Clearstead Advisors’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $762K | Sell |
5,987
-382
| -6% | -$51.9K | 0.01% | 604 |
|
|
2025
Q4 | $844K | Sell |
6,369
-60
| -0.9% | -$8.8K | 0.01% | 520 |
|
|
2025
Q3 | $963K | Sell |
6,429
-11
| -0.2% | -$1.58K | 0.01% | 481 |
|
|
2025
Q2 | $846K | Sell |
6,440
-357
| -5% | -$44K | 0.01% | 489 |
|
|
2025
Q1 | $814K | Buy |
6,797
+342
| +5% | +$44K | 0.01% | 458 |
|
|
2024
Q4 | $854K | Buy |
6,455
+55
| +0.9% | +$7.57K | 0.01% | 445 |
|
|
2024
Q3 | $829K | Sell |
6,400
-1,063
| -14% | -$128K | 0.01% | 455 |
|
|
2024
Q2 | $862K | Sell |
7,463
-184
| -2% | -$21.6K | 0.01% | 422 |
|
|
2024
Q1 | $875K | Sell |
7,647
-498
| -6% | -$58.4K | 0.04% | 245 |
|
|
2023
Q4 | $874K | Sell |
8,145
-8,227
| -50% | -$896K | 0.05% | 236 |
|
|
2023
Q3 | $1.85M | Buy |
16,372
+8,179
| +100% | +$881K | 0.05% | 215 |
|
|
2023
Q2 | $806K | Buy |
8,193
+7,540
| +1,155% | +$719K | 0.05% | 227 |
|
|
2023
Q1 | $63.5K | Buy |
653
+6
| +0.9% | +$599 | ﹤0.01% | 616 |
|
|
2022
Q4 | $64.2K | Sell |
647
-31
| -5% | -$3.04K | 0.01% | 585 |
|
|
2022
Q3 | $61K | Sell |
678
-15
| -2% | -$1.55K | 0.01% | 573 |
|
|
2022
Q2 | $73K | Buy |
693
+46
| +7% | +$5.15K | 0.01% | 546 |
|
|
2022
Q1 | $74K | Hold |
647
| – | – | 0.01% | 604 |
|
|
2021
Q4 | $74K | Buy |
647
+514
| +386% | +$59.4K | 0.01% | 589 |
|
|
2021
Q3 | $15K | Hold |
133
| – | – | ﹤0.01% | 884 |
|
|
2021
Q2 | $15K | Hold |
133
| – | – | ﹤0.01% | 746 |
|
|
2021
Q1 | $14K | Hold |
133
| – | – | ﹤0.01% | 738 |
|
|
2020
Q4 | $12K | Hold |
133
| – | – | ﹤0.01% | 696 |
|
|
2020
Q3 | $10K | Hold |
133
| – | – | ﹤0.01% | 662 |
|
|
2020
Q2 | $9K | Hold |
133
| – | – | ﹤0.01% | 608 |
|
|
2020
Q1 | $9K | Buy |
+133
| New | +$10K | ﹤0.01% | 587 |
|
Other funds holding J
VCM
VPM
