CWM
Cahaba Wealth Management’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Hold |
13,643
| – | – | 0.14% | 33 |
|
|
2025
Q1 | $1.65M | Hold |
13,643
| – | – | 0.14% | 33 |
|
|
2024
Q4 | $1.82M | Hold |
13,643
| – | – | 0.15% | 34 |
|
|
2024
Q3 | $1.79M | Buy |
13,643
+11,143
| +446% | +$1.46M | 0.15% | 35 |
|
|
2024
Q2 | $349K | Hold |
2,500
| – | – | 0.03% | 105 |
|
|
2024
Q1 | $384K | Hold |
2,500
| – | – | 0.03% | 101 |
|
|
2023
Q4 | $325K | Hold |
2,500
| – | – | 0.03% | 101 |
|
|
2023
Q3 | $341K | Hold |
2,500
| – | – | 0.04% | 98 |
|
|
2023
Q2 | $297K | Hold |
2,500
| – | – | 0.03% | 109 |
|
|
2023
Q1 | $294K | Sell |
2,500
-258
| -9% | -$30.3K | 0.03% | 109 |
|
|
2022
Q4 | $331K | Buy |
2,758
+256
| +10% | +$30.7K | 0.04% | 101 |
|
|
2022
Q3 | $271K | Buy |
2,502
+2
| +0.1% | +$217 | 0.04% | 106 |
|
|
2022
Q2 | $317K | Hold |
2,500
| – | – | 0.05% | 104 |
|
|
2022
Q1 | $346K | Hold |
2,500
| – | – | 0.05% | 102 |
|
|
2021
Q4 | $348K | Hold |
2,500
| – | – | 0.05% | 108 |
|
|
2021
Q3 | $331K | Buy |
+2,500
| New | +$331K | 0.05% | 102 |
|