Williams Jones Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248M | Buy |
314,759
+2,814
| +0.9% | +$2.22M | 2.96% | 6 |
|
|
2025
Q1 | $192M | Sell |
311,945
-6,762
| -2% | -$4.15M | 2.45% | 8 |
|
|
2024
Q4 | $200M | Sell |
318,707
-6,446
| -2% | -$4.05M | 2.42% | 9 |
|
|
2024
Q3 | $202M | Buy |
325,153
+1,017
| +0.3% | +$632K | 2.37% | 9 |
|
|
2024
Q2 | $213M | Buy |
324,136
+7,325
| +2% | +$4.81M | 2.64% | 7 |
|
|
2024
Q1 | $206M | Buy |
316,811
+13,515
| +4% | +$8.78M | 2.62% | 7 |
|
|
2023
Q4 | $190M | Buy |
303,296
+7,915
| +3% | +$4.95M | 2.65% | 9 |
|
|
2023
Q3 | $151M | Buy |
295,381
+12,487
| +4% | +$6.38M | 2.32% | 9 |
|
|
2023
Q2 | $130M | Buy |
282,894
+24,906
| +10% | +$11.4M | 1.94% | 13 |
|
|
2023
Q1 | $115M | Buy |
257,988
+15,892
| +7% | +$7.09M | 1.8% | 14 |
|
|
2022
Q4 | $94.2M | Sell |
242,096
-6,689
| -3% | -$2.6M | 1.58% | 22 |
|
|
2022
Q3 | $96.4M | Buy |
248,785
+1,483
| +0.6% | +$574K | 1.68% | 19 |
|
|
2022
Q2 | $95.3M | Sell |
247,302
-588
| -0.2% | -$227K | 1.54% | 21 |
|
|
2022
Q1 | $119M | Sell |
247,890
-10,905
| -4% | -$5.24M | 1.66% | 20 |
|
|
2021
Q4 | $166M | Buy |
258,795
+85
| +0% | +$54.7K | 2.08% | 14 |
|
|
2021
Q3 | $140M | Sell |
258,710
-1,955
| -0.8% | -$1.05M | 1.95% | 16 |
|
|
2021
Q2 | $128M | Buy |
260,665
+6,631
| +3% | +$3.25M | 1.79% | 18 |
|
|
2021
Q1 | $97.3M | Buy |
254,034
+14,345
| +6% | +$5.49M | 1.52% | 20 |
|
|
2020
Q4 | $91M | Buy |
239,689
+20,277
| +9% | +$7.7M | 1.48% | 23 |
|
|
2020
Q3 | $71.6M | Buy |
219,412
+36,229
| +20% | +$11.8M | 1.32% | 26 |
|
|
2020
Q2 | $54.3M | Buy |
183,183
+59,627
| +48% | +$17.7M | 1.11% | 29 |
|
|
2020
Q1 | $28.4M | Buy |
123,556
+462
| +0.4% | +$106K | 0.74% | 36 |
|
|
2019
Q4 | $32.2M | Buy |
123,094
+2,048
| +2% | +$536K | 0.62% | 48 |
|
|
2019
Q3 | $32.2M | Buy |
+121,046
| New | +$32.2M | 0.66% | 48 |
|