JWM
JGP Wealth Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
15,481
-155
| -1% | -$122K | 1.48% | 17 |
|
|
2025
Q1 | $9.6M | Sell |
15,636
-7,584
| -33% | -$4.66M | 1.26% | 26 |
|
|
2024
Q4 | $14.6M | Buy |
23,220
+477
| +2% | +$300K | 1.89% | 13 |
|
|
2024
Q3 | $14.1M | Buy |
22,743
+267
| +1% | +$166K | 1.82% | 18 |
|
|
2024
Q2 | $14.8M | Buy |
22,476
+417
| +2% | +$274K | 2.11% | 12 |
|
|
2024
Q1 | $14.3M | Buy |
22,059
+19,570
| +786% | +$12.7M | 2.08% | 12 |
|
|
2023
Q4 | $1.56M | Buy |
+2,489
| New | +$1.56M | 0.23% | 68 |
|