J.W. Coons 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 | $330K | Sell |
419
-5
| -1% | -$3.94K | 0.07% | 194 |
|
|
2025
Q1 | $260K | Sell |
424
-121
| -22% | -$74.3K | 0.07% | 206 |
|
|
2024
Q4 | $343K | Sell |
545
-97
| -15% | -$61K | 0.09% | 182 |
|
|
2024
Q3 | $399K | Buy |
642
+6
| +0.9% | +$3.73K | 0.1% | 171 |
|
|
2024
Q2 | $418K | Buy |
636
+151
| +31% | +$99.2K | 0.1% | 162 |
|
|
2024
Q1 | $315K | Buy |
+485
| New | +$315K | 0.07% | 191 |
|