CPWA
Cerro Pacific Wealth Advisors’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
2,877
+703
| +32% | +$92.4K | 0.11% | 117 |
|
|
2025
Q1 | $290K | Buy |
2,174
+559
| +35% | +$74.7K | 0.09% | 129 |
|
|
2024
Q4 | $211K | Buy |
+1,615
| New | +$211K | 0.07% | 151 |
|
|
2023
Q1 | – | Sell |
-4,216
| Closed | -$506K | – | 155 |
|
|
2022
Q4 | $506K | Sell |
4,216
-68
| -2% | -$8.17K | 0.27% | 90 |
|
|
2022
Q3 | $465K | Sell |
4,284
-84
| -2% | -$9.12K | 0.28% | 89 |
|
|
2022
Q2 | $555K | Sell |
4,368
-2,058
| -32% | -$261K | 0.35% | 76 |
|
|
2022
Q1 | $886K | Buy |
6,426
+135
| +2% | +$18.6K | 0.54% | 52 |
|
|
2021
Q4 | $876K | Buy |
6,291
+571
| +10% | +$79.5K | 0.56% | 53 |
|
|
2021
Q3 | $758K | Buy |
5,720
+2,506
| +78% | +$332K | 0.55% | 56 |
|
|
2021
Q2 | $429K | Buy |
+3,214
| New | +$429K | 0.32% | 91 |
|