PWM
Prentice Wealth Management’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Sell |
2,832
-130
| -4% | -$17.1K | 0.1% | 92 |
|
|
2025
Q1 | $358K | Sell |
2,962
-283
| -9% | -$34.2K | 0.1% | 91 |
|
|
2024
Q4 | $434K | Sell |
3,245
-313
| -9% | -$41.8K | 0.13% | 86 |
|
|
2024
Q3 | $466K | Sell |
3,558
-19
| -0.5% | -$2.49K | 0.14% | 84 |
|
|
2024
Q2 | $500K | Sell |
3,577
-42
| -1% | -$5.87K | 0.16% | 76 |
|
|
2024
Q1 | $556K | Sell |
3,619
-53
| -1% | -$8.15K | 0.19% | 67 |
|
|
2023
Q4 | $477K | Buy |
3,672
+3
| +0.1% | +$389 | 0.19% | 69 |
|
|
2023
Q3 | $501K | Sell |
3,669
-332
| -8% | -$45.3K | 0.23% | 56 |
|
|
2023
Q2 | $476K | Sell |
4,001
-465
| -10% | -$55.3K | 0.22% | 59 |
|
|
2023
Q1 | $525K | Sell |
4,466
-304
| -6% | -$35.7K | 0.25% | 46 |
|
|
2022
Q4 | $573K | Sell |
4,770
-59
| -1% | -$7.08K | 0.29% | 36 |
|
|
2022
Q3 | $528K | Buy |
+4,829
| New | +$528K | 0.29% | 35 |
|
|
2022
Q2 | – | Sell |
-4,885
| Closed | -$676K | – | 162 |
|
|
2022
Q1 | $676K | Sell |
4,885
-45
| -0.9% | -$6.23K | 0.32% | 33 |
|
|
2021
Q4 | $689K | Buy |
4,930
+4
| +0.1% | +$559 | 0.32% | 33 |
|
|
2021
Q3 | $653K | Sell |
4,926
-7
| -0.1% | -$928 | 0.32% | 30 |
|
|
2021
Q2 | $658K | Sell |
4,933
-119
| -2% | -$15.9K | 0.34% | 31 |
|
|
2021
Q1 | $653K | Buy |
+5,052
| New | +$653K | 0.36% | 30 |
|