Mount Yale Investment Advisors’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 | $502K | Buy |
3,815
+7
| +0.2% | +$920 | 0.04% | 342 |
|
|
2025
Q1 | $456K | Sell |
3,808
-41
| -1% | -$4.91K | 0.04% | 345 |
|
|
2024
Q4 | $509K | Buy |
3,849
+24
| +0.6% | +$3.18K | 0.04% | 338 |
|
|
2024
Q3 | $496K | Sell |
3,825
-422
| -10% | -$54.7K | 0.05% | 346 |
|
|
2024
Q2 | $491K | Buy |
4,247
+424
| +11% | +$49K | 0.04% | 347 |
|
|
2024
Q1 | $486K | Buy |
3,823
+655
| +21% | +$83.3K | 0.04% | 353 |
|
|
2023
Q4 | $340K | Buy |
+3,168
| New | +$340K | 0.03% | 390 |
|
|
2019
Q2 | – | Sell |
-5,199
| Closed | -$323K | – | 316 |
|
|
2019
Q1 | $323K | Hold |
5,199
| – | – | 0.06% | 241 |
|
|
2018
Q4 | $283K | Hold |
5,199
| – | – | 0.06% | 265 |
|
|
2018
Q3 | $348K | Sell |
5,199
-71
| -1% | -$4.75K | 0.06% | 233 |
|
|
2018
Q2 | $277K | Hold |
5,270
| – | – | 0.05% | 262 |
|
|
2018
Q1 | $258K | Buy |
+5,270
| New | +$258K | 0.06% | 260 |
|