Crown Wealth Group’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 | $228K | Sell |
1,731
-17
| -1% | -$2.24K | 0.09% | 103 |
|
2025
Q1 | $209K | Sell |
1,748
-253
| -13% | -$30.3K | 0.11% | 103 |
|
2024
Q4 | $265K | Sell |
2,001
-736
| -27% | -$97.4K | 0.11% | 91 |
|
2024
Q3 | $355K | Sell |
2,737
-539
| -16% | -$69.9K | 0.15% | 76 |
|
2024
Q2 | $379K | Hold |
3,276
| – | – | 0.19% | 62 |
|
2024
Q1 | $417K | Hold |
3,276
| – | – | 0.21% | 56 |
|
2023
Q4 | $352K | Sell |
3,276
-109
| -3% | -$11.7K | 0.21% | 52 |
|
2023
Q3 | $382K | Hold |
3,385
| – | – | 0.29% | 42 |
|
2023
Q2 | $333K | Hold |
3,385
| – | – | 0.26% | 45 |
|
2023
Q1 | $329K | Hold |
3,385
| – | – | 0.28% | 46 |
|
2022
Q4 | $336K | Sell |
3,385
-484
| -13% | -$48.1K | 0.32% | 43 |
|
2022
Q3 | $347K | Sell |
3,869
-424
| -10% | -$38K | 0.36% | 37 |
|
2022
Q2 | $451K | Buy |
4,293
+62
| +1% | +$6.51K | 0.41% | 38 |
|
2022
Q1 | $482K | Buy |
+4,231
| New | +$482K | 0.34% | 48 |
|