HWAM
Hennion & Walsh Asset Management’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Sell |
3,615
-149
| -4% | -$19.6K | 0.02% | 686 |
|
|
2025
Q1 | $455K | Sell |
3,764
-3,807
| -50% | -$460K | 0.02% | 661 |
|
|
2024
Q4 | $1.01M | Sell |
7,571
-194
| -2% | -$25.9K | 0.05% | 464 |
|
|
2024
Q3 | $1.02M | Buy |
7,765
+684
| +10% | +$89.5K | 0.05% | 449 |
|
|
2024
Q2 | $989K | Buy |
7,081
+2,869
| +68% | +$401K | 0.05% | 423 |
|
|
2024
Q1 | $648K | Buy |
4,212
+1,123
| +36% | +$173K | 0.03% | 515 |
|
|
2023
Q4 | $401K | Sell |
3,089
-2,061
| -40% | -$268K | 0.02% | 608 |
|
|
2023
Q3 | $703K | Sell |
5,150
-7,024
| -58% | -$959K | 0.04% | 436 |
|
|
2023
Q2 | $1.45M | Sell |
12,174
-577
| -5% | -$68.6K | 0.09% | 288 |
|
|
2023
Q1 | $1.5M | Sell |
12,751
-159
| -1% | -$18.7K | 0.09% | 263 |
|
|
2022
Q4 | $1.55M | Buy |
12,910
+402
| +3% | +$48.3K | 0.1% | 252 |
|
|
2022
Q3 | $1.36M | Buy |
12,508
+7,454
| +147% | +$809K | 0.09% | 259 |
|
|
2022
Q2 | $643K | Buy |
+5,054
| New | +$643K | 0.04% | 434 |
|