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
DNVYX - Davis Ny Venture Fd Inc Cl Y	Q3 2006	$36.59	Q2 2008	$35.89	-1.91%	Closed	History

SBSNF - Schibsted A/S CL A	Q3 2015	$33.82	Q4 2015	$33.17	-1.92%	Closed	History

DGEAF - Diageo Plc	Q1 1999	$11.23	Q2 2001	$11.00	-2.05%	Closed	History

61890Q - United Dominion Inds Ltd	Q2 1999	$24,250.00	Q3 1999	$23,750.00	-2.06%	Closed	History

EPSSF - Edipresse S A - Bearer	Q4 2004	$517.78	Q2 2005	$506.87	-2.11%	Closed	History

1028411Q - Gillette Co	Q1 1999	$59.51	Q3 2005	$58.23	-2.15%	Closed	History

CIR.MI - CIR S.p.A. - Compagnie Industriali Riunite	Q1 2020	$0.46	Q1 2022	$0.45	-2.17%	Closed	History

FSH - Fisher Scientific Intl Inc	Q4 2004	$62.38	Q3 2005	$60.98	-2.24%	Closed	History

MCDTA - Mcdata Corp Cl A	Q2 2002	$8.80	Q1 2003	$8.60	-2.27%	Closed	History

MAR - Marriott International, Inc.	Q4 2000	$19.67	Q1 2001	$19.20	-2.37%	Closed	History

CVS - CVS Health Corp.	Q4 2000	$29.97	Q1 2001	$29.25	-2.40%	Closed	History

MH - & Mfg Co Common	Q4 2001	$118.21	Q1 2002	$115.01	-2.71%	Closed	History

K - Kellogg	Q3 2011	$53.33	Q3 2012	$51.85	-2.78%	Closed	History

FBNW - Firstbank Corp Del	Q1 1999	$13,840.00	Q4 1999	$13,437.50	-2.91%	Closed	History

VNUVY - Vnu N V Adr Sponsored	Q4 2005	$33.00	Q1 2006	$32.00	-3.03%	Closed	History

EFX - Equifax Inc.	Q1 1999	$34.39	Q2 2008	$33.33	-3.08%	Closed	History

GATX - GATX Corp.	Q3 2001	$33.64	Q4 2001	$32.52	-3.33%	Closed	History

CBRY - Cadbury Schweppes Ord	Q1 2002	$6.91	Q3 2002	$6.67	-3.47%	Closed	History

BFS - Saul Ctrs Inc	Q1 1999	$14,570.00	Q4 1999	$14,063.00	-3.48%	Closed	History

RIT - Cie Financ Richemont A-Sw	Q4 2006	$58.21	Q1 2008	$56.14	-3.56%	Closed	History

MDLZ - Mondelez International, Inc.	Q2 2022	$62.05	Q4 2024	$59.73	-3.74%	Closed	History

AMX - America Movil ADR	Q3 2011	$21.67	Q1 2013	$20.83	-3.88%	Closed	History

ADP - Automatic Data Processing, Inc.	Q2 2006	$35.95	Q4 2008	$34.53	-3.95%	Closed	History

BURCA - Burnham Hldgs Inc Cl A	Q1 2004	$27.75	Q1 2005	$26.65	-3.96%	Closed	History

SWZ - Total Return Securities, Inc.	Q4 2009	$11.60	Q4 2014	$11.14	-3.97%	Closed	History

PHIYX - Pimco High Yield Fun-Instl	Q4 2011	$9.00	Q3 2015	$8.64	-4.00%	Closed	History

837655Q - Smithkline Beecham-Sp Adr	Q1 1999	$71.50	Q3 2000	$68.63	-4.01%	Closed	History

PTTRX - Pimco Total Return Fund-Inst	Q1 2013	$11.22	Q2 2013	$10.77	-4.01%	Closed	History

AMB - Fortune Brands Inc	Q1 1999	$40.00	Q2 2001	$38.36	-4.10%	Closed	History

CCHOF - Coca Cola Hellenic Bottling Common	Q1 2001	$30.34	Q2 2001	$29.08	-4.15%	Closed	History

3283020Q - Morgan Stanley Govt Inctr	Q2 2003	$9.19	Q1 2005	$8.80	-4.24%	Closed	History

Y - Alleghany Corp	Q3 2018	$651.23	Q4 2018	$623.46	-4.26%	Closed	History

929530Q - Burlington Resources Inc	Q1 2002	$40.09	Q3 2002	$38.36	-4.32%	Closed	History

BP - BP p.l.c.	Q1 2019	$43.67	Q2 2019	$41.77	-4.35%	Closed	History

CCI* - Crown Castle Intl Corp	Q3 2007	$40.61	Q2 2008	$38.79	-4.48%	Closed	History

9489 - At & T Corp	Q1 1999	$53,220.00	Q4 1999	$50,812.48	-4.52%	Closed	History

FUSGX - Federated Inc Secs USGVT A	Q3 2011	$7.95	Q1 2013	$7.59	-4.53%	Closed	History

ESRX - Express Scripts Holdings Co	Q2 2012	$56.41	Q4 2012	$53.85	-4.54%	Closed	History

VIA.B - Viacom Inc Cl B	Q3 2004	$33.56	Q2 2005	$32.02	-4.59%	Closed	History

HRB - H&R Block, Inc.	Q2 2006	$23.86	Q3 2008	$22.75	-4.65%	Closed	History

UTX - United Techn Corp Common	Q4 2001	$64.63	Q2 2008	$61.60	-4.69%	Closed	History

NSANF - Nissan Motor Co Ltd	Q1 2004	$10.39	Q2 2005	$9.90	-4.72%	Closed	History

PRFDX - Rowe T Price Equity Fd	Q1 2004	$24.35	Q2 2008	$23.20	-4.72%	Closed	History

COC - Conoco Inc Com	Q1 2002	$29.18	Q2 2002	$27.80	-4.73%	Closed	History

VALU - Value Line Inc	Q2 2003	$49.00	Q3 2006	$46.67	-4.76%	Closed	History

DEO - Diageo plc	Q1 2002	$52.47	Q3 2002	$49.91	-4.88%	Closed	History

F - Ford Motor Co.	Q3 2002	$9.80	Q4 2002	$9.30	-5.10%	Closed	History

SHLM - Schulman A Inc	Q1 2002	$18.29	Q3 2002	$17.33	-5.25%	Closed	History

DGEAF - Diageo Plc	Q1 2002	$13.07	Q3 2002	$12.38	-5.28%	Closed	History

LEG - Leggett & Platt, Inc.	Q1 1999	$20.00	Q4 2000	$18.94	-5.30%	Closed	History

HIG - The Hartford Insurance Group, Inc.	Q4 2001	$62.83	Q2 2002	$59.47	-5.35%	Closed	History

FRGO - Fargo Electronics Inc	Q1 2003	$10.21	Q3 2004	$9.65	-5.48%	Closed	History

CL - Colgate-Palmolive Co.	Q1 2002	$28.58	Q3 2002	$26.98	-5.60%	Closed	History

3423152Q - Electronic Data Sys Corp	Q2 2003	$21.45	Q3 2003	$20.20	-5.83%	Closed	History

MER - Merrill Lynch & Co Inc	Q1 1999	$88,640.00	Q4 1999	$83,312.73	-6.01%	Closed	History

ORCL - Oracle Corp.	Q2 2017	$50.23	Q4 2017	$47.21	-6.01%	Closed	History

3393199Q - Anheuser Busch Cos Inc	Q2 2005	$45.75	Q4 2005	$42.96	-6.10%	Closed	History

LTRC - Loews Corp	Q2 2007	$77.20	Q1 2008	$72.44	-6.17%	Closed	History

RY - Royal Bank of Canada	Q2 1999	$11,092.50	Q3 1999	$10,406.00	-6.19%	Closed	History

NBPTX - Neuberger & Berman Equity Tr P	Q3 2007	$39.79	Q2 2008	$37.29	-6.27%	Closed	History

TGBAX - Templeton Global Bond FD	Q1 2014	$13.05	Q2 2015	$12.21	-6.44%	Closed	History

SWGAF - The Swatch Group Ag-Br	Q1 2008	$267.78	Q2 2008	$250.18	-6.57%	Closed	History

3285Q - Chase Manhattan Corp	Q1 1999	$83,330.00	Q4 1999	$77,687.50	-6.77%	Closed	History

3393199Q - Anheuser-Busch Cos Inc	Q1 1999	$76,130.00	Q4 1999	$70,875.00	-6.90%	Closed	History

ACETQ - Aceto Corp	Q1 1999	$11,820.00	Q4 1999	$11,000.00	-6.94%	Closed	History

TWX - Time Warner Inc	Q4 2003	$53.97	Q2 2005	$50.13	-7.12%	Closed	History

EWJ - iShares MSCI Japan ETF	Q4 2004	$43.68	Q2 2005	$40.56	-7.14%	Closed	History

ARW - Arrow Electronics, Inc.	Q2 1999	$19,000.00	Q3 1999	$17,625.00	-7.24%	Closed	History

CACI - CACI International Inc	Q4 2004	$68.13	Q2 2005	$63.16	-7.29%	Closed	History

HKHHY - Heineken Holding NV ADR	Q3 2020	$38.97	Q1 2025	$36.13	-7.29%	Closed	History

KDN - Kaydon Corp	Q1 1999	$28,930.00	Q4 1999	$26,812.47	-7.32%	Closed	History

ISCA - Internat'l Speed- Way	Q2 2001	$42.00	Q3 2008	$38.91	-7.36%	Closed	History

WMT - Walmart Inc.	Q1 2003	$17.34	Q2 2005	$16.07	-7.36%	Closed	History

TRV - The Travelers Companies, Inc.	Q1 2007	$51.77	Q1 2008	$47.87	-7.53%	Closed	History

DLM - Del Monte Foods Co Common	Q4 2002	$7.70	Q2 2008	$7.09	-7.92%	Closed	History

TMJ - Torchmark Corp	Q1 1999	$31,590.00	Q4 1999	$29,062.47	-8.00%	Closed	History

GGQ1 - Google Inc Cl A	Q1 2011	$587.23	Q2 2015	$540.15	-8.02%	Closed	History

2235894Q - Lucent Technologies Inc	Q2 1999	$67,440.00	Q1 2000	$62,000.00	-8.07%	Closed	History

OXY - Occidental Petroleum Corp.	Q1 2011	$100.09	Q4 2011	$91.97	-8.11%	Closed	History

ROH - Rohm & Haas Co Common	Q4 2002	$32.48	Q1 2003	$29.78	-8.31%	Closed	History

CL - Colgate-Palmolive Co.	Q1 2003	$27.22	Q2 2005	$24.96	-8.32%	Closed	History

MV - Metavante Technologies Inc	Q4 2007	$24.00	Q2 2008	$22.00	-8.33%	Closed	History

GWW - W.W. Grainger, Inc.	Q1 1999	$45.00	Q2 2001	$41.16	-8.53%	Closed	History

RTN - Raytheon Co	Q2 2003	$32.84	Q4 2003	$30.04	-8.53%	Closed	History

LOW - Lowe's Companies, Inc.	Q2 2002	$22.70	Q2 2008	$20.68	-8.90%	Closed	History

FIS - Fidelity National Information Services, Inc.	Q1 2006	$40.52	Q2 2008	$36.80	-9.18%	Closed	History

SBWRF - Sabmiller Plc	Q2 2007	$25.26	Q2 2008	$22.94	-9.18%	Closed	History

2942695Q - Ac Nielsen Corp	Q1 1999	$27,120.00	Q4 1999	$24,625.00	-9.20%	Closed	History

MER - Merrill Lynch & Co Inc	Q1 2004	$59.56	Q2 2004	$53.98	-9.37%	Closed	History

UPS - United Parcel Service, Inc.	Q4 1999	$69.00	Q3 2002	$62.53	-9.38%	Closed	History

727745Q - Chalone Wine Group Ltd	Q1 1999	$10.00	Q3 1999	$9.06	-9.40%	Closed	History

605928Q - Coastal Caribbean O & M	Q1 1999	$1.52	Q3 1999	$1.38	-9.54%	Closed	History

GGQ7 - Google Inc Cl C	Q2 2014	$575.67	Q2 2015	$520.55	-9.57%	Closed	History

HCZ - Hcc Ins Hldgs Inc Common	Q4 2002	$24.60	Q2 2008	$22.22	-9.67%	Closed	History

MWV - Meadwestvaco Corp	Q3 2006	$26.47	Q2 2008	$23.91	-9.67%	Closed	History

RGR - Sturm, Ruger & Co., Inc.	Q1 1999	$26.74	Q4 2004	$24.14	-9.70%	Closed	History

NCRA - News Corp	Q1 2006	$498.60	Q2 2008	$450.00	-9.75%	Closed	History

ASVHF - Berner Gruppen	Q1 2011	$63.26	Q2 2014	$57.04	-9.83%	Closed	History

MAT - Mattel, Inc.	Q1 2016	$33.66	Q3 2016	$30.34	-9.86%	Closed	History

TGT - Target Corp.	Q4 2004	$51.93	Q2 2008	$46.80	-9.88%	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.