Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,334
Closed -$6.96M 61
2025
Q1
$6.96M Sell
11,334
-576
-5% -$346K 1.06% 37
2024
Q4
$7.49M Buy
11,910
+222
+2% +$142K 1% 40
2024
Q3
$7.26M Sell
11,688
-5,553
-32% -$3.54M 0.98% 50
2024
Q2
$11.3M Buy
17,241
+265
+2% +$164K 1.41% 27
2024
Q1
$11M Sell
16,976
-4,213
-20% -$2.69M 1.35% 31
2023
Q4
$13.2M Sell
21,189
-2,752
-11% -$1.52M 1.42% 25
2023
Q3
$12.2M Sell
23,941
-2,273
-9% -$1.15M 1.35% 19
2023
Q2
$12M Sell
26,214
-1,075
-4% -$471K 1.15% 39
2023
Q1
$12.2M Buy
27,289
+1,413
+5% +$580K 1.17% 29
2022
Q4
$10.1M Buy
25,876
+2,327
+10% +$923K 1.07% 40
2022
Q3
$9.12M Sell
23,549
-3,402
-13% -$1.47M 0.96% 33
2022
Q2
$10.4M Buy
26,951
+2,083
+8% +$863K 0.95% 41
2022
Q1
$12M Sell
24,868
-1,796
-7% -$920K 0.84% 55
2021
Q4
$17.2M Buy
26,664
+4,008
+18% +$2.47M 1.04% 25
2021
Q3
$12.2M Sell
22,656
-1,355
-6% -$730K 0.93% 23
2021
Q2
$11.8M Buy
24,011
+1,541
+7% +$668K 1.05% 15
2021
Q1
$8.61M Buy
22,470
+3,533
+19% +$1.36M 0.95% 40
2020
Q4
$7.19M Buy
+18,937
New +$6.65M 0.9% 47

Other funds holding INTU