Modera 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	$4.83M	Sell	37,986 -1,438	-4%	-$196K	0.06%	182
2025 Q4	$5.22M	Sell	39,424 -284	-0.7%	-$41.7K	0.06%	180
2025 Q3	$5.95M	Buy	39,708 +556	+1%	+$79.9K	0.07%	172
2025 Q2	$5.15M	Sell	39,152 -989	-2%	-$122K	0.06%	177
2025 Q1	$4.8M	Sell	40,141 -531	-1%	-$68.4K	0.07%	184
2024 Q4	$5.38M	Sell	40,672 -276	-0.7%	-$38K	0.07%	173
2024 Q3	$5.31M	Sell	40,948 -8,438	-17%	-$1.02M	0.07%	157
2024 Q2	$5.71M	Sell	49,386 -1,851	-4%	-$217K	0.08%	143
2024 Q1	$6.52M	Sell	51,237 -2,179	-4%	-$255K	0.1%	136
2023 Q4	$5.73M	Sell	53,416 -1,857	-3%	-$202K	0.09%	143
2023 Q3	$6.24M	Sell	55,273 -3,325	-6%	-$358K	0.12%	126
2023 Q2	$5.76M	Buy	+58,598	New	+$5.59M	0.1%	136