Smith Salley Wealth Management’s Jacobs Solutions J Stock Holding History

Smith Salley Wealth Management’s Portfolio J Stock Details J Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$268K	Sell	2,036 -20	-1%	-$2.63K	0.02%	228
2025 Q1	$246K	Sell	2,056 -525	-20%	-$62.9K	0.02%	219
2024 Q4	$341K	Hold	2,581	–	–	0.02%	198
2024 Q3	$334K	Sell	2,581 -508	-16%	-$65.8K	0.02%	201
2024 Q2	$357K	Hold	3,089	–	–	0.03%	189
2024 Q1	$393K	Sell	3,089 -201	-6%	-$25.6K	0.03%	182
2023 Q4	$353K	Sell	3,290 -231	-7%	-$24.8K	0.02%	200
2023 Q3	$397K	Hold	3,521	–	–	0.03%	183
2023 Q2	$346K	Sell	3,521 -112	-3%	-$11K	0.03%	185
2023 Q1	$353K	Sell	3,633 -37	-1%	-$3.6K	0.03%	187
2022 Q4	$365K	Hold	3,670	–	–	0.03%	183
2022 Q3	$329K	Hold	3,670	–	–	0.03%	186
2022 Q2	$386K	Hold	3,670	–	–	0.03%	183
2022 Q1	$418K	Hold	3,670	–	–	0.03%	189
2021 Q4	$423K	Hold	3,670	–	–	0.03%	192
2021 Q3	$402K	Hold	3,670	–	–	0.03%	197
2021 Q2	$405K	Sell	3,670 -451	-11%	-$49.8K	0.03%	198
2021 Q1	$441K	Sell	4,121 -358	-8%	-$38.3K	0.04%	181
2020 Q4	$404K	Sell	4,479 -81	-2%	-$7.31K	0.04%	166
2020 Q3	$350K	Sell	4,560 -16	-0.3%	-$1.23K	0.04%	154
2020 Q2	$321K	Sell	4,576 -484	-10%	-$34K	0.04%	155
2020 Q1	$332K	Sell	5,060 -7	-0.1%	-$459	0.06%	139
2019 Q4	$376K	Buy	5,067 +219	+5%	+$16.3K	0.05%	148
2019 Q3	$367K	Sell	4,848 -39	-0.8%	-$2.95K	0.05%	146
2019 Q2	$341K	Buy	4,887 +195	+4%	+$13.6K	0.05%	151
2019 Q1	$292K	Hold	4,692	–	–	0.05%	153
2018 Q4	$227K	Buy	4,692 +16	+0.3%	+$774	0.04%	158
2018 Q3	$296K	Hold	4,676	–	–	0.05%	155
2018 Q2	$246K	Hold	4,676	–	–	0.04%	160
2018 Q1	$229K	Sell	4,676 -51	-1%	-$2.5K	0.04%	166
2017 Q4	$258K	Buy	4,727 +52	+1%	+$2.84K	0.05%	154
2017 Q3	$225K	Hold	4,675	–	–	0.04%	158
2017 Q2	$210K	Sell	4,675 -296	-6%	-$13.3K	0.04%	164
2017 Q1	$227K	Sell	4,971 -102	-2%	-$4.66K	0.05%	159
2016 Q4	$239K	Hold	5,073	–	–	0.05%	138
2016 Q3	$217K	Hold	5,073	–	–	0.05%	145
2016 Q2	$209K	Buy	+5,073	New	+$209K	0.05%	152