Modera Wealth Management’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 | $5.15M | Sell |
39,152
-989
| -2% | -$130K | 0.06% | 177 |
|
|
2025
Q1 | $4.8M | Sell |
40,141
-531
| -1% | -$63.6K | 0.07% | 184 |
|
|
2024
Q4 | $5.38M | Sell |
40,672
-276
| -0.7% | -$36.5K | 0.07% | 173 |
|
|
2024
Q3 | $5.31M | Sell |
40,948
-8,438
| -17% | -$1.09M | 0.07% | 157 |
|
|
2024
Q2 | $5.71M | Sell |
49,386
-1,851
| -4% | -$214K | 0.08% | 143 |
|
|
2024
Q1 | $6.52M | Sell |
51,237
-2,179
| -4% | -$277K | 0.1% | 136 |
|
|
2023
Q4 | $5.73M | Sell |
53,416
-1,857
| -3% | -$199K | 0.09% | 143 |
|
|
2023
Q3 | $6.24M | Sell |
55,273
-3,325
| -6% | -$375K | 0.12% | 126 |
|
|
2023
Q2 | $5.76M | Buy |
+58,598
| New | +$5.76M | 0.1% | 136 |
|