WC
Whitney & Co’s Jacobs Solutions J Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $250K | Hold |
1,900
| – | – | 0.02% | 122 |
|
2025
Q1 | $230K | Hold |
1,900
| – | – | 0.02% | 121 |
|
2024
Q4 | $254K | Hold |
1,900
| – | – | 0.03% | 114 |
|
2024
Q3 | $249K | Hold |
1,900
| – | – | 0.03% | 116 |
|
2024
Q2 | $265K | Hold |
1,900
| – | – | 0.03% | 106 |
|
2024
Q1 | $292K | Sell |
1,900
-100
| -5% | -$15.4K | 0.03% | 109 |
|
2023
Q4 | $260K | Hold |
2,000
| – | – | 0.03% | 108 |
|
2023
Q3 | $273K | Hold |
2,000
| – | – | 0.04% | 109 |
|
2023
Q2 | $238K | Hold |
2,000
| – | – | 0.03% | 111 |
|
2023
Q1 | $235K | Hold |
2,000
| – | – | 0.04% | 114 |
|
2022
Q4 | $240K | Hold |
2,000
| – | – | 0.04% | 112 |
|
2022
Q3 | $217K | Hold |
2,000
| – | – | 0.04% | 119 |
|
2022
Q2 | $254K | Hold |
2,000
| – | – | 0.05% | 108 |
|
2022
Q1 | $276K | Hold |
2,000
| – | – | 0.04% | 116 |
|
2021
Q4 | $278K | Hold |
2,000
| – | – | 0.04% | 116 |
|
2021
Q3 | $265K | Hold |
2,000
| – | – | 0.04% | 117 |
|
2021
Q2 | $267K | Hold |
2,000
| – | – | 0.04% | 113 |
|
2021
Q1 | $259K | Hold |
2,000
| – | – | 0.05% | 113 |
|
2020
Q4 | $218K | Buy |
+2,000
| New | +$218K | 0.04% | 116 |
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$159K | – | 276 |
|
2018
Q3 | $159K | Hold |
2,000
| – | – | 0.04% | 120 |
|
2018
Q2 | $127K | Hold |
2,000
| – | – | 0.03% | 121 |
|
2018
Q1 | $118K | Buy |
+2,000
| New | +$118K | 0.03% | 125 |
|