Marks Group Wealth Management’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	$6.1M	Sell	47,945 -6,221	-11%	-$846K	0.59%	64
2025 Q4	$7.17M	Sell	54,166 -7,584	-12%	-$1.11M	0.69%	52
2025 Q3	$9.25M	Sell	61,750 -3,960	-6%	-$569K	0.86%	31
2025 Q2	$8.64M	Sell	65,710 -1,007	-2%	-$124K	0.8%	50
2025 Q1	$7.99M	Buy	66,717 +4,730	+8%	+$609K	0.77%	61
2024 Q4	$8.2M	Sell	61,987 -2,728	-4%	-$375K	0.81%	51
2024 Q3	$8.39M	Sell	64,715 -3,446	-5%	-$415K	0.8%	55
2024 Q2	$7.88M	Buy	68,161 +1,068	+2%	+$125K	0.83%	49
2024 Q1	$8.53M	Sell	67,093 -473	-0.7%	-$55.5K	0.89%	35
2023 Q4	$7.25M	Sell	67,566 -1,693	-2%	-$184K	0.83%	44
2023 Q3	$7.82M	Sell	69,259 -451	-0.6%	-$48.6K	0.97%	17
2023 Q2	$6.86M	Buy	+69,710	New	+$6.65M	0.82%	46