Avidian Wealth Enterprises’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 | $253K | Sell |
1,928
-204
| -10% | -$26.8K | 0.01% | 468 |
|
|
2025
Q1 | $255K | Buy |
2,132
+88
| +4% | +$10.5K | 0.01% | 450 |
|
|
2024
Q4 | $270K | Buy |
2,044
+107
| +6% | +$14.2K | 0.01% | 421 |
|
|
2024
Q3 | $251K | Sell |
1,937
-354
| -15% | -$45.9K | 0.01% | 431 |
|
|
2024
Q2 | $265K | Buy |
2,291
+7
| +0.3% | +$809 | 0.01% | 410 |
|
|
2024
Q1 | $290K | Sell |
2,284
-677
| -23% | -$86.1K | 0.01% | 360 |
|
|
2023
Q4 | $318K | Hold |
2,961
| – | – | 0.02% | 328 |
|
|
2023
Q3 | $334K | Buy |
2,961
+1
| +0% | +$113 | 0.02% | 312 |
|
|
2023
Q2 | $291K | Buy |
2,960
+605
| +26% | +$59.5K | 0.02% | 340 |
|
|
2023
Q1 | $229K | Hold |
2,355
| – | – | 0.01% | 430 |
|
|
2022
Q4 | $234K | Buy |
2,355
+1
| +0% | +$99 | 0.02% | 404 |
|
|
2022
Q3 | $211K | Hold |
2,354
| – | – | 0.02% | 386 |
|
|
2022
Q2 | $248K | Buy |
+2,354
| New | +$248K | 0.02% | 388 |
|