CAG
Crestwood Advisors Group’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
80,432
+453
| +0.6% | +$59.5K | 0.19% | 95 |
|
|
2025
Q1 | $9.67M | Sell |
79,979
-1,503
| -2% | -$182K | 0.18% | 98 |
|
|
2024
Q4 | $10.9M | Buy |
81,482
+1,411
| +2% | +$189K | 0.2% | 90 |
|
|
2024
Q3 | $10.5M | Buy |
80,071
+224
| +0.3% | +$29.3K | 0.2% | 90 |
|
|
2024
Q2 | $11.2M | Sell |
79,847
-621
| -0.8% | -$86.8K | 0.23% | 81 |
|
|
2024
Q1 | $12.4M | Buy |
80,468
+1,010
| +1% | +$155K | 0.27% | 74 |
|
|
2023
Q4 | $10.3M | Buy |
79,458
+641
| +0.8% | +$83.2K | 0.24% | 82 |
|
|
2023
Q3 | $10.8M | Buy |
+78,817
| New | +$10.8M | 0.28% | 81 |
|