Heritage Family Offices, LLP JACOBS SOLUTIONS INC Transaction History

Heritage Family Offices, LLP

  • $196 Billion
  • Q1 2025
Number of Shares
15,141
Previous 14,912 1.54%
Holding current value
$1.83 Billion
Previous $1.99 Billion 8.14%
% of portfolio
0.94%
Previous 0.99%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
N/A
229 Added 1.54%
15,141 $1.83 Billion
Q4 2024

Jan 14, 2025
BUY
N/A
5,332 Added 55.66%
14,912 $1.99 Billion
Q3 2024

Oct 16, 2024
SELL
N/A
-31 Reduced 0.32%
9,580 $1.25 Billion
Q2 2024

Aug 01, 2024
BUY
N/A
9,611 New
9,611 $1.34 Billion
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