- Portfolio
- Activity
Thomas Russo Holdings Activity
Gardner Russo & Quinn Portfolio 13F
Gardner Russo & Quinn has disclosed a total of 66 changes to the portfolio in the latest (2023 Q4) SEC report(s): increased the number of shares of 17, bought 1 totally new, decreased the number of shares of 47 and completely sold out 1 position(s).
What stocks is Thomas Russo buying now?
In the recent quarter Thomas Russo has bought 18 securities out of which top 5 purchases (by % change to portfolio) are (UBER) UBER TECHNOLOGIES INC (new buy), (MSFT) MICROSOFT CORP (added shares +144.75%), (UNP) UNION PACIFIC CORP (added shares +5.16%), (COST) COSTCO WHOLESALE CORP (added shares +7.91%) and (AAPL) APPLE INC (added shares +13.72%).
What does Thomas Russo invest in?
Thomas Russo's top 5 holdings (by % of portfolio) are (BRK.A) BERKSHIRE HATHAWAY INC CL-A (13.37%), (GOOG) ALPHABET INC-CL C (11.09%), (MA) MASTERCARD INC - A (10.01%), (NSRGY) NESTLE SA-SPONS ADR (9.03%) and (CFRHF) CIE FINANCIERE RICHEMO-A REG (6.99%).
In the latest report(s) the following changes have been made to the top investments: (BRK.A) BERKSHIRE HATHAWAY INC CL-A (reduced shares -2.62%), (GOOG) ALPHABET INC-CL C (reduced shares -4.6%), (MA) MASTERCARD INC - A (reduced shares -3.39%), (NSRGY) NESTLE SA-SPONS ADR (reduced shares -2.44%) and (CFRHF) CIE FINANCIERE RICHEMO-A REG (reduced shares -1.21%).
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.