Venturi Wealth 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
Q1 | – | Sell |
-795
| Closed | -$105K | – | 1231 |
|
|
2024
Q4 | $105K | Buy |
795
+679
| +585% | +$89.8K | 0.01% | 748 |
|
|
2024
Q3 | $15.1K | Buy |
116
+33
| +40% | +$4.28K | ﹤0.01% | 1097 |
|
|
2024
Q2 | $9.64K | Buy |
83
+60
| +261% | +$6.97K | ﹤0.01% | 1110 |
|
|
2024
Q1 | $2.92K | Hold |
23
| – | – | ﹤0.01% | 1191 |
|
|
2023
Q4 | $2.47K | Buy |
23
+8
| +53% | +$858 | ﹤0.01% | 1167 |
|
|
2023
Q3 | $1.64K | Buy |
15
+10
| +200% | +$1.09K | ﹤0.01% | 1211 |
|
|
2023
Q2 | $476 | Buy |
+5
| New | +$476 | ﹤0.01% | 1079 |
|