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
BRYG - Berkshire Hathaway Inc Del	Q2 2006	$3,043.02	Q4 2008	$3,213.99	+5.62%	Closed	History

PCLN - Priceline.com New	Q2 2003	$22.31	Q4 2004	$23.56	+5.60%	Closed	History

2288005Q - Pioneer Hi-Bred Int	Q1 1999	$37.59	Q3 1999	$39.69	+5.58%	Closed	History

CALY - Callaway Golf Co.	Q2 1999	$14.60	Q2 2005	$15.40	+5.48%	Closed	History

SEE -	Q3 2003	$47.23	Q2 2005	$49.79	+5.42%	Closed	History

PTTAX - Pimco Fds Pac Invt	Q1 2006	$10.35	Q1 2008	$10.91	+5.41%	Closed	History

GIS - General Mills, Inc.	Q4 2000	$22.28	Q4 2002	$23.48	+5.36%	Closed	History

HMC - Honda Mtr Ltd	Q1 2004	$23.14	Q3 2004	$24.36	+5.27%	Closed	History

GIS - General Mills, Inc.	Q3 2011	$38.00	Q4 2011	$40.00	+5.26%	Closed	History

MZTI - The Marzetti Co.	Q4 2005	$38.00	Q1 2008	$40.00	+5.26%	Closed	History

BOIVF - Bollore	Q4 2014	$4.57	Q1 2021	$4.81	+5.25%	Closed	History

41IS - Unilever PLC ADR	Q3 2011	$31.67	Q4 2011	$33.33	+5.24%	Closed	History

PSX - Phillips 66	Q4 2013	$77.21	Q3 2014	$81.25	+5.23%	Closed	History

PNY - Piedmont Nat Gas Inc	Q3 2007	$25.00	Q2 2008	$26.25	+5.00%	Closed	History

HUB - Chubb Corp	Q1 1999	$58,580.00	Q2 2000	$61,500.00	+4.98%	Closed	History

TFC - Truist Financial Corp.	Q2 2005	$39.97	Q4 2005	$41.94	+4.93%	Closed	History

FBF - Fleetboston Financial Corp	Q4 1999	$34,812.63	Q1 2000	$36,500.00	+4.85%	Closed	History

AAGBP - Alcoa Inc	Q2 2006	$32.35	Q1 2007	$33.91	+4.82%	Closed	History

WBC - WABCO Holdings Inc	Q4 2015	$102.15	Q1 2016	$107.01	+4.76%	Closed	History

UN - Unilever N V Wi	Q1 2002	$56.80	Q3 2002	$59.45	+4.67%	Closed	History

BLC - Belo A H Corp	Q1 1999	$18,230.00	Q4 1999	$19,062.48	+4.57%	Closed	History

PTTBX - Pimco Fds Pac Invt Mgmt Ser To	Q1 1999	$10.35	Q2 2005	$10.81	+4.44%	Closed	History

UV2A - Univision Communications Inc	Q1 2006	$34.48	Q4 2006	$36.00	+4.41%	Closed	History

PUIGF - Puig Brands S A	Q1 2025	$17.00	Open	$17.74	+4.35%	Open	History

3517233Q - Ust Inc	Q3 2008	$66.54	Q4 2008	$69.40	+4.30%	Closed	History

TDAAF - Tamedia Ag	Q4 2006	$131.57	Q2 2008	$137.23	+4.30%	Closed	History

VFC - V.F. Corp.	Q1 2004	$10.99	Q2 2004	$11.46	+4.28%	Closed	History

HON - Honeywell International Inc.	Q3 2007	$56.07	Q4 2007	$58.41	+4.17%	Closed	History

CTAS - Cintas Corp.	Q1 1999	$10.75	Q2 1999	$11.20	+4.14%	Closed	History

PYD - Pre Paid Legal Svcs Inc	Q1 1999	$24.50	Q4 2000	$25.50	+4.08%	Closed	History

CABJF - Carlsberg A/S	Q2 2020	$132.10	Open	$137.39	+4.00%	Open	History

NFB - North Fork Bancorp Inc	Q4 2004	$28.85	Q3 2006	$30.00	+3.99%	Closed	History

KT - KT Corp.	Q4 2005	$22.00	Q3 2006	$22.86	+3.91%	Closed	History

MEDI - Medimmune Inc	Q4 2005	$35.02	Q1 2007	$36.38	+3.88%	Closed	History

CPB - The Campbell's Co.	Q3 2011	$32.50	Q1 2012	$33.75	+3.85%	Closed	History

CHTT - Chattem Inc	Q2 2007	$63.04	Q2 2008	$65.33	+3.63%	Closed	History

VWITX - Vang Muni Bond Fd Inter	Q1 1999	$13.37	Q3 2002	$13.85	+3.59%	Closed	History

HTLD - Heartland Express, Inc.	Q4 2005	$15.22	Q4 2008	$15.76	+3.56%	Closed	History

OAKMX - Oakmark Fund - Class I	Q2 2003	$33.74	Q2 2008	$34.93	+3.53%	Closed	History

GLW - Corning Inc.	Q3 2011	$12.57	Q1 2013	$13.00	+3.42%	Closed	History

FE - FirstEnergy Corp.	Q1 1999	$30.00	Q2 1999	$31.00	+3.33%	Closed	History

ESTIX - Evergreen Inter Muni Cli	Q1 2002	$59.78	Q3 2002	$61.75	+3.30%	Closed	History

845780Q - Albertsons Inc	Q2 2005	$20.68	Q4 2005	$21.35	+3.24%	Closed	History

MKC - McCormick & Co., Inc.	Q4 2005	$15.46	Q4 2008	$15.93	+3.04%	Closed	History

PTRCY - Petrochina Co Ltd	Q1 2005	$63.22	Q2 2005	$65.14	+3.04%	Closed	History

MOO - Monsanto	Q1 2017	$113.40	Q4 2017	$116.70	+2.91%	Closed	History

653707Q - At&t Corp	Q2 2005	$19.04	Q3 2005	$19.59	+2.89%	Closed	History

TMJ - Torchmark Corp	Q4 2005	$55.63	Q1 2006	$57.19	+2.80%	Closed	History

ATR - AptarGroup, Inc.	Q2 2005	$25.40	Q4 2005	$26.11	+2.78%	Closed	History

571300Q - Gte Corp	Q1 1999	$60,590.00	Q2 2000	$62,250.00	+2.74%	Closed	History

DLCA - Dell Inc	Q1 2005	$38.42	Q2 2005	$39.46	+2.71%	Closed	History

XEC - Cimarex Energy Co	Q4 2004	$37.90	Q2 2005	$38.91	+2.66%	Closed	History

LQI - La Quinta Corp Paired Ctf 1 Co	Q4 2004	$9.09	Q2 2005	$9.33	+2.64%	Closed	History

LVMUY - LVMH Moet Hennessy Louis Vuitt	Q1 2023	$183.48	Q2 2023	$188.31	+2.63%	Closed	History

MSFT - Microsoft Corp.	Q1 2003	$24.21	Q2 2005	$24.84	+2.60%	Closed	History

WY - Weyerhaeuser Co.	Q1 1999	$55.56	Q1 2000	$57.00	+2.59%	Closed	History

ATHR - Atheros Communications Inc	Q3 2007	$29.85	Q4 2007	$30.62	+2.58%	Closed	History

BAX - Baxter International Inc.	Q3 2007	$30.72	Q4 2007	$31.47	+2.44%	Closed	History

CC - The Chemours Co.	Q1 2017	$38.50	Q3 2018	$39.44	+2.44%	Closed	History

VMLTX - Vang Ltd Term Tax Exempt Fd Mutual	Q1 2001	$10.87	Q3 2002	$11.13	+2.39%	Closed	History

LLOY - Lloyds Tsb Group Plc Common	Q3 2000	$9.34	Q3 2001	$9.56	+2.36%	Closed	History

HNZ - Heinz H J Company	Q1 1999	$47.06	Q2 2008	$48.13	+2.27%	Closed	History

SABA - Templeton Global Income Fd	Q1 1999	$14.24	Q3 2002	$14.56	+2.25%	Closed	History

NMG.B - Neiman Marcus Grps Inc Cl B	Q4 1999	$26,937.58	Q1 2000	$27,500.00	+2.09%	Closed	History

CHD - Church & Dwight Co., Inc.	Q1 2005	$8.87	Q2 2005	$9.05	+2.06%	Closed	History

NOK - Nokia Oyj	Q4 2005	$18.30	Q3 2008	$18.67	+2.02%	Closed	History

Y - Alleghany Corp Del	Q2 2006	$276.73	Q4 2008	$282.31	+2.02%	Closed	History

3232248Q - Safeco Corp Common	Q4 2002	$34.67	Q3 2003	$35.35	+1.96%	Closed	History

POZN - Pozen Inc	Q3 2005	$10.71	Q2 2008	$10.89	+1.68%	Closed	History

1027273Q - Fedders Corp Cl A	Q1 1999	$4,550.00	Q2 2000	$4,625.00	+1.65%	Closed	History

PNC - The PNC Financial Services Group, Inc.	Q1 1999	$55.57	Q2 2010	$56.41	+1.51%	Closed	History

PPL - PPL Corp.	Q3 2001	$15.18	Q2 2002	$15.41	+1.47%	Closed	History

PFNAF - Partridge Fine Art Ord	Q4 2006	$0.69	Q2 2007	$0.70	+1.45%	Closed	History

UNM - Unum Group	Q1 2017	$46.89	Q1 2018	$47.56	+1.43%	Closed	History

ROST - Ross Stores, Inc.	Q4 2005	$7.23	Q4 2006	$7.33	+1.38%	Closed	History

NUV - Nuveen Municipal Value Fund, Inc.	Q2 2002	$9.57	Q3 2002	$9.70	+1.36%	Closed	History

QUI - Quinenco S A Adr Sponsored	Q1 1999	$10.00	Q3 1999	$10.13	+1.25%	Closed	History

INTU - Intuit Inc.	Q2 2003	$22.30	Q2 2005	$22.56	+1.14%	Closed	History

MAT - Mattel, Inc.	Q4 2005	$15.82	Q4 2008	$16.00	+1.14%	Closed	History

RAI - Reynolds Amern Inc	Q4 2011	$39.55	Q3 2012	$40.00	+1.14%	Closed	History

KT - KT Corp.	Q1 2004	$650.32	Q2 2005	$657.56	+1.11%	Closed	History

0257162D - Evergreen Sel Ltd Dur-I	Q2 1999	$10.24	Q1 2002	$10.34	+0.98%	Closed	History

EMN - Eastman Chemical Co.	Q4 2000	$24.38	Q1 2001	$24.61	+0.96%	Closed	History

PTZ - Pulitzer Inc	Q1 1999	$40.50	Q1 2000	$40.88	+0.94%	Closed	History

JPI - Jefferson Pilot Corp	Q1 1999	$67,620.00	Q4 1999	$68,250.37	+0.93%	Closed	History

SO - The Southern Co.	Q4 2003	$30.25	Q1 2004	$30.50	+0.83%	Closed	History

ESTIX - Evergreen Inter Muni Cl I	Q1 2003	$60.71	Q4 2004	$61.20	+0.81%	Closed	History

VWITX - Vang Muni Bond Fd Inter	Q1 2003	$13.60	Q3 2003	$13.71	+0.81%	Closed	History

VPAIX - Vang Pa Ins Tx-Fr Ben Int	Q1 1999	$11.34	Q2 2002	$11.43	+0.79%	Closed	History

WBC - WABCO Holdings Inc	Q1 2015	$122.93	Q2 2015	$123.90	+0.79%	Closed	History

SMG - The Scotts Miracle-Gro Co.	Q3 2009	$43.00	Q1 2013	$43.33	+0.77%	Closed	History

8277831Q - Affiliated Computer Sv Cl A	Q1 1999	$45,760.00	Q4 1999	$46,000.00	+0.52%	Closed	History

RAH - Ralcorp Hldgs Inc New	Q3 2011	$76.56	Q1 2012	$76.92	+0.47%	Closed	History

2N9A - Nielsen Holdings	Q1 2014	$44.57	Q2 2015	$44.77	+0.45%	Closed	History

VWLTX - Vang Muni Bond Fd Long	Q1 1999	$11.20	Q2 2002	$11.25	+0.45%	Closed	History

MRK - Merck & Co., Inc.	Q1 2026	$120.29	Open	$120.78	+0.41%	Open	History

VMLTX - Vang Ltd Term Tax Exempt Fd	Q1 2003	$11.09	Q3 2003	$11.13	+0.36%	Closed	History

CDSCY - Cadbury Plc	Q3 2009	$51.28	Q4 2009	$51.43	+0.29%	Closed	History

ACNT - Synalloy Corp	Q1 1999	$6.86	Q3 1999	$6.88	+0.22%	Closed	History

3133754Q - Amsouth Bancorporation	Q2 2005	$26.00	Q4 2005	$26.05	+0.19%	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.