Forum Financial 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 | $411K | Buy |
3,123
+147
| +5% | +$19.3K | 0.01% | 493 |
|
|
2025
Q1 | $356K | Buy |
2,976
+202
| +7% | +$24.2K | 0.01% | 500 |
|
|
2024
Q4 | $367K | Buy |
2,774
+23
| +0.8% | +$3.04K | 0.01% | 511 |
|
|
2024
Q3 | $357K | Sell |
2,751
-542
| -16% | -$70.3K | 0.01% | 444 |
|
|
2024
Q2 | $381K | Hold |
3,293
| – | – | 0.01% | 402 |
|
|
2024
Q1 | $419K | Sell |
3,293
-699
| -18% | -$88.9K | 0.01% | 385 |
|
|
2023
Q4 | $429K | Sell |
3,992
-791
| -17% | -$84.9K | 0.01% | 335 |
|
|
2023
Q3 | $540K | Hold |
4,783
| – | – | 0.01% | 263 |
|
|
2023
Q2 | $470K | Buy |
4,783
+1,209
| +34% | +$119K | 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% | 291 |
|
|
2022
Q1 | $407K | Hold |
3,574
| – | – | 0.02% | 290 |
|
|
2021
Q4 | $412K | Buy |
+3,574
| New | +$412K | 0.02% | 299 |
|