Occidental Asset 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 | $3.74M | Buy |
28,457
+723
| +3% | +$95K | 0.52% | 60 |
|
|
2025
Q1 | $3.32M | Buy |
27,734
+2,439
| +10% | +$292K | 0.5% | 61 |
|
|
2024
Q4 | $3.35M | Buy |
25,295
+2,645
| +12% | +$350K | 0.52% | 60 |
|
|
2024
Q3 | $2.94M | Sell |
22,650
-2,506
| -10% | -$325K | 0.47% | 60 |
|
|
2024
Q2 | $2.91M | Buy |
25,156
+1,615
| +7% | +$187K | 0.51% | 56 |
|
|
2024
Q1 | $2.99M | Buy |
23,541
+3,560
| +18% | +$453K | 0.56% | 53 |
|
|
2023
Q4 | $2.15M | Buy |
19,981
+1,995
| +11% | +$214K | 0.44% | 70 |
|
|
2023
Q3 | $2.03M | Buy |
17,986
+832
| +5% | +$93.9K | 0.47% | 59 |
|
|
2023
Q2 | $1.69M | Buy |
+17,154
| New | +$1.69M | 0.38% | 73 |
|