JFS Wealth Advisors’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 | $5.23K | Sell |
40
-51
| -56% | -$6.66K | ﹤0.01% | 1070 |
|
|
2025
Q1 | $10.8K | Sell |
91
-8
| -8% | -$953 | ﹤0.01% | 857 |
|
|
2024
Q4 | $13K | Hold |
99
| – | – | ﹤0.01% | 777 |
|
|
2024
Q3 | $12.8K | Sell |
99
-17
| -15% | -$2.19K | ﹤0.01% | 776 |
|
|
2024
Q2 | $13.3K | Hold |
116
| – | – | ﹤0.01% | 708 |
|
|
2024
Q1 | $14.8K | Hold |
116
| – | – | ﹤0.01% | 695 |
|
|
2023
Q4 | $12.5K | Buy |
116
+6
| +5% | +$647 | ﹤0.01% | 708 |
|
|
2023
Q3 | $12.5K | Buy |
110
+35
| +47% | +$3.97K | ﹤0.01% | 656 |
|
|
2023
Q2 | $7.41K | Hold |
75
| – | – | ﹤0.01% | 837 |
|
|
2023
Q1 | $7.32K | Sell |
75
-29
| -28% | -$2.83K | ﹤0.01% | 840 |
|
|
2022
Q4 | $10.3K | Sell |
104
-5
| -5% | -$498 | ﹤0.01% | 697 |
|
|
2022
Q3 | $10K | Sell |
109
-11
| -9% | -$1.01K | ﹤0.01% | 727 |
|
|
2022
Q2 | $13K | Sell |
120
-40
| -25% | -$4.33K | ﹤0.01% | 697 |
|
|
2022
Q1 | $18K | Buy |
+160
| New | +$18K | ﹤0.01% | 633 |
|
|
2018
Q2 | – | Sell |
-144
| Closed | -$7K | – | 512 |
|
|
2018
Q1 | $7K | Hold |
144
| – | – | ﹤0.01% | 396 |
|
|
2017
Q4 | $8K | Buy |
+144
| New | +$8K | ﹤0.01% | 392 |
|