TD Private Client 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 | $966K | Buy |
7,348
+608
| +9% | +$79.9K | 0.02% | 370 |
|
|
2025
Q1 | $807K | Buy |
6,740
+403
| +6% | +$48.2K | 0.02% | 379 |
|
|
2024
Q4 | $838K | Buy |
6,337
+703
| +12% | +$93K | 0.02% | 382 |
|
|
2024
Q3 | $730K | Sell |
5,634
-7,154
| -56% | -$927K | 0.02% | 411 |
|
|
2024
Q2 | $1.48M | Buy |
12,788
+27
| +0.2% | +$3.12K | 0.05% | 290 |
|
|
2024
Q1 | $1.62M | Buy |
12,761
+1,056
| +9% | +$134K | 0.05% | 276 |
|
|
2023
Q4 | $1.26M | Buy |
11,705
+922
| +9% | +$99K | 0.05% | 304 |
|
|
2023
Q3 | $1.22M | Buy |
10,783
+432
| +4% | +$48.8K | 0.05% | 289 |
|
|
2023
Q2 | $1.02M | Sell |
10,351
-348
| -3% | -$34.2K | 0.04% | 331 |
|
|
2023
Q1 | $1.04M | Sell |
10,699
-564
| -5% | -$54.8K | 0.05% | 321 |
|
|
2022
Q4 | $1.12M | Buy |
11,263
+1,128
| +11% | +$112K | 0.05% | 302 |
|
|
2022
Q3 | $909K | Buy |
+10,135
| New | +$909K | 0.05% | 324 |
|