Berger Financial Group’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 | $5.35M | Buy |
40,667
+445
| +1% | +$58.5K | 0.35% | 73 |
|
|
2025
Q1 | $4.81M | Buy |
40,222
+4,070
| +11% | +$487K | 0.33% | 82 |
|
|
2024
Q4 | $4.78M | Buy |
36,152
+708
| +2% | +$93.7K | 0.33% | 77 |
|
|
2024
Q3 | $4.59M | Sell |
35,444
-6,973
| -16% | -$904K | 0.33% | 81 |
|
|
2024
Q2 | $4.9M | Sell |
42,417
-41
| -0.1% | -$4.74K | 0.39% | 67 |
|
|
2024
Q1 | $5.4M | Buy |
+42,458
| New | +$5.4M | 0.44% | 58 |
|