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