PFG Private Wealth Management’s Jacobs Solutions J Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,724	Closed	-$228K	–	83
2025 Q4	$228K	Buy	+1,724	New	+$253K	0.1%	67
2025 Q2	–	Sell	-1,225	Closed	-$147K	–	150
2025 Q1	$147K	Buy	1,225 +197	+19%	+$25.4K	0.08%	72
2024 Q4	$136K	Buy	1,028 +4	+0.4%	+$551	0.08%	68
2024 Q3	$133K	Sell	1,024 -351	-26%	-$42.3K	0.08%	75
2024 Q2	$159K	Buy	1,375 +31	+2%	+$3.64K	0.1%	65
2024 Q1	$171K	Buy	1,344 +46	+4%	+$5.39K	0.11%	64
2023 Q4	$139K	Buy	1,298 +974	+301%	+$106K	0.09%	61
2023 Q3	$36.6K	Sell	324 -654	-67%	-$70.5K	0.03%	108
2023 Q2	$96.2K	Buy	978 +2	+0.2%	+$191	0.06%	108
2023 Q1	$94.8K	Buy	976 +184	+23%	+$18.4K	0.06%	104
2022 Q4	$79K	Sell	792 -13	-2%	-$1.28K	0.05%	112
2022 Q3	$72K	Sell	805 -120	-13%	-$12.4K	0.05%	119
2022 Q2	$97K	Sell	925 -18	-2%	-$2.02K	0.05%	104
2022 Q1	$107K	Buy	943 +925	+5,139%	+$99.3K	0.05%	113
2021 Q4	$2K	Hold	18	–	–	﹤0.01%	285
2021 Q3	$2K	Buy	+18	New	+$1.99K	﹤0.01%	274