Glassman Wealth Services’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-131
| Closed | -$14K | – | 1003 |
|
|
2023
Q4 | $14K | Buy |
131
+5
| +4% | +$535 | ﹤0.01% | 789 |
|
|
2023
Q3 | $14.2K | Sell |
126
-1
| -0.8% | -$113 | ﹤0.01% | 757 |
|
|
2023
Q2 | $12.5K | Buy |
127
+22
| +21% | +$2.16K | ﹤0.01% | 754 |
|
|
2023
Q1 | $10.2K | Sell |
105
-9,170
| -99% | -$893K | ﹤0.01% | 812 |
|
|
2022
Q4 | $921K | Buy |
9,275
+9,177
| +9,364% | +$911K | 0.17% | 42 |
|
|
2022
Q3 | $9K | Buy |
98
+6
| +7% | +$551 | ﹤0.01% | 826 |
|
|
2022
Q2 | $10K | Buy |
92
+9
| +11% | +$978 | ﹤0.01% | 810 |
|
|
2022
Q1 | $10K | Sell |
83
-48
| -37% | -$5.78K | ﹤0.01% | 827 |
|
|
2021
Q4 | $15K | Buy |
131
+29
| +28% | +$3.32K | ﹤0.01% | 687 |
|
|
2021
Q3 | $11K | Buy |
102
+20
| +24% | +$2.16K | ﹤0.01% | 751 |
|
|
2021
Q2 | $9K | Buy |
82
+11
| +15% | +$1.21K | ﹤0.01% | 780 |
|
|
2021
Q1 | $8K | Buy |
71
+7
| +11% | +$789 | ﹤0.01% | 770 |
|
|
2020
Q4 | $6K | Hold |
64
| – | – | ﹤0.01% | 831 |
|
|
2020
Q3 | $5K | Hold |
64
| – | – | ﹤0.01% | 787 |
|
|
2020
Q2 | $4K | Sell |
64
-1
| -2% | -$63 | ﹤0.01% | 679 |
|
|
2020
Q1 | $4K | Buy |
65
+7
| +12% | +$431 | ﹤0.01% | 552 |
|
|
2019
Q4 | $4K | Hold |
58
| – | – | ﹤0.01% | 617 |
|
|
2019
Q3 | $4K | Hold |
58
| – | – | ﹤0.01% | 572 |
|
|
2019
Q2 | $4K | Buy |
58
+7
| +14% | +$483 | ﹤0.01% | 584 |
|
|
2019
Q1 | $3K | Buy |
51
+18
| +55% | +$1.06K | ﹤0.01% | 630 |
|
|
2018
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 552 |
|
|
2018
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 597 |
|
|
2018
Q2 | $2K | Buy |
33
+22
| +200% | +$1.33K | ﹤0.01% | 569 |
|
|
2018
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 624 |
|
|
2017
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 577 |
|
|
2017
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 475 |
|
|
2016
Q4 | – | Sell |
-8
| Closed | – | – | 671 |
|
|
2016
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 537 |
|