LVW 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 | $533K | Buy |
4,052
+179
| +5% | +$23.5K | 0.06% | 181 |
|
|
2025
Q1 | $464K | Sell |
3,873
-147
| -4% | -$17.6K | 0.06% | 183 |
|
|
2024
Q4 | $532K | Sell |
4,020
-357
| -8% | -$47.2K | 0.06% | 178 |
|
|
2024
Q3 | $567K | Sell |
4,377
-675
| -13% | -$87.5K | 0.07% | 173 |
|
|
2024
Q2 | $584K | Sell |
5,052
-18
| -0.4% | -$2.08K | 0.09% | 145 |
|
|
2024
Q1 | $645K | Buy |
5,070
+480
| +10% | +$61K | 0.11% | 135 |
|
|
2023
Q4 | $493K | Buy |
4,590
+397
| +9% | +$42.6K | 0.09% | 158 |
|
|
2023
Q3 | $473K | Buy |
4,193
+242
| +6% | +$27.3K | 0.1% | 133 |
|
|
2023
Q2 | $389K | Sell |
3,951
-121
| -3% | -$11.9K | 0.07% | 143 |
|
|
2023
Q1 | $396K | Sell |
4,072
-330
| -7% | -$32.1K | 0.08% | 158 |
|
|
2022
Q4 | $437K | Hold |
4,402
| – | – | 0.09% | 155 |
|
|
2022
Q3 | $395K | Hold |
4,402
| – | – | 0.09% | 151 |
|
|
2022
Q2 | $463K | Sell |
4,402
-1,550
| -26% | -$163K | 0.09% | 141 |
|
|
2022
Q1 | $678K | Hold |
5,952
| – | – | 0.11% | 115 |
|
|
2021
Q4 | $685K | Sell |
5,952
-809
| -12% | -$93.1K | 0.12% | 121 |
|
|
2021
Q3 | $741K | Hold |
6,761
| – | – | 0.13% | 118 |
|
|
2021
Q2 | $746K | Buy |
6,761
+154
| +2% | +$17K | 0.13% | 112 |
|
|
2021
Q1 | $706K | Hold |
6,607
| – | – | 0.14% | 114 |
|
|
2020
Q4 | $595K | Buy |
6,607
+176
| +3% | +$15.9K | 0.12% | 105 |
|
|
2020
Q3 | $493K | Sell |
6,431
-819
| -11% | -$62.8K | 0.11% | 107 |
|
|
2020
Q2 | $509K | Sell |
7,250
-91
| -1% | -$6.39K | 0.12% | 98 |
|
|
2020
Q1 | $481K | Sell |
7,341
-2,181
| -23% | -$143K | 0.13% | 89 |
|
|
2019
Q4 | $708K | Hold |
9,522
| – | – | 0.16% | 85 |
|
|
2019
Q3 | $721K | Hold |
9,522
| – | – | 0.18% | 83 |
|
|
2019
Q2 | $665K | Sell |
9,522
-423
| -4% | -$29.5K | 0.18% | 75 |
|
|
2019
Q1 | $619K | Buy |
+9,945
| New | +$619K | 0.16% | 85 |
|