Baldwin Wealth Partners’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-707
| Closed | -$91.6K | – | 640 |
|
|
2024
Q3 | $91.6K | Sell |
707
-139
| -16% | -$18K | 0.01% | 425 |
|
|
2024
Q2 | $97.8K | Hold |
846
| – | – | 0.01% | 266 |
|
|
2024
Q1 | $108K | Hold |
846
| – | – | 0.01% | 269 |
|
|
2023
Q4 | $90.9K | Hold |
846
| – | – | 0.01% | 288 |
|
|
2023
Q3 | $95.6K | Hold |
846
| – | – | 0.01% | 304 |
|
|
2023
Q2 | $83.2K | Sell |
846
-242
| -22% | -$23.8K | 0.01% | 341 |
|
|
2023
Q1 | $106K | Hold |
1,088
| – | – | 0.01% | 317 |
|
|
2022
Q4 | $108K | Sell |
1,088
-363
| -25% | -$36.1K | 0.01% | 307 |
|
|
2022
Q3 | $130K | Hold |
1,451
| – | – | 0.02% | 209 |
|
|
2022
Q2 | $153K | Hold |
1,451
| – | – | 0.02% | 216 |
|
|
2022
Q1 | $165K | Hold |
1,451
| – | – | 0.02% | 224 |
|
|
2021
Q4 | $167K | Hold |
1,451
| – | – | 0.02% | 217 |
|
|
2021
Q3 | $159K | Hold |
1,451
| – | – | 0.02% | 220 |
|
|
2021
Q2 | $160K | Hold |
1,451
| – | – | 0.02% | 224 |
|
|
2021
Q1 | $155K | Hold |
1,451
| – | – | 0.02% | 214 |
|
|
2020
Q4 | $131K | Hold |
1,451
| – | – | 0.02% | 220 |
|
|
2020
Q3 | $111K | Hold |
1,451
| – | – | 0.02% | 221 |
|
|
2020
Q2 | $102K | Hold |
1,451
| – | – | 0.02% | 220 |
|
|
2020
Q1 | $95K | Hold |
1,451
| – | – | 0.02% | 204 |
|
|
2019
Q4 | $108K | Hold |
1,451
| – | – | 0.02% | 232 |
|
|
2019
Q3 | $110K | Hold |
1,451
| – | – | 0.02% | 218 |
|
|
2019
Q2 | $101K | Sell |
1,451
-60
| -4% | -$4.18K | 0.01% | 244 |
|
|
2019
Q1 | $94K | Buy |
1,511
+60
| +4% | +$3.73K | 0.01% | 248 |
|
|
2018
Q4 | $70K | Hold |
1,451
| – | – | 0.01% | 257 |
|
|
2018
Q3 | $92K | Hold |
1,451
| – | – | 0.01% | 259 |
|
|
2018
Q2 | $76K | Hold |
1,451
| – | – | 0.01% | 276 |
|
|
2018
Q1 | $71K | Sell |
1,451
-1,451
| -50% | -$71K | 0.01% | 262 |
|
|
2017
Q4 | $158K | Hold |
2,902
| – | – | 0.02% | 212 |
|
|
2017
Q3 | $140K | Hold |
2,902
| – | – | 0.02% | 211 |
|
|
2017
Q2 | $131K | Hold |
2,902
| – | – | 0.02% | 215 |
|
|
2017
Q1 | $133K | Hold |
2,902
| – | – | 0.02% | 211 |
|
|
2016
Q4 | $137K | Sell |
2,902
-124
| -4% | -$5.85K | 0.02% | 200 |
|
|
2016
Q3 | $129K | Buy |
+3,026
| New | +$129K | 0.02% | 205 |
|