Perigon Wealth 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 | $688K | Buy |
5,231
+189
| +4% | +$24.8K | 0.02% | 587 |
|
|
2025
Q1 | $604K | Buy |
5,042
+640
| +15% | +$76.6K | 0.02% | 586 |
|
|
2024
Q4 | $603K | Buy |
4,402
+1,892
| +75% | +$259K | 0.01% | 580 |
|
|
2024
Q3 | $325K | Sell |
2,510
-411
| -14% | -$53.3K | 0.01% | 752 |
|
|
2024
Q2 | $337K | Sell |
2,921
-222
| -7% | -$25.7K | 0.01% | 647 |
|
|
2024
Q1 | $400K | Buy |
3,143
+437
| +16% | +$55.6K | 0.01% | 592 |
|
|
2023
Q4 | $290K | Buy |
2,706
+201
| +8% | +$21.6K | 0.01% | 666 |
|
|
2023
Q3 | $283K | Buy |
+2,505
| New | +$283K | 0.01% | 607 |
|
|
2022
Q1 | – | Sell |
-1,826
| Closed | -$210K | – | 632 |
|
|
2021
Q4 | $210K | Hold |
1,826
| – | – | 0.02% | 546 |
|
|
2021
Q3 | $200K | Sell |
1,826
-120
| -6% | -$13.1K | 0.02% | 511 |
|
|
2021
Q2 | $215K | Buy |
+1,946
| New | +$215K | 0.02% | 482 |
|