JSA
Jacobson & Schmitt Advisors’s Flowserve FLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Sell |
230,156
-3,309
| -1% | -$173K | 2.14% | 26 |
|
|
2025
Q1 | $11.4M | Buy |
233,465
+432
| +0.2% | +$21.1K | 2.33% | 19 |
|
|
2024
Q4 | $13.4M | Sell |
233,033
-2,882
| -1% | -$166K | 2.59% | 15 |
|
|
2024
Q3 | $12.2M | Buy |
235,915
+9,251
| +4% | +$478K | 2.5% | 18 |
|
|
2024
Q2 | $10.9M | Sell |
226,664
-16,788
| -7% | -$808K | 2.48% | 19 |
|
|
2024
Q1 | $11.1M | Buy |
243,452
+8,111
| +3% | +$371K | 2.63% | 19 |
|
|
2023
Q4 | $9.7M | Buy |
235,341
+7,256
| +3% | +$299K | 2.45% | 21 |
|
|
2023
Q3 | $9.07M | Buy |
228,085
+21,855
| +11% | +$869K | 2.58% | 19 |
|
|
2023
Q2 | $7.66M | Buy |
206,230
+8,141
| +4% | +$302K | 2.17% | 23 |
|
|
2023
Q1 | $6.74M | Buy |
+198,089
| New | +$6.74M | 1.93% | 27 |
|