Western 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
Q2 | $226K | Sell |
1,716
-18
| -1% | -$2.37K | 0.01% | 646 |
|
|
2025
Q1 | $208K | Buy |
1,734
+1
| +0.1% | +$120 | 0.01% | 644 |
|
|
2024
Q4 | $229K | Sell |
1,733
-5
| -0.3% | -$662 | 0.01% | 599 |
|
|
2024
Q3 | $225K | Sell |
1,738
-28
| -2% | -$3.63K | 0.01% | 682 |
|
|
2024
Q2 | $204K | Sell |
1,766
-55
| -3% | -$6.36K | 0.02% | 625 |
|
|
2024
Q1 | $232K | Buy |
+1,821
| New | +$232K | 0.02% | 583 |
|
|
2023
Q2 | – | Sell |
-2,585
| Closed | -$251K | – | 661 |
|
|
2023
Q1 | $251K | Sell |
2,585
-604
| -19% | -$58.7K | 0.02% | 543 |
|
|
2022
Q4 | $317K | Sell |
3,189
-12,488
| -80% | -$1.24M | 0.03% | 451 |
|
|
2022
Q3 | $1.41M | Sell |
15,677
-844
| -5% | -$75.7K | 0.08% | 242 |
|
|
2022
Q2 | $1.74M | Sell |
16,521
-906
| -5% | -$95.3K | 0.1% | 204 |
|
|
2022
Q1 | $1.99M | Buy |
17,427
+8,537
| +96% | +$973K | 0.1% | 208 |
|
|
2021
Q4 | $1.03M | Buy |
+8,890
| New | +$1.03M | 0.1% | 189 |
|
|
2021
Q2 | $836K | Buy |
7,575
+482
| +7% | +$53.2K | 0.09% | 243 |
|
|
2021
Q1 | $758K | Buy |
7,093
+1,163
| +20% | +$124K | 0.1% | 203 |
|
|
2020
Q4 | $534K | Buy |
5,930
+1,776
| +43% | +$160K | 0.08% | 239 |
|
|
2020
Q3 | $319K | Hold |
4,154
| – | – | 0.05% | 326 |
|
|
2020
Q2 | $291K | Sell |
4,154
-625
| -13% | -$43.8K | 0.05% | 322 |
|
|
2020
Q1 | $313K | Sell |
4,779
-637
| -12% | -$41.7K | 0.07% | 260 |
|
|
2019
Q4 | $402K | Buy |
5,416
+1,608
| +42% | +$119K | 0.06% | 264 |
|
|
2019
Q3 | $288K | Hold |
3,808
| – | – | 0.06% | 298 |
|
|
2019
Q2 | $267K | Hold |
3,808
| – | – | 0.04% | 329 |
|
|
2019
Q1 | $237K | Buy |
+3,808
| New | +$237K | 0.05% | 333 |
|