Addenda Capital’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7M | Sell |
23,751
-1,497
| -6% | -$1.18M | 0.67% | 37 |
|
|
2025
Q1 | $15.5M | Buy |
25,248
+2,001
| +9% | +$1.23M | 0.57% | 37 |
|
|
2024
Q4 | $14.6M | Buy |
23,247
+6,786
| +41% | +$4.27M | 0.52% | 40 |
|
|
2024
Q3 | $10.2M | Buy |
16,461
+48
| +0.3% | +$29.8K | 0.36% | 61 |
|
|
2024
Q2 | $10.8M | Buy |
16,413
+1,245
| +8% | +$818K | 0.42% | 52 |
|
|
2024
Q1 | $9.86M | Sell |
15,168
-976
| -6% | -$634K | 0.37% | 59 |
|
|
2023
Q4 | $10.1M | Sell |
16,144
-143
| -0.9% | -$89.4K | 0.39% | 53 |
|
|
2023
Q3 | $8.32M | Sell |
16,287
-228
| -1% | -$116K | 0.36% | 60 |
|
|
2023
Q2 | $7.57M | Sell |
16,515
-896
| -5% | -$411K | 0.32% | 65 |
|
|
2023
Q1 | $7.76M | Buy |
17,411
+896
| +5% | +$399K | 0.32% | 68 |
|
|
2022
Q4 | $6.43M | Sell |
16,515
-365
| -2% | -$142K | 0.28% | 76 |
|
|
2022
Q3 | $6.54M | Sell |
16,880
-2,439
| -13% | -$945K | 0.3% | 66 |
|
|
2022
Q2 | $7.45M | Sell |
19,319
-194
| -1% | -$74.8K | 0.36% | 56 |
|
|
2022
Q1 | $9.38M | Buy |
19,513
+1,637
| +9% | +$787K | 0.38% | 52 |
|
|
2021
Q4 | $11.5M | Buy |
17,876
+392
| +2% | +$252K | 0.49% | 44 |
|
|
2021
Q3 | $9.43M | Sell |
17,484
-1,584
| -8% | -$855K | 0.44% | 48 |
|
|
2021
Q2 | $9.35M | Sell |
19,068
-3,766
| -16% | -$1.85M | 0.44% | 47 |
|
|
2021
Q1 | $8.67M | Hold |
22,834
| – | – | 0.44% | 45 |
|
|
2020
Q4 | $8.67M | Sell |
22,834
-207
| -0.9% | -$78.6K | 0.55% | 43 |
|
|
2020
Q3 | $7.52M | Sell |
23,041
-763
| -3% | -$249K | 0.55% | 41 |
|
|
2020
Q2 | $7.05M | Sell |
23,804
-1,395
| -6% | -$413K | 0.49% | 40 |
|
|
2020
Q1 | $5.8M | Buy |
25,199
+4,730
| +23% | +$1.09M | 0.49% | 41 |
|
|
2019
Q4 | $5.36M | Buy |
20,469
+961
| +5% | +$252K | 0.35% | 46 |
|
|
2019
Q3 | $5.19M | Sell |
19,508
-71
| -0.4% | -$18.9K | 0.37% | 47 |
|
|
2019
Q2 | $5.12M | Sell |
19,579
-4,497
| -19% | -$1.17M | 0.37% | 48 |
|
|
2019
Q1 | $6.29M | Buy |
24,076
+1,400
| +6% | +$366K | 0.46% | 46 |
|
|
2018
Q4 | $4.47M | Buy |
22,676
+524
| +2% | +$103K | 0.39% | 51 |
|
|
2018
Q3 | $5.04M | Sell |
22,152
-9,599
| -30% | -$2.18M | 0.42% | 51 |
|
|
2018
Q2 | $6.49M | Sell |
31,751
-2,953
| -9% | -$603K | 0.53% | 46 |
|
|
2018
Q1 | $6.02M | Sell |
34,704
-1,028
| -3% | -$178K | 0.45% | 55 |
|
|
2017
Q4 | $5.64M | Sell |
35,732
-2,485
| -7% | -$392K | 0.39% | 59 |
|
|
2017
Q3 | $5.43M | Sell |
38,217
-1,471
| -4% | -$209K | 0.38% | 57 |
|
|
2017
Q2 | $5.27M | Sell |
39,688
-1,641
| -4% | -$218K | 0.39% | 60 |
|
|
2017
Q1 | $4.79M | Buy |
41,329
+2,169
| +6% | +$252K | 0.37% | 68 |
|
|
2016
Q4 | $4.49M | Sell |
39,160
-222
| -0.6% | -$25.4K | 0.36% | 71 |
|
|
2016
Q3 | $4.4M | Hold |
39,382
| – | – | 0.37% | 69 |
|
|
2016
Q2 | $4.4M | Buy |
39,382
+692
| +2% | +$77.2K | 0.37% | 69 |
|
|
2016
Q1 | $4.02M | Buy |
38,690
+114
| +0.3% | +$11.9K | 0.35% | 67 |
|
|
2015
Q4 | $3.72M | Sell |
38,576
-3,009
| -7% | -$290K | 0.35% | 69 |
|
|
2015
Q3 | $3.69M | Sell |
41,585
-1,016
| -2% | -$90.2K | 0.35% | 73 |
|
|
2015
Q2 | $4.29M | Sell |
42,601
-116
| -0.3% | -$11.7K | 0.37% | 68 |
|
|
2015
Q1 | $4.14M | Sell |
42,717
-1,230
| -3% | -$119K | 0.35% | 71 |
|
|
2014
Q4 | $4.05M | Buy |
43,947
+3,980
| +10% | +$367K | 0.32% | 74 |
|
|
2014
Q3 | $3.5M | Buy |
39,967
+1,670
| +4% | +$146K | 0.31% | 71 |
|
|
2014
Q2 | $3.08M | Buy |
38,297
+519
| +1% | +$41.8K | 0.26% | 80 |
|
|
2014
Q1 | $2.94M | Sell |
37,778
-2,713
| -7% | -$211K | 0.26% | 80 |
|
|
2013
Q4 | $3.09M | Sell |
40,491
-6,312
| -13% | -$482K | 0.28% | 77 |
|
|
2013
Q3 | $3.1M | Buy |
46,803
+2,480
| +6% | +$164K | 0.29% | 70 |
|
|
2013
Q2 | $2.68M | Buy |
+44,323
| New | +$2.68M | 0.26% | 70 |
|