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Asset Planning Inc’s Jacobs Solutions J Stock Holding History

Asset Planning Inc’s Portfolio J Stock Details J Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$224K Sell
1,703
-13
-0.8% -$1.71K 0.17% 77
2025
Q1 		$205K Buy
1,716
+5
+0.3% +$598 0.16% 80
2024
Q4 		$226K Buy
+1,711
New +$226K 0.17% 73