Creative Planning’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.98M | Buy |
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|
2025
Q2 | $4.67M | Buy |
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|
2025
Q1 | $4.15M | Sell |
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|
2024
Q4 | $4.65M | Buy |
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|
2024
Q3 | $4.2M | Sell |
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|
2024
Q2 | $4.44M | Buy |
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|
2024
Q1 | $4.78M | Buy |
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|
2023
Q4 | $3.94M | Buy |
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|
2023
Q3 | $3.98M | Buy |
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|
2023
Q2 | $3.45M | Buy |
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|
2023
Q1 | $3.21M | Sell |
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|
2022
Q4 | $3.55M | Buy |
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|
2022
Q3 | $2.9M | Sell |
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|
2022
Q2 | $3.41M | Buy |
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|
2022
Q1 | $3.59M | Sell |
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|
2021
Q4 | $3.63M | Sell |
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|
2021
Q3 | $3.53M | Sell |
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|
2021
Q2 | $3.58M | Sell |
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|
2021
Q1 | $4.02M | Buy |
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|
2020
Q4 | $2.99M | Buy |
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|
2020
Q3 | $2.29M | Buy |
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|
2020
Q2 | $2.06M | Sell |
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|
2020
Q1 | $1.94M | Sell |
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|
2019
Q4 | $2.89M | Sell |
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|
2019
Q3 | $3.05M | Sell |
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|
2019
Q2 | $2.94M | Sell |
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|
2019
Q1 | $2.73M | Buy |
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|
2018
Q4 | $1.88M | Buy |
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|
2018
Q3 | $2.32M | Buy |
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|
2018
Q2 | $1.28M | Buy |
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|
2018
Q1 | $1.14M | Buy |
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|
2017
Q4 | $1.23M | Buy |
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|
2017
Q3 | $1.08M | Buy |
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|
2017
Q2 | $975K | Buy |
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|
2017
Q1 | $989K | Buy |
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|
2016
Q4 | $520K | Buy |
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|
2016
Q3 | $455K | Buy |
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|
2016
Q2 | $311K | Hold |
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|
2016
Q1 | $272K | Sell |
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|
2015
Q4 | $288K | Buy |
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|
2015
Q3 | $255K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $225K | Buy |
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|
2014
Q4 | $178K | Sell |
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|
2014
Q3 | $238K | Sell |
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|
2014
Q2 | $293K | Sell |
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|
2014
Q1 | $440K | Buy |
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|
2013
Q4 | $368K | Sell |
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|
2013
Q3 | $350K | Buy |
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|
2013
Q2 | $330K | Buy |
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