JSAM
J. Safra Asset Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-108
| Closed | -$68.1K | – | 333 |
|
|
2024
Q4 | $68.1K | Buy |
108
+48
| +80% | +$30.3K | 0.01% | 179 |
|
|
2024
Q3 | $37.1K | Hold |
60
| – | – | ﹤0.01% | 172 |
|
|
2024
Q2 | $39.4K | Buy |
+60
| New | +$39.4K | ﹤0.01% | 156 |
|
|
2022
Q4 | – | Sell |
-28
| Closed | – | – | 98 |
|
|
2022
Q3 | $0 | Sell |
28
-15
| -35% | – | ﹤0.01% | 63 |
|
|
2022
Q2 | $0 | Sell |
43
-41
| -49% | – | ﹤0.01% | 82 |
|
|
2022
Q1 | $0 | Buy |
+84
| New | – | ﹤0.01% | 87 |
|