WCA
Westover Capital Advisors’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
14,882
-356
| -2% | -$46.8K | 0.39% | 56 |
|
|
2025
Q1 | $1.84M | Sell |
15,238
-87
| -0.6% | -$10.5K | 0.41% | 54 |
|
|
2024
Q4 | $2.05M | Sell |
15,325
-388
| -2% | -$51.8K | 0.45% | 51 |
|
|
2024
Q3 | $2.06M | Sell |
15,713
-87
| -0.6% | -$11.4K | 0.4% | 52 |
|
|
2024
Q2 | $2.21M | Buy |
15,800
+69
| +0.4% | +$9.64K | 0.57% | 47 |
|
|
2024
Q1 | $2.42M | Sell |
15,731
-335
| -2% | -$51.5K | 0.71% | 41 |
|
|
2023
Q4 | $2.09M | Buy |
16,066
+1,929
| +14% | +$250K | 0.68% | 42 |
|
|
2023
Q3 | $1.93M | Sell |
14,137
-361
| -2% | -$49.3K | 0.7% | 40 |
|
|
2023
Q2 | $1.72M | Sell |
14,498
-605
| -4% | -$71.9K | 0.6% | 46 |
|
|
2023
Q1 | $1.77M | Sell |
15,103
-949
| -6% | -$112K | 0.66% | 43 |
|
|
2022
Q4 | $1.93M | Sell |
16,052
-682
| -4% | -$81.9K | 0.76% | 39 |
|
|
2022
Q3 | $1.82M | Sell |
16,734
-849
| -5% | -$92.1K | 0.69% | 46 |
|
|
2022
Q2 | $2.24M | Sell |
17,583
-384
| -2% | -$48.8K | 0.82% | 34 |
|
|
2022
Q1 | $2.48M | Sell |
17,967
-485
| -3% | -$66.8K | 0.77% | 36 |
|
|
2021
Q4 | $2.57M | Sell |
18,452
-1,728
| -9% | -$241K | 0.75% | 41 |
|
|
2021
Q3 | $2.67M | Sell |
20,180
-419
| -2% | -$55.5K | 0.84% | 33 |
|
|
2021
Q2 | $2.75M | Sell |
20,599
-156
| -0.8% | -$20.8K | 0.88% | 32 |
|
|
2021
Q1 | $2.68M | Sell |
20,755
-15
| -0.1% | -$1.94K | 0.92% | 33 |
|
|
2020
Q4 | $2.26M | Sell |
20,770
-33
| -0.2% | -$3.6K | 0.82% | 34 |
|
|
2020
Q3 | $1.93M | Buy |
20,803
+4,838
| +30% | +$449K | 0.79% | 37 |
|
|
2020
Q2 | $1.35M | Buy |
+15,965
| New | +$1.35M | 0.63% | 47 |
|
|
2017
Q2 | – | Sell |
-17,047
| Closed | -$942K | – | 114 |
|
|
2017
Q1 | $942K | Buy |
+17,047
| New | +$942K | 0.63% | 53 |
|