UAS
United Asset Strategies’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Sell |
18,899
-391
| -2% | -$51.4K | 0.21% | 85 |
|
|
2025
Q1 | $2.33M | Sell |
19,290
-15,212
| -44% | -$1.84M | 0.22% | 89 |
|
|
2024
Q4 | $4.61M | Buy |
34,502
+5,728
| +20% | +$765K | 0.42% | 59 |
|
|
2024
Q3 | $3.77M | Buy |
28,774
+101
| +0.4% | +$13.2K | 0.35% | 63 |
|
|
2024
Q2 | $4.01M | Buy |
28,673
+64
| +0.2% | +$8.94K | 0.4% | 61 |
|
|
2024
Q1 | $4.4M | Sell |
28,609
-1,337
| -4% | -$206K | 0.44% | 59 |
|
|
2023
Q4 | $3.89M | Sell |
29,946
-612
| -2% | -$79.4K | 0.44% | 60 |
|
|
2023
Q3 | $4.17M | Buy |
30,558
+13,143
| +75% | +$1.79M | 0.54% | 49 |
|
|
2023
Q2 | $2.07M | Sell |
17,415
-48
| -0.3% | -$5.71K | 0.26% | 84 |
|
|
2023
Q1 | $2.05M | Sell |
17,463
-993
| -5% | -$117K | 0.27% | 77 |
|
|
2022
Q4 | $2.22M | Sell |
18,456
-2,243
| -11% | -$269K | 0.31% | 74 |
|
|
2022
Q3 | $2.25M | Sell |
20,699
-88,092
| -81% | -$9.56M | 0.35% | 70 |
|
|
2022
Q2 | $13.8M | Sell |
108,791
-2,558
| -2% | -$325K | 2.02% | 8 |
|
|
2022
Q1 | $15.3M | Buy |
111,349
+4,714
| +4% | +$650K | 1.95% | 10 |
|
|
2021
Q4 | $14.8M | Buy |
106,635
+984
| +0.9% | +$137K | 1.77% | 14 |
|
|
2021
Q3 | $14M | Buy |
105,651
+2,104
| +2% | +$279K | 1.81% | 16 |
|
|
2021
Q2 | $13.8M | Buy |
103,547
+5,699
| +6% | +$760K | 1.84% | 17 |
|
|
2021
Q1 | $12.6M | Buy |
97,848
+5,133
| +6% | +$664K | 1.83% | 14 |
|
|
2020
Q4 | $10.1M | Buy |
92,715
+56,275
| +154% | +$6.13M | 1.59% | 18 |
|
|
2020
Q3 | $3.38M | Buy |
36,440
+2,672
| +8% | +$248K | 0.62% | 51 |
|
|
2020
Q2 | $2.86M | Buy |
33,768
+1,691
| +5% | +$143K | 0.56% | 55 |
|
|
2020
Q1 | $2.54M | Sell |
32,077
-27,884
| -47% | -$2.21M | 0.63% | 46 |
|
|
2019
Q4 | $5.39M | Buy |
59,961
+1,654
| +3% | +$149K | 1.05% | 37 |
|
|
2019
Q3 | $5.34M | Sell |
58,307
-297
| -0.5% | -$27.2K | 1.17% | 30 |
|
|
2019
Q2 | $4.95M | Sell |
58,604
-585
| -1% | -$49.4K | 1.14% | 30 |
|
|
2019
Q1 | $4.45M | Buy |
59,189
+20,914
| +55% | +$1.57M | 1.05% | 31 |
|
|
2018
Q4 | $2.24M | Buy |
38,275
+2,132
| +6% | +$125K | 0.61% | 51 |
|
|
2018
Q3 | $2.77M | Buy |
36,143
+229
| +0.6% | +$17.5K | 0.65% | 54 |
|
|
2018
Q2 | $2.28M | Buy |
35,914
+5,257
| +17% | +$334K | 0.6% | 54 |
|
|
2018
Q1 | $1.81M | Sell |
30,657
-31,313
| -51% | -$1.85M | 0.53% | 57 |
|
|
2017
Q4 | $4.09M | Sell |
61,970
-542
| -0.9% | -$35.8K | 1.1% | 27 |
|
|
2017
Q3 | $3.64M | Sell |
62,512
-7,546
| -11% | -$440K | 2.07% | 17 |
|
|
2017
Q2 | $3.81M | Buy |
70,058
+43,615
| +165% | +$2.37M | 1.13% | 36 |
|
|
2017
Q1 | $1.46M | Sell |
26,443
-22,157
| -46% | -$1.23M | 0.45% | 62 |
|
|
2016
Q4 | $2.77M | Buy |
48,600
+43,080
| +780% | +$2.46M | 0.9% | 41 |
|
|
2016
Q3 | $285K | Sell |
5,520
-1,075
| -16% | -$55.5K | 0.1% | 110 |
|
|
2016
Q2 | $328K | Sell |
6,595
-75
| -1% | -$3.73K | 0.12% | 104 |
|
|
2016
Q1 | $290K | Sell |
6,670
-635
| -9% | -$27.6K | 0.13% | 102 |
|
|
2015
Q4 | $306K | Sell |
7,305
-480
| -6% | -$20.1K | 0.13% | 109 |
|
|
2015
Q3 | $291K | Sell |
7,785
-56,890
| -88% | -$2.13M | 0.13% | 103 |
|
|
2015
Q2 | $2.63M | Buy |
+64,675
| New | +$2.63M | 1.17% | 31 |
|