Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $270K | Sell |
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|
2025
Q2 | $256K | Sell |
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|
2025
Q1 | $247K | Hold |
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|
2024
Q4 | $274K | Buy |
|
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|
2024
Q3 | $259K | Sell |
|
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|
2024
Q2 | $284K | Hold |
|
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|
2024
Q1 | $312K | Sell |
|
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|
2023
Q4 | $287K | Buy |
|
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|
2023
Q3 | $214K | Sell |
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|
2023
Q2 | $193K | Sell |
|
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|
2023
Q1 | $201K | Buy |
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|
2022
Q4 | $187K | Sell |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | $323K | Buy |
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|
2022
Q1 | $320K | Buy |
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|
2021
Q4 | $311K | Buy |
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|
2021
Q3 | $239K | Buy |
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|
2021
Q2 | $80K | Buy |
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