True Wealth Design’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 | $58.8K | Buy |
447
+102
| +30% | +$13.4K | 0.02% | 183 |
|
|
2025
Q1 | $41.3K | Sell |
345
-34
| -9% | -$4.08K | 0.02% | 223 |
|
|
2024
Q4 | $50.1K | Buy |
379
+42
| +12% | +$5.55K | 0.02% | 163 |
|
|
2024
Q3 | $43.7K | Buy |
+337
| New | +$43.7K | 0.02% | 161 |
|
|
2023
Q2 | – | Sell |
-24
| Closed | -$2.35K | – | 833 |
|
|
2023
Q1 | $2.35K | Buy |
+24
| New | +$2.35K | ﹤0.01% | 327 |
|