Waverly 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 | $469K | Buy |
3,565
+1,076
| +43% | +$141K | 0.01% | 816 |
|
|
2025
Q1 | $298K | Buy |
2,489
+442
| +22% | +$52.9K | ﹤0.01% | 925 |
|
|
2024
Q4 | $271K | Buy |
2,047
+250
| +14% | +$33.1K | ﹤0.01% | 848 |
|
|
2024
Q3 | $233K | Buy |
1,797
+26
| +1% | +$3.37K | ﹤0.01% | 742 |
|
|
2024
Q2 | $205K | Buy |
1,771
+11
| +0.6% | +$1.27K | ﹤0.01% | 764 |
|
|
2024
Q1 | $224K | Buy |
+1,760
| New | +$224K | 0.01% | 636 |
|
|
2023
Q4 | – | Sell |
-2,002
| Closed | -$226K | – | 450 |
|
|
2023
Q3 | $226K | Buy |
+2,002
| New | +$226K | 0.01% | 370 |
|
|
2014
Q4 | – | Sell |
-2,448
| Closed | -$99K | – | 546 |
|
|
2014
Q3 | $99K | Hold |
2,448
| – | – | 0.05% | 138 |
|
|
2014
Q2 | $108K | Hold |
2,448
| – | – | 0.04% | 139 |
|
|
2014
Q1 | $129K | Sell |
2,448
-1,330
| -35% | -$70.1K | 0.06% | 125 |
|
|
2013
Q4 | $197K | Buy |
3,778
+2,448
| +184% | +$128K | 0.07% | 152 |
|
|
2013
Q3 | $64K | Buy |
+1,330
| New | +$64K | 0.03% | 209 |
|