JWA
JFS Wealth Advisors’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Buy |
877
+4
| +0.5% | +$3.15K | 0.04% | 181 |
|
|
2025
Q1 | $536K | Sell |
873
-18
| -2% | -$11K | 0.04% | 193 |
|
|
2024
Q4 | $560K | Buy |
891
+2
| +0.2% | +$1.26K | 0.04% | 183 |
|
|
2024
Q3 | $552K | Buy |
889
+2
| +0.2% | +$1.24K | 0.04% | 191 |
|
|
2024
Q2 | $583K | Sell |
887
-696
| -44% | -$458K | 0.05% | 146 |
|
|
2024
Q1 | $1.03M | Buy |
1,583
+19
| +1% | +$12.4K | 0.08% | 113 |
|
|
2023
Q4 | $978K | Buy |
1,564
+16
| +1% | +$10K | 0.08% | 107 |
|
|
2023
Q3 | $791K | Hold |
1,548
| – | – | 0.07% | 121 |
|
|
2023
Q2 | $709K | Hold |
1,548
| – | – | 0.06% | 131 |
|
|
2023
Q1 | $690K | Sell |
1,548
-3
| -0.2% | -$1.34K | 0.07% | 134 |
|
|
2022
Q4 | $604K | Buy |
1,551
+2
| +0.1% | +$779 | 0.06% | 145 |
|
|
2022
Q3 | $600K | Hold |
1,549
| – | – | 0.07% | 138 |
|
|
2022
Q2 | $597K | Buy |
1,549
+17
| +1% | +$6.55K | 0.06% | 132 |
|
|
2022
Q1 | $737K | Buy |
1,532
+25
| +2% | +$12K | 0.07% | 133 |
|
|
2021
Q4 | $969K | Buy |
1,507
+106
| +8% | +$68.2K | 0.09% | 121 |
|
|
2021
Q3 | $756K | Buy |
1,401
+10
| +0.7% | +$5.4K | 0.08% | 127 |
|
|
2021
Q2 | $682K | Hold |
1,391
| – | – | 0.1% | 96 |
|
|
2021
Q1 | $533K | Buy |
1,391
+28
| +2% | +$10.7K | 0.11% | 96 |
|
|
2020
Q4 | $518K | Buy |
1,363
+48
| +4% | +$18.2K | 0.11% | 95 |
|
|
2020
Q3 | $429K | Hold |
1,315
| – | – | 0.1% | 94 |
|
|
2020
Q2 | $389K | Hold |
1,315
| – | – | 0.1% | 99 |
|
|
2020
Q1 | $302K | Hold |
1,315
| – | – | 0.09% | 100 |
|
|
2019
Q4 | $344K | Hold |
1,315
| – | – | 0.08% | 114 |
|
|
2019
Q3 | $350K | Hold |
1,315
| – | – | 0.09% | 109 |
|
|
2019
Q2 | $344K | Hold |
1,315
| – | – | 0.09% | 111 |
|
|
2019
Q1 | $344K | Hold |
1,315
| – | – | 0.09% | 108 |
|
|
2018
Q4 | $259K | Hold |
1,315
| – | – | 0.07% | 120 |
|
|
2018
Q3 | $299K | Hold |
1,315
| – | – | 0.08% | 118 |
|
|
2018
Q2 | $269K | Sell |
1,315
-28
| -2% | -$5.73K | 0.07% | 119 |
|
|
2018
Q1 | $233K | Hold |
1,343
| – | – | 0.06% | 128 |
|
|
2017
Q4 | $212K | Buy |
1,343
+28
| +2% | +$4.42K | 0.05% | 135 |
|
|
2017
Q3 | $187K | Hold |
1,315
| – | – | 0.05% | 133 |
|
|
2017
Q2 | $175K | Hold |
1,315
| – | – | 0.05% | 129 |
|
|
2017
Q1 | $151K | Hold |
1,315
| – | – | 0.04% | 150 |
|
|
2016
Q4 | $151K | Hold |
1,315
| – | – | 0.04% | 150 |
|
|
2016
Q3 | $145K | Hold |
1,315
| – | – | 0.04% | 152 |
|
|
2016
Q2 | $147K | Sell |
1,315
-22
| -2% | -$2.46K | 0.04% | 183 |
|
|
2016
Q1 | $139K | Buy |
1,337
+22
| +2% | +$2.29K | 0.04% | 154 |
|
|
2015
Q4 | $127K | Hold |
1,315
| – | – | 0.04% | 161 |
|
|
2015
Q3 | $117K | Hold |
1,315
| – | – | 0.05% | 138 |
|
|
2015
Q2 | $133K | Hold |
1,315
| – | – | 0.07% | 109 |
|
|
2015
Q1 | $128K | Hold |
1,315
| – | – | 0.06% | 109 |
|
|
2014
Q4 | $121K | Hold |
1,315
| – | – | 0.02% | 115 |
|
|
2014
Q3 | $115K | Hold |
1,315
| – | – | 0.02% | 113 |
|
|
2014
Q2 | $106K | Buy |
+1,315
| New | +$106K | 0.02% | 124 |
|