Jackson Grant Investment Advisers’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.73K | Hold |
6
| – | – | ﹤0.01% | 325 |
|
|
2025
Q1 | $3.68K | Hold |
6
| – | – | ﹤0.01% | 335 |
|
|
2024
Q4 | $3.77K | Hold |
6
| – | – | ﹤0.01% | 340 |
|
|
2024
Q3 | $3.73K | Hold |
6
| – | – | ﹤0.01% | 341 |
|
|
2024
Q2 | $3.94K | Hold |
6
| – | – | ﹤0.01% | 333 |
|
|
2024
Q1 | $3.9K | Hold |
6
| – | – | ﹤0.01% | 319 |
|
|
2023
Q4 | $3.75K | Hold |
6
| – | – | ﹤0.01% | 312 |
|
|
2023
Q3 | $3.07K | Hold |
6
| – | – | ﹤0.01% | 319 |
|
|
2023
Q2 | $2.75K | Sell |
6
-205
| -97% | -$93.9K | ﹤0.01% | 345 |
|
|
2023
Q1 | $94.1K | Buy |
211
+6
| +3% | +$2.68K | 0.04% | 147 |
|
|
2022
Q4 | $79.8K | Hold |
205
| – | – | 0.04% | 148 |
|
|
2022
Q3 | $79K | Hold |
205
| – | – | 0.04% | 143 |
|
|
2022
Q2 | $79K | Hold |
205
| – | – | 0.04% | 145 |
|
|
2022
Q1 | $99K | Hold |
205
| – | – | 0.04% | 146 |
|
|
2021
Q4 | $132K | Hold |
205
| – | – | 0.07% | 112 |
|
|
2021
Q3 | $111K | Hold |
205
| – | – | 0.05% | 142 |
|
|
2021
Q2 | $100K | Hold |
205
| – | – | 0.04% | 144 |
|
|
2021
Q1 | $79K | Hold |
205
| – | – | 0.04% | 158 |
|
|
2020
Q4 | $78K | Buy |
+205
| New | +$78K | 0.04% | 150 |
|