Executive 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
2024
Q3
Sell
-24,361
Closed -$2.82M 267
2024
Q2
$2.82M Buy
24,361
+1,276
+6% +$147K 0.52% 40
2024
Q1
$2.89M Buy
+23,085
New +$2.89M 0.25% 85