Intrinsic Value Partners’s Jacobs Solutions J Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.39M	Sell	10,883 -3,020	-22%	-$411K	1.07%	25
2025 Q4	$1.84M	Sell	13,903 -1,280	-8%	-$188K	1.38%	19
2025 Q3	$2.28M	Sell	15,183 -20	-0.1%	-$2.87K	1.84%	15
2025 Q2	$2M	Sell	15,203 -783	-5%	-$96.5K	1.78%	16
2025 Q1	$1.91M	Sell	15,986 -1,157	-7%	-$149K	1.89%	15
2024 Q4	$2.27M	Hold	17,143	–	–	2.28%	13
2024 Q3	$2.22M	Sell	17,143 -3,686	-18%	-$444K	2.22%	13
2024 Q2	$2.41M	Sell	20,829 -303	-1%	-$35.5K	2.51%	12
2024 Q1	$2.69M	Sell	21,132 -314	-1%	-$36.8K	2.86%	12
2023 Q4	$2.3M	Sell	21,446 -60	-0.3%	-$6.53K	2.69%	13
2023 Q3	$2.43M	Sell	21,506 -85	-0.4%	-$9.16K	3.12%	9
2023 Q2	$2.12M	Sell	21,591 -1,142	-5%	-$109K	2.68%	11
2023 Q1	$2.21M	Sell	22,733 -200	-0.9%	-$20K	2.99%	11
2022 Q4	$2.28M	Sell	22,933 -4,116	-15%	-$404K	3.12%	9
2022 Q3	$2.43M	Sell	27,049 -2,543	-9%	-$263K	3.37%	7
2022 Q2	$3.11M	Sell	29,592 -544	-2%	-$60.9K	3.97%	6
2022 Q1	$3.44M	Sell	30,136 -568	-2%	-$60.9K	3.64%	7
2021 Q4	$3.54M	Buy	+30,704	New	+$3.55M	3.77%	6