Jeppson Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
406
-7
| -2% | -$5.51K | 0.11% | 163 |
|
|
2025
Q1 | $254K | Buy |
413
+3
| +0.7% | +$1.84K | 0.09% | 172 |
|
|
2024
Q4 | $258K | Sell |
410
-3
| -0.7% | -$1.89K | 0.09% | 166 |
|
|
2024
Q3 | $256K | Hold |
413
| – | – | 0.09% | 170 |
|
|
2024
Q2 | $271K | Hold |
413
| – | – | 0.1% | 161 |
|
|
2024
Q1 | $268K | Sell |
413
-5
| -1% | -$3.25K | 0.1% | 166 |
|
|
2023
Q4 | $261K | Sell |
418
-9
| -2% | -$5.63K | 0.11% | 168 |
|
|
2023
Q3 | $218K | Buy |
+427
| New | +$218K | 0.1% | 167 |
|
|
2020
Q4 | – | Sell |
-288
| Closed | -$94K | – | 274 |
|
|
2020
Q3 | $94K | Buy |
+288
| New | +$94K | 0.07% | 172 |
|