EPG Wealth Management’s Jacobs Solutions J Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,122	Closed	-$679K	–	328
2025 Q4	$679K	Buy	5,122 +63	+1%	+$9.24K	0.18%	126
2025 Q3	$758K	Buy	5,059 +390	+8%	+$56K	0.21%	122
2025 Q2	$614K	Buy	4,669 +124	+3%	+$15.3K	0.18%	126
2025 Q1	$544K	Buy	4,545 +318	+8%	+$40.9K	0.15%	157
2024 Q4	$559K	Sell	4,227 -71	-2%	-$9.77K	0.15%	151
2024 Q3	$557K	Buy	+4,298	New	+$518K	0.14%	157
2024 Q2	–	Sell	-5,495	Closed	-$644K	–	147
2024 Q1	$699K	Buy	5,495 +438	+9%	+$51.4K	0.17%	145
2023 Q4	$598K	Buy	5,057 +407	+9%	+$44.3K	0.16%	150
2023 Q3	$525K	Buy	4,650 +479	+11%	+$51.6K	0.16%	145
2023 Q2	$410K	Buy	4,171 +473	+13%	+$45.1K	0.12%	160
2023 Q1	$359K	Buy	3,698 +1,643	+80%	+$164K	0.11%	169
2022 Q4	$204K	Buy	+2,055	New	+$202K	0.08%	209
2022 Q3	–	Sell	-2,021	Closed	-$213K	–	387
2022 Q2	$213K	Buy	2,021 +1	+0%	+$112	0.09%	204
2022 Q1	$230K	Sell	2,020 -156	-7%	-$16.7K	0.08%	211
2021 Q4	$251K	Buy	2,176 +132	+6%	+$15.3K	0.09%	196
2021 Q3	$224K	Buy	2,044 +183	+10%	+$20.2K	0.09%	195
2021 Q2	$205K	Buy	+1,861	New	+$210K	0.09%	202