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
TSM - Taiwan Semiconductor	Q2 2011	$12.61	Q2 2011	$12.61	+0.00%	Closed	History

TTD - The Trade Desk, Inc.	Q4 2024	$117.53	Q4 2024	$117.53	+0.00%	Closed	History

ULGX - Urologix Inc	Q2 2018	$0.10	Q2 2018	$0.10	+0.00%	Closed	History

UNP - Union Pacific Corp.	Q2 2006	$23.24	Q2 2006	$23.24	+0.00%	Closed	History

UNP - Union Pacific Corp.	Q4 2015	$78.26	Q4 2015	$78.26	+0.00%	Closed	History

USA - Liberty All-Star Equity Fund	Q1 2005	$8.90	Q1 2005	$8.90	+0.00%	Closed	History

VFC - V.F. Corp.	Q3 2016	$52.70	Q3 2016	$52.70	+0.00%	Closed	History

VGT - Vanguard Information Technology Index Fund ETF Shares	Q1 2023	$48.18	Q1 2023	$48.18	+0.00%	Closed	History

VGT - Vanguard Information Technology Index Fund ETF Shares	Q4 2023	$60.50	Q4 2023	$60.50	+0.00%	Closed	History

VIA.B - Viacom Inc. CL B	Q4 2004	$36.39	Q4 2004	$36.39	+0.00%	Closed	History

VIG - Vanguard Dividend Appreciation Index Fund ETF Shares	Q1 2014	$75.30	Q1 2014	$75.30	+0.00%	Closed	History

VIMSX - Vanguard Index Tr 500	Q2 2006	$3.87	Q2 2006	$3.87	+0.00%	Closed	History

VKVTIX - Invt Gr Mun Tr UT 31 Mnthly Ca	Q1 2013	$44.49	Q1 2013	$44.49	+0.00%	Closed	History

VO - Vanguard Mid-Cap Index Fund ETF Shares	Q1 2023	$52.73	Q1 2023	$52.73	+0.00%	Closed	History

VODD - Vodafone ADR New	Q2 2011	$26.71	Q2 2011	$26.71	+0.00%	Closed	History

VTEB - Vanguard Tax-Exempt Bond Index Fund ETF Shares	Q4 2025	$50.29	Q4 2025	$50.29	+0.00%	Closed	History

VTRS - Viatris Inc.	Q4 2020	$18.74	Q4 2020	$18.74	+0.00%	Closed	History

VTV - Vanguard Value Index Fund ETF Shares	Q1 2023	$138.11	Q1 2023	$138.11	+0.00%	Closed	History

VWO - Vanguard Emerging Markets Stock Index Fund	Q4 2010	$48.08	Q4 2010	$48.08	+0.00%	Closed	History

VWO - Vanguard Emerging Markets Stock Index Fund	Q3 2013	$40.09	Q3 2013	$40.09	+0.00%	Closed	History

VWO - Vanguard Emerging Markets Stock Index Fund	Q1 2021	$52.12	Q1 2021	$52.12	+0.00%	Closed	History

WAB - Westinghouse Air Brake Technologies Corp.	Q1 2021	$79.10	Q1 2021	$79.10	+0.00%	Closed	History

WLY - John Wiley & Sons, Inc.	Q2 2011	$51.98	Q2 2011	$51.98	+0.00%	Closed	History

WM - Waste Management, Inc.	Q2 2011	$37.23	Q2 2011	$37.23	+0.00%	Closed	History

WPX - WPX Energy Inc	Q1 2012	$18.00	Q1 2012	$18.00	+0.00%	Closed	History

WWD - Woodward, Inc.	Q2 2001	$14.06	Q2 2001	$14.06	+0.00%	Closed	History

XEVTX - Eaton Vance Tax Advantaged Div	Q3 2006	$25.51	Q3 2006	$25.51	+0.00%	Closed	History

XLB - Select Sector Spdr Tr	Q4 2025	$45.35	Q4 2025	$45.35	+0.00%	Closed	History

XLE - State Street Energy Select Sector SPDR ETF	Q4 2015	$30.12	Q4 2015	$30.12	+0.00%	Closed	History

XLE - State Street Energy Select Sector SPDR ETF	Q4 2017	$36.13	Q4 2017	$36.13	+0.00%	Closed	History

XLF - State Street Financial Select Sector SPDR ETF	Q4 2025	$54.77	Q4 2025	$54.77	+0.00%	Closed	History

XLI - State Street Industrial Select Sector SPDR ETF	Q4 2025	$155.12	Q4 2025	$155.12	+0.00%	Closed	History

XLK - State Street Technology Select Sector SPDR ETF	Q3 2018	$37.61	Q3 2018	$37.61	+0.00%	Closed	History

XLP - State Street Consumer Staples Select Sector SPDR ETF	Q4 2023	$72.03	Q4 2023	$72.03	+0.00%	Closed	History

XLP - State Street Consumer Staples Select Sector SPDR ETF	Q4 2025	$77.68	Q4 2025	$77.68	+0.00%	Closed	History

XLU - State Street Utilities Select Sector SPDR ETF	Q4 2023	$31.67	Q4 2023	$31.67	+0.00%	Closed	History

XLV - State Street Health Care Select Sector SPDR ETF	Q4 2023	$136.38	Q4 2023	$136.38	+0.00%	Closed	History

XLV - State Street Health Care Select Sector SPDR ETF	Q4 2025	$154.80	Q4 2025	$154.80	+0.00%	Closed	History

XRAY - DENTSPLY SIRONA Inc.	Q2 2011	$38.03	Q2 2011	$38.03	+0.00%	Closed	History

XYL - Xylem Inc.	Q3 2021	$123.46	Q3 2021	$123.46	+0.00%	Closed	History

XYZ - Block, Inc.	Q3 2021	$240.00	Q3 2021	$240.00	+0.00%	Closed	History

ZBRA - Zebra Technologies Corp.	Q2 2011	$42.18	Q2 2011	$42.18	+0.00%	Closed	History

ZBRA - Zebra Technologies Corp.	Q3 2022	$262.00	Q3 2022	$262.00	+0.00%	Closed	History

MRSH - Marsh & McLennan Companies, Inc.	Q1 2005	$30.42	Q3 2005	$30.39	-0.10%	Closed	History

APC - Anadarko Pete Corp	Q3 2000	$66.46	Q3 2004	$66.36	-0.15%	Closed	History

IPGP - IPG Photonics Corp.	Q2 2017	$145.00	Q4 2019	$144.67	-0.23%	Closed	History

BIL - State Street SPDR Bloomberg 1-3 Month T-Bill ETF	Q2 2025	$91.73	Open	$91.51	-0.24%	Open	History

IAU - iShares Gold Trust	Q4 2013	$23.42	Q3 2014	$23.36	-0.26%	Closed	History

IBTG - iShares iBonds Dec 2026 Term Treasury ETF	Q2 2025	$22.93	Open	$22.85	-0.35%	Open	History

MINT - Pimco Enhanced Short Maturity	Q1 2013	$101.55	Q1 2015	$101.17	-0.37%	Closed	History

IDXX - IDEXX Laboratories, Inc.	Q4 2012	$46.37	Q1 2013	$46.15	-0.47%	Closed	History

VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares	Q1 2015	$39.86	Q2 2015	$39.67	-0.48%	Closed	History

PEP - PepsiCo, Inc.	Q3 2001	$48.50	Q2 2002	$48.20	-0.62%	Closed	History

MJN - Mead Johnson Nutrition	Q4 2013	$83.71	Q1 2014	$83.14	-0.68%	Closed	History

NAD - Nuveen Quality Municipal Income Fund	Q1 2017	$13.66	Q1 2019	$13.55	-0.81%	Closed	History

SONS - Sonus Networks	Q1 2008	$3.44	Q3 2014	$3.40	-1.16%	Closed	History

MHS - Medco Health Solutions	Q2 2011	$56.59	Q4 2011	$55.92	-1.18%	Closed	History

VRTX - Vertex Pharmaceuticals Inc.	Q2 2023	$351.91	Q3 2023	$347.74	-1.18%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2004	$120.87	Q2 2005	$119.18	-1.40%	Closed	History

DD - DuPont de Nemours, Inc.	Q1 2006	$75.41	Q2 2006	$74.32	-1.45%	Closed	History

IWR - iShares Russell Mid-Cap ETF	Q2 2021	$79.15	Q1 2022	$77.96	-1.50%	Closed	History

SHPG - Shire PLC	Q2 2016	$184.08	Q3 2018	$181.28	-1.52%	Closed	History

SONY - Sony Group Corp.	Q2 2025	$26.03	Q4 2025	$25.60	-1.65%	Closed	History

EIV - Eaton Vance Muni Bond II	Q2 2018	$11.80	Q3 2018	$11.60	-1.69%	Closed	History

IBM - International Business Machines Corp.	Q3 2024	$221.08	Open	$217.07	-1.81%	Open	History

VTI - Vanguard Total Stock Market Index Fund ETF Shares	Q4 2020	$194.79	Q4 2022	$191.19	-1.85%	Closed	History

PAYX - Paychex, Inc.	Q2 2011	$30.72	Q4 2011	$30.13	-1.92%	Closed	History

DD - DuPont de Nemours, Inc.	Q4 2024	$95.71	Q1 2025	$93.74	-2.06%	Closed	History

MORN - Morningstar, Inc.	Q2 2011	$60.73	Q4 2011	$59.40	-2.19%	Closed	History

CNP - CenterPoint Energy, Inc.	Q1 2013	$23.96	Q4 2014	$23.43	-2.21%	Closed	History

SFM - Sprouts Farmers Market, Inc.	Q1 2026	$77.13	Open	$75.35	-2.31%	Open	History

APD - Air Products and Chemicals, Inc.	Q3 2024	$297.74	Q4 2024	$290.04	-2.59%	Closed	History

PX - Praxair	Q1 2005	$47.86	Q2 2005	$46.60	-2.63%	Closed	History

LMT - Lockheed Martin Corp.	Q1 2022	$440.94	Q2 2022	$429.13	-2.68%	Closed	History

VGLT - Vanguard Long-Term Treasury Index Fund ETF Shares	Q1 2026	$55.38	Open	$53.84	-2.78%	Open	History

NWE - NorthWestern Energy Group, Inc.	Q3 2019	$75.06	Open	$72.91	-2.86%	Open	History

DHR - Danaher Corp.	Q1 2025	$205.00	Open	$199.05	-2.90%	Open	History

EEM - iShares MSCI Emerging Markets ETF	Q1 2012	$42.95	Q3 2014	$41.66	-3.00%	Closed	History

CERN - Cerner Corp	Q2 2017	$66.51	Q3 2018	$64.49	-3.04%	Closed	History

SNAP - Snap Inc.	Q2 2023	$11.84	Q1 2024	$11.48	-3.04%	Closed	History

DOW - Dow Inc.	Q1 2004	$40.28	Q3 2006	$38.98	-3.23%	Closed	History

FIMIX - Fidelity MN Muni	Q3 2002	$11.73	Q2 2004	$11.35	-3.24%	Closed	History

AEBI - Aebi Schmidt Holdings AG	Q3 2025	$12.47	Open	$12.06	-3.29%	Open	History

3346Q - US Bancorp	Q3 1999	$30.19	Q4 2000	$29.19	-3.31%	Closed	History

CFC - Countrywide Financial	Q3 2004	$39.39	Q2 2006	$38.08	-3.33%	Closed	History

VMM - MUTUAL FUNDS Delaware Invt MN Muni Income F	Q2 2010	$13,023.19	Q1 2011	$12,580.00	-3.40%	Closed	History

RF - Regions Financial Corp.	Q3 2022	$20.07	Q4 2023	$19.38	-3.44%	Closed	History

MSA - MSA Safety Inc.	Q2 2023	$173.96	Open	$167.83	-3.52%	Open	History

NFLX - Netflix, Inc.	Q4 2020	$54.10	Q1 2021	$52.19	-3.54%	Closed	History

CL - Colgate-Palmolive Co.	Q2 2003	$28.98	Q3 2003	$27.95	-3.55%	Closed	History

IJH - iShares Core S&P Mid-Cap ETF	Q1 2006	$15.86	Q2 2006	$15.28	-3.63%	Closed	History

MPC - Marathon Petroleum Corp.	Q1 2022	$85.60	Q2 2022	$82.40	-3.74%	Closed	History

ECHO - Echo Global Logistics	Q2 2012	$15.45	Q1 2014	$14.86	-3.78%	Closed	History

MUH - Blackrock Muni Hldgs	Q2 2018	$13.83	Q3 2018	$13.30	-3.83%	Closed	History

MRSH - Marsh & McLennan Companies, Inc.	Q3 2003	$47.61	Q3 2004	$45.76	-3.89%	Closed	History

RDS.A - Royal Dutch Shell PLC Spons AD	Q4 2005	$61.49	Q4 2019	$59.08	-3.92%	Closed	History

VOO - Vanguard S&P 500 ETF	Q4 2019	$295.85	Q2 2020	$283.55	-4.16%	Closed	History

VMO - Invesco Muni Oppt Tst	Q2 2018	$11.70	Q4 2018	$11.20	-4.27%	Closed	History

APC - Anadarko Pete Corp	Q1 2005	$76.10	Q1 2010	$72.83	-4.30%	Closed	History

TIF - Tiffany & Co	Q1 2005	$34.52	Q2 2006	$33.02	-4.35%	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.