PFG Private 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 | – | Sell |
-1,225
| Closed | -$147K | – | 150 |
|
|
2025
Q1 | $147K | Buy |
1,225
+197
| +19% | +$23.6K | 0.08% | 72 |
|
|
2024
Q4 | $136K | Buy |
1,028
+4
| +0.4% | +$529 | 0.08% | 68 |
|
|
2024
Q3 | $133K | Sell |
1,024
-351
| -26% | -$45.5K | 0.08% | 75 |
|
|
2024
Q2 | $159K | Buy |
1,375
+31
| +2% | +$3.58K | 0.1% | 65 |
|
|
2024
Q1 | $171K | Buy |
1,344
+46
| +4% | +$5.85K | 0.11% | 64 |
|
|
2023
Q4 | $139K | Buy |
1,298
+974
| +301% | +$105K | 0.09% | 61 |
|
|
2023
Q3 | $36.6K | Sell |
324
-654
| -67% | -$73.8K | 0.03% | 108 |
|
|
2023
Q2 | $96.2K | Buy |
978
+2
| +0.2% | +$197 | 0.06% | 108 |
|
|
2023
Q1 | $94.8K | Buy |
976
+184
| +23% | +$17.9K | 0.06% | 104 |
|
|
2022
Q4 | $79K | Sell |
792
-13
| -2% | -$1.3K | 0.05% | 112 |
|
|
2022
Q3 | $72K | Sell |
805
-120
| -13% | -$10.7K | 0.05% | 119 |
|
|
2022
Q2 | $97K | Sell |
925
-18
| -2% | -$1.89K | 0.05% | 104 |
|
|
2022
Q1 | $107K | Buy |
943
+925
| +5,139% | +$105K | 0.05% | 113 |
|
|
2021
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 285 |
|
|
2021
Q3 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 274 |
|