Total Wealth Planning & Management’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
$938K Buy
7,137
+387
+6% +$50.9K 0.76% 31
2025
Q1
$808K Buy
6,750
+1,077
+19% +$129K 0.77% 32
2024
Q4
$751K Buy
+5,673
New +$751K 0.68% 32