Corient Private Wealth’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 | $10.8M | Sell |
81,786
-65,167
| -44% | -$8.57M | 0.01% | 553 |
|
|
2025
Q1 | $17.6M | Sell |
146,953
-131,929
| -47% | -$15.8M | 0.03% | 409 |
|
|
2024
Q4 | $36.9M | Sell |
278,882
-7,613
| -3% | -$1.01M | 0.06% | 272 |
|
|
2024
Q3 | $37.1M | Sell |
286,495
-49,901
| -15% | -$6.47M | 0.06% | 288 |
|
|
2024
Q2 | $38.9M | Buy |
336,396
+1,132
| +0.3% | +$131K | 0.07% | 265 |
|
|
2024
Q1 | $42.6M | Sell |
335,264
-350,030
| -51% | -$44.5M | 0.08% | 248 |
|
|
2023
Q4 | $73.6M | Buy |
685,294
+265,032
| +63% | +$28.5M | 0.14% | 164 |
|
|
2023
Q3 | $47.5M | Buy |
420,262
+988
| +0.2% | +$112K | 0.11% | 200 |
|
|
2023
Q2 | $41.2M | Buy |
419,274
+17,976
| +4% | +$1.77M | 0.1% | 217 |
|
|
2023
Q1 | $39M | Buy |
401,298
+37,409
| +10% | +$3.64M | 0.1% | 191 |
|
|
2022
Q4 | $36.1M | Buy |
+363,889
| New | +$36.1M | 0.13% | 178 |
|