Evermay 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 | $256K | Sell |
1,947
-120
| -6% | -$15.8K | 0.03% | 179 |
|
|
2025
Q1 | $247K | Hold |
2,067
| – | – | 0.03% | 172 |
|
|
2024
Q4 | $274K | Buy |
2,067
+67
| +3% | +$8.87K | 0.04% | 168 |
|
|
2024
Q3 | $259K | Sell |
2,000
-454
| -19% | -$58.8K | 0.04% | 171 |
|
|
2024
Q2 | $284K | Hold |
2,454
| – | – | 0.05% | 167 |
|
|
2024
Q1 | $312K | Sell |
2,454
-221
| -8% | -$28.1K | 0.05% | 168 |
|
|
2023
Q4 | $287K | Buy |
2,675
+777
| +41% | +$83.4K | 0.05% | 151 |
|
|
2023
Q3 | $214K | Sell |
1,898
-61
| -3% | -$6.89K | 0.04% | 163 |
|
|
2023
Q2 | $193K | Sell |
1,959
-110
| -5% | -$10.8K | 0.04% | 181 |
|
|
2023
Q1 | $201K | Buy |
2,069
+182
| +10% | +$17.7K | 0.04% | 172 |
|
|
2022
Q4 | $187K | Sell |
1,887
-1,192
| -39% | -$118K | 0.04% | 170 |
|
|
2022
Q3 | $277K | Buy |
3,079
+12
| +0.4% | +$1.08K | 0.06% | 138 |
|
|
2022
Q2 | $323K | Buy |
3,067
+262
| +9% | +$27.6K | 0.06% | 130 |
|
|
2022
Q1 | $320K | Buy |
2,805
+101
| +4% | +$11.5K | 0.05% | 150 |
|
|
2021
Q4 | $311K | Buy |
2,704
+524
| +24% | +$60.3K | 0.06% | 138 |
|
|
2021
Q3 | $239K | Buy |
2,180
+1,455
| +201% | +$160K | 0.05% | 143 |
|
|
2021
Q2 | $80K | Buy |
+725
| New | +$80K | 0.01% | 236 |
|