EWM
Evercore Wealth Management’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
8,786
-3,465
| -28% | -$455K | 0.02% | 201 |
|
|
2025
Q1 | $1.48M | Sell |
12,251
-225
| -2% | -$27.2K | 0.02% | 183 |
|
|
2024
Q4 | $1.67M | Hold |
12,476
| – | – | 0.03% | 174 |
|
|
2024
Q3 | $1.63M | Hold |
12,476
| – | – | 0.02% | 177 |
|
|
2024
Q2 | $1.74M | Sell |
12,476
-1,765
| -12% | -$247K | 0.03% | 170 |
|
|
2024
Q1 | $2.19M | Sell |
14,241
-484
| -3% | -$74.4K | 0.03% | 157 |
|
|
2023
Q4 | $1.91M | Sell |
14,725
-1,791
| -11% | -$232K | 0.03% | 165 |
|
|
2023
Q3 | $2.25M | Sell |
16,516
-4
| -0% | -$546 | 0.04% | 142 |
|
|
2023
Q2 | $1.96M | Sell |
16,520
-1,779
| -10% | -$212K | 0.04% | 156 |
|
|
2023
Q1 | $2.15M | Sell |
18,299
-800
| -4% | -$94K | 0.04% | 148 |
|
|
2022
Q4 | $2.29M | Sell |
19,099
-189
| -1% | -$22.7K | 0.05% | 143 |
|
|
2022
Q3 | $2.09M | Hold |
19,288
| – | – | 0.05% | 140 |
|
|
2022
Q2 | $2.45M | Sell |
19,288
-2,451
| -11% | -$312K | 0.05% | 134 |
|
|
2022
Q1 | $3M | Buy |
21,739
+26
| +0.1% | +$3.58K | 0.05% | 131 |
|
|
2021
Q4 | $3.02M | Hold |
21,713
| – | – | 0.05% | 137 |
|
|
2021
Q3 | $2.88M | Hold |
21,713
| – | – | 0.05% | 143 |
|
|
2021
Q2 | $2.9M | Hold |
21,713
| – | – | 0.05% | 145 |
|
|
2021
Q1 | $2.81M | Hold |
21,713
| – | – | 0.06% | 144 |
|
|
2020
Q4 | $2.37M | Buy |
21,713
+23
| +0.1% | +$2.51K | 0.05% | 141 |
|
|
2020
Q3 | $2.01M | Sell |
21,690
-282
| -1% | -$26.2K | 0.05% | 147 |
|
|
2020
Q2 | $1.86M | Sell |
21,972
-405
| -2% | -$34.3K | 0.05% | 148 |
|
|
2020
Q1 | $1.77M | Hold |
22,377
| – | – | 0.06% | 138 |
|
|
2019
Q4 | $2.01M | Sell |
22,377
-497
| -2% | -$44.6K | 0.05% | 154 |
|
|
2019
Q3 | $2.09M | Buy |
22,874
+437
| +2% | +$40K | 0.06% | 145 |
|
|
2019
Q2 | $1.89M | Buy |
22,437
+57
| +0.3% | +$4.81K | 0.06% | 155 |
|
|
2019
Q1 | $1.68M | Sell |
22,380
-171
| -0.8% | -$12.9K | 0.05% | 162 |
|
|
2018
Q4 | $1.32M | Buy |
22,551
+428
| +2% | +$25K | 0.05% | 161 |
|
|
2018
Q3 | $1.69M | Hold |
22,123
| – | – | 0.05% | 162 |
|
|
2018
Q2 | $1.41M | Buy |
22,123
+667
| +3% | +$42.4K | 0.05% | 167 |
|
|
2018
Q1 | $1.27M | Sell |
21,456
-1,250
| -6% | -$73.9K | 0.05% | 162 |
|
|
2017
Q4 | $1.5M | Hold |
22,706
| – | – | 0.06% | 160 |
|
|
2017
Q3 | $1.32M | Hold |
22,706
| – | – | 0.05% | 161 |
|
|
2017
Q2 | $1.24M | Sell |
22,706
-879
| -4% | -$47.8K | 0.05% | 166 |
|
|
2017
Q1 | $1.3M | Sell |
23,585
-520
| -2% | -$28.8K | 0.05% | 163 |
|
|
2016
Q4 | $1.37M | Sell |
24,105
-551
| -2% | -$31.4K | 0.06% | 159 |
|
|
2016
Q3 | $1.28M | Hold |
24,656
| – | – | 0.05% | 163 |
|
|
2016
Q2 | $1.23M | Buy |
24,656
+179
| +0.7% | +$8.92K | 0.05% | 159 |
|
|
2016
Q1 | $1.07M | Sell |
24,477
-6,675
| -21% | -$291K | 0.05% | 172 |
|
|
2015
Q4 | $1.31M | Sell |
31,152
-1,740
| -5% | -$73K | 0.06% | 160 |
|
|
2015
Q3 | $1.23M | Sell |
32,892
-21,160
| -39% | -$792K | 0.06% | 168 |
|
|
2015
Q2 | $2.19M | Sell |
54,052
-8,975
| -14% | -$364K | 0.1% | 128 |
|
|
2015
Q1 | $2.85M | Sell |
63,027
-83,152
| -57% | -$3.75M | 0.13% | 116 |
|
|
2014
Q4 | $6.53M | Sell |
146,179
-22,979
| -14% | -$1.03M | 0.33% | 73 |
|
|
2014
Q3 | $8.26M | Sell |
169,158
-12,895
| -7% | -$630K | 0.41% | 69 |
|
|
2014
Q2 | $9.7M | Sell |
182,053
-10,232
| -5% | -$545K | 0.5% | 61 |
|
|
2014
Q1 | $12.2M | Sell |
192,285
-3,031
| -2% | -$193K | 0.69% | 49 |
|
|
2013
Q4 | $12.3M | Buy |
195,316
+9,090
| +5% | +$572K | 0.68% | 53 |
|
|
2013
Q3 | $10.8M | Buy |
186,226
+3,321
| +2% | +$193K | 0.62% | 52 |
|
|
2013
Q2 | $10.1M | Buy |
+182,905
| New | +$10.1M | 0.57% | 55 |
|