MLL
Moody Lynn & Lieberson’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
2,120
+15
| +0.7% | +$1.97K | 0.02% | 220 |
|
|
2025
Q1 | $254K | Hold |
2,105
| – | – | 0.02% | 219 |
|
|
2024
Q4 | $281K | Hold |
2,105
| – | – | 0.02% | 210 |
|
|
2024
Q3 | $276K | Hold |
2,105
| – | – | 0.02% | 220 |
|
|
2024
Q2 | $294K | Hold |
2,105
| – | – | 0.02% | 198 |
|
|
2024
Q1 | $324K | Hold |
2,105
| – | – | 0.02% | 194 |
|
|
2023
Q4 | $273K | Sell |
2,105
-12,777
| -86% | -$1.66M | 0.02% | 202 |
|
|
2023
Q3 | $2.03M | Buy |
14,882
+12,777
| +607% | +$1.74M | 0.17% | 78 |
|
|
2023
Q2 | $250K | Sell |
2,105
-2,980
| -59% | -$354K | 0.02% | 200 |
|
|
2023
Q1 | $598K | Hold |
5,085
| – | – | 0.05% | 141 |
|
|
2022
Q4 | $610K | Hold |
5,085
| – | – | 0.06% | 139 |
|
|
2022
Q3 | $552K | Hold |
5,085
| – | – | 0.05% | 136 |
|
|
2022
Q2 | $646K | Buy |
5,085
+2,100
| +70% | +$267K | 0.06% | 132 |
|
|
2022
Q1 | $411K | Sell |
2,985
-8,895
| -75% | -$1.22M | 0.03% | 171 |
|
|
2021
Q4 | $1.65M | Hold |
11,880
| – | – | 0.11% | 97 |
|
|
2021
Q3 | $1.57M | Sell |
11,880
-28,554
| -71% | -$3.78M | 0.12% | 97 |
|
|
2021
Q2 | $5.4M | Sell |
40,434
-76
| -0.2% | -$10.1K | 0.41% | 61 |
|
|
2021
Q1 | $5.24M | Sell |
40,510
-9,505
| -19% | -$1.23M | 0.44% | 58 |
|
|
2020
Q4 | $5.45M | Buy |
+50,015
| New | +$5.45M | 0.47% | 59 |
|
|
2017
Q1 | – | Sell |
-82,303
| Closed | -$4.69M | – | 179 |
|
|
2016
Q4 | $4.69M | Buy |
82,303
+5,440
| +7% | +$310K | 0.67% | 47 |
|
|
2016
Q3 | $3.98M | Buy |
+76,863
| New | +$3.98M | 0.66% | 51 |
|
|
2014
Q2 | – | Sell |
-4,508
| Closed | -$286K | – | 205 |
|
|
2014
Q1 | $286K | Buy |
4,508
+202
| +5% | +$12.8K | 0.04% | 165 |
|
|
2013
Q4 | $271K | Buy |
+4,306
| New | +$271K | 0.04% | 172 |
|