New England Research & Management’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 | $725K | Buy |
5,515
+10
| +0.2% | +$1.32K | 0.34% | 88 |
|
2025
Q1 | $659K | Buy |
5,505
+3,939
| +252% | +$472K | 0.33% | 89 |
|
2024
Q4 | $207K | Sell |
1,566
-14,500
| -90% | -$1.92M | 0.11% | 141 |
|
2024
Q3 | $2.08M | Sell |
16,066
-11,879
| -43% | -$1.54M | 0.98% | 34 |
|
2024
Q2 | $3.23M | Buy |
27,945
+441
| +2% | +$51K | 1.55% | 10 |
|
2024
Q1 | $3.5M | Sell |
27,504
-30
| -0.1% | -$3.81K | 1.72% | 11 |
|
2023
Q4 | $2.96M | Buy |
+27,534
| New | +$2.96M | 1.57% | 11 |
|
2023
Q3 | – | Sell |
-32,310
| Closed | -$3.18M | – | 159 |
|
2023
Q2 | $3.18M | Buy |
32,310
+1,119
| +4% | +$110K | 1.84% | 11 |
|
2023
Q1 | $3.03M | Buy |
31,191
+10,336
| +50% | +$1M | 1.78% | 12 |
|
2022
Q4 | $2.07M | Buy |
20,855
+15,717
| +306% | +$1.56M | 1.19% | 24 |
|
2022
Q3 | $461K | Buy |
+5,138
| New | +$461K | 0.29% | 107 |
|
2022
Q1 | – | Sell |
-2,781
| Closed | -$320K | – | 178 |
|
2021
Q4 | $320K | Hold |
2,781
| – | – | 0.15% | 144 |
|
2021
Q3 | $305K | Hold |
2,781
| – | – | 0.16% | 146 |
|
2021
Q2 | $307K | Sell |
2,781
-241
| -8% | -$26.6K | 0.16% | 143 |
|
2021
Q1 | $323K | Hold |
3,022
| – | – | 0.18% | 131 |
|
2020
Q4 | $272K | Sell |
3,022
-9,945
| -77% | -$895K | 0.17% | 140 |
|
2020
Q3 | $995K | Sell |
12,967
-90
| -0.7% | -$6.91K | 0.72% | 50 |
|
2020
Q2 | $916K | Buy |
13,057
+6,529
| +100% | +$458K | 0.66% | 56 |
|
2020
Q1 | $428K | Buy |
+6,528
| New | +$428K | 0.37% | 90 |
|
2017
Q4 | – | Sell |
-8,893
| Closed | -$429K | – | 161 |
|
2017
Q3 | $429K | Sell |
8,893
-14,984
| -63% | -$723K | 0.31% | 96 |
|
2017
Q2 | $1.07M | Buy |
23,877
+1,209
| +5% | +$54.4K | 0.79% | 47 |
|
2017
Q1 | $1.04M | Buy |
+22,668
| New | +$1.04M | 0.8% | 42 |
|
2015
Q2 | – | Sell |
-5,410
| Closed | -$202K | – | 180 |
|
2015
Q1 | $202K | Sell |
5,410
-1,088
| -17% | -$40.6K | 0.17% | 159 |
|
2014
Q4 | $240K | Sell |
6,498
-10,972
| -63% | -$405K | 0.21% | 156 |
|
2014
Q3 | $705K | Sell |
17,470
-876
| -5% | -$35.4K | 0.62% | 70 |
|
2014
Q2 | $809K | Buy |
18,346
+8,221
| +81% | +$363K | 0.72% | 57 |
|
2014
Q1 | $532K | Buy |
10,125
+272
| +3% | +$14.3K | 0.49% | 89 |
|
2013
Q4 | $513K | Buy |
+9,853
| New | +$513K | 0.5% | 82 |
|