Integrated Wealth Concepts’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 | $736K | Buy |
+5,599
| New | +$736K | 0.01% | 1069 |
|
|
2025
Q1 | – | Sell |
-4,903
| Closed | -$649K | – | 1794 |
|
|
2024
Q4 | $649K | Buy |
4,903
+164
| +3% | +$21.7K | 0.01% | 1010 |
|
|
2024
Q3 | $614K | Sell |
4,739
-596
| -11% | -$77.2K | 0.01% | 997 |
|
|
2024
Q2 | $617K | Buy |
5,335
+211
| +4% | +$24.4K | 0.01% | 966 |
|
|
2024
Q1 | $652K | Buy |
5,124
+607
| +13% | +$77.2K | 0.01% | 934 |
|
|
2023
Q4 | $485K | Buy |
4,517
+1,693
| +60% | +$182K | 0.01% | 1009 |
|
|
2023
Q3 | $319K | Sell |
2,824
-163
| -5% | -$18.4K | 0.01% | 1199 |
|
|
2023
Q2 | $294K | Buy |
+2,987
| New | +$294K | 0.01% | 1230 |
|