JWM
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Jessup Wealth Management’s Intuit INTU Stock Holding History

Jessup Wealth Management’s Portfolio INTU Stock Details INTU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,291
Closed -$7.34M – 65
2024
Q1 		$7.34M Sell
11,291
-228
-2% -$148K 3.14% 12
2023
Q4 		$7.2M Buy
11,519
+986
+9% +$616K 3.6% 11
2023
Q3 		$5.38M Buy
+10,533
New +$5.38M 3.1% 14