Buckingham Strategic 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
Q2 | $431K | Buy |
3,728
+476
| +15% | +$55K | ﹤0.01% | 500 |
|
|
2024
Q1 | $414K | Sell |
3,252
-53
| -2% | -$6.74K | ﹤0.01% | 514 |
|
|
2023
Q4 | $355K | Buy |
3,305
+53
| +2% | +$5.69K | ﹤0.01% | 525 |
|
|
2023
Q3 | $367K | Buy |
3,252
+42
| +1% | +$4.74K | 0.01% | 498 |
|
|
2023
Q2 | $316K | Buy |
3,210
+398
| +14% | +$39.1K | ﹤0.01% | 525 |
|
|
2023
Q1 | $279K | Hold |
2,812
| – | – | 0.01% | 495 |
|
|
2022
Q4 | $279K | Buy |
2,812
+25
| +0.9% | +$2.48K | 0.01% | 497 |
|
|
2022
Q3 | $250K | Hold |
2,787
| – | – | 0.01% | 505 |
|
|
2022
Q2 | $293K | Hold |
2,787
| – | – | 0.01% | 470 |
|
|
2022
Q1 | $318K | Hold |
2,787
| – | – | 0.01% | 455 |
|
|
2021
Q4 | $321K | Sell |
2,787
-37
| -1% | -$4.26K | 0.01% | 460 |
|
|
2021
Q3 | $310K | Buy |
2,824
+216
| +8% | +$23.7K | 0.01% | 461 |
|
|
2021
Q2 | $288K | Hold |
2,608
| – | – | 0.01% | 471 |
|
|
2021
Q1 | $279K | Hold |
2,608
| – | – | 0.01% | 452 |
|
|
2020
Q4 | $235K | Buy |
+2,608
| New | +$235K | 0.01% | 472 |
|