JNBA Financial Advisors’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.88K | Hold |
10
| – | – | ﹤0.01% | 486 |
|
|
2025
Q1 | $6.14K | Hold |
10
| – | – | ﹤0.01% | 519 |
|
|
2024
Q4 | $6.29K | Hold |
10
| – | – | ﹤0.01% | 516 |
|
|
2024
Q3 | $6.21K | Hold |
10
| – | – | ﹤0.01% | 529 |
|
|
2024
Q2 | $6.57K | Hold |
10
| – | – | ﹤0.01% | 492 |
|
|
2024
Q1 | $6.5K | Hold |
10
| – | – | ﹤0.01% | 503 |
|
|
2023
Q4 | $6.25K | Hold |
10
| – | – | ﹤0.01% | 515 |
|
|
2023
Q3 | $5.11K | Hold |
10
| – | – | ﹤0.01% | 537 |
|
|
2023
Q2 | $4.58K | Buy |
+10
| New | +$4.58K | ﹤0.01% | 543 |
|
|
2022
Q3 | – | Sell |
-41
| Closed | -$16K | – | 715 |
|
|
2022
Q2 | $16K | Buy |
41
+9
| +28% | +$3.51K | ﹤0.01% | 430 |
|
|
2022
Q1 | $15K | Sell |
32
-7
| -18% | -$3.28K | ﹤0.01% | 445 |
|
|
2021
Q4 | $25K | Buy |
+39
| New | +$25K | ﹤0.01% | 386 |
|
|
2021
Q2 | – | Sell |
-29
| Closed | -$11K | – | 697 |
|
|
2021
Q1 | $11K | Buy |
+29
| New | +$11K | ﹤0.01% | 454 |
|
|
2016
Q4 | – | Sell |
-535
| Closed | -$59K | – | 888 |
|
|
2016
Q3 | $59K | Buy |
+535
| New | +$59K | 0.01% | 492 |
|