Belpointe Asset 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 | – | Sell |
-4,214
| Closed | -$504K | – | 989 |
|
|
2025
Q1 | $504K | Buy |
4,214
+343
| +9% | +$41.1K | 0.03% | 566 |
|
|
2024
Q4 | $578K | Buy |
3,871
+45
| +1% | +$6.72K | 0.03% | 478 |
|
|
2024
Q3 | $496K | Sell |
3,826
-633
| -14% | -$82K | 0.03% | 507 |
|
|
2024
Q2 | $515K | Buy |
4,459
+63
| +1% | +$7.28K | 0.04% | 452 |
|
|
2024
Q1 | $559K | Sell |
4,396
-136
| -3% | -$17.3K | 0.04% | 412 |
|
|
2023
Q4 | $487K | Buy |
4,532
+71
| +2% | +$7.63K | 0.04% | 374 |
|
|
2023
Q3 | $504K | Buy |
4,461
+409
| +10% | +$46.2K | 0.05% | 339 |
|
|
2023
Q2 | $399K | Buy |
4,052
+760
| +23% | +$74.8K | 0.04% | 358 |
|
|
2023
Q1 | $320K | Buy |
3,292
+224
| +7% | +$21.8K | 0.02% | 718 |
|
|
2022
Q4 | $305K | Sell |
3,068
-64
| -2% | -$6.36K | 0.02% | 725 |
|
|
2022
Q3 | $281K | Buy |
3,132
+376
| +14% | +$33.7K | 0.02% | 709 |
|
|
2022
Q2 | $290K | Sell |
2,756
-1,166
| -30% | -$123K | 0.02% | 693 |
|
|
2022
Q1 | $447K | Buy |
3,922
+468
| +14% | +$53.3K | 0.03% | 575 |
|
|
2021
Q4 | $398K | Buy |
3,454
+195
| +6% | +$22.5K | 0.02% | 597 |
|
|
2021
Q3 | $358K | Buy |
+3,259
| New | +$358K | 0.02% | 620 |
|