TruWealth Advisors’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 | $225K | Buy |
+1,712
| New | +$225K | 0.01% | 162 |
|
|
2025
Q1 | – | Sell |
-1,640
| Closed | -$217K | – | 167 |
|
|
2024
Q4 | $217K | Hold |
1,640
| – | – | 0.01% | 153 |
|
|
2024
Q3 | $213K | Sell |
1,640
-323
| -16% | -$41.9K | 0.01% | 154 |
|
|
2024
Q2 | $227K | Hold |
1,963
| – | – | 0.02% | 153 |
|
|
2024
Q1 | $250K | Hold |
1,963
| – | – | 0.02% | 144 |
|
|
2023
Q4 | $211K | Hold |
1,963
| – | – | 0.02% | 146 |
|
|
2023
Q3 | $222K | Buy |
+1,963
| New | +$222K | 0.02% | 138 |
|
|
2022
Q3 | – | Sell |
-1,963
| Closed | -$206K | – | 139 |
|
|
2022
Q2 | $206K | Buy |
+1,963
| New | +$206K | 0.02% | 130 |
|