Jackson Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,271
| Closed | -$492K | – | 88 |
|
|
2022
Q3 | $492K | Buy |
+1,271
| New | +$492K | 0.1% | 82 |
|
|
2022
Q2 | – | Sell |
-1,460
| Closed | -$702K | – | 106 |
|
|
2022
Q1 | $702K | Sell |
1,460
-2,581
| -64% | -$1.24M | 0.1% | 97 |
|
|
2021
Q4 | $2.6M | Buy |
+4,041
| New | +$2.6M | 0.33% | 78 |
|
|
2021
Q3 | – | Sell |
-952
| Closed | -$467K | – | 103 |
|
|
2021
Q2 | $467K | Buy |
+952
| New | +$467K | 0.06% | 106 |
|