HERITAGE WEALTH MANAGEMENT, LLC J Holdings History
HERITAGE WEALTH MANAGEMENT, LLC's Jacobs Solutions Inc Holding Summary
As of 2024-06-30, HERITAGE WEALTH MANAGEMENT, LLC held 9,611.00 shares of Jacobs Solutions Inc(J), totaling $1.34 Mil. This investment constitutes 0.75% of their stock portfolio, and HERITAGE WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding Jacobs Solutions Inc(J) stock.
The initial trade took place in 2022Q3. And since then HERITAGE WEALTH MANAGEMENT, LLC has made 3 purchases of J, at an average price of $141.74, for a total of 9,633.00 shares. In addition, there have been 1 sales at an average price of $131.62 for 22.00 shares. Based on historical transaction data and J's current price of $142.13, HERITAGE WEALTH MANAGEMENT, LLC's estimated gain on his J holdings is $3,479.60, reflecting a 0.25% gain to date.
HERITAGE WEALTH MANAGEMENT, LLC J ($142.13) Holding Chart
HERITAGE WEALTH MANAGEMENT, LLC J ($142.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
