Jacobsen Capital Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $419K | Buy |
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|
2025
Q2 | $483K | Buy |
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|
2025
Q1 | $338K | Buy |
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|
2024
Q4 | $324K | Sell |
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|
2024
Q3 | $324K | Sell |
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|
2024
Q2 | $354K | Sell |
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|
2024
Q1 | $382K | Sell |
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|
2023
Q4 | $385K | Buy |
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|
2023
Q3 | $308K | Buy |
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|
2023
Q2 | $272K | Buy |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $614K | Buy |
|