JSA
Jacobson & Schmitt Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Buy |
+2,777
| New | +$2.19M | 0.39% | 42 |
|
|
2025
Q1 | – | Sell |
-3,067
| Closed | -$1.93M | – | 58 |
|
|
2024
Q4 | $1.93M | Sell |
3,067
-25
| -0.8% | -$15.7K | 0.37% | 43 |
|
|
2024
Q3 | $1.92M | Sell |
3,092
-77
| -2% | -$47.8K | 0.39% | 40 |
|
|
2024
Q2 | $2.08M | Buy |
3,169
+35
| +1% | +$23K | 0.47% | 37 |
|
|
2024
Q1 | $2.04M | Hold |
3,134
| – | – | 0.48% | 38 |
|
|
2023
Q4 | $1.96M | Sell |
3,134
-63
| -2% | -$39.4K | 0.5% | 37 |
|
|
2023
Q3 | $1.63M | Hold |
3,197
| – | – | 0.46% | 35 |
|
|
2023
Q2 | $1.46M | Hold |
3,197
| – | – | 0.42% | 37 |
|
|
2023
Q1 | $1.43M | Sell |
3,197
-221
| -6% | -$98.5K | 0.41% | 38 |
|
|
2022
Q4 | $1.32M | Hold |
3,418
| – | – | 0.42% | 33 |
|
|
2022
Q3 | $1.32M | Sell |
3,418
-23
| -0.7% | -$8.91K | 0.42% | 33 |
|
|
2022
Q2 | $1.33M | Sell |
3,441
-226
| -6% | -$87.1K | 0.41% | 34 |
|
|
2022
Q1 | $1.76M | Sell |
3,667
-119
| -3% | -$57.2K | 0.46% | 31 |
|
|
2021
Q4 | $2.44M | Sell |
3,786
-25
| -0.7% | -$16.1K | 0.59% | 32 |
|
|
2021
Q3 | $2.06M | Sell |
3,811
-81
| -2% | -$43.7K | 0.57% | 32 |
|
|
2021
Q2 | $1.91M | Sell |
3,892
-235
| -6% | -$115K | 0.54% | 31 |
|
|
2021
Q1 | $1.58M | Sell |
4,127
-305
| -7% | -$117K | 0.51% | 29 |
|
|
2020
Q4 | $1.68M | Sell |
4,432
-229
| -5% | -$87K | 0.57% | 28 |
|
|
2020
Q3 | $1.52M | Sell |
4,661
-159
| -3% | -$51.9K | 0.58% | 28 |
|
|
2020
Q2 | $1.43M | Sell |
4,820
-299
| -6% | -$88.6K | 0.61% | 29 |
|
|
2020
Q1 | $1.18M | Sell |
5,119
-11,043
| -68% | -$2.54M | 0.67% | 32 |
|
|
2019
Q4 | $4.23M | Sell |
16,162
-2,846
| -15% | -$745K | 2.1% | 25 |
|
|
2019
Q3 | $5.06M | Sell |
19,008
-4,640
| -20% | -$1.23M | 2.82% | 22 |
|
|
2019
Q2 | $6.18M | Buy |
23,648
+394
| +2% | +$103K | 3.58% | 16 |
|
|
2019
Q1 | $6.08M | Buy |
23,254
+339
| +1% | +$88.6K | 3.79% | 13 |
|
|
2018
Q4 | $4.51M | Sell |
22,915
-557
| -2% | -$110K | 3.26% | 15 |
|
|
2018
Q3 | $5.34M | Sell |
23,472
-2,082
| -8% | -$473K | 3.33% | 16 |
|
|
2018
Q2 | $5.22M | Sell |
25,554
-2,730
| -10% | -$558K | 3.46% | 12 |
|
|
2018
Q1 | $4.9M | Sell |
28,284
-1,678
| -6% | -$291K | 3.32% | 13 |
|
|
2017
Q4 | $4.73M | Sell |
29,962
-268
| -0.9% | -$42.3K | 3.19% | 15 |
|
|
2017
Q3 | $4.3M | Sell |
30,230
-313
| -1% | -$44.5K | 2.86% | 17 |
|
|
2017
Q2 | $4.06M | Sell |
30,543
-204
| -0.7% | -$27.1K | 2.74% | 21 |
|
|
2017
Q1 | $3.57M | Sell |
30,747
-255
| -0.8% | -$29.6K | 2.48% | 24 |
|
|
2016
Q4 | $3.55M | Sell |
31,002
-565
| -2% | -$64.8K | 2.79% | 22 |
|
|
2016
Q3 | $3.47M | Buy |
31,567
+132
| +0.4% | +$14.5K | 2.78% | 23 |
|
|
2016
Q2 | $3.51M | Sell |
31,435
-74
| -0.2% | -$8.26K | 2.98% | 20 |
|
|
2016
Q1 | $3.28M | Buy |
31,509
+841
| +3% | +$87.5K | 2.88% | 22 |
|
|
2015
Q4 | $2.96M | Buy |
30,668
+261
| +0.9% | +$25.2K | 2.68% | 21 |
|
|
2015
Q3 | $2.7M | Sell |
30,407
-306
| -1% | -$27.2K | 2.66% | 22 |
|
|
2015
Q2 | $3.1M | Sell |
30,713
-489
| -2% | -$49.3K | 2.85% | 21 |
|
|
2015
Q1 | $3.03M | Sell |
31,202
-14
| -0% | -$1.36K | 2.92% | 21 |
|
|
2014
Q4 | $2.88M | Buy |
+31,216
| New | +$2.88M | 2.81% | 23 |
|