Montag & Associates’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 | $224K | Sell |
1,702
-17
| -1% | -$2.23K | 0.01% | 385 |
|
|
2025
Q1 | $206K | Hold |
1,719
| – | – | 0.01% | 411 |
|
|
2024
Q4 | $227K | Buy |
1,719
+1,712
| +24,457% | +$226K | 0.01% | 409 |
|
|
2024
Q3 | $900 | Sell |
7
-3
| -30% | -$386 | ﹤0.01% | 990 |
|
|
2024
Q2 | $1.11K | Sell |
10
-2
| -17% | -$221 | ﹤0.01% | 923 |
|
|
2024
Q1 | $1.51K | Buy |
+12
| New | +$1.51K | ﹤0.01% | 885 |
|