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Advisory Research’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-19,196
| Closed | -$12M | – | 237 |
|
|
2023
Q4 | $12M | Buy |
19,196
+662
| +4% | +$414K | 1.85% | 8 |
|
|
2023
Q3 | $9.47M | Buy |
18,534
+77
| +0.4% | +$39.3K | 1.31% | 13 |
|
|
2023
Q2 | $8.46M | Sell |
18,457
-515
| -3% | -$236K | 1.08% | 19 |
|
|
2023
Q1 | $8.46M | Sell |
18,972
-3,065
| -14% | -$1.37M | 1.39% | 18 |
|
|
2022
Q4 | $8.58M | Sell |
22,037
-16,504
| -43% | -$6.42M | 0.81% | 30 |
|
|
2022
Q3 | $14.9M | Buy |
38,541
+9,112
| +31% | +$3.53M | 1.46% | 17 |
|
|
2022
Q2 | $11.3M | Sell |
29,429
-373
| -1% | -$144K | 1.11% | 21 |
|
|
2022
Q1 | $14.3M | Sell |
29,802
-108
| -0.4% | -$51.9K | 1.15% | 22 |
|
|
2021
Q4 | $19.2M | Sell |
29,910
-397
| -1% | -$255K | 1.51% | 14 |
|
|
2021
Q3 | $16.4M | Buy |
+30,307
| New | +$16.4M | 1.05% | 21 |
|
|
2014
Q2 | – | Sell |
-888
| Closed | -$69K | – | 493 |
|
|
2014
Q1 | $69K | Buy |
+888
| New | +$69K | ﹤0.01% | 565 |
|