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
THS - Treehouse Foods Inc	Q2 2005	$28.51	Q2 2005	$28.51	+0.00%	Closed	History

TIF - Tiffany	Q3 2011	$60.00	Q1 2013	$60.00	+0.00%	Closed	History

TIGO - Millicom International Cellular S.A.	Q1 2003	$6.20	Q1 2003	$6.20	+0.00%	Closed	History

TIGO - Millicom International Cellular S.A.	Q3 2005	$18.75	Q3 2005	$18.75	+0.00%	Closed	History

TILE - Interface, Inc.	Q1 2013	$17.54	Q1 2013	$17.54	+0.00%	Closed	History

TLAB - Tellabs Inc Common	Q2 2000	$68,440.00	Q2 2000	$68,440.00	+0.00%	Closed	History

TLAB - Tellabs Inc	Q2 2002	$6.20	Q2 2002	$6.20	+0.00%	Closed	History

TMJ - Torchmark Corp	Q4 2000	$38.44	Q4 2000	$38.44	+0.00%	Closed	History

TRIP - Tripadvisor, Inc.	Q1 2013	$50.00	Q1 2013	$50.00	+0.00%	Closed	History

TT - Trane Technologies plc	Q3 2024	$388.73	Q3 2024	$388.73	+0.00%	Closed	History

TTEN - Total S A	Q2 2005	$116.85	Q2 2005	$116.85	+0.00%	Closed	History

TTS1EUR - Tile Shop Holdings Inc	Q1 2013	$30.30	Q1 2013	$30.30	+0.00%	Closed	History

TXN - Texas Instruments Inc.	Q1 2002	$33.10	Q1 2002	$33.10	+0.00%	Closed	History

TXN - Texas Instruments Inc.	Q3 2002	$14.77	Q3 2002	$14.77	+0.00%	Closed	History

UGI - UGI Corp.	Q4 2017	$46.67	Q4 2017	$46.67	+0.00%	Closed	History

UN - Unilever N V Wi	Q3 1999	$68,123.76	Q3 1999	$68,123.76	+0.00%	Closed	History

UNH - UnitedHealth Group Inc.	Q2 2002	$22.89	Q2 2002	$22.89	+0.00%	Closed	History

UNM - Unum Group	Q1 2011	$26.27	Q1 2011	$26.27	+0.00%	Closed	History

UPS - United Parcel Service, Inc.	Q2 2012	$95.24	Q2 2012	$95.24	+0.00%	Closed	History

USB - U.S. Bancorp	Q4 2019	$59.19	Q4 2019	$59.19	+0.00%	Closed	History

USG - Usg Corp Common	Q1 2001	$15.28	Q1 2001	$15.28	+0.00%	Closed	History

UVV - Universal Corp.	Q4 2000	$35.00	Q4 2000	$35.00	+0.00%	Closed	History

VALE - Vale S.A.	Q3 2011	$22.00	Q3 2011	$22.00	+0.00%	Closed	History

VFC - V.F. Corp.	Q3 2005	$13.54	Q3 2005	$13.54	+0.00%	Closed	History

VIA.B - Viacom Inc Cl B	Q4 2000	$46.75	Q4 2000	$46.75	+0.00%	Closed	History

VIA.B - Viacom Inc Cl B	Q2 2003	$43.66	Q2 2003	$43.66	+0.00%	Closed	History

VIA.B - Viacom Inc	Q4 2005	$32.66	Q4 2005	$32.66	+0.00%	Closed	History

VLFIQ - Vlasic Foods Int'l	Q1 1999	$12.50	Q1 1999	$12.50	+0.00%	Closed	History

VLNCQ - Valence Technology Inc	Q1 2008	$4.33	Q1 2008	$4.33	+0.00%	Closed	History

VMC - Vulcan Materials Co.	Q4 2000	$47.88	Q4 2000	$47.88	+0.00%	Closed	History

VMC - Vulcan Materials Co.	Q2 2001	$53.75	Q2 2001	$53.75	+0.00%	Closed	History

VODD - Vodafone Group Inc	Q3 2011	$20.00	Q1 2013	$20.00	+0.00%	Closed	History

VTSS - Vitesse Semiconductor Corp	Q2 2002	$3.11	Q2 2002	$3.11	+0.00%	Closed	History

VVC - Vectren Corp	Q4 2017	$65.04	Q4 2017	$65.04	+0.00%	Closed	History

VWINX - Vang/Wellesley Inc Fd	Q1 1999	$21.90	Q1 1999	$21.90	+0.00%	Closed	History

VZ - Verizon Communications Inc.	Q4 2017	$51.43	Q4 2017	$51.43	+0.00%	Closed	History

WBA - Walgreens Boots Alliance Inc	Q4 2017	$72.00	Q4 2017	$72.00	+0.00%	Closed	History

WBC - WABCO Holdings Inc	Q4 2017	$143.20	Q4 2017	$143.20	+0.00%	Closed	History

WCG-W - Williams Communi- Cations Grp Co Common	Q2 2001	$2.97	Q2 2001	$2.97	+0.00%	Closed	History

WCOEQ - Worldcom Inc Ga New Common	Q2 2000	$45,875.00	Q2 2000	$45,875.00	+0.00%	Closed	History

WDR - Waddell & Reed Finl Cl A	Q1 1999	$20.28	Q1 1999	$20.28	+0.00%	Closed	History

WDR.B - Waddell & Reed Finl Cl B	Q1 1999	$19.86	Q1 1999	$19.86	+0.00%	Closed	History

WEBX - Webex Communications Inc	Q3 2005	$25.00	Q3 2005	$25.00	+0.00%	Closed	History

WEEBF - Weetabix Cl A Ord	Q3 2005	$98.90	Q3 2005	$98.90	+0.00%	Closed	History

WEYS - Weyco Group Inc	Q4 2017	$29.78	Q4 2017	$29.78	+0.00%	Closed	History

WGNR - Wegener Corp	Q4 2005	$11.83	Q4 2005	$11.83	+0.00%	Closed	History

WGRNX - Wintergreen Fd Inc	Q2 2008	$12.91	Q2 2008	$12.91	+0.00%	Closed	History

WLY - John Wiley & Sons, Inc.	Q4 2017	$65.60	Q4 2017	$65.60	+0.00%	Closed	History

WMB - The Williams Companies, Inc.	Q1 1999	$29.57	Q1 1999	$29.57	+0.00%	Closed	History

WMB - The Williams Companies, Inc.	Q3 2002	$1.23	Q3 2002	$1.23	+0.00%	Closed	History

WMMVF - Wal-Mart De Mexico S A	Q4 2017	$2.48	Q4 2017	$2.48	+0.00%	Closed	History

WWYWB - Wrigley Wm Jr Co Cl B	Q2 2006	$45.24	Q3 2006	$45.24	+0.00%	Closed	History

WY - Weyerhaeuser Co.	Q3 2005	$69.11	Q3 2005	$69.11	+0.00%	Closed	History

XSBFX - Salomon Bros Fd Inc	Q3 2005	$14.16	Q3 2005	$14.16	+0.00%	Closed	History

XTO - Xto Energy Inc	Q1 2008	$61.89	Q1 2008	$61.89	+0.00%	Closed	History

Y - Alleghany Corp Del	Q2 2005	$297.00	Q2 2005	$297.00	+0.00%	Closed	History

Y - Alleghany Corp Del	Q4 2005	$283.81	Q4 2005	$283.81	+0.00%	Closed	History

Y - Alleghany Corp	Q1 2015	$486.94	Q1 2015	$486.94	+0.00%	Closed	History

Y - Alleghany Corp	Q4 2017	$595.68	Q4 2017	$595.68	+0.00%	Closed	History

YELP - Yelp Inc.	Q2 2012	$20.00	Q2 2012	$20.00	+0.00%	Closed	History

YHOO - Yahoo Inc Common	Q1 2000	$171.37	Q1 2000	$171.37	+0.00%	Closed	History

YHOO - Yahoo Inc	Q3 2011	$15.00	Q3 2012	$15.00	+0.00%	Closed	History

YUM - Yum! Brands, Inc.	Q4 2005	$16.83	Q4 2005	$16.83	+0.00%	Closed	History

YUM - Yum! Brands, Inc.	Q1 2008	$26.79	Q1 2008	$26.79	+0.00%	Closed	History

YUM - Yum! Brands, Inc.	Q4 2017	$81.67	Q4 2017	$81.67	+0.00%	Closed	History

YUMC - Yum China Holdings, Inc.	Q4 2017	$40.00	Q4 2017	$40.00	+0.00%	Closed	History

YXOXF - Yoox S P A Shs Prive Di Valore	Q2 2012	$14.21	Q2 2012	$14.21	+0.00%	Closed	History

YXOXF - Yoox S P A Shs Prive Di Valore	Q1 2013	$19.05	Q1 2013	$19.05	+0.00%	Closed	History

YXOXF - Yoox S P A Shs Prive Di Valore	Q4 2017	$34.67	Q4 2017	$34.67	+0.00%	Closed	History

ZLC - Zale Corp New	Q1 2008	$19.73	Q1 2008	$19.73	+0.00%	Closed	History

ZSVG - Silver Standard Resources	Q2 2012	$12.00	Q2 2012	$12.00	+0.00%	Closed	History

AMP - Ameriprise Financial, Inc.	Q4 2005	$40.96	Q2 2008	$40.88	-0.20%	Closed	History

NUV - Nuveen Municipal Value Fund, Inc.	Q1 2003	$9.19	Q3 2004	$9.17	-0.22%	Closed	History

2269952Q - Shell Trans & Trad Plc Ny Common	Q1 2000	$49.06	Q3 2000	$48.94	-0.24%	Closed	History

DE - Deere & Co.	Q4 2002	$22.93	Q2 2003	$22.85	-0.33%	Closed	History

EVFLX - Eaton Vance Fla Muni Fund Clb	Q4 2003	$11.09	Q1 2004	$11.05	-0.36%	Closed	History

KFT - Kraft Foods Inc	Q2 2001	$31.00	Q3 2010	$30.88	-0.39%	Closed	History

VHCOX - Vanguard Horizon Fd Inc Cap Op Mutual	Q1 2000	$31,440.00	Q2 2000	$31,270.01	-0.54%	Closed	History

VBTIX - Vanguard Bd Index Fd Inc Tlbdm	Q3 2002	$10.36	Q2 2005	$10.30	-0.58%	Closed	History

SHLM - Schulman A Inc	Q1 1999	$13.62	Q2 2001	$13.50	-0.88%	Closed	History

UNLVF - Unilever NV	Q2 2019	$61.00	Q3 2020	$60.39	-1.00%	Closed	History

PIFLF - Premier Farnell Plc Common	Q1 2000	$6.65	Q4 2000	$6.58	-1.05%	Closed	History

DANOY - Danone ADR	Q1 2011	$13.08	Q1 2024	$12.94	-1.07%	Closed	History

NCRB - News Corp	Q2 2005	$16.86	Q3 2005	$16.67	-1.13%	Closed	History

MDT - Medtronic plc	Q1 1999	$36.00	Q3 1999	$35.56	-1.22%	Closed	History

PBKS - Provident Bankshares Corp	Q1 2002	$24.00	Q2 2002	$23.69	-1.29%	Closed	History

SJM.B - Smucker J M Co Cl B Non Vtg	Q2 1999	$19,000.00	Q2 2000	$18,750.00	-1.32%	Closed	History

3423152Q - Electronic Data Sys Corp	Q2 1999	$56.62	Q1 2001	$55.86	-1.34%	Closed	History

USB - U.S. Bancorp	Q4 2017	$53.57	Q3 2018	$52.85	-1.34%	Closed	History

3285Q - Chase Manhattan Corp Common	Q2 2000	$46.06	Q4 2000	$45.44	-1.35%	Closed	History

ORCL - Oracle Corp.	Q1 2019	$53.75	Q4 2019	$53.00	-1.40%	Closed	History

UNM - Unum Group	Q2 2002	$25.45	Q3 2008	$25.06	-1.53%	Closed	History

USB - U.S. Bancorp	Q3 2015	$41.00	Q2 2016	$40.33	-1.63%	Closed	History

EPSSF - Edipresse S A - Bearer	Q4 2005	$406.67	Q2 2008	$400.00	-1.64%	Closed	History

MDT - Medtronic plc	Q2 2002	$42.85	Q3 2002	$42.12	-1.70%	Closed	History

LMT - Lockheed Martin Corp.	Q2 2005	$64.87	Q4 2005	$63.75	-1.73%	Closed	History

NSRGY - Nestlé S.A.	Q1 2002	$22.17	Q3 2002	$21.79	-1.73%	Closed	History

SUU - Suntrust Bks Inc	Q3 2002	$61.48	Q3 2003	$60.37	-1.81%	Closed	History

UN - Unilever N V Wi	Q1 2003	$59.44	Q2 2005	$58.36	-1.82%	Closed	History

LVMHF - LVMH Moet Hennessy Louis Vuitt	Q1 2023	$917.40	Q1 2024	$900.40	-1.85%	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.