Simon Quick Advisors’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,633
| Closed | -$216K | – | 620 |
|
|
2024
Q4 | $216K | Buy |
+1,633
| New | +$216K | 0.01% | 432 |
|
|
2024
Q2 | – | Sell |
-3,903
| Closed | -$496K | – | 421 |
|
|
2024
Q1 | $496K | Buy |
3,903
+1,133
| +41% | +$144K | 0.04% | 203 |
|
|
2023
Q4 | $297K | Sell |
2,770
-968
| -26% | -$104K | 0.03% | 242 |
|
|
2023
Q3 | $422K | Buy |
3,738
+1,031
| +38% | +$116K | 0.04% | 186 |
|
|
2023
Q2 | $266K | Sell |
2,707
-49
| -2% | -$4.82K | 0.02% | 225 |
|
|
2023
Q1 | $268K | Buy |
+2,756
| New | +$268K | 0.03% | 224 |
|
|
2022
Q2 | – | Sell |
-598
| Closed | -$68K | – | 285 |
|
|
2022
Q1 | $68K | Sell |
598
-362
| -38% | -$41.2K | 0.02% | 177 |
|
|
2021
Q4 | $111K | Sell |
960
-39
| -4% | -$4.51K | 0.03% | 151 |
|
|
2021
Q3 | $109K | Buy |
999
+202
| +25% | +$22K | 0.03% | 161 |
|
|
2021
Q2 | $88K | Sell |
797
-220
| -22% | -$24.3K | 0.02% | 161 |
|
|
2021
Q1 | $108K | Buy |
1,017
+423
| +71% | +$44.9K | 0.03% | 142 |
|
|
2020
Q4 | $53K | Buy |
+594
| New | +$53K | 0.02% | 207 |
|
|
2020
Q1 | – | Sell |
-37
| Closed | -$3K | – | 592 |
|
|
2019
Q4 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 550 |
|
|
2018
Q1 | – | Sell |
-1,046
| Closed | -$60K | – | 367 |
|
|
2017
Q4 | $60K | Buy |
+1,046
| New | +$60K | 0.03% | 208 |
|