JMFC
J.M. Forbes & Co’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
1,882
-178
| -9% | -$140K | 0.14% | 74 |
|
|
2025
Q1 | $1.26M | Sell |
2,060
-314
| -13% | -$193K | 0.12% | 75 |
|
|
2024
Q4 | $1.49M | Buy |
2,374
+526
| +28% | +$331K | 0.14% | 73 |
|
|
2024
Q3 | $1.15M | Buy |
1,848
+29
| +2% | +$18K | 0.11% | 76 |
|
|
2024
Q2 | $1.2M | Sell |
1,819
-124
| -6% | -$81.5K | 0.12% | 74 |
|
|
2024
Q1 | $1.26M | Sell |
1,943
-20
| -1% | -$13K | 0.14% | 73 |
|
|
2023
Q4 | $1.23M | Hold |
1,963
| – | – | 0.14% | 70 |
|
|
2023
Q3 | $1M | Hold |
1,963
| – | – | 0.13% | 73 |
|
|
2023
Q2 | $899K | Hold |
1,963
| – | – | 0.11% | 80 |
|
|
2023
Q1 | $875K | Hold |
1,963
| – | – | 0.12% | 62 |
|
|
2022
Q4 | $764K | Hold |
1,963
| – | – | 0.11% | 62 |
|
|
2022
Q3 | $760K | Hold |
1,963
| – | – | 0.12% | 63 |
|
|
2022
Q2 | $757K | Sell |
1,963
-47
| -2% | -$18.1K | 0.11% | 65 |
|
|
2022
Q1 | $966K | Hold |
2,010
| – | – | 0.12% | 61 |
|
|
2021
Q4 | $1.29M | Hold |
2,010
| – | – | 0.15% | 55 |
|
|
2021
Q3 | $1.08M | Sell |
2,010
-175
| -8% | -$94.4K | 0.14% | 53 |
|
|
2021
Q2 | $1.07M | Hold |
2,185
| – | – | 0.14% | 53 |
|
|
2021
Q1 | $837K | Hold |
2,185
| – | – | 0.12% | 57 |
|
|
2020
Q4 | $830K | Hold |
2,185
| – | – | 0.12% | 55 |
|
|
2020
Q3 | $713K | Hold |
2,185
| – | – | 0.11% | 59 |
|
|
2020
Q2 | $647K | Hold |
2,185
| – | – | 0.12% | 55 |
|
|
2020
Q1 | $503K | Hold |
2,185
| – | – | 0.11% | 59 |
|
|
2019
Q4 | $572K | Sell |
2,185
-120
| -5% | -$31.4K | 0.09% | 70 |
|
|
2019
Q3 | $613K | Hold |
2,305
| – | – | 0.12% | 65 |
|
|
2019
Q2 | $602K | Hold |
2,305
| – | – | 0.12% | 63 |
|
|
2019
Q1 | $603K | Hold |
2,305
| – | – | 0.13% | 63 |
|
|
2018
Q4 | $454K | Hold |
2,305
| – | – | 0.11% | 69 |
|
|
2018
Q3 | $524K | Sell |
2,305
-40
| -2% | -$9.09K | 0.11% | 70 |
|
|
2018
Q2 | $479K | Sell |
2,345
-160
| -6% | -$32.7K | 0.11% | 73 |
|
|
2018
Q1 | $434K | Hold |
2,505
| – | – | 0.1% | 77 |
|
|
2017
Q4 | $395K | Hold |
2,505
| – | – | 0.09% | 80 |
|
|
2017
Q3 | $356K | Hold |
2,505
| – | – | 0.09% | 80 |
|
|
2017
Q2 | $332K | Hold |
2,505
| – | – | 0.08% | 79 |
|
|
2017
Q1 | $291K | Hold |
2,505
| – | – | 0.08% | 85 |
|
|
2016
Q4 | $287K | Hold |
2,505
| – | – | 0.08% | 80 |
|
|
2016
Q3 | $276K | Hold |
2,505
| – | – | 0.08% | 82 |
|
|
2016
Q2 | $279K | Hold |
2,505
| – | – | 0.08% | 80 |
|
|
2016
Q1 | $260K | Hold |
2,505
| – | – | 0.07% | 79 |
|
|
2015
Q4 | $241K | Hold |
2,505
| – | – | 0.06% | 81 |
|
|
2015
Q3 | $222K | Hold |
2,505
| – | – | 0.06% | 84 |
|
|
2015
Q2 | $252K | Hold |
2,505
| – | – | 0.07% | 80 |
|
|
2015
Q1 | $243K | Hold |
2,505
| – | – | 0.06% | 82 |
|
|
2014
Q4 | $223K | Sell |
2,505
-125
| -5% | -$11.1K | 0.06% | 82 |
|
|
2014
Q3 | $230K | Buy |
+2,630
| New | +$230K | 0.06% | 84 |
|