JWM
Janiczek Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $461K | Sell |
702
-86
| -11% | -$56.5K | 0.1% | 89 |
|
|
2024
Q1 | $512K | Buy |
788
+72
| +10% | +$46.8K | 0.11% | 83 |
|
|
2023
Q4 | $448K | Buy |
716
+17
| +2% | +$10.6K | 0.11% | 80 |
|
|
2023
Q3 | $357K | Buy |
699
+75
| +12% | +$38.3K | 0.09% | 90 |
|
|
2023
Q2 | $286K | Sell |
624
-13
| -2% | -$5.96K | 0.08% | 94 |
|
|
2023
Q1 | $281K | Buy |
637
+20
| +3% | +$8.84K | 0.08% | 90 |
|
|
2022
Q4 | $245K | Sell |
617
-94
| -13% | -$37.3K | 0.07% | 100 |
|
|
2022
Q3 | $276K | Buy |
711
+31
| +5% | +$12K | 0.09% | 74 |
|
|
2022
Q2 | $310K | Sell |
680
-39
| -5% | -$17.8K | 0.09% | 69 |
|
|
2022
Q1 | $346K | Sell |
719
-54
| -7% | -$26K | 0.1% | 65 |
|
|
2021
Q4 | $497K | Buy |
773
+77
| +11% | +$49.5K | 0.15% | 49 |
|
|
2021
Q3 | $375K | Buy |
696
+149
| +27% | +$80.3K | 0.13% | 51 |
|
|
2021
Q2 | $268K | Buy |
547
+99
| +22% | +$48.5K | 0.1% | 61 |
|
|
2021
Q1 | $172K | Buy |
448
+100
| +29% | +$38.4K | 0.07% | 80 |
|
|
2020
Q4 | $132K | Buy |
348
+291
| +511% | +$110K | 0.06% | 87 |
|
|
2020
Q3 | $19K | Buy |
57
+44
| +338% | +$14.7K | 0.01% | 160 |
|
|
2020
Q2 | $4K | Buy |
+13
| New | +$4K | ﹤0.01% | 202 |
|
|
2019
Q3 | – | Sell |
-300
| Closed | -$78K | – | 179 |
|
|
2019
Q2 | $78K | Hold |
300
| – | – | 0.04% | 58 |
|
|
2019
Q1 | $78K | Hold |
300
| – | – | 0.04% | 66 |
|
|
2018
Q4 | $59K | Hold |
300
| – | – | 0.03% | 74 |
|
|
2018
Q3 | $68K | Hold |
300
| – | – | 0.04% | 62 |
|
|
2018
Q2 | $61K | Buy |
+300
| New | +$61K | 0.03% | 63 |
|