JSA
Jacobson & Schmitt Advisors’s Lincoln Electric LECO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-31,376
| Closed | -$6.82M | – | 60 |
|
|
2023
Q4 | $6.82M | Buy |
31,376
+273
| +0.9% | +$59.4K | 1.73% | 28 |
|
|
2023
Q3 | $5.65M | Sell |
31,103
-447
| -1% | -$81.3K | 1.61% | 27 |
|
|
2023
Q2 | $6.27M | Sell |
31,550
-27,829
| -47% | -$5.53M | 1.78% | 27 |
|
|
2023
Q1 | $10M | Sell |
59,379
-20,172
| -25% | -$3.41M | 2.88% | 17 |
|
|
2022
Q4 | $10M | Hold |
79,551
| – | – | 3.2% | 14 |
|
|
2022
Q3 | $10M | Buy |
79,551
+2,106
| +3% | +$265K | 3.2% | 14 |
|
|
2022
Q2 | $9.55M | Buy |
77,445
+2,005
| +3% | +$247K | 2.98% | 15 |
|
|
2022
Q1 | $10.4M | Buy |
75,440
+3,325
| +5% | +$458K | 2.7% | 19 |
|
|
2021
Q4 | $10.1M | Buy |
72,115
+4,716
| +7% | +$658K | 2.44% | 18 |
|
|
2021
Q3 | $8.68M | Buy |
67,399
+5,610
| +9% | +$722K | 2.39% | 22 |
|
|
2021
Q2 | $8.14M | Buy |
61,789
+1,444
| +2% | +$190K | 2.3% | 23 |
|
|
2021
Q1 | $7.42M | Buy |
+60,345
| New | +$7.42M | 2.4% | 22 |
|