Geneos 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 | $17.5K | Sell |
133
-255
| -66% | -$33.5K | ﹤0.01% | 2091 |
|
|
2025
Q1 | $46.4K | Buy |
388
+285
| +277% | +$34.1K | ﹤0.01% | 1961 |
|
|
2024
Q4 | $13.6K | Buy |
+103
| New | +$13.6K | ﹤0.01% | 1913 |
|
|
2022
Q3 | – | Sell |
-94
| Closed | -$9K | – | 2306 |
|
|
2022
Q2 | $9K | Hold |
94
| – | – | ﹤0.01% | 1993 |
|
|
2022
Q1 | $10K | Hold |
94
| – | – | ﹤0.01% | 2089 |
|
|
2021
Q4 | $10K | Hold |
94
| – | – | ﹤0.01% | 2178 |
|
|
2021
Q3 | $10K | Buy |
+94
| New | +$10K | ﹤0.01% | 2224 |
|
|
2021
Q2 | – | Sell |
-1,620
| Closed | -$179K | – | 2987 |
|
|
2021
Q1 | $179K | Sell |
1,620
-64
| -4% | -$7.07K | 0.01% | 1016 |
|
|
2020
Q4 | $7K | Buy |
1,684
+1,256
| +293% | +$5.22K | ﹤0.01% | 2364 |
|
|
2020
Q3 | $32K | Hold |
428
| – | – | ﹤0.01% | 1436 |
|
|
2020
Q2 | $29K | Hold |
428
| – | – | ﹤0.01% | 1456 |
|
|
2020
Q1 | $26K | Sell |
428
-118
| -22% | -$7.17K | ﹤0.01% | 1399 |
|
|
2019
Q4 | $40K | Buy |
546
+118
| +28% | +$8.65K | ﹤0.01% | 1365 |
|
|
2019
Q3 | $32K | Sell |
428
-626
| -59% | -$46.8K | ﹤0.01% | 1391 |
|
|
2019
Q2 | $73K | Buy |
1,054
+471
| +81% | +$32.6K | ﹤0.01% | 1023 |
|
|
2019
Q1 | $36K | Hold |
583
| – | – | ﹤0.01% | 1302 |
|
|
2018
Q4 | $27K | Sell |
583
-234
| -29% | -$10.8K | ﹤0.01% | 1372 |
|
|
2018
Q3 | $51K | Buy |
+817
| New | +$51K | ﹤0.01% | 1167 |
|
|
2018
Q2 | – | Sell |
-121
| Closed | -$5K | – | 2292 |
|
|
2018
Q1 | $5K | Sell |
121
-178
| -60% | -$7.36K | ﹤0.01% | 1853 |
|
|
2017
Q4 | $16K | Sell |
299
-604
| -67% | -$32.3K | ﹤0.01% | 1467 |
|
|
2017
Q3 | $43K | Sell |
903
-30
| -3% | -$1.43K | ﹤0.01% | 1022 |
|
|
2017
Q2 | $41K | Buy |
933
+121
| +15% | +$5.32K | ﹤0.01% | 1008 |
|
|
2017
Q1 | $37K | Hold |
812
| – | – | ﹤0.01% | 1002 |
|
|
2016
Q4 | $38K | Sell |
812
-738
| -48% | -$34.5K | 0.01% | 939 |
|
|
2016
Q3 | $66K | Buy |
1,550
+305
| +24% | +$13K | 0.01% | 713 |
|
|
2016
Q2 | $51K | Hold |
1,245
| – | – | 0.01% | 805 |
|
|
2016
Q1 | $45K | Buy |
+1,245
| New | +$45K | 0.01% | 822 |
|