Caldwell Investment 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 | $1.44M | Sell |
11,000
-110
| -1% | -$14.4K | 1.25% | 16 |
|
|
2025
Q1 | $1.33M | Hold |
11,110
| – | – | 0.98% | 21 |
|
|
2024
Q4 | $1.47M | Hold |
11,110
| – | – | 0.99% | 24 |
|
|
2024
Q3 | $1.71M | Sell |
11,110
-2,189
| -16% | -$337K | 1.2% | 16 |
|
|
2024
Q2 | $1.53M | Hold |
13,299
| – | – | 1.15% | 20 |
|
|
2024
Q1 | $1.69M | Hold |
13,299
| – | – | 1.26% | 20 |
|
|
2023
Q4 | $1.43M | Hold |
13,299
| – | – | 1.1% | 22 |
|
|
2023
Q3 | $1.49M | Buy |
+13,299
| New | +$1.49M | 1.45% | 15 |
|