Pettee Investors’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 | $1.16M | Sell |
8,835
-88
| -1% | -$11.6K | 0.69% | 44 |
|
|
2025
Q1 | $1.07M | Hold |
8,923
| – | – | 0.64% | 50 |
|
|
2024
Q4 | $1.18M | Hold |
8,923
| – | – | 0.6% | 52 |
|
|
2024
Q3 | $1.16M | Sell |
8,923
-1,758
| -16% | -$228K | 0.56% | 57 |
|
|
2024
Q2 | $1.23M | Buy |
10,681
+2,539
| +31% | +$293K | 0.6% | 60 |
|
|
2024
Q1 | $1.04M | Hold |
8,142
| – | – | 0.44% | 67 |
|
|
2023
Q4 | $874K | Hold |
8,142
| – | – | 0.39% | 71 |
|
|
2023
Q3 | $919K | Sell |
8,142
-260
| -3% | -$29.4K | 0.44% | 66 |
|
|
2023
Q2 | $826K | Buy |
8,402
+211
| +3% | +$20.8K | 0.37% | 74 |
|
|
2023
Q1 | $796K | Buy |
8,191
+871
| +12% | +$84.7K | 0.38% | 74 |
|
|
2022
Q4 | $727K | Sell |
7,320
-6,045
| -45% | -$600K | 0.36% | 76 |
|
|
2022
Q3 | $1.2M | Hold |
13,365
| – | – | 0.64% | 52 |
|
|
2022
Q2 | $1.41M | Hold |
13,365
| – | – | 0.7% | 47 |
|
|
2022
Q1 | $1.52M | Buy |
13,365
+4,038
| +43% | +$460K | 0.67% | 51 |
|
|
2021
Q4 | $1.07M | Hold |
9,327
| – | – | 0.45% | 69 |
|
|
2021
Q3 | $1.02M | Buy |
9,327
+7,387
| +381% | +$809K | 0.48% | 67 |
|
|
2021
Q2 | $214K | Hold |
1,940
| – | – | 0.1% | 122 |
|
|
2021
Q1 | $207K | Buy |
+1,940
| New | +$207K | 0.1% | 123 |
|