Caldwell Trust’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
9,624
+736
|
|
||||
|
2025
Q1 | $1.06M | Buy |
8,888
+1,856
|
|
||||
|
2024
Q4 | $930K | Buy |
7,032
+1,388
|
|
||||
|
2024
Q3 | $731K | Buy |
5,644
+731
|
|
||||
|
2024
Q2 | $568K | Buy |
4,913
+1,324
|
|
||||
|
2024
Q1 | $456K | Buy |
3,589
+1,044
|
|
||||
|
2023
Q4 | $273K | Buy |
2,545
+983
|
|
||||
|
2023
Q3 | $176K | Buy |
1,562
+1,435
|
|
||||
|
2023
Q2 | $12.5K | Buy |
127
+105
|
|
||||
|
2023
Q1 | $2.12K | Buy |
+22
|
|