Cary Street Partners Investment Advisory’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 | $24.6K | Buy |
187
+94
| +101% | +$12.4K | 0.01% | 472 |
|
|
2025
Q1 | $11.1K | Buy |
+93
| New | +$11.1K | 0.01% | 480 |
|
|
2023
Q4 | – | Sell |
-307
| Closed | -$34.7K | – | 1241 |
|
|
2023
Q3 | $34.7K | Hold |
307
| – | – | ﹤0.01% | 963 |
|
|
2023
Q2 | $30.2K | Buy |
307
+99
| +48% | +$9.74K | ﹤0.01% | 941 |
|
|
2023
Q1 | $20.2K | Hold |
208
| – | – | ﹤0.01% | 968 |
|
|
2022
Q4 | $20.7K | Buy |
+208
| New | +$20.7K | ﹤0.01% | 969 |
|