Small-Cap Growth Portfolio J Holdings History
Small-Cap Growth Portfolio's Jacobs Solutions Inc Holding Summary
As of 2024-12-31, Small-Cap Growth Portfolio held 19,040.00 shares of Jacobs Solutions Inc(J), totaling $2.54 Mil. This investment constitutes 0.64% of their stock portfolio, and Small-Cap Growth Portfolio now holds 0.02% of the outstanding Jacobs Solutions Inc(J) stock.
The initial trade took place in 2023Q1. And since then Small-Cap Growth Portfolio has made 3 purchases of J, at an average price of $122.98, for a total of 66,170.00 shares. In addition, there have been 4 sales at an average price of $137.79 for 47,130.00 shares. Based on historical transaction data and J's current price of $139.44, Small-Cap Growth Portfolio's estimated gain on his J holdings is $1.01 Mil, reflecting a 12.43% gain to date.
Small-Cap Growth Portfolio J ($139.44) Holding Chart
Small-Cap Growth Portfolio J ($139.44) 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 % | |||
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