Carson Wealth (CWM LLC)’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7M | Buy |
180,221
+16,883
| +10% | +$2.22M | 0.08% | 210 |
|
|
2025
Q1 | $19.6M | Sell |
163,338
-1,150
| -0.7% | -$138K | 0.08% | 223 |
|
|
2024
Q4 | $21.8M | Buy |
164,488
+1,930
| +1% | +$255K | 0.09% | 195 |
|
|
2024
Q3 | $21.1M | Sell |
162,558
-33,976
| -17% | -$4.4M | 0.09% | 202 |
|
|
2024
Q2 | $22.7M | Sell |
196,534
-7,353
| -4% | -$850K | 0.11% | 181 |
|
|
2024
Q1 | $25.9M | Sell |
203,887
-9,031
| -4% | -$1.15M | 0.13% | 161 |
|
|
2023
Q4 | $22.9M | Buy |
212,918
+210,616
| +9,149% | +$22.6M | 0.12% | 167 |
|
|
2023
Q3 | $260K | Buy |
2,302
+417
| +22% | +$47.1K | ﹤0.01% | 1204 |
|
|
2023
Q2 | $185K | Buy |
1,885
+72
| +4% | +$7.07K | ﹤0.01% | 1279 |
|
|
2023
Q1 | $176K | Buy |
1,813
+27
| +2% | +$2.62K | ﹤0.01% | 1245 |
|
|
2022
Q4 | $177K | Sell |
1,786
-266
| -13% | -$26.4K | ﹤0.01% | 1142 |
|
|
2022
Q3 | $184K | Buy |
2,052
+167
| +9% | +$15K | ﹤0.01% | 1087 |
|
|
2022
Q2 | $198K | Buy |
1,885
+458
| +32% | +$48.1K | ﹤0.01% | 1048 |
|
|
2022
Q1 | $163K | Buy |
1,427
+357
| +33% | +$40.8K | ﹤0.01% | 1118 |
|
|
2021
Q4 | $123K | Buy |
+1,070
| New | +$123K | ﹤0.01% | 1216 |
|
|
2021
Q2 | $92K | Hold |
831
| – | – | ﹤0.01% | 1162 |
|
|
2021
Q1 | $92K | Hold |
831
| – | – | ﹤0.01% | 1162 |
|
|
2020
Q4 | $92K | Hold |
831
| – | – | ﹤0.01% | 1162 |
|
|
2020
Q3 | $92K | Hold |
831
| – | – | ﹤0.01% | 1162 |
|
|
2020
Q2 | $92K | Hold |
831
| – | – | ﹤0.01% | 1162 |
|
|
2020
Q1 | $92K | Hold |
831
| – | – | ﹤0.01% | 1162 |
|
|
2019
Q4 | $92K | Hold |
831
| – | – | ﹤0.01% | 1162 |
|
|
2019
Q3 | $92K | Hold |
831
| – | – | ﹤0.01% | 1162 |
|
|
2019
Q2 | $92K | Hold |
831
| – | – | ﹤0.01% | 1162 |
|
|
2019
Q1 | $92K | Buy |
831
+710
| +587% | +$78.6K | ﹤0.01% | 1162 |
|
|
2018
Q4 | $6K | Buy |
121
+10
| +9% | +$496 | ﹤0.01% | 1476 |
|
|
2018
Q3 | $7K | Buy |
111
+24
| +28% | +$1.51K | ﹤0.01% | 1248 |
|
|
2018
Q2 | $5K | Buy |
+87
| New | +$5K | ﹤0.01% | 1193 |
|
|
2017
Q2 | – | Sell |
-42
| Closed | -$2K | – | 1248 |
|
|
2017
Q1 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 990 |
|