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Alley Investment Management Company’s Intuit INTU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15.2M Sell
19,307
-106
-0.5% -$83.5K 1.84% 22
2025
Q1
$11.9M Buy
19,413
+11
+0.1% +$6.75K 1.5% 30
2024
Q4
$12.2M Buy
19,402
+20
+0.1% +$12.6K 1.54% 28
2024
Q3
$12M Sell
19,382
-40
-0.2% -$24.8K 1.52% 30
2024
Q2
$12.8M Sell
19,422
-4,726
-20% -$3.11M 1.74% 26
2024
Q1
$15.7M Sell
24,148
-2,434
-9% -$1.58M 2.16% 20
2023
Q4
$16.6M Buy
26,582
+2,405
+10% +$1.5M 2.43% 13
2023
Q3
$12.4M Sell
24,177
-291
-1% -$149K 2.1% 21
2023
Q2
$11.2M Sell
24,468
-227
-0.9% -$104K 1.81% 26
2023
Q1
$11M Buy
24,695
+289
+1% +$129K 1.84% 26
2022
Q4
$9.5M Sell
24,406
-424
-2% -$165K 1.63% 29
2022
Q3
$9.62M Sell
24,830
-21
-0.1% -$8.13K 1.92% 25
2022
Q2
$9.58M Buy
24,851
+89
+0.4% +$34.3K 1.81% 27
2022
Q1
$11.9M Buy
+24,762
New +$11.9M 1.97% 21