Copy Invest | Sonar Terminal

Thomas Russo - Gardner Russo & Quinn

1872 trades · 1793 closed · 79 open · Win rate: 42.8% · Avg return: +29.5% · 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
3276113Q - Evergreen Sel Plus Fd-I	Q2 1999	$5.47	Q1 2002	$5.48	+0.18%	Closed	History

0000345W - Mirant Corp New	Q4 2006	$23.26	Q2 2008	$23.26	+0.00%	Closed	History

0227217Q - Rothmans Inc	Q3 2005	$20.00	Q3 2005	$20.00	+0.00%	Closed	History

0257162D - Evergreen Sel Ltd Dur-I	Q1 2003	$10.47	Q1 2003	$10.47	+0.00%	Closed	History

1292340D - Tmp Worldwide Inc	Q1 2003	$10.73	Q1 2003	$10.73	+0.00%	Closed	History

140402Q - Champion Intl Corp	Q1 1999	$33.33	Q1 1999	$33.33	+0.00%	Closed	History

152853Q - Norrell Corp	Q2 1999	$18.81	Q2 1999	$18.81	+0.00%	Closed	History

1556464D - Wesco Finl Corp	Q1 2010	$384.62	Q1 2010	$384.62	+0.00%	Closed	History

2250163Q - Dii Group Inc	Q1 1999	$28.85	Q1 1999	$28.85	+0.00%	Closed	History

2271314Q - American Media Inc Cl A	Q1 1999	$5.75	Q1 1999	$5.75	+0.00%	Closed	History

228510Q - Willamette Inds Inc	Q1 1999	$37.74	Q1 1999	$37.74	+0.00%	Closed	History

2598Q - United States Filter Corp	Q1 1999	$33.33	Q1 1999	$33.33	+0.00%	Closed	History

2727195Q - Household Intl Corp	Q1 2003	$28.28	Q1 2003	$28.28	+0.00%	Closed	History

2745Q - Airtouch Communications Inc	Q1 1999	$95.24	Q1 1999	$95.24	+0.00%	Closed	History

2777284Z - Dr Pepper Snapple Group Inc	Q2 2008	$21.00	Q2 2008	$21.00	+0.00%	Closed	History

300583Q - Atlantic Richfield Co	Q1 1999	$72.50	Q1 1999	$72.50	+0.00%	Closed	History

3017264Q - Servicemaster Co	Q3 2005	$13.33	Q3 2005	$13.33	+0.00%	Closed	History

3026360Q - Scientific Atlanta Inc Common	Q4 2002	$11.86	Q4 2002	$11.86	+0.00%	Closed	History

306196Q - Eco Soil Sys Inc Common	Q2 2001	$0.19	Q2 2001	$0.19	+0.00%	Closed	History

312731Q - Hallwood Energy Ptrs LP Int	Q1 1999	$3.60	Q1 1999	$3.60	+0.00%	Closed	History

3403545Q - Dollar Gen Corp Common	Q2 2000	$19,500.00	Q2 2000	$19,500.00	+0.00%	Closed	History

3498051Q - 21st Centy Ins Group	Q3 2003	$13.78	Q3 2003	$13.78	+0.00%	Closed	History

356059Q - Earthgrains Co	Q1 1999	$21.88	Q1 1999	$21.88	+0.00%	Closed	History

3692470Q - Alltel Corp	Q4 1999	$82,687.95	Q4 1999	$82,687.95	+0.00%	Closed	History

4134807Q - Globalsantafe Corp Ord Common	Q4 2002	$24.32	Q4 2002	$24.32	+0.00%	Closed	History

4134807Q - Globalsantafe Corp	Q3 2007	$76.67	Q3 2007	$76.67	+0.00%	Closed	History

41IS - Unilever PLC ADR	Q4 2017	$55.29	Q4 2017	$55.29	+0.00%	Closed	History

519239Q - Concord Efs Inc Common	Q4 2002	$15.74	Q4 2002	$15.74	+0.00%	Closed	History

531621Q - Travelers Ppty Cas Cla	Q3 2002	$13.20	Q3 2002	$13.20	+0.00%	Closed	History

582046Q - Wheaton Riv Minerals Ltd	Q4 2004	$3.26	Q4 2004	$3.26	+0.00%	Closed	History

605555Q - Sears Roebuck & Co	Q1 1999	$45.71	Q1 1999	$45.71	+0.00%	Closed	History

611647Q - Amp Inc	Q1 1999	$55.05	Q1 1999	$55.05	+0.00%	Closed	History

6683 - General Electric	Q4 2017	$17.51	Q4 2017	$17.51	+0.00%	Closed	History

6684 - Hewlett Packard Co Common	Q4 2001	$20.54	Q4 2001	$20.54	+0.00%	Closed	History

6684 - Hewlett Packard Co	Q3 2002	$11.67	Q3 2002	$11.67	+0.00%	Closed	History

6684 - Hewlett Packard Co	Q1 2004	$22.84	Q1 2004	$22.84	+0.00%	Closed	History

6686 - Motorola Inc	Q3 1999	$88,000.00	Q3 1999	$88,000.00	+0.00%	Closed	History

668794Q - Allied Domecq Plc	Q2 2005	$48.47	Q2 2005	$48.47	+0.00%	Closed	History

680884Q - Compaq Computer Corp	Q1 1999	$31.25	Q1 1999	$31.25	+0.00%	Closed	History

704857Q - Centennial Bk Southern Ns	Q2 2003	$8.40	Q2 2003	$8.40	+0.00%	Closed	History

739306Q - Harcourt Gen Inc Common	Q2 2001	$58.19	Q2 2001	$58.19	+0.00%	Closed	History

748957Q - Pharmacia Corp	Q1 2003	$43.30	Q1 2003	$43.30	+0.00%	Closed	History

74S - Spectrum Brands Hldgs Inc	Q2 2015	$102.00	Q2 2015	$102.00	+0.00%	Closed	History

74S - Spectrum Brands Hldgs Inc	Q4 2015	$102.00	Q4 2015	$102.00	+0.00%	Closed	History

753397Q - Select Med Corp	Q4 2004	$17.60	Q4 2004	$17.60	+0.00%	Closed	History

764144Q - Sungard Data Sys Inc Common	Q2 2000	$31,000.00	Q2 2000	$31,000.00	+0.00%	Closed	History

764144Q - Sungard Data Sys Inc Common	Q4 2002	$23.56	Q4 2002	$23.56	+0.00%	Closed	History

80918Q - Amerada Hess Corp	Q3 2005	$138.00	Q3 2005	$138.00	+0.00%	Closed	History

8138927Q - 3com Corp Common	Q4 2002	$4.63	Q4 2002	$4.63	+0.00%	Closed	History

8222 - Limited Inc Common	Q4 2001	$14.72	Q4 2001	$14.72	+0.00%	Closed	History

856494Q - Atrix Labs Inc	Q4 2004	$8.53	Q4 2004	$8.53	+0.00%	Closed	History

916583Q - Enstar Group Inc Ga	Q2 2004	$52.03	Q2 2004	$52.03	+0.00%	Closed	History

9TP - Texas Pacific Land Trust	Q2 2012	$57.78	Q2 2012	$57.78	+0.00%	Closed	History

A - Agilent Technologies, Inc.	Q3 2002	$21.41	Q3 2002	$21.41	+0.00%	Closed	History

A - Agilent Technologies, Inc.	Q4 2005	$23.47	Q4 2005	$23.47	+0.00%	Closed	History

ACAT - Arctic Cat Inc	Q2 2005	$205.30	Q2 2005	$205.30	+0.00%	Closed	History

ACCO - ACCO Brands Corp.	Q3 2005	$21.28	Q3 2007	$21.28	+0.00%	Closed	History

ACCO - ACCO Brands Corp.	Q2 2012	$11.05	Q2 2012	$11.05	+0.00%	Closed	History

ACNB - ACNB Corp	Q4 2017	$29.51	Q4 2017	$29.51	+0.00%	Closed	History

ADI - Analog Devices, Inc.	Q3 2007	$35.83	Q3 2007	$35.83	+0.00%	Closed	History

ADM - Archer-Daniels-Midland Co.	Q3 2005	$24.59	Q3 2005	$24.59	+0.00%	Closed	History

ADP - Automatic Data Processing, Inc.	Q2 2005	$33.28	Q2 2005	$33.28	+0.00%	Closed	History

ADP - Automatic Data Processing, Inc.	Q4 2005	$36.42	Q4 2005	$36.42	+0.00%	Closed	History

AEP - American Electric Power Co., Inc.	Q1 1999	$39.22	Q1 1999	$39.22	+0.00%	Closed	History

AET - Aetna U S Healthcare Inc	Q3 2002	$8.95	Q3 2002	$8.95	+0.00%	Closed	History

AET - Aetna Inc New	Q3 2005	$42.50	Q3 2005	$42.50	+0.00%	Closed	History

AEZ - American Oil & Gas Inc New	Q2 2005	$5.08	Q2 2005	$5.08	+0.00%	Closed	History

AFS - Assoc First Cap Corp Cl A	Q1 1999	$45.80	Q1 1999	$45.80	+0.00%	Closed	History

AFS - Assoc First Cap Corp Cl A	Q4 1999	$27,437.50	Q4 1999	$27,437.50	+0.00%	Closed	History

AG4 - Allergan Inc	Q1 1999	$88.00	Q1 1999	$88.00	+0.00%	Closed	History

AIZ - Assurant, Inc.	Q3 2005	$40.00	Q3 2005	$40.00	+0.00%	Closed	History

ALDQF - Allied Domecq Plc	Q3 2002	$6.29	Q3 2002	$6.29	+0.00%	Closed	History

ALNY - Alnylam Pharmaceuticals, Inc.	Q1 2013	$26.67	Q1 2013	$26.67	+0.00%	Closed	History

AMAT - Applied Materials, Inc.	Q2 2005	$16.18	Q2 2005	$16.18	+0.00%	Closed	History

AMAT - Applied Materials, Inc.	Q4 2005	$17.94	Q4 2005	$17.94	+0.00%	Closed	History

AMB - Fortune Brands Inc	Q3 2011	$55.00	Q3 2011	$55.00	+0.00%	Closed	History

AMX - America Movil SAb De Cv	Q3 2009	$21.90	Q3 2009	$21.90	+0.00%	Closed	History

AMZN - Amazon.com, Inc.	Q1 2013	$13.28	Q1 2013	$13.28	+0.00%	Closed	History

AMZN - Amazon.com, Inc.	Q4 2017	$58.67	Q4 2017	$58.67	+0.00%	Closed	History

ANDW - Andrew Corp	Q3 2005	$11.36	Q3 2005	$11.36	+0.00%	Closed	History

ANEFX - New Economy Fd Mutual	Q3 2005	$21.79	Q3 2005	$21.79	+0.00%	Closed	History

ANT - Anteon Intl Corp	Q4 2004	$41.86	Q4 2004	$41.86	+0.00%	Closed	History

AOL - AOL Inc	Q1 2012	$33.33	Q1 2012	$33.33	+0.00%	Closed	History

APD - Air Products and Chemicals, Inc.	Q4 2005	$55.50	Q4 2005	$55.50	+0.00%	Closed	History

APOL - Apollo Group Inc Cl A	Q3 2011	$40.00	Q3 2011	$40.00	+0.00%	Closed	History

ARTMX - Artisan Fds Inc Mid Cap Fd Mutual	Q3 2005	$30.63	Q3 2005	$30.63	+0.00%	Closed	History

ASOMF - Asos Plc	Q1 2013	$47.62	Q1 2013	$47.62	+0.00%	Closed	History

ATF - Equity Inv Fd Ut 1 Exc At&t	Q1 2003	$68.81	Q1 2003	$68.81	+0.00%	Closed	History

ATF - Equity Income Fd	Q3 2006	$102.56	Q3 2006	$102.56	+0.00%	Closed	History

ATQG - Aastrom Biosciences Inc	Q1 2002	$48.03	Q1 2002	$48.03	+0.00%	Closed	History

AVP - Avon Products Inc	Q3 2011	$13.33	Q1 2012	$13.33	+0.00%	Closed	History

AVY - Avery Dennison Corp.	Q1 1999	$57.72	Q1 1999	$57.72	+0.00%	Closed	History

BA - The Boeing Co.	Q4 2017	$294.29	Q4 2017	$294.29	+0.00%	Closed	History

BAC.WS.B - Bank of America Corp WTS Exp 1	Q4 2017	$2.00	Q4 2017	$2.00	+0.00%	Closed	History

BAMXF - Bayerische Motoren Werke AG	Q4 2017	$104.00	Q4 2017	$104.00	+0.00%	Closed	History

BBY - Best Buy Co., Inc.	Q1 2008	$41.50	Q1 2008	$41.50	+0.00%	Closed	History

BC77 - Imperial Tobacco PLC ADR	Q3 2011	$66.67	Q1 2013	$66.67	+0.00%	Closed	History

BEN - Franklin Resources, Inc.	Q4 2017	$43.87	Q4 2017	$43.87	+0.00%	Closed	History

BEQGX - Amer Centy Quantve	Q4 2000	$21.77	Q4 2000	$21.77	+0.00%	Closed	History

BHI - Baker Hughes Inc	Q4 2005	$60.00	Q4 2005	$60.00	+0.00%	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.