Thomas Russo - Gardner Russo & Quinn
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $8,496,278,296
Holdings Activity Buys Sells    History
Holding/activity history for  Wachovia Corp New (FTU)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2008   Q2 0 0.00 Sell 100.00% 0.03 SEC
2008   Q1 55,080 0.03 Reduce 34.10% 0.02 $27.00 $1,487,000 SEC
2007   Q4 83,583 0.07 Reduce 11.35% 0.03 $38.03 $3,179,000 SEC
2007   Q3 94,283 0.29 Reduce 1.46% <0.01 $50.15 $4,728,000 SEC
2007   Q2 95,683 0.10 Reduce 2.97% <0.01 $51.25 $4,904,000 SEC
2007   Q1 98,608 0.12 Reduce 3.62% <0.01 $55.05 $5,428,000 SEC
2006   Q4 102,315 0.14 Reduce 13.22% 0.02 $56.95 $5,827,000 SEC
2006   Q3 117,897 0.17 Reduce 0.75% <0.01 $55.80 $6,579,000 SEC
2006   Q2 118,793 0.18 Reduce 20.00% 0.06 $54.08 $6,424,000 SEC
2006   Q1 148,490 0.29 Reduce 1.13% <0.01 $56.05 $8,323,000 SEC
2005   Q4 150,190 0.24 Reduce 0.99% <0.01 $52.86 $7,939,000 SEC
2005   Q3 151,685 0.01 Add 0.31% $47.59 $7,219,000 SEC
2005   Q2 151,219 1.19 Reduce 3.20% 0.01 $49,600.00 $7,500,462,000 SEC
2005   Q1 156,219 0.37 Reduce 0.69% <0.01 $50,910.00 $7,953,109,000 SEC
2004   Q4 157,298 0.40 Reduce 1.11% <0.01 $52,600.00 $8,273,875,000 SEC
2004   Q3 159,058 0.43 Reduce 4.53% 0.02 $46,950.00 $7,467,773,000 SEC
2004   Q2 166,598 0.44 Reduce 0.40% <0.01 $44,500.00 $7,413,611,000 SEC
2004   Q1 167,262 2.06 Reduce 2.27% 0.01 $47,000.00 $7,861,314,000 SEC
2003   Q4 171,154 0.63 Add 0.77% <0.01 $46,590.00 $7,974,065,000 SEC
2003   Q3 169,848 0.49 Reduce 6.23% 0.04 $41,190.00 $6,996,039,000 SEC
2003   Q2 181,124 0.60 Reduce 11.10% 0.07 $39,960.00 $7,237,715,000 SEC
2003   Q1 203,742 0.67 Reduce 0.92% <0.01 $34,070.00 $6,941,490,000 SEC
2002   Q4 205,628 0.96 Reduce 2.54% 0.02 $36,440.00 $7,493,084,000 SEC
2002   Q3 210,978 0.74 Reduce 1.24% <0.01 $32,690.00 $6,896,871,000 SEC
2002   Q2 213,628 0.79 Reduce 6.45% 0.05 $38,180.00 $8,156,317,000 SEC
2002   Q1 228,361 0.80 Reduce 1.45% 0.01 $37,080.00 $8,467,626,000 SEC
2001   Q4 231,732 1.00 Reduce 5.49% 0.07 $31,360.00 $7,267,116,000 SEC
2001   Q3 245,199 1.21 Buy 1.21 $31,000.00 $7,601,169,000 SEC