Jacobsen Capital Management Sells in Q4 2024

Jacobsen Capital Management

  • $234 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
-303
- 0.44%
$197.36 - $217.3 $59.8K - $65.8K
68.4K $13.6M
NEM
Newmont Corp

Basic Materials
-764
- 6.17%
$37.0 - $58.68 $28.3K - $44.8K
11.6K $432K
XOM
Exxon Mobil Corp

Energy
-921
- 14.21%
$105.51 - $125.37 $97.2K - $115K
5.56K $597K
AMD
Advanced Micro Devices Inc

Technology
-82
- 2.43%
$118.88 - $172.8 $9.75K - $14.2K
3.3K $398K
SHW
Sherwin Williams CO

Basic Materials
-32
- 1.77%
$338.75 - $399.71 $10.8K - $12.8K
1.77K $602K
ADBE
Adobe Inc.

Technology
-27
- 2.82%
$437.39 - $552.96 $11.8K - $14.9K
931 $413K
JNJ
Johnson & Johnson

Healthcare
-138
- 4.55%
$143.34 - $165.86 $19.8K - $22.9K
2.9K $419K
PFE
Pfizer Inc

Healthcare
-1.73K
- 16.64%
$24.8 - $30.19 $43K - $52.3K
8.68K $230K
ZTS
Zoetis Inc.

Healthcare
-18
- 0.96%
$162.24 - $194.42 $2.92K - $3.5K
1.85K $301K
TJX
Tjx Companies Inc

Consumer Cyclical
-625
- 13.64%
$112.15 - $127.2 $70.1K - $79.5K
3.96K $477K
CVX
Chevron Corp

Energy
-290
- 15.44%
$141.15 - $162.53 $40.9K - $47.1K
1.59K $230K
SPGI
S&P Global Inc.

Financial Services
-27
- 1.64%
$480.36 - $529.17 $13K - $14.3K
1.62K $808K
GE
General Electric CO

Industrials
-2
- 0.1%
$159.95 - $194.23 $320 - $388
1.95K $324K
O
Realty Income Corp

Real Estate
-10
- 0.25%
$51.76 - $64.71 $518 - $647
4.05K $216K
HD
Home Depot, Inc.

Consumer Cyclical
-3
- 0.13%
$385.02 - $431.37 $1.16K - $1.29K
2.33K $905K
QCOM
Qualcomm Inc

Technology
-24
- 1.26%
$150.4 - $178.04 $3.61K - $4.27K
1.89K $289K
PG
Procter & Gamble CO

Consumer Defensive
-3
- 0.06%
$161.05 - $179.7 $483 - $539
4.63K $775K
DIS
Walt Disney CO

Communication Services
-446
- 17.98%
$92.39 - $117.6 $41.2K - $52.4K
2.03K $226K
APH
Amphenol Corp

Technology
-760
- 7.7%
$62.07 - $75.35 $47.2K - $57.3K
9.11K $632K
FISV
Fiserv Inc

Technology
-23
- 1.38%
N/A
1.65K $206K
Linde PLC
-10
- 1.28%
N/A
769 $0
INTU
Intuit Inc

Technology
-6
- 1.15%
$602.01 - $706.25 $3.61K - $4.24K
515 $323K
T
At&T Inc.

Communication Services
-42
- 0.3%
$21.22 - $23.88 $891 - $1K
14.2K $323K
BAC
Bank Of America Corp

Financial Services
-70
- 0.77%
$39.22 - $47.77 $2.75K - $3.34K
9.03K $396K
MS
Morgan Stanley

Financial Services
-3
- 0.14%
$104.42 - $134.99 $313 - $405
2.12K $266K
WMB
Williams Companies, Inc.

Energy
-59
- 1.0%
$46.37 - $59.74 $2.74K - $3.52K
5.86K $317K
META
Meta Platforms, Inc.

Communication Services
-15
- 0.42%
$554.08 - $632.68 $8.31K - $9.49K
3.59K $2.12M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-7
- 3.78%
$4100.99 - $5300.34 $28.7K - $37.1K
178 $884K
V
Visa Inc.

Financial Services
-3
- 0.06%
$273.87 - $320.91 $822 - $963
4.83K $1.53M
VBK
Vanguard Small Cap Growth ETF

ETFs
-161
- 0.43%
$264.18 - $304.19 $42.5K - $49K
36.9K $10.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-87
- 1.83%
$213.65 - $479.86 $18.6K - $41.7K
4.68K $1.89M
Activity Summary
Buys All Purchases 49 New Holdings 3 Increased Positions 46 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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