Bison Wealth’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 |
-6,512
| Closed | -$844K | – | 375 |
|
|
2024
Q3 | $844K | Buy |
6,512
+2,987
| +85% | +$387K | 0.13% | 158 |
|
|
2024
Q2 | $448K | Hold |
3,525
| – | – | 0.07% | 260 |
|
|
2024
Q1 | $448K | Buy |
3,525
+118
| +3% | +$15K | 0.07% | 260 |
|
|
2023
Q4 | $366K | Buy |
3,407
+12
| +0.4% | +$1.29K | 0.06% | 280 |
|
|
2023
Q3 | $383K | Buy |
+3,395
| New | +$383K | 0.07% | 261 |
|