J.P. Morgan Private Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $56M | Buy |
+109,646
| New | +$56M | 0.16% | 144 |
|
|
2023
Q2 | – | Sell |
-85,714
| Closed | -$38.2M | – | 1684 |
|
|
2023
Q1 | $38.2M | Sell |
85,714
-10,894
| -11% | -$4.86M | 0.08% | 221 |
|
|
2022
Q4 | $37.6M | Buy |
96,608
+31,429
| +48% | +$12.2M | 0.08% | 217 |
|
|
2022
Q3 | $25.2M | Buy |
65,179
+4,095
| +7% | +$1.59M | 0.07% | 251 |
|
|
2022
Q2 | $23.5M | Sell |
61,084
-7,728
| -11% | -$2.98M | 0.06% | 265 |
|
|
2022
Q1 | $33.1M | Sell |
68,812
-2,223
| -3% | -$1.07M | 0.07% | 248 |
|
|
2021
Q4 | $45.7M | Buy |
71,035
+1,055
| +2% | +$679K | 0.1% | 199 |
|
|
2021
Q3 | $37.8M | Buy |
69,980
+9,388
| +15% | +$5.06M | 0.09% | 218 |
|
|
2021
Q2 | $29.7M | Buy |
60,592
+11,047
| +22% | +$5.42M | 0.08% | 244 |
|
|
2021
Q1 | $19M | Sell |
49,545
-9,348
| -16% | -$3.58M | 0.06% | 275 |
|
|
2020
Q4 | $22.4M | Buy |
58,893
+7,909
| +16% | +$3M | 0.07% | 236 |
|
|
2020
Q3 | $16.6M | Buy |
50,984
+22,669
| +80% | +$7.39M | 0.06% | 243 |
|
|
2020
Q2 | $8.39M | Sell |
28,315
-2,679
| -9% | -$794K | 0.04% | 311 |
|
|
2020
Q1 | $7.13M | Buy |
30,994
+2,000
| +7% | +$460K | 0.04% | 303 |
|
|
2019
Q4 | $7.59M | Buy |
28,994
+1,847
| +7% | +$484K | 0.03% | 348 |
|
|
2019
Q3 | $7.22M | Sell |
27,147
-4,062
| -13% | -$1.08M | 0.04% | 341 |
|
|
2019
Q2 | $8.16M | Sell |
31,209
-2,906
| -9% | -$759K | 0.04% | 303 |
|
|
2019
Q1 | $8.92M | Buy |
34,115
+1,131
| +3% | +$296K | 0.05% | 300 |
|
|
2018
Q4 | $6.49M | Sell |
32,984
-3,122
| -9% | -$615K | 0.04% | 320 |
|
|
2018
Q3 | $8.21M | Buy |
36,106
+1,752
| +5% | +$398K | 0.04% | 340 |
|
|
2018
Q2 | $7.02M | Buy |
34,354
+54
| +0.2% | +$11K | 0.04% | 332 |
|
|
2018
Q1 | $5.95M | Buy |
34,300
+594
| +2% | +$103K | 0.04% | 299 |
|
|
2017
Q4 | $5.32M | Buy |
33,706
+406
| +1% | +$64.1K | 0.04% | 324 |
|
|
2017
Q3 | $4.73M | Sell |
33,300
-393
| -1% | -$55.9K | 0.03% | 324 |
|
|
2017
Q2 | $4.47M | Sell |
33,693
-2,317
| -6% | -$308K | 0.03% | 316 |
|
|
2017
Q1 | $4.18M | Sell |
36,010
-130
| -0.4% | -$15.1K | 0.03% | 333 |
|
|
2016
Q4 | $4.14M | Buy |
36,140
+1,653
| +5% | +$189K | 0.04% | 309 |
|
|
2016
Q3 | $3.79M | Buy |
34,487
+979
| +3% | +$108K | 0.04% | 312 |
|
|
2016
Q2 | $3.74M | Sell |
33,508
-1,784
| -5% | -$199K | 0.04% | 317 |
|
|
2016
Q1 | $3.67M | Buy |
35,292
+2,625
| +8% | +$273K | 0.04% | 296 |
|
|
2015
Q4 | $3.15M | Buy |
32,667
+506
| +2% | +$48.8K | 0.03% | 292 |
|
|
2015
Q3 | $2.86M | Sell |
32,161
-2,155
| -6% | -$191K | 0.04% | 289 |
|
|
2015
Q2 | $3.46M | Buy |
34,316
+6,238
| +22% | +$629K | 0.04% | 290 |
|
|
2015
Q1 | $2.72M | Sell |
28,078
-3,682
| -12% | -$357K | 0.03% | 321 |
|
|
2014
Q4 | $2.93M | Sell |
31,760
-71
| -0.2% | -$6.54K | 0.04% | 315 |
|
|
2014
Q3 | $2.79M | Buy |
31,831
+5,041
| +19% | +$442K | 0.04% | 320 |
|
|
2014
Q2 | $2.16M | Sell |
26,790
-5,625
| -17% | -$453K | 0.04% | 282 |
|
|
2014
Q1 | $2.52M | Buy |
32,415
+16,149
| +99% | +$1.25M | 0.05% | 259 |
|
|
2013
Q4 | $1.24M | Buy |
16,266
+7,121
| +78% | +$543K | 0.02% | 315 |
|
|
2013
Q3 | $606K | Sell |
9,145
-427
| -4% | -$28.3K | 0.01% | 399 |
|
|
2013
Q2 | $584K | Buy |
+9,572
| New | +$584K | 0.01% | 395 |
|