Bartlett & Co 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 | $41.8K | Sell |
318
-1
| -0.3% | -$131 | ﹤0.01% | 684 |
|
|
2025
Q1 | $38.2K | Sell |
319
-370
| -54% | -$44.3K | ﹤0.01% | 700 |
|
|
2024
Q4 | $91.1K | Hold |
689
| – | – | ﹤0.01% | 553 |
|
|
2024
Q3 | $89.3K | Sell |
689
-116
| -14% | -$15K | ﹤0.01% | 561 |
|
|
2024
Q2 | $93K | Hold |
805
| – | – | ﹤0.01% | 558 |
|
|
2024
Q1 | $102K | Buy |
805
+19
| +2% | +$2.42K | ﹤0.01% | 546 |
|
|
2023
Q4 | $84.5K | Sell |
786
-60
| -7% | -$6.45K | ﹤0.01% | 600 |
|
|
2023
Q3 | $95.6K | Sell |
846
-121
| -13% | -$13.7K | ﹤0.01% | 548 |
|
|
2023
Q2 | $95.1K | Hold |
967
| – | – | ﹤0.01% | 555 |
|
|
2023
Q1 | $94K | Hold |
967
| – | – | ﹤0.01% | 473 |
|
|
2022
Q4 | $96.1K | Hold |
967
| – | – | ﹤0.01% | 477 |
|
|
2022
Q3 | $87K | Hold |
967
| – | – | ﹤0.01% | 476 |
|
|
2022
Q2 | $102K | Hold |
967
| – | – | ﹤0.01% | 461 |
|
|
2022
Q1 | $110K | Buy |
+967
| New | +$110K | ﹤0.01% | 473 |
|
|
2021
Q4 | – | Sell |
-967
| Closed | -$106K | – | 647 |
|
|
2021
Q3 | $106K | Hold |
967
| – | – | ﹤0.01% | 402 |
|
|
2021
Q2 | $107K | Hold |
967
| – | – | ﹤0.01% | 401 |
|
|
2021
Q1 | $103K | Hold |
967
| – | – | ﹤0.01% | 407 |
|
|
2020
Q4 | $87.2K | Hold |
967
| – | – | ﹤0.01% | 438 |
|
|
2020
Q3 | $74.2K | Hold |
967
| – | – | ﹤0.01% | 429 |
|
|
2020
Q2 | $67.8K | Sell |
967
-121
| -11% | -$8.49K | ﹤0.01% | 443 |
|
|
2020
Q1 | $71.3K | Hold |
1,088
| – | – | ﹤0.01% | 406 |
|
|
2019
Q4 | $80.8K | Hold |
1,088
| – | – | ﹤0.01% | 437 |
|
|
2019
Q3 | $82.4K | Buy |
+1,088
| New | +$82.4K | ﹤0.01% | 417 |
|