Ameliora 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 | – | Sell |
-225
| Closed | -$27K | – | 230 |
|
|
2025
Q1 | $27K | Sell |
225
-2,021
| -90% | -$242K | 0.01% | 180 |
|
|
2024
Q4 | $297K | Hold |
2,246
| – | – | 0.11% | 83 |
|
|
2024
Q3 | $291K | Sell |
2,246
-1,410
| -39% | -$183K | 0.12% | 68 |
|
|
2024
Q2 | $422K | Sell |
3,656
-13,226
| -78% | -$1.53M | 0.19% | 61 |
|
|
2024
Q1 | $2.15M | Hold |
16,882
| – | – | 0.97% | 32 |
|
|
2023
Q4 | $1.81M | Sell |
16,882
-2,805
| -14% | -$301K | 0.9% | 36 |
|
|
2023
Q3 | $2.22M | Buy |
19,687
+3,726
| +23% | +$421K | 1.32% | 29 |
|
|
2023
Q2 | $1.57M | Buy |
15,961
+426
| +3% | +$41.9K | 0.97% | 37 |
|
|
2023
Q1 | $1.51M | Buy |
15,535
+6,347
| +69% | +$617K | 0.88% | 40 |
|
|
2022
Q4 | $913K | Buy |
+9,188
| New | +$913K | 0.49% | 42 |
|