Heartwood Wealth Advisors’s Jacobs Solutions J Stock Holding History

Heartwood Wealth Advisors’s Portfolio J Stock Details J Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$267K	Hold
2025 Q2	$235K	Sell
2025 Q1	$226K	Hold
2024 Q4	$250K	Hold
2024 Q3	$245K	Sell
2024 Q2	$331K	Buy