Summit Trail 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
Q2 | $946K | Buy |
+7,193
| New | +$946K | 0.02% | 502 |
|
|
2025
Q1 | – | Sell |
-3,142
| Closed | -$416K | – | 446 |
|
|
2024
Q4 | $416K | Buy |
+3,142
| New | +$416K | 0.02% | 247 |
|
|
2018
Q1 | – | Sell |
-2,419
| Closed | -$134K | – | 1067 |
|
|
2017
Q4 | $134K | Buy |
+2,419
| New | +$134K | 0.02% | 550 |
|