Jones Financial Companies’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Buy |
22,930
+3,543
| +18% | +$2.75M | 0.01% | 278 |
|
|
2025
Q1 | $11.6M | Buy |
19,387
+6,859
| +55% | +$4.11M | 0.01% | 295 |
|
|
2024
Q4 | $7.87M | Buy |
12,528
+5,084
| +68% | +$3.2M | 0.01% | 296 |
|
|
2024
Q3 | $4.61M | Buy |
7,444
+3,198
| +75% | +$1.98M | ﹤0.01% | 302 |
|
|
2024
Q2 | $2.79M | Buy |
4,246
+3,590
| +547% | +$2.36M | ﹤0.01% | 274 |
|
|
2024
Q1 | $427K | Buy |
656
+354
| +117% | +$230K | ﹤0.01% | 348 |
|
|
2023
Q4 | $189K | Buy |
302
+13
| +4% | +$8.13K | ﹤0.01% | 332 |
|
|
2023
Q3 | $148K | Buy |
289
+39
| +16% | +$19.9K | ﹤0.01% | 288 |
|
|
2023
Q2 | $115K | Buy |
250
+31
| +14% | +$14.2K | ﹤0.01% | 300 |
|
|
2023
Q1 | $97.6K | Sell |
219
-12
| -5% | -$5.35K | ﹤0.01% | 310 |
|
|
2022
Q4 | $90K | Buy |
231
+9
| +4% | +$3.51K | ﹤0.01% | 308 |
|
|
2022
Q3 | $86K | Sell |
222
-31
| -12% | -$12K | ﹤0.01% | 296 |
|
|
2022
Q2 | $98K | Sell |
253
-6
| -2% | -$2.32K | ﹤0.01% | 288 |
|
|
2022
Q1 | $125K | Buy |
259
+6
| +2% | +$2.9K | ﹤0.01% | 291 |
|
|
2021
Q4 | $163K | Buy |
253
+30
| +13% | +$19.3K | ﹤0.01% | 274 |
|
|
2021
Q3 | $120K | Buy |
223
+5
| +2% | +$2.69K | ﹤0.01% | 258 |
|
|
2021
Q2 | $107K | Buy |
218
+41
| +23% | +$20.1K | ﹤0.01% | 259 |
|
|
2021
Q1 | $68K | Buy |
177
+92
| +108% | +$35.3K | ﹤0.01% | 316 |
|
|
2020
Q4 | $32K | Buy |
+85
| New | +$32K | ﹤0.01% | 326 |
|