GWA
Gratus Wealth Advisors’s Jacobs Solutions J Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $803K | Sell |
6,109
-52
| -0.8% | -$6.84K | 0.12% | 70 |
|
2025
Q1 | $745K | Sell |
6,161
-115
| -2% | -$13.9K | 0.12% | 72 |
|
2024
Q4 | $839K | Buy |
6,276
+198
| +3% | +$26.5K | 0.13% | 68 |
|
2024
Q3 | $839K | Buy |
6,078
+48
| +0.8% | +$6.62K | 0.14% | 74 |
|
2024
Q2 | $892K | Buy |
6,030
+792
| +15% | +$117K | 0.15% | 64 |
|
2024
Q1 | $752K | Buy |
5,238
+125
| +2% | +$17.9K | 0.14% | 71 |
|
2023
Q4 | $664K | Buy |
+5,113
| New | +$664K | 0.13% | 71 |
|