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 |
|