GeoWealth 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 | $377K | Buy |
2,866
+1,439
| +101% | +$189K | 0.01% | 477 |
|
2025
Q1 | $171K | Sell |
1,427
-190
| -12% | -$22.7K | 0.01% | 693 |
|
2024
Q4 | $214K | Buy |
1,617
+366
| +29% | +$48.4K | 0.01% | 745 |
|
2024
Q3 | $162K | Sell |
1,251
-657
| -34% | -$85.2K | 0.01% | 776 |
|
2024
Q2 | $220K | Buy |
+1,908
| New | +$220K | 0.01% | 655 |
|