Modera Wealth Management’s Jacobs Solutions J Stock Holding History

Modera Wealth Management’s Portfolio J Stock Details J Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.95M	Buy
2025 Q2	$5.15M	Sell
2025 Q1	$4.8M	Sell
2024 Q4	$5.38M	Sell
2024 Q3	$5.31M	Sell
2024 Q2	$5.71M	Sell
2024 Q1	$6.52M	Sell
2023 Q4	$5.73M	Sell
2023 Q3	$6.24M	Sell
2023 Q2	$5.76M	Buy