J.W. Cole Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.95M | Sell |
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|
2025
Q2 | $6.28M | Buy |
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|
2025
Q1 | $2.94M | Buy |
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|
2024
Q4 | $2.25M | Buy |
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|
2024
Q3 | $2.01M | Buy |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | $708K | Buy |
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|
2023
Q4 | $424K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $315K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $777K | Buy |
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