AP
Appleton Partners’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Sell |
22,080
-1,816
| -8% | -$1.43M | 1.23% | 19 |
|
|
2025
Q1 | $14.7M | Sell |
23,896
-384
| -2% | -$236K | 1.13% | 24 |
|
|
2024
Q4 | $15.3M | Sell |
24,280
-67
| -0.3% | -$42.1K | 1.13% | 22 |
|
|
2024
Q3 | $15.1M | Sell |
24,347
-2,267
| -9% | -$1.41M | 1.11% | 22 |
|
|
2024
Q2 | $17.5M | Buy |
26,614
+1,587
| +6% | +$1.04M | 1.35% | 16 |
|
|
2024
Q1 | $16.3M | Sell |
25,027
-2,282
| -8% | -$1.48M | 1.26% | 17 |
|
|
2023
Q4 | $17.1M | Sell |
27,309
-2,424
| -8% | -$1.52M | 1.38% | 16 |
|
|
2023
Q3 | $15.2M | Sell |
29,733
-1,428
| -5% | -$730K | 1.35% | 16 |
|
|
2023
Q2 | $14.3M | Sell |
31,161
-599
| -2% | -$274K | 1.21% | 18 |
|
|
2023
Q1 | $14.2M | Sell |
31,760
-102
| -0.3% | -$45.5K | 1.26% | 17 |
|
|
2022
Q4 | $12.4M | Sell |
31,862
-436
| -1% | -$170K | 1.17% | 20 |
|
|
2022
Q3 | $12.5M | Sell |
32,298
-996
| -3% | -$386K | 1.25% | 17 |
|
|
2022
Q2 | $12.8M | Sell |
33,294
-420
| -1% | -$162K | 1.21% | 16 |
|
|
2022
Q1 | $16.2M | Sell |
33,714
-872
| -3% | -$419K | 1.33% | 14 |
|
|
2021
Q4 | $22.2M | Sell |
34,586
-574
| -2% | -$369K | 1.67% | 13 |
|
|
2021
Q3 | $19M | Sell |
35,160
-561
| -2% | -$303K | 1.58% | 13 |
|
|
2021
Q2 | $17.5M | Sell |
35,721
-1,690
| -5% | -$828K | 1.49% | 13 |
|
|
2021
Q1 | $14.3M | Buy |
37,411
+230
| +0.6% | +$88.1K | 1.33% | 17 |
|
|
2020
Q4 | $14.1M | Sell |
37,181
-5,123
| -12% | -$1.95M | 1.39% | 14 |
|
|
2020
Q3 | $13.8M | Sell |
42,304
-854
| -2% | -$279K | 1.52% | 13 |
|
|
2020
Q2 | $12.8M | Sell |
43,158
-648
| -1% | -$192K | 1.53% | 13 |
|
|
2020
Q1 | $10.1M | Sell |
43,806
-127
| -0.3% | -$29.2K | 1.4% | 17 |
|
|
2019
Q4 | $11.5M | Buy |
43,933
+800
| +2% | +$210K | 1.26% | 19 |
|
|
2019
Q3 | $11.5M | Buy |
43,133
+984
| +2% | +$262K | 1.38% | 16 |
|
|
2019
Q2 | $11M | Buy |
42,149
+540
| +1% | +$141K | 1.36% | 16 |
|
|
2019
Q1 | $10.9M | Sell |
41,609
-1,173
| -3% | -$307K | 1.44% | 14 |
|
|
2018
Q4 | $8.42M | Buy |
42,782
+1,717
| +4% | +$338K | 1.26% | 17 |
|
|
2018
Q3 | $9.34M | Sell |
41,065
-1,773
| -4% | -$403K | 1.24% | 20 |
|
|
2018
Q2 | $8.75M | Sell |
42,838
-57
| -0.1% | -$11.6K | 1.25% | 18 |
|
|
2018
Q1 | $7.44M | Buy |
42,895
+1,260
| +3% | +$218K | 1.13% | 19 |
|
|
2017
Q4 | $6.57M | Buy |
41,635
+108
| +0.3% | +$17K | 1.02% | 25 |
|
|
2017
Q3 | $5.9M | Buy |
41,527
+1,928
| +5% | +$274K | 0.99% | 27 |
|
|
2017
Q2 | $5.26M | Buy |
39,599
+77
| +0.2% | +$10.2K | 0.88% | 34 |
|
|
2017
Q1 | $4.58M | Buy |
+39,522
| New | +$4.58M | 0.84% | 39 |
|