Jacobson & Schmitt Advisors, LLC Purchases and Sells in Q4 2024

Jacobson & Schmitt Advisors, LLC

  • $517 Million
  • Q4 2024

Top Buys

Incresed Positions

32 operations
Stock Shares change Price Range Shares Held Trade History
19.9K
+ 2033.78%
$406.35 - $454.46 $8.1M - $9.06M
20.9K $8.81M
33.4K
+ 53.49%
$71.81 - $86.11 $2.4M - $2.87M
95.8K $7.55M
408
+ 1.01%
$273.87 - $320.91 $112K - $131K
41K $13M
718
+ 0.44%
$63.31 - $82.85 $45.5K - $59.5K
162K $12M
110
+ 0.17%
$161.86 - $196.66 $17.8K - $21.6K
63.3K $12M
31.9K
+ 10.69%
$51.54 - $52.55 $1.64M - $1.67M
330K $17M
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
175K
New
$100.24 - $101.35 $17.5M - $17.7M
175K $17.6M
137K
New
$25.74 - $53.78 $3.52M - $7.36M
137K $3.53M
43.7K
New
$28.71 - $47.02 $1.26M - $2.06M
43.7K $2.03M
6.56K
New
$104.94 - $106.2 $688K - $697K
6.56K $691K
4.75K
New
$88.55 - $108.16 $420K - $513K
4.75K $445K
VANGUARD WELLINGTON FD
6.82K
New
N/A
6.82K $0
View all

Top Sells

Reduced Positions

22 operations
Stock Shares change Price Range Shares Held Trade History
-229K
- 98.44%
$74.5 - $78.37 $17.1M - $17.9M
3.63K $271K
-10.2K
- 9.9%
$73.36 - $89.13 $750K - $912K
93K $7.04M
-5.09K
- 5.13%
$176.17 - $197.05 $896K - $1M
94.1K $17M
-9.22K
- 29.59%
$105.78 - $108.7 $976K - $1M
21.9K $2.34M
-746
- 5.38%
$519.85 - $575.95 $388K - $430K
13.1K $6.82M
-157
- 0.41%
$352.8 - $432.01 $55.4K - $67.8K
38.4K $13.5M
View all
Activity Summary
Buys All Purchases 38 New Holdings 6 Increased Positions 32 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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