GJWM
Gilliland Jeter Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-293
| Closed | -$182K | – | 398 |
|
|
2024
Q3 | $182K | Hold |
293
| – | – | 0.06% | 173 |
|
|
2024
Q2 | $193K | Hold |
293
| – | – | 0.06% | 168 |
|
|
2024
Q1 | $191K | Sell |
293
-141
| -32% | -$91.7K | 0.07% | 169 |
|
|
2023
Q4 | $271K | Buy |
+434
| New | +$271K | 0.11% | 141 |
|