LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Hold |
2,050
| – | – | ﹤0.01% | 248 |
|
|
2025
Q1 | $244K | Hold |
2,050
| – | – | ﹤0.01% | 251 |
|
|
2024
Q4 | $282K | Sell |
2,050
-42
| -2% | -$5.77K | ﹤0.01% | 246 |
|
|
2024
Q3 | $297K | Buy |
2,092
+42
| +2% | +$5.95K | ﹤0.01% | 240 |
|
|
2024
Q2 | $309K | Hold |
2,050
| – | – | ﹤0.01% | 233 |
|
|
2024
Q1 | $295K | Hold |
2,050
| – | – | ﹤0.01% | 237 |
|
|
2023
Q4 | $276K | Hold |
2,050
| – | – | ﹤0.01% | 246 |
|
|
2023
Q3 | $274K | Hold |
2,050
| – | – | ﹤0.01% | 251 |
|
|
2023
Q2 | $244K | Buy |
+2,050
| New | +$244K | ﹤0.01% | 275 |
|
|
2022
Q4 | – | Sell |
-2,940
| Closed | -$319K | – | 593 |
|
|
2022
Q3 | $319K | Hold |
2,940
| – | – | ﹤0.01% | 244 |
|
|
2022
Q2 | $374K | Sell |
2,940
-860
| -23% | -$109K | ﹤0.01% | 231 |
|
|
2022
Q1 | $524K | Hold |
3,800
| – | – | 0.01% | 208 |
|
|
2021
Q4 | $529K | Hold |
3,800
| – | – | ﹤0.01% | 218 |
|
|
2021
Q3 | $504K | Sell |
3,800
-200
| -5% | -$26.5K | 0.01% | 219 |
|
|
2021
Q2 | $534K | Hold |
4,000
| – | – | 0.01% | 219 |
|
|
2021
Q1 | $517K | Buy |
+4,000
| New | +$517K | 0.01% | 208 |
|
|
2019
Q3 | – | Sell |
-54
| Closed | -$5K | – | 705 |
|
|
2019
Q2 | $5K | Hold |
54
| – | – | ﹤0.01% | 613 |
|
|
2019
Q1 | $4K | Buy |
+54
| New | +$4K | ﹤0.01% | 604 |
|
|
2017
Q4 | – | Sell |
-15
| Closed | – | – | 803 |
|
|
2017
Q3 | $0 | Buy |
+15
| New | – | ﹤0.01% | 842 |
|