Klingman & Associates’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 | $390K | Sell |
2,967
-10
| -0.3% | -$1.32K | 0.02% | 204 |
|
|
2025
Q1 | $356K | Sell |
2,977
-36
| -1% | -$4.31K | 0.02% | 199 |
|
|
2024
Q4 | $399K | Buy |
3,013
+49
| +2% | +$6.48K | 0.02% | 177 |
|
|
2024
Q3 | $384K | Sell |
2,964
-589
| -17% | -$76.3K | 0.02% | 186 |
|
|
2024
Q2 | $411K | Buy |
3,553
+5
| +0.1% | +$578 | 0.03% | 161 |
|
|
2024
Q1 | $451K | Hold |
3,548
| – | – | 0.03% | 150 |
|
|
2023
Q4 | $381K | Sell |
3,548
-12
| -0.3% | -$1.29K | 0.03% | 160 |
|
|
2023
Q3 | $402K | Buy |
3,560
+29
| +0.8% | +$3.28K | 0.03% | 150 |
|
|
2023
Q2 | $347K | Sell |
3,531
-5
| -0.1% | -$492 | 0.03% | 158 |
|
|
2023
Q1 | $344K | Sell |
3,536
-61
| -2% | -$5.93K | 0.03% | 148 |
|
|
2022
Q4 | $357K | Buy |
3,597
+120
| +3% | +$11.9K | 0.03% | 143 |
|
|
2022
Q3 | $312K | Sell |
3,477
-28
| -0.8% | -$2.51K | 0.03% | 148 |
|
|
2022
Q2 | $369K | Buy |
3,505
+9
| +0.3% | +$948 | 0.04% | 133 |
|
|
2022
Q1 | $399K | Buy |
3,496
+18
| +0.5% | +$2.05K | 0.03% | 140 |
|
|
2021
Q4 | $401K | Buy |
3,478
+9
| +0.3% | +$1.04K | 0.03% | 124 |
|
|
2021
Q3 | $380K | Hold |
3,469
| – | – | 0.04% | 117 |
|
|
2021
Q2 | $383K | Hold |
3,469
| – | – | 0.04% | 114 |
|
|
2021
Q1 | $371K | Sell |
3,469
-604
| -15% | -$64.6K | 0.04% | 113 |
|
|
2020
Q4 | $367K | Hold |
4,073
| – | – | 0.04% | 106 |
|
|
2020
Q3 | $313K | Sell |
4,073
-198
| -5% | -$15.2K | 0.04% | 105 |
|
|
2020
Q2 | $300K | Hold |
4,271
| – | – | 0.05% | 105 |
|
|
2020
Q1 | $280K | Hold |
4,271
| – | – | 0.06% | 99 |
|
|
2019
Q4 | $317K | Hold |
4,271
| – | – | 0.05% | 103 |
|
|
2019
Q3 | $323K | Hold |
4,271
| – | – | 0.06% | 93 |
|
|
2019
Q2 | $298K | Hold |
4,271
| – | – | 0.06% | 95 |
|
|
2019
Q1 | $266K | Hold |
4,271
| – | – | 0.05% | 108 |
|
|
2018
Q4 | $207K | Hold |
4,271
| – | – | 0.05% | 102 |
|
|
2018
Q3 | $270K | Hold |
4,271
| – | – | 0.06% | 92 |
|
|
2018
Q2 | $224K | Hold |
4,271
| – | – | 0.05% | 98 |
|
|
2018
Q1 | $209K | Sell |
4,271
-3,538
| -45% | -$173K | 0.05% | 102 |
|
|
2017
Q4 | $426K | Buy |
+7,809
| New | +$426K | 0.09% | 76 |
|