Q4 2011	$30.00	+0.00%	Closed	History

PNRG - Pentair Inc	Q2 2012	$38.77	Q2 2012	$38.77	+0.00%	Closed	History

PODD - Insulet Corp.	Q1 2013	$23.92	Q1 2013	$23.92	+0.00%	Closed	History

POST - Post Holdings, Inc.	Q1 2012	$25.17	Q3 2012	$25.17	+0.00%	Closed	History

PPG - PPG Industries, Inc.	Q1 1999	$25.68	Q1 1999	$25.68	+0.00%	Closed	History

PPG - PPG Industries, Inc.	Q2 2001	$26.29	Q2 2001	$26.29	+0.00%	Closed	History

PPL - PPL Corp.	Q1 1999	$11.50	Q1 1999	$11.50	+0.00%	Closed	History

PPL - PPL Corp.	Q1 2000	$9.75	Q1 2000	$9.75	+0.00%	Closed	History

PPL - PPL Corp.	Q4 2000	$21.04	Q4 2000	$21.04	+0.00%	Closed	History

PRU - Prudential Financial, Inc.	Q4 2002	$31.74	Q4 2002	$31.74	+0.00%	Closed	History

PRU - Prudential Financial, Inc.	Q3 2007	$98.18	Q3 2007	$98.18	+0.00%	Closed	History

PSX - Phillips 66	Q1 2016	$86.78	Q1 2016	$86.78	+0.00%	Closed	History

PTC - PTC Inc.	Q1 2006	$12.00	Q1 2006	$12.00	+0.00%	Closed	History

PTTRX - Pimco Total Return Fund-Inst	Q4 2017	$10.47	Q4 2017	$10.47	+0.00%	Closed	History

QCOM - QUALCOMM Inc.	Q3 2007	$42.22	Q3 2007	$42.22	+0.00%	Closed	History

QQQ - Invesco QQQ Trust	Q3 2002	$20.73	Q3 2002	$20.73	+0.00%	Closed	History

QULMY - Quilmes Indl Soc Adr B Common	Q2 2001	$21.00	Q2 2001	$21.00	+0.00%	Closed	History

QWC - Qwest Communications Inc	Q1 2002	$8.22	Q1 2002	$8.22	+0.00%	Closed	History

QWC - Qwest Communications Inc	Q3 2002	$2.28	Q3 2002	$2.28	+0.00%	Closed	History

RADG - Rite Aid Corp	Q4 2017	$2,000.00	Q4 2017	$2,000.00	+0.00%	Closed	History

RAVN - Raven Inds Inc	Q2 2012	$71.43	Q2 2012	$71.43	+0.00%	Closed	History

RDS.B - Royal Dutch Shell PLC ADR B	Q4 2017	$67.69	Q4 2017	$67.69	+0.00%	Closed	History

REMYF - Remy Cointreau	Q4 2017	$138.46	Q4 2017	$138.46	+0.00%	Closed	History

RIN - Rinker Group Ltd	Q4 2005	$12.05	Q4 2005	$12.05	+0.00%	Closed	History

RIT - Cie Financ Richemont A-Sw	Q2 2002	$22.72	Q2 2002	$22.72	+0.00%	Closed	History

RIV - Digital Riv Inc	Q3 2005	$31.32	Q3 2005	$31.32	+0.00%	Closed	History

RNR - RenaissanceRe Holdings Ltd.	Q3 2011	$75.00	Q3 2012	$75.00	+0.00%	Closed	History

RPMGX - Rowe T Price Mid-Cap Grfd	Q2 2003	$36.63	Q2 2003	$36.63	+0.00%	Closed	History

RRPIX - Profunds Rising Opp Inv	Q2 2008	$144.80	Q2 2008	$144.80	+0.00%	Closed	History

RSG - Republic Services, Inc.	Q1 2004	$18.05	Q1 2004	$18.05	+0.00%	Closed	History

RTN - Raytheon Co	Q3 2002	$29.30	Q3 2002	$29.30	+0.00%	Closed	History

RTN.A - Raytheon Co Cl A	Q1 1999	$63.49	Q1 1999	$63.49	+0.00%	Closed	History

RTN.B - Raytheon Co Cl B	Q1 1999	$58.41	Q1 1999	$58.41	+0.00%	Closed	History

RTR$ - Reuters Group Plc Adr Spns	Q1 1999	$81.40	Q1 1999	$81.40	+0.00%	Closed	History

RYLPX - Royce Fd Low-Priced Stock Fund Mutual	Q3 2005	$15.85	Q3 2005	$15.85	+0.00%	Closed	History

RYPRX - Royce Fd Premier Ser	Q2 2003	$10.67	Q2 2003	$10.67	+0.00%	Closed	History

SABA - Templeton Global Income Fd	Q4 2005	$17.10	Q2 2008	$17.10	+0.00%	Closed	History

SAN - Banco Santander, S.A.	Q3 2011	$6.85	Q3 2011	$6.85	+0.00%	Closed	History

SBBTF - Schibsted A/S CL B	Q4 2017	$26.76	Q4 2017	$26.76	+0.00%	Closed	History

SBSNF - Schibsted A/S CL A	Q4 2017	$28.82	Q4 2017	$28.82	+0.00%	Closed	History

SBUX - Starbucks Corp.	Q4 2000	$5.53	Q4 2000	$5.53	+0.00%	Closed	History

SBUX - Starbucks Corp.	Q4 2021	$116.99	Q4 2021	$116.99	+0.00%	Closed	History

SEIC - SEI Investments Co.	Q4 2002	$13.59	Q4 2002	$13.59	+0.00%	Closed	History

SGENX - First Eagle Sogen Fds Inc Mutual	Q1 2000	$25.05	Q1 2000	$25.05	+0.00%	Closed	History

SGENX - First Eagle Sogen Fds Inc	Q2 2004	$34.99	Q2 2004	$34.99	+0.00%	Closed	History

SGLJF - Strauss Group LTD	Q4 2017	$21.40	Q4 2017	$21.40	+0.00%	Closed	History

SHW - The Sherwin-Williams Co.	Q4 2021	$352.14	Q4 2021	$352.14	+0.00%	Closed	History

SIRF - Sirf Technology Hldgs Inc	Q3 2007	$15.03	Q3 2007	$15.03	+0.00%	Closed	History

SNN - Smith & Nephew plc	Q4 2004	$20.71	Q4 2004	$20.71	+0.00%	Closed	History

SNN - Smith & Nephew plc	Q4 2005	$3.68	Q4 2005	$3.68	+0.00%	Closed	History

SOV - Sovereign Bancorp Inc	Q4 2005	$21.48	Q1 2006	$21.48	+0.00%	Closed	History

SPNC - Spectranetics Corp	Q3 2002	$1.57	Q3 2002	$1.57	+0.00%	Closed	History

SPNT - SiriusPoint Ltd.	Q4 2004	$24.85	Q4 2004	$24.85	+0.00%	Closed	History

SPPJY - Sappi Ltd Adr Spon New	Q1 2004	$13.65	Q1 2004	$13.65	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q3 2007	$155.00	Q3 2007	$155.00	+0.00%	Closed	History

SQA.B - Sequa Corporation	Q3 2005	$60.00	Q3 2005	$60.00	+0.00%	Closed	History

SRPT - Sarepta Therapeutics, Inc.	Q1 2013	$40.82	Q1 2013	$40.82	+0.00%	Closed	History

SSCCQ - Smurfit-Stone Container	Q2 2003	$13.01	Q2 2003	$13.01	+0.00%	Closed	History

STO - Statoil Asa	Q3 2007	$34.17	Q3 2007	$34.17	+0.00%	Closed	History

STT - State Street Corp.	Q3 2005	$50.00	Q3 2005	$50.00	+0.00%	Closed	History

STZ - Constellation Brands, Inc.	Q4 2017	$230.00	Q4 2017	$230.00	+0.00%	Closed	History

SU - Suncor Energy Inc.	Q1 2011	$44.72	Q1 2011	$44.72	+0.00%	Closed	History

SU - Suncor Energy Inc.	Q4 2017	$36.75	Q4 2017	$36.75	+0.00%	Closed	History

SUNW - Sun Microsystems I	Q4 2000	$27.88	Q4 2000	$27.88	+0.00%	Closed	History

SWY - Safeway Inc Com New Common	Q2 2000	$45,124.00	Q2 2000	$45,124.00	+0.00%	Closed	History

SYK - Stryker Corp.	Q1 1999	$12.86	Q1 1999	$12.86	+0.00%	Closed	History

SYKE - Sykes Enterprises Inc	Q3 2002	$4.21	Q3 2002	$4.21	+0.00%	Closed	History

SYT - Syngenta Ag	Q4 2005	$124.00	Q4 2005	$124.00	+0.00%	Closed	History

T - AT&T Inc.	Q4 2017	$29.21	Q4 2017	$29.21	+0.00%	Closed	History

TAP.B - Travelers Ppty Cas Clb	Q3 2002	$13.53	Q3 2002	$13.53	+0.00%	Closed	History

TCEHY - Tencent Holdings LTD ADR	Q4 2017	$51.94	Q4 2017	$51.94	+0.00%	Closed	History

TDF - Templeton Dragon Fd Inc	Q2 2005	$18.08	Q2 2005	$18.08	+0.00%	Closed	History

TECUA - Tecumseh Prods Co Cl A	Q1 1999	$50.00	Q1 1999	$50.00	+0.00%	Closed	History

TEL - TE Connectivity plc	Q2 2007	$71.43	Q2 2007	$71.43	+0.00%	Closed	History

TEL - TE Connectivity plc	Q4 2007	$71.43	Q2 2008	$71.43	+0.00%	Closed	History

TELFY - Telefonica S A	Q1 2006	$15,666.67	Q1 2006	$15,666.67	+0.00%	Closed	History

TGBAX - Templeton Global Bond FD	Q4 2017	$11.65	Q4 2017	$11.65	+0.00%	Closed	History

TGCEX - Tcw Galileo Select Eqtsi	Q2 2003	$14.48	Q2 2003	$14.48	+0.00%	Closed	History

TGN - Texas Genco Hldgs Inc	Q1 2003	$17.39	Q1 2003	$17.39	+0.00%	Closed	History

TGT - Target Corp.	Q2 2004	$42.47	Q2 2004	$42.47	+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.