HB 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 | $693K | Sell |
5,273
-421
| -7% | -$55.4K | 0.01% | 621 |
|
|
2025
Q1 | $682K | Buy |
5,694
+2,903
| +104% | +$348K | 0.01% | 651 |
|
|
2024
Q4 | $369K | Sell |
2,791
-21
| -0.7% | -$2.78K | ﹤0.01% | 726 |
|
|
2024
Q3 | $364K | Sell |
2,812
-180
| -6% | -$23.3K | ﹤0.01% | 685 |
|
|
2024
Q2 | $346K | Buy |
2,992
+269
| +10% | +$31.1K | ﹤0.01% | 655 |
|
|
2024
Q1 | $346K | Buy |
2,723
+6
| +0.2% | +$763 | ﹤0.01% | 609 |
|
|
2023
Q4 | $292K | Buy |
2,717
+6
| +0.2% | +$644 | ﹤0.01% | 623 |
|
|
2023
Q3 | $306K | Buy |
2,711
+257
| +10% | +$29K | ﹤0.01% | 561 |
|
|
2023
Q2 | $241K | Sell |
2,454
-267
| -10% | -$26.3K | ﹤0.01% | 614 |
|
|
2023
Q1 | $265K | Buy |
2,721
+94
| +4% | +$9.14K | ﹤0.01% | 571 |
|
|
2022
Q4 | $261K | Buy |
2,627
+23
| +0.9% | +$2.28K | ﹤0.01% | 557 |
|
|
2022
Q3 | $234K | Buy |
2,604
+248
| +11% | +$22.3K | 0.01% | 502 |
|
|
2022
Q2 | $248K | Buy |
2,356
+144
| +7% | +$15.2K | 0.01% | 488 |
|
|
2022
Q1 | $252K | Buy |
2,212
+363
| +20% | +$41.4K | ﹤0.01% | 494 |
|
|
2021
Q4 | $213K | Buy |
+1,849
| New | +$213K | ﹤0.01% | 474 |
|