Wharton Business Group’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.94M | Buy |
62,400
+240
| +0.4% | +$32.6K | 0.3% | 49 |
|
|
2025
Q4 | $8.23M | Buy |
62,160
+305
| +0.5% | +$44.7K | 0.31% | 49 |
|
|
2025
Q3 | $9.27M | Sell |
61,855
-1,145
| -2% | -$165K | 0.41% | 45 |
|
|
2025
Q2 | $8.28M | Sell |
63,000
-2,822
| -4% | -$348K | 0.35% | 47 |
|
|
2025
Q1 | $7.88M | Buy |
65,822
+879
| +1% | +$113K | 0.36% | 44 |
|
|
2024
Q4 | $8.59M | Sell |
64,943
-1,005
| -2% | -$138K | 0.39% | 42 |
|
|
2024
Q3 | $8.55M | Sell |
65,948
-39,238
| -37% | -$4.73M | 0.38% | 46 |
|
|
2024
Q2 | $12.2M | Buy |
105,186
+18
| +0% | +$2.11K | 0.63% | 38 |
|
|
2024
Q1 | $13.4M | Hold |
105,168
| – | – | 0.64% | 36 |
|
|
2023
Q4 | $11.3M | Buy |
105,168
+5,482
| +5% | +$597K | 0.57% | 38 |
|
|
2023
Q3 | $11.3M | Buy |
99,686
+25,123
| +34% | +$2.71M | 0.63% | 38 |
|
|
2023
Q2 | $7.33M | Sell |
74,563
-3,059
| -4% | -$292K | 0.48% | 37 |
|
|
2023
Q1 | $7.54M | Buy |
77,622
+600
| +0.8% | +$59.9K | 0.45% | 41 |
|
|
2022
Q4 | $7.65M | Sell |
77,022
-11,438
| -13% | -$1.12M | 0.44% | 42 |
|
|
2022
Q3 | $7.94M | Sell |
88,460
-931
| -1% | -$96.5K | 0.54% | 37 |
|
|
2022
Q2 | $9.4M | Buy |
89,391
+39,132
| +78% | +$4.38M | 0.62% | 34 |
|
|
2022
Q1 | $5.73M | Buy |
50,259
+35,217
| +234% | +$3.78M | 0.35% | 44 |
|
|
2021
Q4 | $1.73M | Buy |
+15,042
| New | +$1.74M | 0.11% | 60 |
|
|
2021
Q3 | – | Sell |
-5,370
| Closed | -$593K | – | 105 |
|
|
2021
Q2 | $593K | Buy |
5,370
+2,311
| +76% | +$261K | 0.05% | 72 |
|
|
2021
Q1 | $327K | Buy |
+3,059
| New | +$292K | 0.03% | 98 |
|
Other funds holding J
VCM
VPM