Willis Johnson & Associates’s Intuit INTU Stock Holding History

Willis Johnson & Associates’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-365	Closed	-$227K	–	166
2024 Q3	$227K	Buy	365 +46	+14%	+$29.4K	0.02%	151
2024 Q2	$210K	Buy	+319	New	+$198K	0.02%	146

Other funds holding INTU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Willis Johnson & Associates's INTU Position: Q4 2024 in Review

Willis Johnson & Associates sold out of Intuit (INTU) in Q4 2024, closing a stake of 365 shares — an estimated $227K sold.

Willis Johnson & Associates first reported a position in INTU in Q2 2024 and held it in 2 quarters. The position peaked at $227K in Q3 2024. 2,062 funds tracked by Wall St. Rank hold INTU as of Q4 2024.

Willis Johnson & Associates reported no remaining Intuit position as of Q4 2024 after selling out during the quarter.
Willis Johnson & Associates sold 365 Intuit shares in Q4 2024, an estimated $227K.
Willis Johnson & Associates first reported a position in Intuit in Q2 2024 and held it in 2 quarters.
Willis Johnson & Associates's Intuit position peaked at $227K in Q3 2024.
2,062 funds tracked by Wall St. Rank held Intuit as of Q4 2024.

Based on Willis Johnson & Associates's 13F filing for Q4 2024, filed 14 Feb 2025.