TF
TLWM Financial’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Buy |
6,291
+66
| +1% | +$8.68K | 0.16% | 49 |
|
|
2025
Q1 | $753K | Buy |
6,225
+105
| +2% | +$12.7K | 0.15% | 53 |
|
|
2024
Q4 | $818K | Buy |
6,120
+169
| +3% | +$22.6K | 0.16% | 53 |
|
|
2024
Q3 | $779K | Sell |
5,951
-95
| -2% | -$12.4K | 0.16% | 51 |
|
|
2024
Q2 | $845K | Buy |
6,046
+74
| +1% | +$10.3K | 0.18% | 46 |
|
|
2024
Q1 | $918K | Sell |
5,972
-107
| -2% | -$16.4K | 0.2% | 43 |
|
|
2023
Q4 | $789K | Buy |
6,079
+22
| +0.4% | +$2.86K | 0.19% | 47 |
|
|
2023
Q3 | $827K | Buy |
6,057
+175
| +3% | +$23.9K | 0.22% | 40 |
|
|
2023
Q2 | $699K | Buy |
5,882
+81
| +1% | +$9.63K | 0.2% | 47 |
|
|
2023
Q1 | $682K | Sell |
5,801
-5
| -0.1% | -$588 | 0.22% | 44 |
|
|
2022
Q4 | $697K | Sell |
5,806
-2,914
| -33% | -$350K | 0.25% | 40 |
|
|
2022
Q3 | $742K | Buy |
8,720
+2,924
| +50% | +$249K | 0.33% | 35 |
|
|
2022
Q2 | $742K | Sell |
5,796
-55
| -0.9% | -$7.04K | 0.28% | 37 |
|
|
2022
Q1 | $801K | Buy |
5,851
+213
| +4% | +$29.2K | 0.28% | 44 |
|
|
2021
Q4 | $785K | Buy |
5,638
+290
| +5% | +$40.4K | 0.26% | 43 |
|
|
2021
Q3 | $708K | Buy |
5,348
+162
| +3% | +$21.4K | 0.27% | 39 |
|
|
2021
Q2 | $691K | Buy |
5,186
+59
| +1% | +$7.86K | 0.25% | 42 |
|
|
2021
Q1 | $667K | Buy |
+5,127
| New | +$667K | 0.25% | 42 |
|