EPG 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 | $614K | Buy |
4,669
+124
| +3% | +$16.3K | 0.18% | 126 |
|
|
2025
Q1 | $544K | Buy |
4,545
+318
| +8% | +$38.1K | 0.15% | 157 |
|
|
2024
Q4 | $559K | Sell |
4,227
-71
| -2% | -$9.39K | 0.15% | 151 |
|
|
2024
Q3 | $557K | Buy |
+4,298
| New | +$557K | 0.14% | 157 |
|
|
2024
Q2 | – | Sell |
-5,495
| Closed | -$699K | – | 147 |
|
|
2024
Q1 | $699K | Buy |
5,495
+438
| +9% | +$55.7K | 0.17% | 145 |
|
|
2023
Q4 | $598K | Buy |
5,057
+407
| +9% | +$48.2K | 0.16% | 150 |
|
|
2023
Q3 | $525K | Buy |
4,650
+479
| +11% | +$54.1K | 0.16% | 145 |
|
|
2023
Q2 | $410K | Buy |
4,171
+473
| +13% | +$46.5K | 0.12% | 160 |
|
|
2023
Q1 | $359K | Buy |
3,698
+1,643
| +80% | +$160K | 0.11% | 169 |
|
|
2022
Q4 | $204K | Buy |
+2,055
| New | +$204K | 0.08% | 209 |
|
|
2022
Q3 | – | Sell |
-2,021
| Closed | -$213K | – | 387 |
|
|
2022
Q2 | $213K | Buy |
2,021
+1
| +0% | +$105 | 0.09% | 204 |
|
|
2022
Q1 | $230K | Sell |
2,020
-156
| -7% | -$17.8K | 0.08% | 211 |
|
|
2021
Q4 | $251K | Buy |
2,176
+132
| +6% | +$15.2K | 0.09% | 196 |
|
|
2021
Q3 | $224K | Buy |
2,044
+183
| +10% | +$20.1K | 0.09% | 195 |
|
|
2021
Q2 | $205K | Buy |
+1,861
| New | +$205K | 0.09% | 202 |
|