Wealthspire Advisors (New York)’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $232K | Sell |
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|
2025
Q2 | $213K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $210K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $203K | Buy |
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|
2024
Q1 | $220K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $272K | Sell |
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|
2023
Q2 | $650K | Sell |
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|
2023
Q1 | $643K | Sell |
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|
2022
Q4 | $732K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $260K | Buy |
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|
2020
Q4 | $209K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $558K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $5K | Buy |
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