Atlas Capital Advisors’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 | $109K | Sell |
833
-8
| -1% | -$1.05K | 0.01% | 520 |
|
2025
Q1 | $101K | Hold |
841
| – | – | 0.01% | 544 |
|
2024
Q4 | $111K | Hold |
841
| – | – | 0.01% | 500 |
|
2024
Q3 | $109K | Sell |
841
-166
| -16% | -$21.5K | 0.02% | 480 |
|
2024
Q2 | $116K | Hold |
1,007
| – | – | 0.02% | 475 |
|
2024
Q1 | $128K | Hold |
1,007
| – | – | 0.02% | 443 |
|
2023
Q4 | $108K | Hold |
1,007
| – | – | 0.02% | 485 |
|
2023
Q3 | $114K | Hold |
1,007
| – | – | 0.02% | 426 |
|
2023
Q2 | $99K | Sell |
1,007
-1,470
| -59% | -$145K | 0.02% | 472 |
|
2023
Q1 | $241K | Hold |
2,477
| – | – | 0.04% | 323 |
|
2022
Q4 | $246K | Sell |
2,477
-273
| -10% | -$27.1K | 0.04% | 304 |
|
2022
Q3 | $247K | Hold |
2,750
| – | – | 0.04% | 310 |
|
2022
Q2 | $289K | Hold |
2,750
| – | – | 0.05% | 291 |
|
2022
Q1 | $314K | Hold |
2,750
| – | – | 0.05% | 283 |
|
2021
Q4 | $317K | Hold |
2,750
| – | – | 0.05% | 291 |
|
2021
Q3 | $302K | Hold |
2,750
| – | – | 0.05% | 280 |
|
2021
Q2 | $304K | Buy |
2,750
+9
| +0.3% | +$993 | 0.05% | 290 |
|
2021
Q1 | $293K | Hold |
2,741
| – | – | 0.06% | 274 |
|
2020
Q4 | $247K | Sell |
2,741
-585
| -18% | -$52.7K | 0.05% | 272 |
|
2020
Q3 | $255K | Sell |
3,326
-2,992
| -47% | -$230K | 0.06% | 262 |
|
2020
Q2 | $443K | Sell |
6,318
-597
| -9% | -$41.9K | 0.1% | 196 |
|
2020
Q1 | $453K | Sell |
6,915
-323
| -4% | -$21.2K | 0.13% | 166 |
|
2019
Q4 | $538K | Hold |
7,238
| – | – | 0.13% | 185 |
|
2019
Q3 | $548K | Buy |
7,238
+2,605
| +56% | +$197K | 0.16% | 176 |
|
2019
Q2 | $323K | Buy |
4,633
+293
| +7% | +$20.5K | 0.11% | 226 |
|
2019
Q1 | $270K | Sell |
4,340
-2,541
| -37% | -$158K | 0.1% | 226 |
|
2018
Q4 | $333K | Buy |
6,881
+4,340
| +171% | +$210K | 0.13% | 193 |
|
2018
Q3 | $163K | Buy |
+2,541
| New | +$163K | 0.05% | 309 |
|
2018
Q2 | – | Sell |
-2,541
| Closed | -$124K | – | 537 |
|
2018
Q1 | $124K | Buy |
+2,541
| New | +$124K | 0.04% | 323 |
|