Winch Advisory Services’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 | $45.1K | Sell |
343
-205
| -37% | -$27K | 0.01% | 166 |
|
|
2025
Q1 | $65.7K | Buy |
548
+1
| +0.2% | +$120 | 0.02% | 140 |
|
|
2024
Q4 | $72.4K | Buy |
547
+1
| +0.2% | +$132 | 0.02% | 134 |
|
|
2024
Q3 | $70.8K | Sell |
546
-107
| -16% | -$13.9K | 0.02% | 130 |
|
|
2024
Q2 | $75.4K | Buy |
653
+1
| +0.2% | +$115 | 0.02% | 123 |
|
|
2024
Q1 | $82.8K | Buy |
652
+3
| +0.5% | +$381 | 0.03% | 116 |
|
|
2023
Q4 | $69.8K | Buy |
649
+1
| +0.2% | +$107 | 0.02% | 121 |
|
|
2023
Q3 | $73K | Buy |
648
+1
| +0.2% | +$113 | 0.03% | 113 |
|
|
2023
Q2 | $64K | Buy |
647
+1
| +0.2% | +$99 | 0.02% | 119 |
|
|
2023
Q1 | $63K | Buy |
646
+2
| +0.3% | +$195 | 0.02% | 119 |
|
|
2022
Q4 | $64K | Buy |
644
+1
| +0.2% | +$99 | 0.03% | 116 |
|
|
2022
Q3 | $58K | Buy |
643
+1
| +0.2% | +$90 | 0.02% | 111 |
|
|
2022
Q2 | $68K | Buy |
642
+1
| +0.2% | +$106 | 0.03% | 108 |
|
|
2022
Q1 | $73K | Hold |
641
| – | – | 0.03% | 112 |
|
|
2021
Q4 | $74K | Hold |
641
| – | – | 0.02% | 108 |
|
|
2021
Q3 | $70K | Hold |
641
| – | – | 0.02% | 110 |
|
|
2021
Q2 | $71K | Hold |
641
| – | – | 0.03% | 108 |
|
|
2021
Q1 | $69K | Hold |
641
| – | – | 0.03% | 99 |
|
|
2020
Q4 | $58K | Hold |
641
| – | – | 0.02% | 93 |
|
|
2020
Q3 | $49K | Hold |
641
| – | – | 0.02% | 94 |
|
|
2020
Q2 | $45K | Hold |
641
| – | – | 0.02% | 97 |
|
|
2020
Q1 | $42K | Buy |
+641
| New | +$42K | 0.02% | 93 |
|
|
2014
Q2 | – | Sell |
-10,430
| Closed | -$548K | – | 279 |
|
|
2014
Q1 | $548K | Buy |
+10,430
| New | +$548K | 0.35% | 69 |
|