Lountzis Asset Management J trades
Paul Lountzis
Paul Lountzis Jacobs Solutions Inc stake
total: 139
Trades details
- Total transactions:
- 5
- New positions:
- 1
- Added:
- 1
- Reduced:
- 3
- Held since:
- 2023 Q1
- Held for:
- 14 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Paul Lountzis holds 2,118 Jacobs Solutions Inc (J) shares with a market value of roughly $266.87K accounting for 0.08% of the overall portfolio. To date, the estimated cost basis is nearly $119.66 for "buy" trades and estimated average "sell" price is $130.87. Lountzis Asset Management first purchased J in 2023 Q1, initially acquiring 2,269 shares. Since the initial investment in Jacobs Solutions Inc (J), Lountzis Asset Management has made 4 more transactions.
When did Paul Lountzis buy Jacobs Solutions Inc (J)?
Paul Lountzis first invested in Jacobs Solutions Inc (J) in 2023 Q1 at the reported quarter-end price of $117.67 per share.
What's the cost basis of Lountzis Asset Management's J stake?
The estimated cost basis for Jacobs Solutions Inc (J) stake is around $119.66 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $119.66
- Weighted AVG sell price:
- $130.87
Paul Lountzis's historical trades in Jacobs Solutions Inc
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.08%
|
2,118
|
$126.00
|
$266,868
|
-13.48% (-330)
|
-0.02%
|
|
2025 Q4
|
0.12%
|
2,448
|
$132.46
|
$324,262
|
-5.81% (-151)
|
-0.01%
|
|
2025 Q3
|
0.13%
|
2,599
|
$149.86
|
$389,486
|
-2.70% (-72)
|
-0%
|
|
2024 Q3
|
0.15%
|
2,671
|
$130.90
|
$349,633
|
+17.72% (+402)
|
+0.02%
|
|
2023 Q1
|
0.16%
|
2,269
|
$117.67
|
$267,000
|
new
|
+0.16%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.