Dynasty 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
Q2
$966K Sell
7,347
-895
-11% -$118K 0.02% 133
2025
Q1
$986K Buy
8,242
+256
+3% +$30.6K 0.02% 143
2024
Q4
$1.06M Buy
7,986
+10
+0.1% +$1.32K 0.02% 144
2024
Q3
$1.03M Sell
7,976
-719
-8% -$93.2K 0.03% 134
2024
Q2
$1M Buy
8,695
+1,522
+21% +$176K 0.03% 133
2024
Q1
$912K Buy
+7,173
New +$912K 0.03% 137