GJWM
INTU icon

Gilliland Jeter Wealth Management’s Intuit INTU Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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% -$90K 0.07% 169
2023
Q4 		$271K Buy
+434
New +$239K 0.11% 141

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Gilliland Jeter Wealth Management's INTU Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Intuit (INTU) in Q4 2024, closing a stake of 293 shares — an estimated $182K sold.

Gilliland Jeter Wealth Management first reported a position in INTU in Q4 2023 and held it in 4 quarters. The position peaked at $271K in Q4 2023. 2,062 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Intuit position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 293 Intuit shares in Q4 2024, an estimated $182K.
  • Gilliland Jeter Wealth Management first reported a position in Intuit in Q4 2023 and held it in 4 quarters.
  • Gilliland Jeter Wealth Management's Intuit position peaked at $271K in Q4 2023.
  • 2,062 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.