Jacobsen Capital Management Purchases and Sells in Q1 2025

Jacobsen Capital Management

$230 Million
Q1 2025

Top Buys

Incresed Positions

69 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	1.33K + 0.73%	$167.73 - $179.21 $222K - $237K	183K $31.5M
BIV	6.21K + 11.3%	$73.78 - $76.59 $458K - $475K	61.1K $4.68M
BRK-B	144 + 4.9%	$442.66 - $534.52 $63.7K - $77K	3.08K $1.64M
V	148 + 3.06%	$306.92 - $362.71 $45.4K - $53.7K	4.98K $1.75M
NEM	736 + 6.34%	$37.79 - $48.39 $27.8K - $35.6K	12.4K $596K
KO	1.11K + 18.27%	$60.81 - $72.32 $67.5K - $80.3K	7.18K $514K

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PLTR	3.7K New	$64.98 - $124.62 $240K - $461K	3.7K $312K
UBER	3.31K New	$63.17 - $81.49 $209K - $269K	3.31K $240K
TMUS	859 New	$211.3 - $272.83 $182K - $234K	859 $229K
CB	734 New	$257.71 - $301.99 $189K - $222K	734 $221K
PEP	1.47K New	$142.64 - $156.42 $210K - $231K	1.47K $221K
SYK	562 New	$355.18 - $399.9 $200K - $225K	562 $209K

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VBK	-257 - 0.7%	$247.97 - $296.33 $63.7K - $76.2K	36.7K $9.23M
VBR	-424 - 0.62%	$183.02 - $207.75 $77.6K - $88.1K	68K $12.7M
GOOGL	-743 - 3.83%	$154.33 - $206.19 $115K - $153K	18.6K $2.88M
TSLA	-311 - 6.65%	$222.15 - $428.22 $69.1K - $133K	4.37K $1.13M
BSV	-2.61K - 7.03%	$76.94 - $78.28 $201K - $204K	34.5K $2.7M
BKNG	-14 - 7.87%	$4295.4 - $5141.88 $60.1K - $72K	164 $755K

Activity Summary All Purchases 78 New Holdings 9 Increased Positions 69 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

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