Disclosed trades by month

What did Jefferson Shreve buy in May 2025?

Name: Jefferson Shreve's stock trades in May 2025
Creator: Disclosed

R· IN-6House

Jefferson Shreve disclosed 142 trades in May 2025: 69 buys and 73 sales, made between Apr 7 and Apr 17, 2025.

The biggest was a sale of $MSFT, up to $500K, made on Apr 7, 2025.

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Trades disclosed in May 2025

142 trades · biggest first

Sold$MSFT$250K–$500K(up to $500K)
Microsoft
traded Apr 7, 2025filed May 8, 2025Filing ↗
Sold part$AVGO$100K–$250K(up to $250K)
Broadcom
traded Apr 17, 2025filed May 8, 2025Filing ↗
Bought$AAPL$100K–$250K(up to $250K)
Apple
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$ECL$100K–$250K(up to $250K)
Ecolab
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$INTU$100K–$250K(up to $250K)
Intuit
traded Apr 7, 2025filed May 8, 2025Filing ↗
Sold part$META$100K–$250K(up to $250K)
Meta Platforms
traded Apr 7, 2025filed May 8, 2025Filing ↗
Sold$ABBV$50K–$100K(up to $100K)
AbbVie
traded Apr 17, 2025filed May 8, 2025Filing ↗
Bought$AMAT$50K–$100K(up to $100K)
Applied Materials
traded Apr 17, 2025filed May 8, 2025Filing ↗
Bought$ARES$50K–$100K(up to $100K)
Ares Management
traded Apr 17, 2025filed May 8, 2025Filing ↗
Bought$CMG$50K–$100K(up to $100K)
Chipotle Mexican Grill
traded Apr 17, 2025filed May 8, 2025Filing ↗
Bought$SPGI$50K–$100K(up to $100K)
S&P Global
traded Apr 17, 2025filed May 8, 2025Filing ↗
Bought$SNPS$50K–$100K(up to $100K)
Synopsys
traded Apr 17, 2025filed May 8, 2025Filing ↗
Sold part$STAG$50K–$100K(up to $100K)
STAG Industrial
traded Apr 11, 2025filed May 8, 2025Filing ↗
Sold part$AMD$50K–$100K(up to $100K)
Advanced Micro Devices
traded Apr 7, 2025filed May 8, 2025Filing ↗
Sold$BAC$50K–$100K(up to $100K)
Bank of America
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$BLK$50K–$100K(up to $100K)
BlackRock
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$CTAS$50K–$100K(up to $100K)
Cintas
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$IDXX$50K–$100K(up to $100K)
IDEXX Laboratories
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$LIN$50K–$100K(up to $100K)
Linde
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$MRVL$50K–$100K(up to $100K)
Marvell Technology
traded Apr 7, 2025filed May 8, 2025Filing ↗
Sold part$NVDA$50K–$100K(up to $100K)
NVIDIA
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$STAG$50K–$100K(up to $100K)
STAG Industrial
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$TXN$50K–$100K(up to $100K)
Texas Instruments
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$CG$50K–$100K(up to $100K)
Carlyle Group
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$TT$50K–$100K(up to $100K)
Trane Technologies
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$UPS$50K–$100K(up to $100K)
United Parcel Service
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$A$15K–$50K(up to $50K)
Agilent Technologies
traded Apr 17, 2025filed May 8, 2025Filing ↗
Bought$ADSK$15K–$50K(up to $50K)
Autodesk
traded Apr 17, 2025filed May 8, 2025Filing ↗
Bought$CAT$15K–$50K(up to $50K)
Caterpillar
traded Apr 17, 2025filed May 8, 2025Filing ↗
Bought$CSX$15K–$50K(up to $50K)
traded Apr 17, 2025filed May 8, 2025Filing ↗
Sold part$BUSE$15K–$50K(up to $50K)
First Busey
traded Apr 17, 2025filed May 8, 2025Filing ↗
Sold$FBIN$15K–$50K(up to $50K)
Fortune Brands Innovations
traded Apr 17, 2025filed May 8, 2025Filing ↗
Sold part$HEI.A$15K–$50K(up to $50K)
Heico
traded Apr 17, 2025filed May 8, 2025Filing ↗
Bought$LFUS$15K–$50K(up to $50K)
Littelfuse
traded Apr 17, 2025filed May 8, 2025Filing ↗
Sold part$LULU$15K–$50K(up to $50K)
lululemon athletica
traded Apr 17, 2025filed May 8, 2025Filing ↗
Sold$MRK$15K–$50K(up to $50K)
Merck
traded Apr 17, 2025filed May 8, 2025Filing ↗
Sold part$META$15K–$50K(up to $50K)
Meta Platforms
traded Apr 17, 2025filed May 8, 2025Filing ↗
Bought$NEE$15K–$50K(up to $50K)
NextEra Energy
traded Apr 17, 2025filed May 8, 2025Filing ↗
Bought$ROST$15K–$50K(up to $50K)
Ross Stores
traded Apr 17, 2025filed May 8, 2025Filing ↗
Sold$STAG$15K–$50K(up to $50K)
STAG Industrial
traded Apr 17, 2025filed May 8, 2025Filing ↗
Bought$SYK$15K–$50K(up to $50K)
Stryker
traded Apr 17, 2025filed May 8, 2025Filing ↗
Sold part$CG$15K–$50K(up to $50K)
Carlyle Group
traded Apr 17, 2025filed May 8, 2025Filing ↗
Sold part$UPS$15K–$50K(up to $50K)
United Parcel Service
traded Apr 17, 2025filed May 8, 2025Filing ↗
Bought$WDC$15K–$50K(up to $50K)
Western Digital
traded Apr 17, 2025filed May 8, 2025Filing ↗
Sold part$ZTS$15K–$50K(up to $50K)
Zoetis
traded Apr 17, 2025filed May 8, 2025Filing ↗
Bought$AMGN$15K–$50K(up to $50K)
Amgen
traded Apr 11, 2025filed May 8, 2025Filing ↗
Bought$AMAT$15K–$50K(up to $50K)
Applied Materials
traded Apr 11, 2025filed May 8, 2025Filing ↗
Sold part$XYZ$15K–$50K(up to $50K)
Block
traded Apr 11, 2025filed May 8, 2025Filing ↗
Sold part$CLX$15K–$50K(up to $50K)
Clorox
traded Apr 11, 2025filed May 8, 2025Filing ↗
Bought$COP$15K–$50K(up to $50K)
ConocoPhillips
traded Apr 11, 2025filed May 8, 2025Filing ↗
Bought$CCI$15K–$50K(up to $50K)
Crown Castle
traded Apr 11, 2025filed May 8, 2025Filing ↗
Sold$HRI$15K–$50K(up to $50K)
Herc Holdings
traded Apr 11, 2025filed May 8, 2025Filing ↗
Sold part$KEYS$15K–$50K(up to $50K)
Keysight Technologies
traded Apr 11, 2025filed May 8, 2025Filing ↗
Sold$LGIH$15K–$50K(up to $50K)
LGI Homes
traded Apr 11, 2025filed May 8, 2025Filing ↗
Bought$LMT$15K–$50K(up to $50K)
Lockheed Martin
traded Apr 11, 2025filed May 8, 2025Filing ↗
Bought$LOW$15K–$50K(up to $50K)
Lowe's Companies
traded Apr 11, 2025filed May 8, 2025Filing ↗
Bought$MCD$15K–$50K(up to $50K)
McDonald's
traded Apr 11, 2025filed May 8, 2025Filing ↗
Bought$NFLX$15K–$50K(up to $50K)
Netflix
traded Apr 11, 2025filed May 8, 2025Filing ↗
Sold$NSC$15K–$50K(up to $50K)
Norfolk Southern
traded Apr 11, 2025filed May 8, 2025Filing ↗
Sold$PFE$15K–$50K(up to $50K)
Pfizer
traded Apr 11, 2025filed May 8, 2025Filing ↗
Sold$SLB$15K–$50K(up to $50K)
traded Apr 11, 2025filed May 8, 2025Filing ↗
Bought$SPOT$15K–$50K(up to $50K)
Spotify Technology
traded Apr 11, 2025filed May 8, 2025Filing ↗
Bought$WMT$15K–$50K(up to $50K)
Walmart
traded Apr 11, 2025filed May 8, 2025Filing ↗
Sold$WY$15K–$50K(up to $50K)
Weyerhaeuser
traded Apr 11, 2025filed May 8, 2025Filing ↗
Sold$ADBE$15K–$50K(up to $50K)
Adobe
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$AKAM$15K–$50K(up to $50K)
Akamai Technologies
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$ALB$15K–$50K(up to $50K)
Albemarle
traded Apr 7, 2025filed May 8, 2025Filing ↗
Sold$AXP$15K–$50K(up to $50K)
American Express
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$AWK$15K–$50K(up to $50K)
American Water Works
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$APP$15K–$50K(up to $50K)
AppLovin
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$APTV$15K–$50K(up to $50K)
Aptiv
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$ANET$15K–$50K(up to $50K)
Arista Networks
traded Apr 7, 2025filed May 8, 2025Filing ↗
Sold$AVB$15K–$50K(up to $50K)
AvalonBay Communities
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$BALL$15K–$50K(up to $50K)
Ball
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$BKNG$15K–$50K(up to $50K)
Booking Holdings
traded Apr 7, 2025filed May 8, 2025Filing ↗
Sold$BC$15K–$50K(up to $50K)
Brunswick
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$BKE$15K–$50K(up to $50K)
Buckle
traded Apr 7, 2025filed May 8, 2025Filing ↗
Sold$CCL$15K–$50K(up to $50K)
Carnival
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$CBOE$15K–$50K(up to $50K)
Cboe Global Markets
traded Apr 7, 2025filed May 8, 2025Filing ↗
Sold part$LNG$15K–$50K(up to $50K)
Cheniere Energy
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$CVX$15K–$50K(up to $50K)
Chevron
traded Apr 7, 2025filed May 8, 2025Filing ↗
Sold$CFG$15K–$50K(up to $50K)
Citizens Financial Group
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$COP$15K–$50K(up to $50K)
ConocoPhillips
traded Apr 7, 2025filed May 8, 2025Filing ↗
Sold$DHR$15K–$50K(up to $50K)
Danaher
traded Apr 7, 2025filed May 8, 2025Filing ↗
Sold$DVN$15K–$50K(up to $50K)
Devon Energy
traded Apr 7, 2025filed May 8, 2025Filing ↗
Sold$DXCM$15K–$50K(up to $50K)
DexCom
traded Apr 7, 2025filed May 8, 2025Filing ↗
Sold part$DFS$15K–$50K(up to $50K)
Discover Financial Services
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$EW$15K–$50K(up to $50K)
Edwards Lifesciences
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$XOM$15K–$50K(up to $50K)
ExxonMobil Holdings
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$FIS$15K–$50K(up to $50K)
Fidelity National Information
traded Apr 7, 2025filed May 8, 2025Filing ↗
Sold$FCX$15K–$50K(up to $50K)
Freeport-McMoRan
traded Apr 7, 2025filed May 8, 2025Filing ↗
Sold$GE$15K–$50K(up to $50K)
GE Aerospace
traded Apr 7, 2025filed May 8, 2025Filing ↗
Sold$GEN$15K–$50K(up to $50K)
Gen Digital
traded Apr 7, 2025filed May 8, 2025Filing ↗
Sold$GS$15K–$50K(up to $50K)
Goldman Sachs Group
traded Apr 7, 2025filed May 8, 2025Filing ↗
Sold$HAL$15K–$50K(up to $50K)
Halliburton
traded Apr 7, 2025filed May 8, 2025Filing ↗
Sold$HOG$15K–$50K(up to $50K)
Harley-Davidson
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$HRI$15K–$50K(up to $50K)
Herc Holdings
traded Apr 7, 2025filed May 8, 2025Filing ↗
Sold$HLT$15K–$50K(up to $50K)
Hilton Worldwide Holdings
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$HOMB$15K–$50K(up to $50K)
Home BancShares
traded Apr 7, 2025filed May 8, 2025Filing ↗
Bought$HD$15K–$50K(up to $50K)
Home Depot
traded Apr 7, 2025filed May 8, 2025Filing ↗

42 more on Jefferson's page

Trades made in May 2025 (from filings so far)

292 trades · biggest first

Filings so far show 292 trades Jefferson Shreve made in May 2025: 24 buys and 268 sales, all disclosed on Jun 22, 2025.

Sold$MSFT$500K–$1M(up to $1M)
Microsoft
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$NVDA$500K–$1M(up to $1M)
NVIDIA
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold part$AAPL$500K–$1M(up to $1M)
Apple
traded May 8, 2025filed Jun 22, 2025Filing ↗
Bought$MSFT$500K–$1M(up to $1M)
Microsoft
traded May 8, 2025filed Jun 22, 2025Filing ↗
Sold$AMZN$250K–$500K(up to $500K)
Amazon.com
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$GOOGL$100K–$250K(up to $250K)
Alphabet
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$GOOG$100K–$250K(up to $250K)
Alphabet
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$AAPL$100K–$250K(up to $250K)
Apple
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$BRK.B$100K–$250K(up to $250K)
Berkshire Hathaway
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$KO$100K–$250K(up to $250K)
Coca-Cola
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$COST$100K–$250K(up to $250K)
Costco Wholesale
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$LLY$100K–$250K(up to $250K)
Eli Lilly
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$IDXX$100K–$250K(up to $250K)
IDEXX Laboratories
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$INTU$100K–$250K(up to $250K)
Intuit
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$JPM$100K–$250K(up to $250K)
JPMorgan Chase
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$META$100K–$250K(up to $250K)
Meta Platforms
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$NFLX$100K–$250K(up to $250K)
Netflix
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$OGE$100K–$250K(up to $250K)
OGE Energy
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$PM$100K–$250K(up to $250K)
Philip Morris International
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$TSLA$100K–$250K(up to $250K)
Tesla
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$TXN$100K–$250K(up to $250K)
Texas Instruments
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$V$100K–$250K(up to $250K)
Visa
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$WMT$100K–$250K(up to $250K)
Walmart
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$ECL$100K–$250K(up to $250K)
Ecolab
traded May 8, 2025filed Jun 22, 2025Filing ↗
Bought$NVDA$100K–$250K(up to $250K)
NVIDIA
traded May 8, 2025filed Jun 22, 2025Filing ↗
Sold$50K–$100K(up to $100K)
Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15
traded May 13, 2025filed Jun 22, 2025Filing ↗
Sold$50K–$100K(up to $100K)
Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15
traded May 13, 2025filed Jun 22, 2025Filing ↗
Sold$50K–$100K(up to $100K)
Washington Cnty Tenn 4.0000 2027- 06-01
traded May 13, 2025filed Jun 22, 2025Filing ↗
Sold$50K–$100K(up to $100K)
Wells Fargo 6.491 10/23/34 '33 MTN
traded May 13, 2025filed Jun 22, 2025Filing ↗
Sold$50K–$100K(up to $100K)
General Motors Financial Company Inc 2.35 2031-01-08
traded May 13, 2025filed Jun 22, 2025Filing ↗
Sold$50K–$100K(up to $100K)
PNC Finl Svc 6.875 10/20/34 '33 FRN
traded May 13, 2025filed Jun 22, 2025Filing ↗
Sold$50K–$100K(up to $100K)
Citigroup Inc 5.875 2033-02-22
traded May 13, 2025filed Jun 22, 2025Filing ↗
Sold$ABT$50K–$100K(up to $100K)
Abbott Laboratories
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$AMD$50K–$100K(up to $100K)
Advanced Micro Devices
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$AMAT$50K–$100K(up to $100K)
Applied Materials
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$ARES$50K–$100K(up to $100K)
Ares Management
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$ANET$50K–$100K(up to $100K)
Arista Networks
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$ADP$50K–$100K(up to $100K)
Automatic Data Processing
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$AZO$50K–$100K(up to $100K)
AutoZone
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$BLK$50K–$100K(up to $100K)
BlackRock
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$BA$50K–$100K(up to $100K)
Boeing
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$BKNG$50K–$100K(up to $100K)
Booking Holdings
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$CDNS$50K–$100K(up to $100K)
Cadence Design Systems
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$CWST$50K–$100K(up to $100K)
Casella Waste Systems
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$CBOE$50K–$100K(up to $100K)
Cboe Global Markets
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$COR$50K–$100K(up to $100K)
Cencora
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$CMG$50K–$100K(up to $100K)
Chipotle Mexican Grill
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$CTAS$50K–$100K(up to $100K)
Cintas
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$CSCO$50K–$100K(up to $100K)
Cisco Systems
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$DE$50K–$100K(up to $100K)
Deere
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$EW$50K–$100K(up to $100K)
Edwards Lifesciences
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$XOM$50K–$100K(up to $100K)
ExxonMobil Holdings
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$FIS$50K–$100K(up to $100K)
Fidelity National Information
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$GE$50K–$100K(up to $100K)
GE Aerospace
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$GEV$50K–$100K(up to $100K)
GE Vernova
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$JNJ$50K–$100K(up to $100K)
Johnson & Johnson
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$LIN$50K–$100K(up to $100K)
Linde
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$MRVL$50K–$100K(up to $100K)
Marvell Technology
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$MA$50K–$100K(up to $100K)
Mastercard
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$NEE$50K–$100K(up to $100K)
NextEra Energy
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$NI$50K–$100K(up to $100K)
NiSource
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$PLTR$50K–$100K(up to $100K)
Palantir Technologies
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$PG$50K–$100K(up to $100K)
Procter & Gamble
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$PGR$50K–$100K(up to $100K)
Progressive
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$PWR$50K–$100K(up to $100K)
Quanta Services
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$O$50K–$100K(up to $100K)
Realty Income
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$RCL$50K–$100K(up to $100K)
Royal Caribbean Cruises
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$RGLD$50K–$100K(up to $100K)
Royal Gold
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$RUSHB$50K–$100K(up to $100K)
Rush Enterprises
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$SPGI$50K–$100K(up to $100K)
S&P Global
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$SBAC$50K–$100K(up to $100K)
SBA Communications
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$SPOT$50K–$100K(up to $100K)
Spotify Technology
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$SYK$50K–$100K(up to $100K)
Stryker
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$SNPS$50K–$100K(up to $100K)
Synopsys
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$CG$50K–$100K(up to $100K)
Carlyle Group
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$TJX$50K–$100K(up to $100K)
TJX Companies
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$TT$50K–$100K(up to $100K)
Trane Technologies
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$UBER$50K–$100K(up to $100K)
Uber Technologies
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$UCB$50K–$100K(up to $100K)
United Community Banks
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$WFC$50K–$100K(up to $100K)
Wells Fargo
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$WELL$50K–$100K(up to $100K)
Welltower
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$WMB$50K–$100K(up to $100K)
Williams Companies
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold$WDAY$50K–$100K(up to $100K)
Workday
traded May 12, 2025filed Jun 22, 2025Filing ↗
Sold part$AMAT$50K–$100K(up to $100K)
Applied Materials
traded May 8, 2025filed Jun 22, 2025Filing ↗
Sold part$BLK$50K–$100K(up to $100K)
BlackRock
traded May 8, 2025filed Jun 22, 2025Filing ↗
Bought$GE$50K–$100K(up to $100K)
GE Aerospace
traded May 8, 2025filed Jun 22, 2025Filing ↗
Sold part$HD$50K–$100K(up to $100K)
Home Depot
traded May 8, 2025filed Jun 22, 2025Filing ↗
Sold$15K–$50K(up to $50K)
Comcast 6.50% maturing 11/15/35
traded May 13, 2025filed Jun 22, 2025Filing ↗
Sold$15K–$50K(up to $50K)
Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01
traded May 13, 2025filed Jun 22, 2025Filing ↗
Sold$15K–$50K(up to $50K)
Douglas Cnty Neb Sch Dist No001 5.000 2028-12-15
traded May 13, 2025filed Jun 22, 2025Filing ↗
Sold$15K–$50K(up to $50K)
Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4
traded May 13, 2025filed Jun 22, 2025Filing ↗
Sold$15K–$50K(up to $50K)
Grand Praire Tex 5.0000 2032-02-15
traded May 13, 2025filed Jun 22, 2025Filing ↗
Sold$15K–$50K(up to $50K)
Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15
traded May 13, 2025filed Jun 22, 2025Filing ↗
Sold$15K–$50K(up to $50K)
Houston Tex 5.000 2031-03-01/ 4423315C4
traded May 13, 2025filed Jun 22, 2025Filing ↗
Sold$15K–$50K(up to $50K)
Laredo TEX 5.000 2031-2-15/ 516824JB6
traded May 13, 2025filed Jun 22, 2025Filing ↗
Sold$15K–$50K(up to $50K)
Las Vegas Nev 4.000 2027-06-01
traded May 13, 2025filed Jun 22, 2025Filing ↗
Sold$15K–$50K(up to $50K)
Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15
traded May 13, 2025filed Jun 22, 2025Filing ↗
Sold$15K–$50K(up to $50K)
Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01
traded May 13, 2025filed Jun 22, 2025Filing ↗
Sold$15K–$50K(up to $50K)
Minnesota ST 5.00 2025-08-01
traded May 13, 2025filed Jun 22, 2025Filing ↗
Sold$15K–$50K(up to $50K)
Minnesota St 5.00000 2025-08-01
traded May 13, 2025filed Jun 22, 2025Filing ↗

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Jefferson's stocks in May 2025

Amounts are the ranges the filings disclose, and "up to" is the top of a range; the actual amount and price are not disclosed. Each row links to the filing it came from. This is a public record turned into a page, not a recommendation and not a statement about why anyone traded. Disclosed is not affiliated with Jefferson Shreve.