Gitterman 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 | $357K | Sell |
2,713
-10
| -0.4% | -$1.32K | 0.08% | 66 |
|
|
2025
Q1 | $326K | Sell |
2,723
-194
| -7% | -$23.2K | 0.09% | 69 |
|
|
2024
Q4 | $386K | Buy |
2,917
+360
| +14% | +$47.7K | 0.16% | 51 |
|
|
2024
Q3 | $332K | Sell |
2,557
-167
| -6% | -$21.7K | 0.14% | 50 |
|
|
2024
Q2 | $315K | Buy |
2,724
+371
| +16% | +$42.9K | 0.12% | 55 |
|
|
2024
Q1 | $299K | Buy |
+2,353
| New | +$299K | 0.12% | 59 |
|
|
2023
Q3 | – | Sell |
-2,568
| Closed | -$253K | – | 93 |
|
|
2023
Q2 | $253K | Buy |
2,568
+138
| +6% | +$13.6K | 0.12% | 54 |
|
|
2023
Q1 | $236K | Buy |
+2,430
| New | +$236K | 0.11% | 60 |
|