JGP Wealth Management’s Intuit INTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$10.6M Buy
2025
Q2
$12.2M Sell
2025
Q1
$9.6M Sell
2024
Q4
$14.6M Buy
2024
Q3
$14.1M Buy
2024
Q2
$14.8M Buy
2024
Q1
$14.3M Buy
2023
Q4
$1.56M Buy