AE Wealth Management’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $447K | Buy |
3,403
+1,077
| +46% | +$142K | ﹤0.01% | 967 |
|
|
2025
Q1 | $278K | Buy |
2,326
+36
| +2% | +$4.31K | ﹤0.01% | 1122 |
|
|
2024
Q4 | $303K | Buy |
2,290
+190
| +9% | +$25.1K | ﹤0.01% | 1100 |
|
|
2024
Q3 | $272K | Sell |
2,100
-481
| -19% | -$62.3K | ﹤0.01% | 1061 |
|
|
2024
Q2 | $298K | Sell |
2,581
-479
| -16% | -$55.4K | ﹤0.01% | 1032 |
|
|
2024
Q1 | $389K | Sell |
3,060
-5,475
| -64% | -$696K | ﹤0.01% | 888 |
|
|
2023
Q4 | $969K | Sell |
8,535
-659
| -7% | -$74.8K | ﹤0.01% | 1166 |
|
|
2023
Q3 | $1.04M | Sell |
9,194
-1,789
| -16% | -$202K | 0.01% | 1083 |
|
|
2023
Q2 | $1.08M | Buy |
10,983
+7,762
| +241% | +$763K | 0.01% | 1060 |
|
|
2023
Q1 | $313K | Buy |
3,221
+622
| +24% | +$60.5K | ﹤0.01% | 1534 |
|
|
2022
Q4 | $258K | Buy |
+2,599
| New | +$258K | ﹤0.01% | 1564 |
|
|
2022
Q3 | – | Sell |
-2,136
| Closed | -$225K | – | 1806 |
|
|
2022
Q2 | $225K | Sell |
2,136
-3,440
| -62% | -$362K | ﹤0.01% | 1550 |
|
|
2022
Q1 | $636K | Buy |
5,576
+17
| +0.3% | +$1.94K | ﹤0.01% | 1106 |
|
|
2021
Q4 | $640K | Buy |
5,559
+356
| +7% | +$41K | ﹤0.01% | 1157 |
|
|
2021
Q3 | $570K | Buy |
5,203
+829
| +19% | +$90.8K | ﹤0.01% | 1122 |
|
|
2021
Q2 | $483K | Buy |
4,374
+438
| +11% | +$48.4K | ﹤0.01% | 1149 |
|
|
2021
Q1 | $421K | Sell |
3,936
-11,438
| -74% | -$1.22M | ﹤0.01% | 1097 |
|
|
2020
Q4 | $1.39M | Buy |
15,374
+319
| +2% | +$28.8K | 0.02% | 600 |
|
|
2020
Q3 | $1.16M | Buy |
15,055
+1,759
| +13% | +$135K | 0.02% | 592 |
|
|
2020
Q2 | $933K | Buy |
13,296
+3,801
| +40% | +$267K | 0.01% | 648 |
|
|
2020
Q1 | $623K | Buy |
9,495
+307
| +3% | +$20.1K | 0.01% | 611 |
|
|
2019
Q4 | $683K | Buy |
9,188
+1,331
| +17% | +$98.9K | 0.01% | 632 |
|
|
2019
Q3 | $595K | Buy |
7,857
+2,215
| +39% | +$168K | 0.02% | 573 |
|
|
2019
Q2 | $394K | Buy |
5,642
+47
| +0.8% | +$3.28K | 0.01% | 653 |
|
|
2019
Q1 | $348K | Buy |
5,595
+550
| +11% | +$34.2K | 0.02% | 424 |
|
|
2018
Q4 | $244K | Buy |
5,045
+145
| +3% | +$7.01K | 0.04% | 397 |
|
|
2018
Q3 | $310K | Sell |
4,900
-266
| -5% | -$16.8K | 0.02% | 440 |
|
|
2018
Q2 | $271K | Buy |
5,166
+61
| +1% | +$3.2K | 0.02% | 354 |
|
|
2018
Q1 | $250K | Buy |
+5,105
| New | +$250K | 0.02% | 362 |
|