Wealthspire Advisors (New York)’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 | $213K | Buy |
+1,617
| New | +$213K | ﹤0.01% | 773 |
|
|
2025
Q1 | – | Sell |
-1,586
| Closed | -$210K | – | 812 |
|
|
2024
Q4 | $210K | Buy |
+1,586
| New | +$210K | ﹤0.01% | 737 |
|
|
2024
Q3 | – | Sell |
-1,754
| Closed | -$203K | – | 763 |
|
|
2024
Q2 | $203K | Buy |
1,754
+23
| +1% | +$2.66K | ﹤0.01% | 621 |
|
|
2024
Q1 | $220K | Buy |
+1,731
| New | +$220K | ﹤0.01% | 579 |
|
|
2023
Q4 | – | Sell |
-2,409
| Closed | -$272K | – | 652 |
|
|
2023
Q3 | $272K | Sell |
2,409
-4,202
| -64% | -$475K | ﹤0.01% | 502 |
|
|
2023
Q2 | $650K | Sell |
6,611
-2
| -0% | -$197 | 0.01% | 319 |
|
|
2023
Q1 | $643K | Sell |
6,613
-757
| -10% | -$73.6K | 0.01% | 316 |
|
|
2022
Q4 | $732K | Buy |
+7,370
| New | +$732K | 0.01% | 310 |
|
|
2021
Q2 | – | Sell |
-2,428
| Closed | -$260K | – | 522 |
|
|
2021
Q1 | $260K | Buy |
2,428
+110
| +5% | +$11.8K | 0.01% | 600 |
|
|
2020
Q4 | $209K | Buy |
+2,318
| New | +$209K | 0.01% | 540 |
|
|
2020
Q2 | – | Sell |
-8,512
| Closed | -$558K | – | 414 |
|
|
2020
Q1 | $558K | Buy |
+8,512
| New | +$558K | 0.02% | 275 |
|
|
2019
Q1 | – | Sell |
-110
| Closed | -$5K | – | 430 |
|
|
2018
Q4 | $5K | Buy |
+110
| New | +$5K | ﹤0.01% | 644 |
|