Jacobson & Schmitt Advisors’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.37M | Buy |
324,925
+21,285
| +7% | +$615K | 1.34% | 31 |
|
|
2025
Q4 | $11.5M | Buy |
303,640
+14,066
| +5% | +$623K | 1.94% | 26 |
|
|
2025
Q3 | $14.2M | Buy |
289,574
+47,539
| +20% | +$3.02M | 2.44% | 16 |
|
|
2025
Q2 | $17.4M | Buy |
242,035
+55,224
| +30% | +$3.53M | 3.09% | 9 |
|
|
2025
Q1 | $10.2M | Buy |
186,811
+57,949
| +45% | +$5.24M | 2.09% | 26 |
|
|
2024
Q4 | $15.1M | Sell |
128,862
-8,544
| -6% | -$1.06M | 2.93% | 10 |
|
|
2024
Q3 | $15.1M | Buy |
137,406
+4,051
| +3% | +$404K | 3.09% | 10 |
|
|
2024
Q2 | $13M | Sell |
133,355
-13,488
| -9% | -$1.22M | 2.96% | 13 |
|
|
2024
Q1 | $12.8M | Buy |
146,843
+1,124
| +0.8% | +$85.2K | 3.04% | 11 |
|
|
2023
Q4 | $10.5M | Sell |
145,719
-3,108
| -2% | -$228K | 2.65% | 18 |
|
|
2023
Q3 | $11.6M | Sell |
148,827
-11,100
| -7% | -$897K | 3.3% | 10 |
|
|
2023
Q2 | $12.3M | Sell |
159,927
-24,988
| -14% | -$1.69M | 3.5% | 8 |
|
|
2023
Q1 | $11.3M | Sell |
184,915
-34,679
| -16% | -$1.85M | 3.23% | 10 |
|
|
2022
Q4 | $13.1M | Hold |
219,594
| – | – | 4.19% | 6 |
|
|
2022
Q3 | $13.1M | Sell |
219,594
-25,911
| -11% | -$1.47M | 4.19% | 6 |
|
|
2022
Q2 | $10.3M | Buy |
245,505
+76,956
| +46% | +$4.21M | 3.21% | 14 |
|
|
2022
Q1 | $11.7M | Buy |
168,549
+2,592
| +2% | +$187K | 3.03% | 18 |
|
|
2021
Q4 | $15.2M | Sell |
165,957
-14,497
| -8% | -$1.27M | 3.68% | 12 |
|
|
2021
Q3 | $12.7M | Sell |
180,454
-27,951
| -13% | -$2.16M | 3.5% | 12 |
|
|
2021
Q2 | $16.1M | Sell |
208,405
-7,215
| -3% | -$461K | 4.57% | 6 |
|
|
2021
Q1 | $14.1M | Sell |
215,620
-10,770
| -5% | -$832K | 4.55% | 6 |
|
|
2020
Q4 | $18.1M | Sell |
226,390
-68,910
| -23% | -$5.2M | 6.16% | 3 |
|
|
2020
Q3 | $15.3M | Sell |
295,300
-57,850
| -16% | -$2.64M | 5.83% | 3 |
|
|
2020
Q2 | $14.4M | Buy |
353,150
+5,750
| +2% | +$173K | 6.17% | 1 |
|
|
2020
Q1 | $6.71M | Sell |
347,400
-18,220
| -5% | -$471K | 3.8% | 7 |
|
|
2019
Q4 | $9.5M | Sell |
365,620
-210
| -0.1% | -$4.72K | 4.72% | 3 |
|
|
2019
Q3 | $6.86M | Sell |
365,830
-10,480
| -3% | -$249K | 3.83% | 10 |
|
|
2019
Q2 | $8.57M | Sell |
376,310
-230
| -0.1% | -$4.94K | 4.97% | 6 |
|
|
2019
Q1 | $7.45M | Buy |
376,540
+2,680
| +0.7% | +$43.9K | 4.64% | 5 |
|
|
2018
Q4 | $4.34M | Buy |
373,860
+4,150
| +1% | +$51.9K | 3.13% | 16 |
|
|
2018
Q3 | $5.58M | Sell |
369,710
-790
| -0.2% | -$9.37K | 3.48% | 13 |
|
|
2018
Q2 | $3.48M | Buy |
+370,500
| New | +$2.61M | 2.3% | 22 |
|
Other funds holding TTD
VCM
VPM
