Janney Montgomery Scott’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $25.3M | Sell |
32,177
-1,121
| -3% | -$883K | 0.07% | 286 |
|
2025
Q1 | $20.4M | Sell |
33,298
-5,970
| -15% | -$3.67M | 0.06% | 330 |
|
2024
Q4 | $24.7M | Buy |
39,268
+7,863
| +25% | +$4.94M | 0.07% | 280 |
|
2024
Q3 | $19.5M | Buy |
31,405
+242
| +0.8% | +$150K | 0.05% | 351 |
|
2024
Q2 | $20.5M | Buy |
31,163
+768
| +3% | +$505K | 0.06% | 319 |
|
2024
Q1 | $19.8M | Buy |
30,395
+948
| +3% | +$616K | 0.06% | 329 |
|
2023
Q4 | $18.4M | Buy |
29,447
+733
| +3% | +$458K | 0.06% | 323 |
|
2023
Q3 | $14.7M | Sell |
28,714
-306
| -1% | -$156K | 0.05% | 325 |
|
2023
Q2 | $13.3M | Buy |
29,020
+3,830
| +15% | +$1.75M | 0.05% | 379 |
|
2023
Q1 | $11.2M | Buy |
25,190
+536
| +2% | +$239K | 0.05% | 379 |
|
2022
Q4 | $9.6M | Buy |
24,654
+2,877
| +13% | +$1.12M | 0.04% | 449 |
|
2022
Q3 | $8.44M | Sell |
21,777
-775
| -3% | -$300K | 0.04% | 444 |
|
2022
Q2 | $8.71M | Buy |
+22,552
| New | +$8.71M | 0.04% | 403 |
|
2022
Q1 | – | Sell |
-39,925
| Closed | -$25.7M | – | 2330 |
|
2021
Q4 | $25.7M | Buy |
39,925
+14,773
| +59% | +$9.5M | 0.1% | 196 |
|
2021
Q3 | $13.6M | Sell |
25,152
-962
| -4% | -$519K | 0.06% | 295 |
|
2021
Q2 | $12.8M | Buy |
26,114
+2,442
| +10% | +$1.2M | 0.06% | 301 |
|
2021
Q1 | $9.07M | Sell |
23,672
-19,135
| -45% | -$7.33M | 0.04% | 352 |
|
2020
Q4 | $16.3M | Buy |
42,807
+3,392
| +9% | +$1.29M | 0.08% | 237 |
|
2020
Q3 | $12.9M | Sell |
39,415
-5,771
| -13% | -$1.88M | 0.07% | 252 |
|
2020
Q2 | $13.4M | Buy |
45,186
+2,060
| +5% | +$610K | 0.08% | 237 |
|
2020
Q1 | $9.92M | Buy |
43,126
+13,694
| +47% | +$3.15M | 0.08% | 249 |
|
2019
Q4 | $7.71M | Sell |
29,432
-2,907
| -9% | -$761K | 0.05% | 336 |
|
2019
Q3 | $8.6M | Sell |
32,339
-3,559
| -10% | -$946K | 0.06% | 308 |
|
2019
Q2 | $9.38M | Buy |
35,898
+3,796
| +12% | +$992K | 0.07% | 281 |
|
2019
Q1 | $8.39M | Buy |
32,102
+1,377
| +4% | +$360K | 0.07% | 297 |
|
2018
Q4 | $6.05M | Buy |
30,725
+645
| +2% | +$127K | 0.06% | 329 |
|
2018
Q3 | $6.84M | Buy |
30,080
+7,199
| +31% | +$1.64M | 0.06% | 328 |
|
2018
Q2 | $4.68M | Sell |
22,881
-19
| -0.1% | -$3.88K | 0.05% | 392 |
|
2018
Q1 | $3.97M | Sell |
22,900
-467
| -2% | -$81K | 0.04% | 432 |
|
2017
Q4 | $3.69M | Sell |
23,367
-831
| -3% | -$131K | 0.04% | 444 |
|
2017
Q3 | $3.44M | Sell |
24,198
-2,939
| -11% | -$418K | 0.04% | 426 |
|
2017
Q2 | $3.6M | Buy |
27,137
+1,460
| +6% | +$194K | 0.05% | 398 |
|
2017
Q1 | $2.98M | Buy |
25,677
+996
| +4% | +$116K | 0.04% | 426 |
|
2016
Q4 | $2.83M | Sell |
24,681
-552
| -2% | -$63.3K | 0.04% | 399 |
|
2016
Q3 | $2.78M | Sell |
25,233
-25,437
| -50% | -$2.8M | 0.05% | 360 |
|
2016
Q2 | $5.66M | Buy |
50,670
+24,768
| +96% | +$2.76M | 0.12% | 159 |
|
2016
Q1 | $2.69M | Sell |
25,902
-11,799
| -31% | -$1.23M | 0.07% | 266 |
|
2015
Q4 | $3.64M | Sell |
37,701
-155
| -0.4% | -$15K | 0.09% | 238 |
|
2015
Q3 | $3.36M | Sell |
37,856
-66
| -0.2% | -$5.86K | 0.09% | 245 |
|
2015
Q2 | $3.82M | Buy |
37,922
+230
| +0.6% | +$23.2K | 0.08% | 309 |
|
2015
Q1 | $3.66M | Sell |
37,692
-1,225
| -3% | -$119K | 0.07% | 358 |
|
2014
Q4 | $3.59M | Buy |
38,917
+138
| +0.4% | +$12.7K | 0.07% | 346 |
|
2014
Q3 | $3.4M | Sell |
38,779
-21
| -0.1% | -$1.84K | 0.07% | 352 |
|
2014
Q2 | $3.12M | Buy |
38,800
+649
| +2% | +$52.3K | 0.07% | 354 |
|
2014
Q1 | $2.97M | Sell |
38,151
-805
| -2% | -$62.6K | 0.07% | 342 |
|
2013
Q4 | $2.97M | Sell |
38,956
-946
| -2% | -$72.2K | 0.08% | 309 |
|
2013
Q3 | $2.65M | Buy |
+39,902
| New | +$2.65M | 0.08% | 311 |
|