CWM
Compass Wealth Management’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Buy |
27,531
+304
| +1% | +$40K | 0.86% | 45 |
|
|
2025
Q1 | $3.29M | Buy |
27,227
+390
| +1% | +$47.1K | 0.84% | 46 |
|
|
2024
Q4 | $3.59M | Buy |
26,837
+1,900
| +8% | +$254K | 0.86% | 41 |
|
|
2024
Q3 | $3.26M | Sell |
24,937
-1,274
| -5% | -$167K | 0.77% | 50 |
|
|
2024
Q2 | $3.66M | Sell |
26,211
-990
| -4% | -$138K | 0.9% | 38 |
|
|
2024
Q1 | $4.18M | Buy |
27,201
+821
| +3% | +$126K | 1.05% | 36 |
|
|
2023
Q4 | $3.42M | Buy |
26,380
+17,600
| +200% | +$2.28M | 0.96% | 40 |
|
|
2023
Q3 | $1.2M | Buy |
+8,780
| New | +$1.2M | 0.38% | 76 |
|