Visionary Wealth 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 | $255K | Buy |
1,943
+171
| +10% | +$22.5K | 0.01% | 500 |
|
|
2025
Q1 | $212K | Buy |
1,772
+6
| +0.3% | +$718 | 0.01% | 511 |
|
|
2024
Q4 | $234K | Buy |
1,766
+4
| +0.2% | +$529 | 0.01% | 492 |
|
|
2024
Q3 | $228K | Sell |
1,762
-334
| -16% | -$43.3K | 0.01% | 491 |
|
|
2024
Q2 | $242K | Buy |
2,096
+4
| +0.2% | +$462 | 0.02% | 453 |
|
|
2024
Q1 | $266K | Sell |
2,092
-105
| -5% | -$13.4K | 0.02% | 418 |
|
|
2023
Q4 | $236K | Buy |
2,197
+4
| +0.2% | +$429 | 0.02% | 432 |
|
|
2023
Q3 | $248K | Buy |
2,193
+65
| +3% | +$7.34K | 0.02% | 398 |
|
|
2023
Q2 | $209K | Buy |
2,128
+5
| +0.2% | +$492 | 0.02% | 427 |
|
|
2023
Q1 | $206K | Buy |
2,123
+52
| +3% | +$5.06K | 0.02% | 419 |
|
|
2022
Q4 | $206K | Buy |
+2,071
| New | +$206K | 0.02% | 388 |
|
|
2022
Q3 | – | Sell |
-2,066
| Closed | -$217K | – | 430 |
|
|
2022
Q2 | $217K | Buy |
2,066
+3
| +0.1% | +$315 | 0.02% | 383 |
|
|
2022
Q1 | $235K | Buy |
+2,063
| New | +$235K | 0.02% | 378 |
|