Copy Invest | Sonar Terminal

Thomas Russo - Gardner Russo & Quinn

1872 trades · 1793 closed · 79 open · Win rate: 42.8% · Avg return: +29.7% · 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
H - Hyatt Hotels Corp.	Q1 2025	$122.50	Q4 2025	$160.32	+30.87%	Closed	History

64489Q - Dean Foods Co	Q1 1999	$35.38	Q3 2001	$46.25	+30.72%	Closed	History

VMC - Vulcan Materials Co.	Q1 2003	$30.23	Q2 2012	$39.50	+30.66%	Closed	History

AMGN - Amgen Inc.	Q2 2005	$60.46	Q4 2005	$78.90	+30.50%	Closed	History

HMRZF - H & M Hennes & Mauritz AB (publ)	Q1 2025	$13.13	Open	$17.08	+30.08%	Open	History

BAMXF - Bayerische Motoren Werke AG	Q3 2011	$66.67	Q1 2013	$86.67	+30.00%	Closed	History

MHS - Medco Health Solutions Inc	Q4 2005	$56.50	Q1 2007	$73.45	+30.00%	Closed	History

HON - Honeywell International Inc.	Q3 2011	$41.13	Q2 2012	$53.40	+29.86%	Closed	History

FAIRX - Fairholme Fds Inc	Q4 2005	$23.26	Q2 2008	$30.18	+29.75%	Closed	History

JPM - JPMorgan Chase & Co.	Q4 2003	$36.73	Q1 2013	$47.62	+29.65%	Closed	History

NEE - NextEra Energy, Inc.	Q3 2011	$13.50	Q3 2012	$17.50	+29.63%	Closed	History

CXT - Crane NXT, Co.	Q2 2022	$30.42	Q1 2023	$39.42	+29.61%	Closed	History

SSPPF - SSP Group plc	Q1 2025	$1.93	Open	$2.50	+29.53%	Open	History

FPACX - Fpa Fds Tr Fpa Cresc Intl	Q2 2003	$19.50	Q2 2008	$25.19	+29.18%	Closed	History

2269952Q - Shell Trans & Trad Plc Ny	Q2 2002	$45.01	Q2 2005	$58.06	+28.99%	Closed	History

NSRGY - Nestlé S.A.	Q1 2003	$19.76	Q2 2005	$25.48	+28.94%	Closed	History

IDMCQ - Indymac Mtg Hldgs Inc	Q1 1999	$10,670.00	Q2 2000	$13,750.00	+28.87%	Closed	History

HTLD - Heartland Express, Inc.	Q2 2003	$11.32	Q2 2005	$14.57	+28.79%	Closed	History

UPS - United Parcel Service, Inc.	Q1 2003	$57.00	Q2 2007	$73.33	+28.65%	Closed	History

TR - Tootsie Roll Inds Inc	Q3 2011	$16.78	Q1 2013	$21.57	+28.58%	Closed	History

BURCA - Burnham Hldgs Inc Cl A	Q3 2011	$14.00	Q1 2013	$18.00	+28.57%	Closed	History

DSCM - Drugstore Com Inc	Q4 2005	$2.80	Q4 2006	$3.60	+28.57%	Closed	History

NVS - Novartis AG	Q3 2011	$50.18	Q1 2013	$64.52	+28.57%	Closed	History

JDSHF - Jardine Strategic	Q4 2011	$27.57	Q4 2012	$35.35	+28.22%	Closed	History

MINDUSD - Mitcham Inds Inc	Q1 1999	$4.00	Q3 1999	$5.13	+28.15%	Closed	History

TWX - Time Warner Inc	Q2 2009	$25.15	Q4 2010	$32.15	+27.83%	Closed	History

FMH - Fmc Technologies Inc	Q4 2007	$60.00	Q2 2008	$76.67	+27.78%	Closed	History

MWI - Moore Wallace Inc	Q2 2003	$14.68	Q4 2003	$18.73	+27.59%	Closed	History

DJ - Dow Jones & Co Inc	Q1 1999	$47.14	Q3 2007	$60.00	+27.28%	Closed	History

UMGI - Mediaone Group Inc	Q1 1999	$63.65	Q1 2000	$81.00	+27.26%	Closed	History

365164Q - St Paul Cos Inc	Q1 1999	$31.09	Q2 2005	$39.53	+27.15%	Closed	History

IJH - iShares Core S&P Mid-Cap ETF	Q1 2002	$10.80	Q2 2005	$13.70	+26.91%	Closed	History

STZ - Constellation Brands, Inc.	Q4 2004	$23.26	Q2 2005	$29.50	+26.85%	Closed	History

FBLA - FB Bancorp, Inc.	Q4 2024	$11.92	Open	$15.11	+26.76%	Open	History

1316020D - Chicago Title Corp	Q1 1999	$36,550.00	Q4 1999	$46,249.78	+26.54%	Closed	History

74S - Spectrum Brands Hldgs Inc	Q4 2012	$44.85	Q1 2013	$56.62	+26.24%	Closed	History

USB - U.S. Bancorp	Q4 2011	$26.88	Q1 2013	$33.91	+26.15%	Closed	History

KMROF -	Q3 2025	$39.62	Open	$49.96	+26.10%	Open	History

BTAFF - British American Tobacco PLC	Q1 2011	$40.11	Q2 2018	$50.57	+26.08%	Closed	History

ROG - Rogers Corp.	Q1 2019	$274.84	Q2 2020	$346.46	+26.06%	Closed	History

MAS - Masco Corp.	Q2 2003	$20.96	Q4 2005	$26.36	+25.79%	Closed	History

FSDAX - Fid-Select Defense & Aeos	Q2 2003	$4.29	Q1 2004	$5.40	+25.78%	Closed	History

DROV - Drovers Bancshares Pa	Q1 1999	$21.79	Q2 2001	$27.40	+25.75%	Closed	History

597902Q - Wallace Computer Services	Q1 1999	$19.81	Q1 2003	$24.91	+25.74%	Closed	History

OLED - Universal Display Corp.	Q1 2003	$8.18	Q2 2005	$10.28	+25.67%	Closed	History

RTY - Sec Cap U S Rlty Adr Spons Common	Q2 2000	$18.00	Q4 2000	$22.62	+25.67%	Closed	History

3277Q - Morgan J P & Co Inc Common	Q1 2000	$131.75	Q4 2000	$165.51	+25.62%	Closed	History

0227217Q - Rothmans Inc Common	Q1 2000	$9.46	Q3 2000	$11.88	+25.58%	Closed	History

POLY - Plantronics Inc New	Q2 2002	$19.01	Q3 2003	$23.87	+25.57%	Closed	History

CFBX - Community First Bankshares	Q1 2003	$25.55	Q3 2004	$32.06	+25.48%	Closed	History

MRO - Marathon Oil Corp	Q4 2005	$60.83	Q1 2006	$76.25	+25.35%	Closed	History

KMB - Kimberly-Clark Corp.	Q1 1999	$45.96	Q2 2008	$57.53	+25.16%	Closed	History

ACNB - ACNB Corp	Q3 2011	$13.62	Q1 2013	$17.03	+25.04%	Closed	History

MBGAF - Daimler	Q3 2011	$43.91	Q1 2013	$54.89	+25.01%	Closed	History

NSANF - Nissan Motors	Q4 2005	$10.00	Q1 2006	$12.50	+25.00%	Closed	History

ASB - Associated Banc-Corp	Q3 2011	$10.26	Q3 2012	$12.82	+24.95%	Closed	History

EL - The Estée Lauder Companies Inc.	Q1 2006	$18.69	Q2 2008	$23.34	+24.89%	Closed	History

NUE - Nucor Corp.	Q1 2004	$15.37	Q2 2004	$19.19	+24.85%	Closed	History

Y - Alleghany Corp	Q4 2015	$477.43	Q2 2017	$595.91	+24.82%	Closed	History

FBIOX - Fid-Select Biotech	Q2 2003	$4.69	Q3 2005	$5.85	+24.70%	Closed	History

SHX - Shaw Inds Inc Common	Q1 2000	$15.19	Q4 2000	$18.94	+24.69%	Closed	History

POZN - Pozen Inc	Q2 2009	$7.70	Q1 2010	$9.60	+24.68%	Closed	History

MNTG - Mtr Gaming Group Inc Common	Q3 2000	$8.13	Q1 2004	$10.12	+24.48%	Closed	History

RL - Ralph Lauren Corp.	Q1 2025	$220.74	Q2 2025	$274.28	+24.25%	Closed	History

BJM - Beam Inc	Q4 2011	$51.54	Q1 2013	$64.00	+24.18%	Closed	History

DE - Deere & Co.	Q1 1999	$19.31	Q2 2002	$23.95	+24.03%	Closed	History

WILLF - Demant A/S	Q1 2025	$33.47	Open	$41.51	+24.02%	Open	History

CMH - Clayton Homes Inc Common	Q1 2000	$10.12	Q2 2003	$12.55	+24.01%	Closed	History

MEL - Mellon Finl Corp	Q4 1999	$34.06	Q4 2006	$42.20	+23.89%	Closed	History

8260607Q - Firstspartan Finl Corp	Q1 1999	$29.64	Q4 2000	$36.63	+23.58%	Closed	History

WGRNX - Wintergreen Fd Inc	Q3 2006	$10.90	Q2 2007	$13.47	+23.58%	Closed	History

IJR - iShares Core S&P Small-Cap ETF	Q4 2005	$28.34	Q4 2007	$35.00	+23.52%	Closed	History

UN - Unilever N V Wi Common	Q3 2000	$48.25	Q2 2001	$59.57	+23.46%	Closed	History

DELHF - De'Longhi S.p.A.	Q1 2025	$32.90	Open	$40.60	+23.40%	Open	History

SHLM - Schulman A Inc	Q1 2003	$14.53	Q2 2005	$17.89	+23.12%	Closed	History

FCX - Freeport-McMoRan Inc.	Q3 2011	$30.59	Q1 2012	$37.65	+23.08%	Closed	History

MRK - Merck & Co., Inc.	Q4 2018	$72.95	Q1 2025	$89.76	+23.05%	Closed	History

QCOM - QUALCOMM Inc.	Q3 2004	$39.04	Q3 2005	$48.00	+22.95%	Closed	History

GS - The Goldman Sachs Group, Inc.	Q2 2010	$131.28	Q3 2016	$161.29	+22.86%	Closed	History

CAPAX - Federated Capital Inc FD A	Q3 2011	$7.01	Q1 2013	$8.61	+22.82%	Closed	History

SYENF - Syngenta AG	Q1 2011	$326.90	Q4 2013	$401.15	+22.71%	Closed	History

KRI - Knight Ridder	Q1 1999	$50.00	Q2 2005	$61.34	+22.68%	Closed	History

MASB - Massbank Corp Reading Common	Q4 2002	$28.30	Q2 2005	$34.71	+22.65%	Closed	History

CIR.MI - CIR S.p.A. - Compagnie Industriali Riunite	Q4 2024	$0.62	Open	$0.76	+22.58%	Open	History

XRAY - DENTSPLY SIRONA Inc.	Q3 2011	$31.00	Q2 2012	$38.00	+22.58%	Closed	History

EPMD - Ep Medsystems Inc	Q2 2003	$2.45	Q2 2008	$3.00	+22.45%	Closed	History

TAP.B - Travelers Ppty Cas Cl B	Q1 2003	$14.11	Q1 2004	$17.27	+22.40%	Closed	History

THI - Tim Hortons Inc	Q3 2011	$45.00	Q1 2013	$55.00	+22.22%	Closed	History

AMKAF - A P Moller-Maersk A/S	Q3 2005	$2,010.00	Q2 2008	$2,455.70	+22.17%	Closed	History

PTRCY - Petrochina Co Ltd	Q1 2006	$104.81	Q1 2008	$128.00	+22.13%	Closed	History

SWMAY - Swedish Match AB Unspon ADR	Q2 2019	$21.14	Q4 2019	$25.80	+22.04%	Closed	History

2857666Q - Bandag Inc	Q1 1999	$28.46	Q2 1999	$34.69	+21.89%	Closed	History

540693Q - Pimco Advisors Hldgs LP	Q1 1999	$31.44	Q1 2000	$38.31	+21.85%	Closed	History

CBR$ - Cadbury Schweppes Plc	Q4 2005	$36.26	Q1 2008	$44.18	+21.84%	Closed	History

531621Q - Travelers Ppty Cas Cl A	Q1 2003	$14.09	Q1 2004	$17.15	+21.72%	Closed	History

CPGXF - Cfao	Q3 2011	$35.94	Q1 2013	$43.70	+21.59%	Closed	History

HSP - Hospira Inc	Q2 2004	$27.60	Q4 2004	$33.50	+21.38%	Closed	History

PTZ - Pulitzer Inc Common	Q3 2000	$42.95	Q3 2003	$52.10	+21.30%	Closed	History

MOLX - Molex Inc	Q1 1999	$30.00	Q3 1999	$36.38	+21.26%	Closed	History

MKC - McCormick & Co., Inc.	Q3 2000	$7.44	Q4 2000	$9.02	+21.21%	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.