Copy Invest | Sonar Terminal

William Frels - Mairs & Power

1121 trades · 901 closed · 220 open · Win rate: 49.8% · Avg return: +55.5% · Median return: 0%

⚠ 61 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
JCP* - J.C. Penney	Q2 2005	$52.58	Q2 2005	$52.58	+0.00%	Closed	History

JCP* - J.C. Penney	Q4 2005	$55.60	Q4 2005	$55.60	+0.00%	Closed	History

JDSU - JDS Uniphase	Q4 2004	$3.17	Q4 2004	$3.17	+0.00%	Closed	History

JPC - Nuveen Preferred & Income Opportunities Fund	Q4 2023	$6.76	Q4 2023	$6.76	+0.00%	Closed	History

K - Kellogg	Q1 2006	$44.04	Q1 2006	$44.04	+0.00%	Closed	History

KMTUF - Komatsu LTD Ord	Q2 2011	$31.28	Q2 2011	$31.28	+0.00%	Closed	History

KMX - CarMax, Inc.	Q4 2013	$47.02	Q4 2013	$47.02	+0.00%	Closed	History

KMX - CarMax, Inc.	Q2 2014	$52.13	Q2 2014	$52.13	+0.00%	Closed	History

KOPPX - Kopp Emerging Gr A	Q2 2005	$11.94	Q2 2005	$11.94	+0.00%	Closed	History

KOPPX - Insured Muni Income Fund	Q2 2006	$12.47	Q2 2006	$12.47	+0.00%	Closed	History

KRB - MBNA Corporation	Q4 2004	$28.19	Q4 2004	$28.19	+0.00%	Closed	History

LAB - Standard BioTools Inc.	Q3 2019	$4.60	Q3 2019	$4.60	+0.00%	Closed	History

LIN - Linde plc	Q2 2023	$381.08	Q2 2023	$381.08	+0.00%	Closed	History

LIN - Linde plc	Q3 2025	$475.00	Q3 2025	$475.00	+0.00%	Closed	History

LKQ - LKQ Corp.	Q4 2013	$32.93	Q4 2013	$32.93	+0.00%	Closed	History

LMT - Lockheed Martin Corp.	Q3 2018	$346.53	Q3 2018	$346.53	+0.00%	Closed	History

LMT - Lockheed Martin Corp.	Q4 2020	$355.45	Q4 2020	$355.45	+0.00%	Closed	History

LOW - Lowe's Companies, Inc.	Q2 2011	$23.32	Q2 2011	$23.32	+0.00%	Closed	History

LOW - Lowe's Companies, Inc.	Q4 2011	$25.33	Q4 2011	$25.33	+0.00%	Closed	History

MANLX - Blackrock Muni Bd Fd	Q4 2006	$11.52	Q4 2006	$11.52	+0.00%	Closed	History

MCK - McKesson Corp.	Q2 2002	$32.70	Q2 2002	$32.70	+0.00%	Closed	History

MD - Pediatrix Medical Group, Inc.	Q2 2011	$36.14	Q2 2011	$36.14	+0.00%	Closed	History

MDLZ - Mondelez International, Inc.	Q4 2015	$44.80	Q4 2015	$44.80	+0.00%	Closed	History

MDLZ - Mondelez International, Inc.	Q3 2025	$62.47	Q3 2025	$62.47	+0.00%	Closed	History

META - Meta Platforms, Inc.	Q4 2015	$104.61	Q4 2015	$104.61	+0.00%	Closed	History

MGNI - Magnite, Inc.	Q2 2025	$24.12	Q2 2025	$24.12	+0.00%	Closed	History

MHS - Medco Health Solutions	Q1 2005	$49.57	Q1 2005	$49.57	+0.00%	Closed	History

MIPSB - MIPS Technol. CL B	Q2 2000	$38.50	Q2 2000	$38.50	+0.00%	Closed	History

MKL - Markel Group Inc.	Q2 2011	$396.36	Q2 2011	$396.36	+0.00%	Closed	History

MO - Altria Group, Inc.	Q1 2011	$26.09	Q1 2011	$26.09	+0.00%	Closed	History

MO - Altria Group, Inc.	Q4 2019	$49.83	Q4 2019	$49.83	+0.00%	Closed	History

MO - Altria Group, Inc.	Q2 2020	$39.28	Q2 2020	$39.28	+0.00%	Closed	History

MOS - The Mosaic Co.	Q1 2013	$59.72	Q1 2013	$59.72	+0.00%	Closed	History

MOSH - Mesa Offshore	Q2 2006	$0.11	Q2 2006	$0.11	+0.00%	Closed	History

MPC - Marathon Petroleum Corp.	Q1 2024	$201.50	Q1 2024	$201.50	+0.00%	Closed	History

MRLL - Merrill Corp	Q3 1999	$19.94	Q3 1999	$19.94	+0.00%	Closed	History

MS - Morgan Stanley	Q1 2004	$57.30	Q1 2004	$57.30	+0.00%	Closed	History

MSA - MSA Safety Inc.	Q4 2022	$144.19	Q4 2022	$144.19	+0.00%	Closed	History

MTD - Mettler-Toledo International Inc.	Q2 2011	$168.42	Q2 2011	$168.42	+0.00%	Closed	History

MTD - Mettler-Toledo International Inc.	Q4 2011	$147.37	Q4 2011	$147.37	+0.00%	Closed	History

MUR - Murphy Oil Corp.	Q4 2022	$43.01	Q4 2022	$43.01	+0.00%	Closed	History

MVST - Microvast Holdings, Inc.	Q3 2021	$8.22	Q3 2021	$8.22	+0.00%	Closed	History

MVT - Blackrock MuniVest	Q2 2018	$13.97	Q2 2018	$13.97	+0.00%	Closed	History

NBNGX - SIT Mid Cap Growth Fund	Q2 2002	$7.91	Q2 2002	$7.91	+0.00%	Closed	History

NEO - Neogenomics Inc	Q2 2025	$7.31	Q2 2025	$7.31	+0.00%	Closed	History

NGVC - Natural Grocers by Vitamin Cottage, Inc.	Q4 2013	$42.50	Q4 2013	$42.50	+0.00%	Closed	History

NKE - NIKE, Inc.	Q4 2013	$39.38	Q4 2013	$39.38	+0.00%	Closed	History

NSR - NeuStar Inc	Q2 2011	$26.22	Q2 2011	$26.22	+0.00%	Closed	History

NSRGY - Nestlé S.A.	Q1 2013	$72.46	Q1 2013	$72.46	+0.00%	Closed	History

NSRGY - Nestlé S.A.	Q3 2013	$70.00	Q3 2013	$70.00	+0.00%	Closed	History

NSRGY - Nestlé S.A.	Q1 2017	$76.69	Q1 2017	$76.69	+0.00%	Closed	History

NU41 - Sonus Networks	Q4 2014	$4.00	Q4 2014	$4.00	+0.00%	Closed	History

NVS - Novartis AG	Q4 2023	$100.97	Q4 2023	$100.97	+0.00%	Closed	History

NVS - Novartis AG	Q2 2025	$121.01	Q2 2025	$121.01	+0.00%	Closed	History

NVS - Novartis AG	Q4 2025	$137.87	Q4 2025	$137.87	+0.00%	Closed	History

ORB - Orbital Sciences Corp	Q2 2011	$16.87	Q2 2011	$16.87	+0.00%	Closed	History

ORBS - Eightco Holdings Inc	Q3 2025	$9.15	Q3 2025	$9.15	+0.00%	Closed	History

ORCL - Oracle Corp.	Q4 2005	$12.21	Q4 2005	$12.21	+0.00%	Closed	History

OTTR - Otter Tail Corp.	Q2 2019	$52.89	Q2 2019	$52.89	+0.00%	Closed	History

OXY - Occidental Petroleum Corp.	Q3 2013	$89.57	Q3 2013	$89.57	+0.00%	Closed	History

PFF - iShares US Preferred Stock ETF	Q3 2017	$38.73	Q3 2017	$38.73	+0.00%	Closed	History

PII - Polaris Inc.	Q2 2011	$55.50	Q2 2011	$55.50	+0.00%	Closed	History

PII - Polaris Inc.	Q2 2020	$92.50	Q2 2020	$92.50	+0.00%	Closed	History

PLM - Polymet Mng Corp	Q1 2023	$2.15	Q1 2023	$2.15	+0.00%	Closed	History

PM8 - Premier Inc Cl A	Q4 2013	$36.73	Q4 2013	$36.73	+0.00%	Closed	History

PPG - PPG Industries, Inc.	Q1 2018	$111.39	Q1 2018	$111.39	+0.00%	Closed	History

RADG - Rite Aid Corp	Q3 2009	$1,640.00	Q3 2009	$1,640.00	+0.00%	Closed	History

RETA - Reata Pharmaceuticals Inc	Q4 2020	$123.50	Q4 2020	$123.50	+0.00%	Closed	History

RIG - Transocean Ltd.	Q1 2015	$14.70	Q1 2015	$14.70	+0.00%	Closed	History

RMTI - Rockwell Med Inc	Q3 2019	$302.50	Q3 2019	$302.50	+0.00%	Closed	History

ROK - Rockwell Automation, Inc.	Q3 2016	$122.53	Q3 2016	$122.53	+0.00%	Closed	History

ROK - Rockwell Automation, Inc.	Q1 2017	$155.49	Q1 2017	$155.49	+0.00%	Closed	History

ROK - Rockwell Automation, Inc.	Q2 2018	$166.00	Q2 2018	$166.00	+0.00%	Closed	History

SBUX - Starbucks Corp.	Q3 2025	$84.61	Q3 2025	$84.61	+0.00%	Closed	History

SEIC - SEI Investments Co.	Q4 2004	$20.97	Q4 2004	$20.97	+0.00%	Closed	History

SEIC - SEI Investments Co.	Q4 2010	$23.80	Q4 2010	$23.80	+0.00%	Closed	History

SEIC - SEI Investments Co.	Q4 2019	$65.45	Q4 2019	$65.45	+0.00%	Closed	History

SEIC - SEI Investments Co.	Q4 2021	$60.91	Q4 2021	$60.91	+0.00%	Closed	History

SLB - Slb N.V.	Q1 2022	$41.32	Q1 2022	$41.32	+0.00%	Closed	History

SNI - Scripps Networks Interactive I	Q2 2011	$48.97	Q2 2011	$48.97	+0.00%	Closed	History

SO - The Southern Co.	Q2 2016	$53.58	Q2 2016	$53.58	+0.00%	Closed	History

SPG - Simon Property Group, Inc.	Q3 2014	$164.13	Q3 2014	$164.13	+0.00%	Closed	History

SPL - Schering-Plough	Q2 2006	$19.03	Q2 2006	$19.03	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2001	$114.30	Q4 2001	$114.30	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q3 2006	$133.58	Q3 2006	$133.58	+0.00%	Closed	History

SRDX - Surmodics Inc	Q3 2018	$74.55	Q3 2018	$74.55	+0.00%	Closed	History

SRTS - Sensus Healthcare Inc	Q4 2019	$3.50	Q4 2019	$3.50	+0.00%	Closed	History

SSL - Sasol Ltd	Q1 2022	$24.20	Q1 2022	$24.20	+0.00%	Closed	History

SSYS - Stratasys Ltd	Q1 2019	$23.76	Q1 2019	$23.76	+0.00%	Closed	History

STT - State Street Corp.	Q2 2001	$49.49	Q2 2001	$49.49	+0.00%	Closed	History

STT - State Street Corp.	Q1 2022	$86.97	Q1 2022	$86.97	+0.00%	Closed	History

SWK - Stanley Black & Decker, Inc.	Q4 2019	$166.13	Q4 2019	$166.13	+0.00%	Closed	History

TCMD - Tactile Sys Technology Inc	Q2 2025	$10.14	Q2 2025	$10.14	+0.00%	Closed	History

TEG - Integrys Energy Group	Q1 2010	$47,380.05	Q1 2010	$47,380.05	+0.00%	Closed	History

TEUM - Pareteum Corp	Q3 2019	$1.30	Q3 2019	$1.30	+0.00%	Closed	History

TGI - Triumph Group Inc New	Q4 2012	$65.21	Q4 2012	$65.21	+0.00%	Closed	History

TIF - Tiffany & Co	Q2 2009	$25,360.00	Q2 2009	$25,360.00	+0.00%	Closed	History

TROW - T. Rowe Price Group, Inc.	Q1 2005	$29.69	Q1 2005	$29.69	+0.00%	Closed	History

TSCDF - Tesco PLC Ord	Q2 2011	$8.17	Q2 2011	$8.17	+0.00%	Closed	History

TSLA - Tesla, Inc.	Q4 2024	$403.84	Q4 2024	$403.84	+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.