CIBC Private Wealth Group’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Sell |
5,500
-842
| -13% | -$111K | ﹤0.01% | 736 |
|
|
2025
Q1 | $696K | Sell |
6,342
-1,967
| -24% | -$216K | ﹤0.01% | 730 |
|
|
2024
Q4 | $1.1M | Buy |
8,309
+1,780
| +27% | +$235K | ﹤0.01% | 673 |
|
|
2024
Q3 | $846K | Sell |
6,529
-1,257
| -16% | -$163K | ﹤0.01% | 727 |
|
|
2024
Q2 | $887K | Buy |
7,786
+87
| +1% | +$9.91K | ﹤0.01% | 683 |
|
|
2024
Q1 | $963K | Buy |
7,699
+40
| +0.5% | +$5K | ﹤0.01% | 681 |
|
|
2023
Q4 | $822K | Buy |
7,659
+871
| +13% | +$93.5K | ﹤0.01% | 677 |
|
|
2023
Q3 | $766K | Buy |
6,788
+4,612
| +212% | +$521K | ﹤0.01% | 658 |
|
|
2023
Q2 | $214K | Hold |
2,176
| – | – | ﹤0.01% | 826 |
|
|
2023
Q1 | $212K | Buy |
+2,176
| New | +$212K | ﹤0.01% | 834 |
|
|
2022
Q3 | – | Sell |
-2,488
| Closed | -$262K | – | 1056 |
|
|
2022
Q2 | $262K | Buy |
2,488
+155
| +7% | +$16.3K | ﹤0.01% | 822 |
|
|
2022
Q1 | $266K | Buy |
+2,333
| New | +$266K | ﹤0.01% | 878 |
|
|
2020
Q1 | – | Sell |
-3,597
| Closed | -$267K | – | 890 |
|
|
2019
Q4 | $267K | Buy |
+3,597
| New | +$267K | ﹤0.01% | 821 |
|
|
2018
Q4 | – | Sell |
-32,126
| Closed | -$2.03M | – | 906 |
|
|
2018
Q3 | $2.03M | Buy |
32,126
+30,269
| +1,630% | +$1.92M | 0.01% | 497 |
|
|
2018
Q2 | $98K | Sell |
1,857
-47
| -2% | -$2.48K | ﹤0.01% | 1031 |
|
|
2018
Q1 | $93K | Buy |
1,904
+555
| +41% | +$27.1K | ﹤0.01% | 1035 |
|
|
2017
Q4 | $74K | Buy |
+1,349
| New | +$74K | ﹤0.01% | 1091 |
|