WAG
Wiser Advisor Group’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-346
| Closed | -$41.8K | – | 149 |
|
|
2025
Q1 | $41.8K | Sell |
346
-496
| -59% | -$60K | 0.06% | 105 |
|
|
2024
Q4 | $112K | Sell |
842
-685
| -45% | -$91.5K | 0.16% | 64 |
|
|
2024
Q3 | $200K | Sell |
1,527
-677
| -31% | -$88.6K | 0.3% | 49 |
|
|
2024
Q2 | $308K | Sell |
2,204
-387
| -15% | -$54.1K | 0.48% | 40 |
|
|
2024
Q1 | $400K | Sell |
2,591
-89
| -3% | -$13.7K | 0.63% | 33 |
|
|
2023
Q4 | $348K | Buy |
+2,680
| New | +$348K | 0.58% | 36 |
|