Forum Financial 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
2026 Q1	–	Sell	-3,187	Closed	-$422K	–	667
2025 Q4	$422K	Buy	3,187 +1	+0%	+$147	0.01%	565
2025 Q3	$477K	Buy	3,186 +63	+2%	+$9.05K	0.01%	476
2025 Q2	$411K	Buy	3,123 +147	+5%	+$18.1K	0.01%	494
2025 Q1	$356K	Buy	2,976 +202	+7%	+$26K	0.01%	501
2024 Q4	$367K	Buy	2,774 +23	+0.8%	+$3.17K	0.01%	511
2024 Q3	$357K	Sell	2,751 -542	-16%	-$65.3K	0.01%	446
2024 Q2	$381K	Hold	3,293	–	–	0.01%	403
2024 Q1	$419K	Sell	3,293 -699	-18%	-$82K	0.01%	386
2023 Q4	$429K	Sell	3,992 -791	-17%	-$86.1K	0.01%	336
2023 Q3	$540K	Hold	4,783	–	–	0.01%	264
2023 Q2	$470K	Buy	4,783 +1,209	+34%	+$115K	0.01%	309
2023 Q1	$347K	Hold	3,574	–	–	0.01%	359
2022 Q4	$355K	Hold	3,574	–	–	0.01%	346
2022 Q3	$321K	Hold	3,574	–	–	0.02%	323
2022 Q2	$376K	Hold	3,574	–	–	0.02%	292
2022 Q1	$407K	Hold	3,574	–	–	0.02%	290
2021 Q4	$412K	Buy	+3,574	New	+$413K	0.02%	300