Heartwood Wealth Advisors’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	$235K	Sell	1,784 -103	-5%	-$13.5K	0.02%	171
2025 Q1	$226K	Hold	1,887	–	–	0.03%	167
2024 Q4	$250K	Hold	1,887	–	–	0.03%	148
2024 Q3	$245K	Sell	1,887 -976	-34%	-$126K	0.03%	153
2024 Q2	$331K	Buy	+2,863	New	+$331K	0.04%	125