Trust Company of Vermont’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 | $39.4K | Sell |
300
-3
| -1% | -$394 | ﹤0.01% | 579 |
|
|
2025
Q1 | $36.3K | Hold |
303
| – | – | ﹤0.01% | 572 |
|
|
2024
Q4 | $40.1K | Hold |
303
| – | – | ﹤0.01% | 561 |
|
|
2024
Q3 | $46.7K | Sell |
303
-60
| -17% | -$9.24K | ﹤0.01% | 527 |
|
|
2024
Q2 | $41.9K | Hold |
363
| – | – | ﹤0.01% | 519 |
|
|
2024
Q1 | $46.1K | Hold |
363
| – | – | ﹤0.01% | 499 |
|
|
2023
Q4 | $38.9K | Sell |
363
-124
| -25% | -$13.3K | ﹤0.01% | 458 |
|
|
2023
Q3 | $55K | Sell |
487
-117
| -19% | -$13.2K | ﹤0.01% | 444 |
|
|
2023
Q2 | $59.4K | Hold |
604
| – | – | ﹤0.01% | 466 |
|
|
2023
Q1 | $58.8K | Sell |
604
-89
| -13% | -$8.66K | ﹤0.01% | 477 |
|
|
2022
Q4 | $68.8K | Hold |
693
| – | – | 0.01% | 436 |
|
|
2022
Q3 | $62K | Sell |
693
-1
| -0.1% | -$89 | ﹤0.01% | 455 |
|
|
2022
Q2 | $73K | Buy |
+694
| New | +$73K | 0.01% | 427 |
|
|
2022
Q1 | – | Sell |
-693
| Closed | -$80K | – | 549 |
|
|
2021
Q4 | $80K | Buy |
+693
| New | +$80K | 0.01% | 428 |
|
|
2020
Q2 | – | Sell |
-40
| Closed | -$3K | – | 811 |
|
|
2020
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 792 |
|
|
2019
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 840 |
|
|
2019
Q3 | $3K | Sell |
40
-483
| -92% | -$36.2K | ﹤0.01% | 892 |
|
|
2019
Q2 | $37K | Hold |
523
| – | – | ﹤0.01% | 525 |
|
|
2019
Q1 | $32K | Sell |
523
-40
| -7% | -$2.45K | ﹤0.01% | 537 |
|
|
2018
Q4 | $27K | Sell |
563
-71
| -11% | -$3.41K | ﹤0.01% | 558 |
|
|
2018
Q3 | $40K | Hold |
634
| – | – | ﹤0.01% | 552 |
|
|
2018
Q2 | $33K | Buy |
634
+150
| +31% | +$7.81K | ﹤0.01% | 595 |
|
|
2018
Q1 | $24K | Hold |
484
| – | – | ﹤0.01% | 622 |
|
|
2017
Q4 | $26K | Hold |
484
| – | – | ﹤0.01% | 617 |
|
|
2017
Q3 | $23K | Hold |
484
| – | – | ﹤0.01% | 624 |
|
|
2017
Q2 | $22K | Sell |
484
-6,044
| -93% | -$275K | ﹤0.01% | 635 |
|
|
2017
Q1 | $298K | Hold |
6,528
| – | – | 0.03% | 269 |
|
|
2016
Q4 | $308K | Buy |
6,528
+1,100
| +20% | +$51.9K | 0.04% | 259 |
|
|
2016
Q3 | $233K | Buy |
5,428
+5,319
| +4,880% | +$228K | 0.03% | 259 |
|
|
2016
Q2 | $4K | Buy |
+109
| New | +$4K | ﹤0.01% | 745 |
|
|
2015
Q2 | – | Sell |
-3,236
| Closed | -$121K | – | 817 |
|
|
2015
Q1 | $121K | Sell |
3,236
-1,415
| -30% | -$52.9K | 0.02% | 286 |
|
|
2014
Q4 | $172K | Buy |
4,651
+771
| +20% | +$28.5K | 0.03% | 246 |
|
|
2014
Q3 | $157K | Buy |
3,880
+226
| +6% | +$9.15K | 0.02% | 249 |
|
|
2014
Q2 | $161K | Buy |
3,654
+2,457
| +205% | +$108K | 0.02% | 240 |
|
|
2014
Q1 | $63K | Buy |
1,197
+1,035
| +639% | +$54.5K | 0.01% | 342 |
|
|
2013
Q4 | $8K | Hold |
162
| – | – | ﹤0.01% | 617 |
|
|
2013
Q3 | $8K | Hold |
162
| – | – | ﹤0.01% | 605 |
|
|
2013
Q2 | $7K | Buy |
+162
| New | +$7K | ﹤0.01% | 606 |
|