J.M. Forbes & Co’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
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|
2025
Q1 | $1.26M | Sell |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.23M | Hold |
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|
2023
Q3 | $1M | Hold |
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|
2023
Q2 | $899K | Hold |
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|
2023
Q1 | $875K | Hold |
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|
2022
Q4 | $764K | Hold |
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|
2022
Q3 | $760K | Hold |
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|
2022
Q2 | $757K | Sell |
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|
2022
Q1 | $966K | Hold |
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|
2021
Q4 | $1.29M | Hold |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $1.07M | Hold |
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|
2021
Q1 | $837K | Hold |
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|
2020
Q4 | $830K | Hold |
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|
2020
Q3 | $713K | Hold |
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|
2020
Q2 | $647K | Hold |
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|
2020
Q1 | $503K | Hold |
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|
2019
Q4 | $572K | Sell |
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|
2019
Q3 | $613K | Hold |
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|
2019
Q2 | $602K | Hold |
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|
2019
Q1 | $603K | Hold |
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|
2018
Q4 | $454K | Hold |
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|
2018
Q3 | $524K | Sell |
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|
2018
Q2 | $479K | Sell |
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|
2018
Q1 | $434K | Hold |
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|
2017
Q4 | $395K | Hold |
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|
2017
Q3 | $356K | Hold |
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|
2017
Q2 | $332K | Hold |
|
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|
2017
Q1 | $291K | Hold |
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|
2016
Q4 | $287K | Hold |
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|
2016
Q3 | $276K | Hold |
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|
2016
Q2 | $279K | Hold |
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|
2016
Q1 | $260K | Hold |
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|
2015
Q4 | $241K | Hold |
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|
2015
Q3 | $222K | Hold |
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|
2015
Q2 | $252K | Hold |
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|
2015
Q1 | $243K | Hold |
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|
2014
Q4 | $223K | Sell |
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|
2014
Q3 | $230K | Buy |
|