JFGIW
Johnson Financial Group Inc (Wisconsin)’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Sell |
629
-28
| -4% | -$22.1K | 0.02% | 217 |
|
|
2025
Q1 | $403K | Buy |
657
+347
| +112% | +$213K | 0.02% | 249 |
|
|
2024
Q4 | $186K | Sell |
310
-130
| -30% | -$78.2K | 0.01% | 304 |
|
|
2024
Q3 | $273K | Buy |
440
+72
| +20% | +$44.7K | 0.01% | 309 |
|
|
2024
Q2 | $242K | Buy |
368
+229
| +165% | +$151K | 0.01% | 295 |
|
|
2024
Q1 | $90.4K | Hold |
139
| – | – | ﹤0.01% | 365 |
|
|
2023
Q4 | $86.9K | Sell |
139
-29
| -17% | -$18.1K | ﹤0.01% | 393 |
|
|
2023
Q3 | $85.8K | Sell |
168
-4
| -2% | -$2.04K | 0.01% | 329 |
|
|
2023
Q2 | $78.8K | Hold |
172
| – | – | 0.01% | 354 |
|
|
2023
Q1 | $76.7K | Sell |
172
-317
| -65% | -$141K | 0.01% | 357 |
|
|
2022
Q4 | $190K | Buy |
489
+79
| +19% | +$30.7K | 0.02% | 251 |
|
|
2022
Q3 | $175K | Buy |
410
+16
| +4% | +$6.83K | 0.02% | 255 |
|
|
2022
Q2 | $152K | Buy |
394
+8
| +2% | +$3.09K | 0.01% | 271 |
|
|
2022
Q1 | $186K | Sell |
386
-17
| -4% | -$8.19K | 0.01% | 270 |
|
|
2021
Q4 | $259K | Buy |
403
+85
| +27% | +$54.6K | 0.02% | 249 |
|
|
2021
Q3 | $172K | Sell |
318
-106
| -25% | -$57.3K | 0.01% | 273 |
|
|
2021
Q2 | $208K | Sell |
424
-44
| -9% | -$21.6K | 0.01% | 268 |
|
|
2021
Q1 | $179K | Sell |
468
-158
| -25% | -$60.4K | 0.01% | 271 |
|
|
2020
Q4 | $238K | Buy |
626
+162
| +35% | +$61.6K | 0.02% | 204 |
|
|
2020
Q3 | $151K | Buy |
464
+151
| +48% | +$49.1K | 0.02% | 207 |
|
|
2020
Q2 | $93K | Sell |
313
-133
| -30% | -$39.5K | 0.01% | 219 |
|
|
2020
Q1 | $103K | Buy |
446
+8
| +2% | +$1.85K | 0.01% | 237 |
|
|
2019
Q4 | $115K | Sell |
438
-41
| -9% | -$10.8K | 0.01% | 249 |
|
|
2019
Q3 | $127K | Buy |
+479
| New | +$127K | 0.01% | 259 |
|
|
2018
Q4 | – | Sell |
-56
| Closed | -$13K | – | 540 |
|
|
2018
Q3 | $13K | Hold |
56
| – | – | ﹤0.01% | 431 |
|
|
2018
Q2 | $11K | Hold |
56
| – | – | ﹤0.01% | 448 |
|
|
2018
Q1 | $10K | Sell |
56
-28
| -33% | -$5K | ﹤0.01% | 458 |
|
|
2017
Q4 | $13K | Sell |
84
-889
| -91% | -$138K | ﹤0.01% | 466 |
|
|
2017
Q3 | $138K | Sell |
973
-18
| -2% | -$2.55K | 0.02% | 255 |
|
|
2017
Q2 | $132K | Sell |
991
-89
| -8% | -$11.9K | 0.02% | 263 |
|
|
2017
Q1 | $126K | Buy |
1,080
+59
| +6% | +$6.88K | 0.02% | 302 |
|
|
2016
Q4 | $118K | Hold |
1,021
| – | – | 0.02% | 323 |
|
|
2016
Q3 | $112K | Sell |
1,021
-8
| -0.8% | -$878 | 0.02% | 325 |
|
|
2016
Q2 | $115K | Buy |
1,029
+874
| +564% | +$97.7K | 0.02% | 341 |
|
|
2016
Q1 | $16K | Sell |
155
-719
| -82% | -$74.2K | ﹤0.01% | 548 |
|
|
2015
Q4 | $84K | Buy |
874
+143
| +20% | +$13.7K | 0.02% | 326 |
|
|
2015
Q3 | $64K | Buy |
731
+14
| +2% | +$1.23K | 0.01% | 430 |
|
|
2015
Q2 | $72K | Sell |
717
-1
| -0.1% | -$100 | 0.01% | 439 |
|
|
2015
Q1 | $70K | Hold |
718
| – | – | 0.02% | 451 |
|
|
2014
Q4 | $66K | Buy |
718
+654
| +1,022% | +$60.1K | 0.02% | 447 |
|
|
2014
Q3 | $6K | Sell |
64
-6
| -9% | -$563 | ﹤0.01% | 653 |
|
|
2014
Q2 | $6K | Hold |
70
| – | – | ﹤0.01% | 632 |
|
|
2014
Q1 | $5K | Hold |
70
| – | – | ﹤0.01% | 633 |
|
|
2013
Q4 | $5K | Hold |
70
| – | – | ﹤0.01% | 624 |
|
|
2013
Q3 | $5K | Sell |
70
-110
| -61% | -$7.86K | ﹤0.01% | 611 |
|
|
2013
Q2 | $11K | Buy |
+180
| New | +$11K | ﹤0.01% | 558 |
|