Mount Yale Investment Advisors’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Buy |
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|
2025
Q1 | $456K | Sell |
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|
2024
Q4 | $509K | Buy |
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|
2024
Q3 | $496K | Sell |
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|
2024
Q2 | $491K | Buy |
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|
2024
Q1 | $486K | Buy |
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|
2023
Q4 | $340K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $323K | Hold |
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|
2018
Q4 | $283K | Hold |
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|
2018
Q3 | $348K | Sell |
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|
2018
Q2 | $277K | Hold |
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|
2018
Q1 | $258K | Buy |
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