Investor Thompson Davis & Co., Inc.

Investor Performance

Thompson Davis & Co., Inc. investor performance is calculated on a quarterly basis. To calculate this, we calculate the cost basis of added positions in each quarter and use that to calculate the total profit and returns for each quarter. In addition to quarterly performance, we show annualized performance and the institution's (Thompson Davis & Co., Inc.) Internal Rate of Return (IRR). The IRR is equivalent to the Compound Annualized Growth Rate (CAGR).

Upgrade to unlock premium data.

Reporting
Period		 Starting
Portfolio Value		 Ending
Portfolio Value		 Change in
Portfolio Value		 Value of
Bought/Sold		 Gross
Profit (Loss)		 Quarterly
Return %
2026-03-31 167,041 149,944
2025-12-31 161,999 167,041
2025-09-30 191,507 161,999
2025-06-30 126,772 191,507
2025-03-31 155,485 126,772
2024-12-31 135,426 155,485
2024-09-30 115,287 135,426
2024-06-30 147,624 115,287
2024-03-31 117,547 147,624
2023-12-31 80,859 117,547
2023-09-30 88,309 80,859
2023-06-30 76,629 88,309
2023-03-31 70,305 76,629
2022-12-31 72,650 70,305
2022-09-30 104,814 73,635
2022-06-30 82,049 105,903
2022-03-31 120,339 82,049
2021-12-31 45,850 120,339
2018-09-30 42,002 45,850
2018-06-30 37,930 42,002
2018-03-31 42,235 37,930
2017-12-31 56,497 42,235
2017-09-30 62,240 56,481
2017-06-30 70,127 61,873
2017-03-31 60,348 69,746
2016-12-31 56,801 60,335
2016-09-30 62,656 56,783
2016-06-30 66,884 62,560
2016-03-31 70,428 66,881
2015-12-31 70,611 70,401
2015-09-30 84,669 70,519
2015-06-30 77,926 86,030
2015-03-31 82,679 82,522
2014-12-31 82,004 85,715
2014-09-30 69,271 79,124
2014-06-30 60,226 69,271
2014-03-31 66,228 60,199
2013-12-31 66,196