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Account Management’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Hold |
3,465
| – | – | 3% | 11 |
|
|
2025
Q1 | $2.13M | Hold |
3,465
| – | – | 2.34% | 12 |
|
|
2024
Q4 | $2.18M | Hold |
3,465
| – | – | 2.55% | 12 |
|
|
2024
Q3 | $2.15M | Sell |
3,465
-4,434
| -56% | -$2.75M | 2.56% | 12 |
|
|
2024
Q2 | $5.19M | Sell |
7,899
-380
| -5% | -$250K | 5.89% | 5 |
|
|
2024
Q1 | $5.38M | Hold |
8,279
| – | – | 5.81% | 6 |
|
|
2023
Q4 | $5.17M | Sell |
8,279
-200
| -2% | -$125K | 6.19% | 5 |
|
|
2023
Q3 | $4.33M | Sell |
8,479
-625
| -7% | -$319K | 5.99% | 6 |
|
|
2023
Q2 | $4.17M | Sell |
9,104
-2,780
| -23% | -$1.27M | 5.59% | 7 |
|
|
2023
Q1 | $5.3M | Sell |
11,884
-700
| -6% | -$312K | 6.78% | 5 |
|
|
2022
Q4 | $4.9M | Sell |
12,584
-2,685
| -18% | -$1.05M | 7.01% | 5 |
|
|
2022
Q3 | $5.91M | Hold |
15,269
| – | – | 8.02% | 3 |
|
|
2022
Q2 | $5.89M | Sell |
15,269
-30
| -0.2% | -$11.6K | 7.17% | 3 |
|
|
2022
Q1 | $7.36M | Sell |
15,299
-440
| -3% | -$212K | 7.2% | 4 |
|
|
2021
Q4 | $10.1M | Buy |
+15,739
| New | +$10.1M | 8.74% | 4 |
|
|
2020
Q3 | $5.42M | Hold |
16,599
| – | – | 8.28% | 4 |
|
|
2020
Q2 | $4.92M | Sell |
16,599
-3,000
| -15% | -$888K | 8.11% | 4 |
|
|
2020
Q1 | $4.51M | Hold |
19,599
| – | – | 6.06% | 5 |
|
|
2019
Q4 | $5.13M | Sell |
19,599
-500
| -2% | -$131K | 5.66% | 6 |
|
|
2019
Q3 | $5.35M | Sell |
20,099
-5,350
| -21% | -$1.42M | 6.1% | 5 |
|
|
2019
Q2 | $6.65M | Hold |
25,449
| – | – | 5.73% | 6 |
|
|
2019
Q1 | $6.65M | Sell |
25,449
-20
| -0.1% | -$5.23K | 6.02% | 5 |
|
|
2018
Q4 | $5.01M | Sell |
25,469
-400
| -2% | -$78.7K | 4.93% | 7 |
|
|
2018
Q3 | $5.88M | Hold |
25,869
| – | – | 4.53% | 8 |
|
|
2018
Q2 | $5.29M | Sell |
25,869
-195
| -0.7% | -$39.8K | 4.47% | 9 |
|
|
2018
Q1 | $4.52M | Hold |
26,064
| – | – | 4.1% | 8 |
|
|
2017
Q4 | $4.11M | Sell |
26,064
-385
| -1% | -$60.7K | 3.57% | 9 |
|
|
2017
Q3 | $3.76M | Hold |
26,449
| – | – | 3.48% | 9 |
|
|
2017
Q2 | $3.51M | Buy |
26,449
+266
| +1% | +$35.3K | 3.59% | 9 |
|
|
2017
Q1 | $3.04M | Sell |
26,183
-790
| -3% | -$91.6K | 3.19% | 11 |
|
|
2016
Q4 | $3.09M | Buy |
26,973
+1,608
| +6% | +$184K | 3.63% | 9 |
|
|
2016
Q3 | $2.79M | Sell |
25,365
-388
| -2% | -$42.7K | 3.81% | 7 |
|
|
2016
Q2 | $2.87M | Buy |
25,753
+3,875
| +18% | +$432K | 3.72% | 6 |
|
|
2016
Q1 | $2.28M | Hold |
21,878
| – | – | 2.58% | 11 |
|
|
2015
Q4 | $2.11M | Hold |
21,878
| – | – | 2.39% | 11 |
|
|
2015
Q3 | $1.94M | Buy |
+21,878
| New | +$1.94M | 1.86% | 13 |
|