Jacobsen Capital Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Buy |
613
+63
| +11% | +$49.6K | 0.18% | 52 |
|
|
2025
Q1 | $338K | Buy |
550
+35
| +7% | +$21.5K | 0.15% | 62 |
|
|
2024
Q4 | $324K | Sell |
515
-6
| -1% | -$3.77K | 0.14% | 59 |
|
|
2024
Q3 | $324K | Sell |
521
-17
| -3% | -$10.6K | 0.14% | 61 |
|
|
2024
Q2 | $354K | Sell |
538
-49
| -8% | -$32.2K | 0.16% | 53 |
|
|
2024
Q1 | $382K | Sell |
587
-29
| -5% | -$18.9K | 0.18% | 49 |
|
|
2023
Q4 | $385K | Buy |
616
+14
| +2% | +$8.75K | 0.19% | 47 |
|
|
2023
Q3 | $308K | Buy |
602
+9
| +2% | +$4.6K | 0.17% | 54 |
|
|
2023
Q2 | $272K | Buy |
593
+42
| +8% | +$19.2K | 0.14% | 61 |
|
|
2023
Q1 | $246K | Sell |
551
-1,026
| -65% | -$457K | 0.13% | 64 |
|
|
2022
Q4 | $614K | Buy |
+1,577
| New | +$614K | 0.33% | 42 |
|