JSA
Jacobson & Schmitt Advisors’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Buy |
242,035
+55,224
| +30% | +$3.98M | 3.09% | 9 |
|
|
2025
Q1 | $10.2M | Buy |
186,811
+57,949
| +45% | +$3.17M | 2.09% | 26 |
|
|
2024
Q4 | $15.1M | Sell |
128,862
-8,544
| -6% | -$1M | 2.93% | 10 |
|
|
2024
Q3 | $15.1M | Buy |
137,406
+4,051
| +3% | +$444K | 3.09% | 10 |
|
|
2024
Q2 | $13M | Sell |
133,355
-13,488
| -9% | -$1.32M | 2.96% | 13 |
|
|
2024
Q1 | $12.8M | Buy |
146,843
+1,124
| +0.8% | +$98.3K | 3.04% | 11 |
|
|
2023
Q4 | $10.5M | Sell |
145,719
-3,108
| -2% | -$224K | 2.65% | 18 |
|
|
2023
Q3 | $11.6M | Sell |
148,827
-11,100
| -7% | -$867K | 3.3% | 10 |
|
|
2023
Q2 | $12.3M | Sell |
159,927
-24,988
| -14% | -$1.93M | 3.5% | 8 |
|
|
2023
Q1 | $11.3M | Sell |
184,915
-34,679
| -16% | -$2.11M | 3.23% | 10 |
|
|
2022
Q4 | $13.1M | Hold |
219,594
| – | – | 4.19% | 6 |
|
|
2022
Q3 | $13.1M | Sell |
219,594
-25,911
| -11% | -$1.55M | 4.19% | 6 |
|
|
2022
Q2 | $10.3M | Buy |
245,505
+76,956
| +46% | +$3.22M | 3.21% | 14 |
|
|
2022
Q1 | $11.7M | Buy |
168,549
+2,592
| +2% | +$179K | 3.03% | 18 |
|
|
2021
Q4 | $15.2M | Sell |
165,957
-14,497
| -8% | -$1.33M | 3.68% | 12 |
|
|
2021
Q3 | $12.7M | Sell |
180,454
-27,951
| -13% | -$1.96M | 3.5% | 12 |
|
|
2021
Q2 | $16.1M | Buy |
208,405
+186,843
| +867% | +$14.5M | 4.57% | 6 |
|
|
2021
Q1 | $14.1M | Sell |
21,562
-1,077
| -5% | -$702K | 4.55% | 6 |
|
|
2020
Q4 | $18.1M | Sell |
22,639
-6,891
| -23% | -$5.52M | 6.16% | 3 |
|
|
2020
Q3 | $15.3M | Sell |
29,530
-5,785
| -16% | -$3M | 5.83% | 3 |
|
|
2020
Q2 | $14.4M | Buy |
35,315
+575
| +2% | +$234K | 6.17% | 1 |
|
|
2020
Q1 | $6.71M | Sell |
34,740
-1,822
| -5% | -$352K | 3.8% | 7 |
|
|
2019
Q4 | $9.5M | Sell |
36,562
-21
| -0.1% | -$5.46K | 4.72% | 3 |
|
|
2019
Q3 | $6.86M | Sell |
36,583
-1,048
| -3% | -$197K | 3.83% | 10 |
|
|
2019
Q2 | $8.57M | Sell |
37,631
-23
| -0.1% | -$5.24K | 4.97% | 6 |
|
|
2019
Q1 | $7.45M | Buy |
37,654
+268
| +0.7% | +$53.1K | 4.64% | 5 |
|
|
2018
Q4 | $4.34M | Buy |
37,386
+415
| +1% | +$48.2K | 3.13% | 16 |
|
|
2018
Q3 | $5.58M | Sell |
36,971
-79
| -0.2% | -$11.9K | 3.48% | 13 |
|
|
2018
Q2 | $3.48M | Buy |
+37,050
| New | +$3.48M | 2.3% | 22 |
|