Heritage Family Offices’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 | $1.84M | Sell |
15,141
-151
| -1% | -$18.3K | 0.93% | 26 |
|
|
2025
Q1 | $1.83M | Buy |
15,292
+231
| +2% | +$27.7K | 0.94% | 26 |
|
|
2024
Q4 | $1.99M | Buy |
15,061
+5,385
| +56% | +$712K | 0.99% | 25 |
|
|
2024
Q3 | $1.25M | Sell |
9,676
-1,943
| -17% | -$252K | 0.65% | 36 |
|
|
2024
Q2 | $1.34M | Buy |
+11,619
| New | +$1.34M | 0.75% | 33 |
|