Cornerstone Wealth Management’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,392
| Closed | -$316K | – | 611 |
|
2024
Q4 | $316K | Sell |
2,392
-1,451
| -38% | -$192K | 0.02% | 453 |
|
2024
Q3 | $498K | Buy |
+3,843
| New | +$498K | 0.04% | 353 |
|
2018
Q4 | – | Sell |
-41,604
| Closed | -$590K | – | 760 |
|
2018
Q3 | $590K | Sell |
41,604
-2,918
| -7% | -$41.4K | 0.01% | 856 |
|
2018
Q2 | $575K | Buy |
+44,522
| New | +$575K | 0.01% | 960 |
|