EverSource Wealth Advisors’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Sell |
2,580
-1,692
| -40% | -$222K | 0.02% | 613 |
|
|
2025
Q1 | $511K | Buy |
4,272
+229
| +6% | +$27.4K | 0.03% | 380 |
|
|
2024
Q4 | $535K | Buy |
4,043
+18
| +0.4% | +$2.38K | 0.03% | 357 |
|
|
2024
Q3 | $522K | Buy |
4,025
+89
| +2% | +$11.5K | 0.03% | 318 |
|
|
2024
Q2 | $477K | Buy |
3,936
+19
| +0.5% | +$2.3K | 0.03% | 328 |
|
|
2024
Q1 | $465K | Buy |
3,917
+3,710
| +1,792% | +$440K | 0.04% | 277 |
|
|
2023
Q4 | $22.2K | Sell |
207
-3,712
| -95% | -$398K | ﹤0.01% | 1194 |
|
|
2023
Q3 | $443K | Hold |
3,919
| – | – | 0.05% | 245 |
|
|
2023
Q2 | $385K | Buy |
3,919
+3,882
| +10,492% | +$382K | 0.04% | 262 |
|
|
2023
Q1 | $3.64K | Sell |
37
-10
| -21% | -$985 | ﹤0.01% | 1747 |
|
|
2022
Q4 | $4.68K | Hold |
47
| – | – | ﹤0.01% | 1631 |
|
|
2022
Q3 | $4K | Hold |
47
| – | – | ﹤0.01% | 1444 |
|
|
2022
Q2 | $5K | Hold |
47
| – | – | ﹤0.01% | 1263 |
|
|
2022
Q1 | $5K | Buy |
47
+14
| +42% | +$1.49K | ﹤0.01% | 1257 |
|
|
2021
Q4 | $4K | Buy |
+33
| New | +$4K | ﹤0.01% | 1335 |
|