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
AKBLF - ALK-Abelló A/S	Q4 2025	$35.95	Open	$40.65	+13.07%	Open	History

TIF - Tiffany & Co Common	Q4 2001	$31.47	Q3 2008	$35.54	+12.93%	Closed	History

VWS - Vestas Wind Systems A/S	Q2 2004	$14.70	Q2 2005	$16.60	+12.93%	Closed	History

NKE - NIKE, Inc.	Q3 2020	$125.54	Q4 2020	$141.62	+12.81%	Closed	History

WYE - Wyeth	Q1 2009	$43.13	Q3 2009	$48.60	+12.68%	Closed	History

CC - The Chemours Co.	Q4 2020	$24.75	Q1 2021	$27.88	+12.65%	Closed	History

FSRBX - Fid-Select Banking Port	Q2 2003	$34.05	Q3 2005	$38.33	+12.57%	Closed	History

SSDOF - Shiseido Co Ltd	Q1 2018	$63.71	Q4 2019	$71.72	+12.57%	Closed	History

HLX - Helix Energy Solutions Group, Inc.	Q2 2012	$16.00	Q3 2012	$18.00	+12.50%	Closed	History

CDI - Cdi Corporation	Q1 1999	$24.06	Q3 2003	$27.03	+12.34%	Closed	History

FLMNF - Fielmann Group AG	Q1 2025	$45.21	Open	$50.75	+12.25%	Open	History

CIT - CIT Group Inc	Q4 2012	$38.74	Q1 2013	$43.42	+12.08%	Closed	History

JBTM - JBT Marel Corp.	Q1 2025	$122.20	Open	$136.85	+11.99%	Open	History

SONY - Sony Group Corp.	Q3 2003	$6.96	Q4 2004	$7.79	+11.95%	Closed	History

IMT - Imperial Tobacco Group PLC	Q1 2011	$30.84	Q2 2013	$34.52	+11.93%	Closed	History

ABKFQ - Ambac Finl Group Inc	Q2 2005	$69.76	Q4 2005	$78.00	+11.81%	Closed	History

HEHN - Fortnum Mason Neue Zuercher Norges Handels Heineken Hldg N V Ord-A Common	Q2 2001	$30.48	Q4 2003	$34.06	+11.75%	Closed	History

ERDDF - Euro Disney Sca Ord Dep Rcp	Q1 2003	$0.43	Q2 2004	$0.48	+11.63%	Closed	History

RBS - Royal Bk Scosland Plc Sh	Q1 2004	$30.47	Q3 2006	$34.00	+11.59%	Closed	History

3133754Q - Amsouth Bancorporation	Q2 2006	$26.00	Q3 2006	$29.00	+11.54%	Closed	History

80918Q - Amerada Hess Corp	Q1 1999	$50,880.00	Q4 1999	$56,750.00	+11.54%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q3 2012	$144.12	Q2 2013	$160.59	+11.43%	Closed	History

1027273Q - Fedders Corp Cl A	Q4 2000	$4.13	Q1 2001	$4.60	+11.38%	Closed	History

SUNB - Sunbelt Rentals Holdings, Inc.	Q1 2026	$65.08	Open	$72.42	+11.28%	Open	History

NBL - Noble Energy Inc	Q1 2005	$68.02	Q2 2005	$75.65	+11.22%	Closed	History

MRSH - Marsh & McLennan Companies, Inc.	Q3 2001	$48.35	Q4 2001	$53.73	+11.12%	Closed	History

BMO - Bank of Montreal	Q3 2011	$57.32	Q1 2013	$63.69	+11.11%	Closed	History

IPCR - Ipc Hldgs Ltd Common	Q4 2002	$31.54	Q3 2003	$35.04	+11.10%	Closed	History

CSL - Carlisle Companies Inc.	Q2 2024	$405.21	Q3 2024	$449.75	+10.99%	Closed	History

HOG - Harley-Davidson, Inc.	Q1 2004	$53.34	Q2 2007	$59.17	+10.93%	Closed	History

COHB - Cohoes Bancorp Inc	Q1 1999	$10.50	Q3 1999	$11.63	+10.71%	Closed	History

DUK - Duke Energy Corp.	Q4 2003	$35.65	Q1 2004	$39.40	+10.51%	Closed	History

AXP - American Express Co.	Q2 2005	$46.59	Q4 2005	$51.46	+10.45%	Closed	History

RCHMY - Cie Financ Richemont Adr	Q4 2005	$43.45	Q1 2006	$47.97	+10.40%	Closed	History

VWEHX - Vanguard Fixed Income Sec Fdhi	Q3 2002	$5.68	Q2 2005	$6.27	+10.39%	Closed	History

PSX - Phillips 66	Q3 2017	$91.63	Q4 2017	$101.13	+10.37%	Closed	History

PFE - Pfizer Inc.	Q2 2009	$14.23	Q3 2009	$15.70	+10.33%	Closed	History

2951 - Philip Morris Cos Ins	Q1 1999	$35.19	Q3 2002	$38.80	+10.26%	Closed	History

MH - Minnesota Mng & Mfg Co Common	Q2 2000	$82,687.24	Q3 2000	$91,130.00	+10.21%	Closed	History

ALCO - Alico Inc	Q1 1999	$15,220.00	Q4 1999	$16,750.05	+10.05%	Closed	History

HP - Helmerich & Payne, Inc.	Q4 2004	$44.57	Q2 2005	$49.05	+10.05%	Closed	History

F - Ford Motor Co.	Q3 2011	$10.00	Q4 2011	$11.00	+10.00%	Closed	History

LMDIA - Liberty Media Corp New En	Q1 2008	$22.73	Q2 2008	$25.00	+9.99%	Closed	History

WU - The Western Union Co.	Q4 2006	$22.43	Q2 2008	$24.67	+9.99%	Closed	History

3546Q - Frontier Corp	Q1 1999	$53.33	Q2 1999	$58.63	+9.94%	Closed	History

ORLY - O'Reilly Automotive, Inc.	Q1 2016	$18.26	Q1 2020	$20.07	+9.90%	Closed	History

BP - BP p.l.c.	Q4 2017	$42.01	Q3 2018	$46.15	+9.85%	Closed	History

NVSEF - Novartis Ag Namen Akt	Q1 2004	$40.25	Q3 2004	$44.17	+9.75%	Closed	History

HRI - Herc Holdings Inc.	Q1 2025	$134.27	Open	$147.24	+9.66%	Open	History

BAC - Bank of America Corp.	Q3 2005	$42.10	Q4 2005	$46.15	+9.62%	Closed	History

RDS.B - Royal Dutch Shell PLC ADR B	Q3 2011	$61.78	Q1 2013	$67.69	+9.57%	Closed	History

2537334D - Thomson Reuters Corp	Q3 2011	$26.67	Q4 2012	$29.17	+9.37%	Closed	History

AAPL - Apple Inc.	Q4 2011	$14.29	Q1 2013	$15.63	+9.37%	Closed	History

HSPEX - S/B Inv Fd Spl Eqs B	Q1 1999	$30.50	Q2 1999	$33.32	+9.25%	Closed	History

LEE - Lee Enterprises Inc	Q1 1999	$289.90	Q3 2001	$316.70	+9.24%	Closed	History

AMGN - Amgen Inc.	Q1 1999	$37.31	Q3 1999	$40.75	+9.22%	Closed	History

UNM - Unum Group	Q3 1999	$29.44	Q2 2001	$32.12	+9.11%	Closed	History

PPL - PPL Corp.	Q3 2011	$25.61	Q1 2013	$27.94	+9.09%	Closed	History

HINKY - Heineken NV Unspons ADR	Q1 2011	$27.35	Q3 2012	$29.83	+9.07%	Closed	History

DSCM - Drugstore Com Inc	Q1 2003	$3.83	Q2 2005	$4.17	+8.88%	Closed	History

VNUVY - Vnu N V Adr Sponsored	Q3 2004	$25.70	Q2 2005	$27.93	+8.68%	Closed	History

MKC - McCormick & Co., Inc.	Q4 2001	$10.49	Q3 2002	$11.40	+8.65%	Closed	History

USB - U.S. Bancorp	Q1 2019	$48.22	Q2 2019	$52.39	+8.65%	Closed	History

BURCA - Burnham Hldgs Inc Cl A	Q3 2023	$12.21	Q1 2024	$13.25	+8.52%	Closed	History

KBAL - Kimball Intl Inc Cl B	Q1 1999	$14.76	Q2 2001	$16.00	+8.40%	Closed	History

FPAFF - First Pac Ltd Ord	Q1 1999	$0.60	Q2 2008	$0.65	+8.33%	Closed	History

NKE - NIKE, Inc.	Q2 2021	$154.35	Q4 2021	$166.67	+7.98%	Closed	History

FELE - Franklin Elec Inc	Q1 1999	$8,127.50	Q4 1999	$8,773.44	+7.95%	Closed	History

PENN - PENN Entertainment, Inc.	Q1 2002	$1.98	Q3 2002	$2.13	+7.82%	Closed	History

SFD - Smithfield Foods, Inc.	Q2 2002	$18.55	Q2 2008	$20.00	+7.82%	Closed	History

BMY - Bristol-Myers Squibb Co.	Q3 2011	$31.33	Q1 2012	$33.75	+7.72%	Closed	History

5050 - Exxon Corp	Q1 1999	$70.56	Q3 1999	$76.00	+7.71%	Closed	History

AEZ - American Oil & Gas Inc New	Q2 2006	$5.19	Q1 2007	$5.59	+7.71%	Closed	History

DOW - Dow Inc.	Q2 2019	$49.28	Q2 2024	$53.05	+7.65%	Closed	History

FLUIF - Fluidra, S.A.	Q1 2025	$23.40	Open	$25.19	+7.65%	Open	History

950967Q - American Gen Corp	Q1 1999	$70,500.00	Q4 1999	$75,875.00	+7.62%	Closed	History

TXN - Texas Instruments Inc.	Q1 2003	$16.37	Q2 2003	$17.60	+7.51%	Closed	History

ERFSF - Eurofins Scientific SE	Q1 2026	$72.20	Open	$77.50	+7.34%	Open	History

AMZN - Amazon.com, Inc.	Q4 2025	$230.82	Open	$247.49	+7.22%	Open	History

DD - DuPont de Nemours, Inc.	Q2 2019	$94.23	Q2 2024	$101.03	+7.22%	Closed	History

EVF - Eaton Vance Sr Income TR SF	Q4 2020	$6.36	Q2 2021	$6.80	+6.92%	Closed	History

EAFAX - Eaton Vance Mut Fds TR FLT	Q3 2011	$10.22	Q1 2013	$10.91	+6.75%	Closed	History

BP - BP p.l.c.	Q4 2005	$43.85	Q4 2008	$46.78	+6.68%	Closed	History

PJE - Penton Media Inc	Q1 1999	$22,510.00	Q4 1999	$24,000.00	+6.62%	Closed	History

SHLM - Schulman A Inc	Q4 2005	$21.56	Q2 2008	$22.97	+6.54%	Closed	History

FNMA - Federal Nat Mortgage Assn	Q1 1999	$69.29	Q2 2002	$73.75	+6.44%	Closed	History

3498051Q - 21st Centy Ins Group	Q1 2005	$13.95	Q2 2005	$14.84	+6.38%	Closed	History

SBMRY - Sabmiller Plc Sponsored Adr	Q1 2007	$21.54	Q2 2008	$22.91	+6.36%	Closed	History

BYCBF - Barry Callebaut Ag	Q1 2005	$238.61	Q2 2005	$253.44	+6.22%	Closed	History

UVV - Universal Corp.	Q4 2005	$43.36	Q2 2008	$46.00	+6.09%	Closed	History

SSP - Scripps E W Co Ohio	Q3 2008	$4.72	Q3 2009	$5.00	+6.08%	Closed	History

BA - The Boeing Co.	Q2 2005	$66.00	Q4 2005	$70.00	+6.06%	Closed	History

SGLJF - Strauss Group LTD	Q3 2011	$13.20	Q1 2013	$14.00	+6.06%	Closed	History

CO8 - Capital Automotive Reit	Q1 1999	$12.50	Q2 1999	$13.25	+6.00%	Closed	History

TEGOX - Templeton Glbl Oppts Tr Sbi	Q1 1999	$14.19	Q3 1999	$15.03	+5.92%	Closed	History

ISRG - Intuitive Surgical, Inc.	Q4 2011	$51.05	Q4 2012	$54.05	+5.88%	Closed	History

RHHBY - Roche Hldg Ltd Spon Adr	Q3 2006	$21.25	Q2 2008	$22.50	+5.88%	Closed	History

XSBFX - Salomon Bros Fd Inc	Q1 1999	$17.77	Q3 1999	$18.81	+5.87%	Closed	History

SIAL - Sigma Aldrich Corp	Q1 1999	$30.00	Q3 1999	$31.75	+5.83%	Closed	History

AMWD - American Woodmark Corp.	Q2 2006	$35.00	Q1 2007	$37.00	+5.71%	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.