J.W. Cole Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.28M | Buy |
7,978
+3,195
| +67% | +$2.52M | 0.13% | 163 |
|
|
2025
Q1 | $2.94M | Buy |
4,783
+1,201
| +34% | +$737K | 0.09% | 228 |
|
|
2024
Q4 | $2.25M | Buy |
3,582
+351
| +11% | +$221K | 0.09% | 226 |
|
|
2024
Q3 | $2.01M | Buy |
3,231
+1,367
| +73% | +$849K | 0.08% | 245 |
|
|
2024
Q2 | $1.23M | Buy |
1,864
+765
| +70% | +$503K | 0.06% | 309 |
|
|
2024
Q1 | $708K | Buy |
1,099
+420
| +62% | +$270K | 0.04% | 429 |
|
|
2023
Q4 | $424K | Buy |
+679
| New | +$424K | 0.02% | 536 |
|
|
2022
Q1 | – | Sell |
-490
| Closed | -$315K | – | 839 |
|
|
2021
Q4 | $315K | Buy |
+490
| New | +$315K | 0.02% | 633 |
|
|
2020
Q4 | – | Sell |
-2,380
| Closed | -$777K | – | 756 |
|
|
2020
Q3 | $777K | Buy |
+2,380
| New | +$777K | 0.06% | 311 |
|