SVB Wealth’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 | – | Sell |
-1,071
| Closed | -$128K | – | 1060 |
|
|
2025
Q1 | $128K | Buy |
+1,071
| New | +$128K | 0.01% | 370 |
|
|
2024
Q2 | – | Sell |
-2,032
| Closed | -$258K | – | 786 |
|
|
2024
Q1 | $258K | Buy |
2,032
+77
| +4% | +$9.79K | 0.01% | 678 |
|
|
2023
Q4 | $210K | Buy |
+1,955
| New | +$210K | 0.01% | 758 |
|
|
2021
Q4 | – | Sell |
-1,829
| Closed | -$201K | – | 887 |
|
|
2021
Q3 | $201K | Buy |
+1,829
| New | +$201K | ﹤0.01% | 910 |
|