Plante Moran Financial Advisors’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 |
-1,876
| Closed | -$248K | – | 816 |
|
|
2025
Q4 | $248K | Hold |
1,876
| – | – | 0.02% | 155 |
|
|
2025
Q3 | $281K | Hold |
1,876
| – | – | 0.02% | 138 |
|
|
2025
Q2 | $247K | Sell |
1,876
-19
| -1% | -$2.34K | 0.02% | 141 |
|
|
2025
Q1 | $227K | Hold |
1,895
| – | – | 0.02% | 155 |
|
|
2024
Q4 | $251K | Hold |
1,895
| – | – | 0.02% | 149 |
|
|
2024
Q3 | $246K | Sell |
1,895
-373
| -16% | -$45K | 0.02% | 158 |
|
|
2024
Q2 | $262K | Hold |
2,268
| – | – | 0.03% | 145 |
|
|
2024
Q1 | $288K | Hold |
2,268
| – | – | 0.03% | 131 |
|
|
2023
Q4 | $244K | Hold |
2,268
| – | – | 0.03% | 142 |
|
|
2023
Q3 | $256K | Hold |
2,268
| – | – | 0.03% | 125 |
|
|
2023
Q2 | $223K | Hold |
2,268
| – | – | 0.03% | 138 |
|
|
2023
Q1 | $220K | Sell |
2,268
-324
| -13% | -$32.3K | 0.03% | 137 |
|
|
2022
Q4 | $257K | Hold |
2,592
| – | – | 0.04% | 128 |
|
|
2022
Q3 | $233K | Sell |
2,592
-17
| -0.7% | -$1.76K | 0.04% | 130 |
|
|
2022
Q2 | $274K | Buy |
2,609
+17
| +0.7% | +$1.9K | 0.05% | 122 |
|
|
2022
Q1 | $295K | Sell |
2,592
-44
| -2% | -$4.72K | 0.06% | 125 |
|
|
2021
Q4 | $304K | Buy |
2,636
+44
| +2% | +$5.09K | 0.05% | 137 |
|
|
2021
Q3 | $284K | Hold |
2,592
| – | – | 0.06% | 145 |
|
|
2021
Q2 | $286K | Hold |
2,592
| – | – | 0.07% | 137 |
|
|
2021
Q1 | $277K | Hold |
2,592
| – | – | 0.08% | 134 |
|
|
2020
Q4 | $234K | Hold |
2,592
| – | – | 0.07% | 146 |
|
|
2020
Q3 | $199K | Hold |
2,592
| – | – | 0.07% | 151 |
|
|
2020
Q2 | $182K | Hold |
2,592
| – | – | 0.07% | 140 |
|
|
2020
Q1 | $170K | Sell |
2,592
-18
| -0.7% | -$1.35K | 0.08% | 134 |
|
|
2019
Q4 | $194K | Hold |
2,610
| – | – | 0.07% | 158 |
|
|
2019
Q3 | $198K | Hold |
2,610
| – | – | 0.06% | 161 |
|
|
2019
Q2 | $182K | Buy |
2,610
+18
| +0.7% | +$1.16K | 0.06% | 161 |
|
|
2019
Q1 | $161K | Sell |
2,592
-67
| -3% | -$3.77K | 0.05% | 174 |
|
|
2018
Q4 | $129K | Buy |
+2,659
| New | +$152K | 0.05% | 177 |
|
|
2018
Q2 | – | Sell |
-42
| Closed | -$2K | – | 901 |
|
|
2018
Q1 | $2K | Buy |
+42
| New | +$2.22K | ﹤0.01% | 845 |
|
|
2015
Q2 | – | Sell |
-132
| Closed | -$5K | – | 734 |
|
|
2015
Q1 | $5K | Sell |
132
-6
| -4% | -$211 | ﹤0.01% | 615 |
|
|
2014
Q4 | $5K | Hold |
138
| – | – | ﹤0.01% | 664 |
|
|
2014
Q3 | $6K | Hold |
138
| – | – | 0.01% | 642 |
|
|
2014
Q2 | $6K | Buy |
+138
| New | +$6.57K | 0.01% | 636 |
|
Other funds holding J
VCM
VPM
