JIM
Jensen Investment Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495M | Sell |
628,445
-200,934
| -24% | -$158M | 5.8% | 4 |
|
|
2025
Q1 | $509M | Sell |
829,379
-141,310
| -15% | -$86.8M | 5.63% | 6 |
|
|
2024
Q4 | $610M | Sell |
970,689
-12,601
| -1% | -$7.92M | 5.52% | 7 |
|
|
2024
Q3 | $611M | Sell |
983,290
-56,884
| -5% | -$35.3M | 5.11% | 7 |
|
|
2024
Q2 | $684M | Sell |
1,040,174
-54,455
| -5% | -$35.8M | 5.59% | 5 |
|
|
2024
Q1 | $712M | Sell |
1,094,629
-4,784
| -0.4% | -$3.11M | 5.43% | 5 |
|
|
2023
Q4 | $687M | Sell |
1,099,413
-25,142
| -2% | -$15.7M | 5.21% | 8 |
|
|
2023
Q3 | $575M | Buy |
1,124,555
+31,350
| +3% | +$16M | 4.54% | 8 |
|
|
2023
Q2 | $501M | Buy |
1,093,205
+10,191
| +0.9% | +$4.67M | 3.68% | 10 |
|
|
2023
Q1 | $477M | Buy |
1,083,014
+74,522
| +7% | +$32.8M | 3.76% | 11 |
|
|
2022
Q4 | $393M | Buy |
1,008,492
+179,068
| +22% | +$69.7M | 3.07% | 15 |
|
|
2022
Q3 | $321M | Sell |
829,424
-2,005
| -0.2% | -$777K | 2.8% | 15 |
|
|
2022
Q2 | $320M | Buy |
831,429
+28,565
| +4% | +$11M | 2.65% | 17 |
|
|
2022
Q1 | $386M | Buy |
802,864
+70,275
| +10% | +$33.8M | 2.88% | 15 |
|
|
2021
Q4 | $471M | Sell |
732,589
-103,040
| -12% | -$66.3M | 3.31% | 14 |
|
|
2021
Q3 | $451M | Sell |
835,629
-200,712
| -19% | -$108M | 3.57% | 13 |
|
|
2021
Q2 | $508M | Sell |
1,036,341
-20,038
| -2% | -$9.82M | 3.84% | 12 |
|
|
2021
Q1 | $405M | Sell |
1,056,379
-32,628
| -3% | -$12.5M | 3.24% | 15 |
|
|
2020
Q4 | $414M | Buy |
1,089,007
+5,088
| +0.5% | +$1.93M | 3.43% | 13 |
|
|
2020
Q3 | $354M | Buy |
1,083,919
+3,090
| +0.3% | +$1.01M | 3.13% | 16 |
|
|
2020
Q2 | $320M | Buy |
1,080,829
+1,347
| +0.1% | +$399K | 3.06% | 15 |
|
|
2020
Q1 | $248M | Buy |
1,079,482
+106,847
| +11% | +$24.6M | 2.78% | 16 |
|
|
2019
Q4 | $255M | Buy |
972,635
+661,380
| +212% | +$173M | 2.53% | 20 |
|
|
2019
Q3 | $82.8M | Sell |
311,255
-187,960
| -38% | -$50M | 0.88% | 28 |
|
|
2019
Q2 | $130M | Sell |
499,215
-254,010
| -34% | -$66.4M | 1.49% | 26 |
|
|
2019
Q1 | $197M | Sell |
753,225
-255,663
| -25% | -$66.8M | 2.34% | 21 |
|
|
2018
Q4 | $199M | Buy |
1,008,888
+3,950
| +0.4% | +$778K | 2.81% | 17 |
|
|
2018
Q3 | $229M | Sell |
1,004,938
-1,310
| -0.1% | -$298K | 2.85% | 17 |
|
|
2018
Q2 | $206M | Sell |
1,006,248
-36,830
| -4% | -$7.52M | 2.76% | 20 |
|
|
2018
Q1 | $181M | Buy |
1,043,078
+1,230
| +0.1% | +$213K | 2.36% | 24 |
|
|
2017
Q4 | $164M | Buy |
1,041,848
+248,188
| +31% | +$39.2M | 2.1% | 25 |
|
|
2017
Q3 | $113M | Buy |
+793,660
| New | +$113M | 1.52% | 26 |
|