JCM
Jacobi Capital Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Buy |
3,601
+184
| +5% | +$145K | 0.19% | 107 |
|
|
2025
Q1 | $2.1M | Buy |
3,417
+12
| +0.4% | +$7.37K | 0.15% | 137 |
|
|
2024
Q4 | $2.14M | Hold |
3,405
| – | – | 0.16% | 132 |
|
|
2024
Q3 | $2.11M | Buy |
3,405
+34
| +1% | +$21.1K | 0.16% | 132 |
|
|
2024
Q2 | $2.22M | Buy |
3,371
+63
| +2% | +$41.4K | 0.19% | 101 |
|
|
2024
Q1 | $2.15M | Sell |
3,308
-54
| -2% | -$35.1K | 0.2% | 96 |
|
|
2023
Q4 | $2.1M | Sell |
3,362
-70
| -2% | -$43.8K | 0.22% | 91 |
|
|
2023
Q3 | $1.75M | Sell |
3,432
-14
| -0.4% | -$7.15K | 0.2% | 103 |
|
|
2023
Q2 | $1.58M | Buy |
3,446
+1
| +0% | +$458 | 0.18% | 112 |
|
|
2023
Q1 | $1.54M | Buy |
3,445
+6
| +0.2% | +$2.68K | 0.18% | 112 |
|
|
2022
Q4 | $1.34M | Sell |
3,439
-1
| -0% | -$389 | 0.17% | 124 |
|
|
2022
Q3 | $1.33M | Sell |
3,440
-73
| -2% | -$28.3K | 0.18% | 110 |
|
|
2022
Q2 | $1.35M | Sell |
3,513
-181
| -5% | -$69.8K | 0.18% | 115 |
|
|
2022
Q1 | $1.78M | Buy |
3,694
+80
| +2% | +$38.5K | 0.21% | 92 |
|
|
2021
Q4 | $2.32M | Sell |
3,614
-49
| -1% | -$31.5K | 0.28% | 68 |
|
|
2021
Q3 | $1.98M | Sell |
3,663
-49
| -1% | -$26.4K | 0.25% | 74 |
|
|
2021
Q2 | $1.82M | Buy |
3,712
+1
| +0% | +$490 | 0.24% | 80 |
|
|
2021
Q1 | $1.42M | Hold |
3,711
| – | – | 0.21% | 93 |
|
|
2020
Q4 | $1.41M | Sell |
3,711
-248
| -6% | -$94.2K | 0.22% | 88 |
|
|
2020
Q3 | $1.29M | Sell |
3,959
-75
| -2% | -$24.5K | 0.23% | 85 |
|
|
2020
Q2 | $1.2M | Sell |
4,034
-249
| -6% | -$73.8K | 0.22% | 83 |
|
|
2020
Q1 | $985K | Sell |
4,283
-100
| -2% | -$23K | 0.21% | 87 |
|
|
2019
Q4 | $1.15M | Sell |
4,383
-100
| -2% | -$26.2K | 0.21% | 92 |
|
|
2019
Q3 | $1.19M | Sell |
4,483
-34
| -0.8% | -$9.04K | 0.24% | 86 |
|
|
2019
Q2 | $1.18M | Sell |
4,517
-100
| -2% | -$26.1K | 0.24% | 84 |
|
|
2019
Q1 | $1.21M | Sell |
4,617
-50
| -1% | -$13.1K | 0.31% | 54 |
|
|
2018
Q4 | $919K | Hold |
4,667
| – | – | 0.25% | 66 |
|
|
2018
Q3 | $1.06M | Sell |
4,667
-133
| -3% | -$30.2K | 0.28% | 55 |
|
|
2018
Q2 | $981K | Hold |
4,800
| – | – | 0.28% | 57 |
|
|
2018
Q1 | $815K | Hold |
4,800
| – | – | 0.24% | 59 |
|
|
2017
Q4 | $788K | Sell |
4,800
-400
| -8% | -$65.7K | 0.26% | 60 |
|
|
2017
Q3 | $749K | Sell |
5,200
-50
| -1% | -$7.2K | 0.25% | 57 |
|
|
2017
Q2 | $692K | Sell |
5,250
-100
| -2% | -$13.2K | 0.27% | 52 |
|
|
2017
Q1 | $624K | Buy |
5,350
+1,100
| +26% | +$128K | 0.32% | 53 |
|
|
2016
Q4 | $495K | Sell |
4,250
-1,100
| -21% | -$128K | 0.3% | 49 |
|
|
2016
Q3 | $585K | Hold |
5,350
| – | – | 0.28% | 47 |
|
|
2016
Q2 | $606K | Buy |
+5,350
| New | +$606K | 0.3% | 42 |
|