AssetMark Inc’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.4M | Buy |
66,535
+4,970
| +8% | +$3.91M | 0.12% | 144 |
|
|
2025
Q1 | $37.8M | Sell |
61,565
-5,528
| -8% | -$3.39M | 0.1% | 167 |
|
|
2024
Q4 | $42.2M | Buy |
67,093
+4,998
| +8% | +$3.14M | 0.11% | 153 |
|
|
2024
Q3 | $38.6M | Buy |
62,095
+6,098
| +11% | +$3.79M | 0.11% | 163 |
|
|
2024
Q2 | $36.8M | Buy |
55,997
+8,036
| +17% | +$5.28M | 0.11% | 159 |
|
|
2024
Q1 | $31.2M | Buy |
47,961
+3,700
| +8% | +$2.4M | 0.1% | 171 |
|
|
2023
Q4 | $27.7M | Buy |
44,261
+5,228
| +13% | +$3.27M | 0.1% | 173 |
|
|
2023
Q3 | $19.9M | Buy |
39,033
+5,488
| +16% | +$2.8M | 0.08% | 189 |
|
|
2023
Q2 | $15.4M | Buy |
33,545
+3,719
| +12% | +$1.7M | 0.06% | 208 |
|
|
2023
Q1 | $13.3M | Buy |
29,826
+2,252
| +8% | +$1M | 0.06% | 214 |
|
|
2022
Q4 | $10.7M | Buy |
27,574
+2,911
| +12% | +$1.13M | 0.05% | 222 |
|
|
2022
Q3 | $9.55M | Buy |
24,663
+959
| +4% | +$371K | 0.04% | 217 |
|
|
2022
Q2 | $9.14M | Buy |
23,704
+5,195
| +28% | +$2M | 0.04% | 222 |
|
|
2022
Q1 | $8.9M | Buy |
18,509
+9,959
| +116% | +$4.79M | 0.04% | 232 |
|
|
2021
Q4 | $5.5M | Buy |
8,550
+7,641
| +841% | +$4.92M | 0.02% | 258 |
|
|
2021
Q3 | $490K | Buy |
909
+483
| +113% | +$260K | ﹤0.01% | 458 |
|
|
2021
Q2 | $209K | Buy |
426
+19
| +5% | +$9.32K | ﹤0.01% | 572 |
|
|
2021
Q1 | $156K | Sell |
407
-129
| -24% | -$49.4K | ﹤0.01% | 583 |
|
|
2020
Q4 | $204K | Sell |
536
-10
| -2% | -$3.81K | ﹤0.01% | 539 |
|
|
2020
Q3 | $178K | Sell |
546
-28
| -5% | -$9.13K | ﹤0.01% | 526 |
|
|
2020
Q2 | $170K | Buy |
574
+37
| +7% | +$11K | ﹤0.01% | 516 |
|
|
2020
Q1 | $124K | Buy |
537
+14
| +3% | +$3.23K | ﹤0.01% | 548 |
|
|
2019
Q4 | $137K | Buy |
523
+73
| +16% | +$19.1K | ﹤0.01% | 591 |
|
|
2019
Q3 | $120K | Buy |
450
+6
| +1% | +$1.6K | ﹤0.01% | 575 |
|
|
2019
Q2 | $116K | Buy |
444
+2
| +0.5% | +$523 | ﹤0.01% | 573 |
|
|
2019
Q1 | $116K | Buy |
442
+45
| +11% | +$11.8K | ﹤0.01% | 546 |
|
|
2018
Q4 | $78K | Buy |
397
+255
| +180% | +$50.1K | ﹤0.01% | 610 |
|
|
2018
Q3 | $32K | Sell |
142
-55
| -28% | -$12.4K | ﹤0.01% | 833 |
|
|
2018
Q2 | $40K | Sell |
197
-33
| -14% | -$6.7K | ﹤0.01% | 773 |
|
|
2018
Q1 | $40K | Sell |
230
-1,205
| -84% | -$210K | ﹤0.01% | 789 |
|
|
2017
Q4 | $226K | Buy |
1,435
+1,244
| +651% | +$196K | ﹤0.01% | 456 |
|
|
2017
Q3 | $27K | Sell |
191
-28
| -13% | -$3.96K | ﹤0.01% | 854 |
|
|
2017
Q2 | $29K | Sell |
219
-36
| -14% | -$4.77K | ﹤0.01% | 812 |
|
|
2017
Q1 | $30K | Sell |
255
-26
| -9% | -$3.06K | ﹤0.01% | 770 |
|
|
2016
Q4 | $32K | Buy |
281
+8
| +3% | +$911 | ﹤0.01% | 742 |
|
|
2016
Q3 | $30K | Buy |
273
+28
| +11% | +$3.08K | ﹤0.01% | 759 |
|
|
2016
Q2 | $27K | Sell |
245
-40
| -14% | -$4.41K | ﹤0.01% | 768 |
|
|
2016
Q1 | $30K | Buy |
285
+52
| +22% | +$5.47K | ﹤0.01% | 687 |
|
|
2015
Q4 | $22K | Buy |
+233
| New | +$22K | ﹤0.01% | 782 |
|
|
2015
Q3 | – | Sell |
-1,863
| Closed | -$188K | – | 787 |
|
|
2015
Q2 | $188K | Sell |
1,863
-61
| -3% | -$6.16K | ﹤0.01% | 410 |
|
|
2015
Q1 | $187K | Sell |
1,924
-698
| -27% | -$67.8K | ﹤0.01% | 391 |
|
|
2014
Q4 | $242K | Sell |
2,622
-45
| -2% | -$4.15K | 0.01% | 390 |
|
|
2014
Q3 | $234K | Buy |
2,667
+45
| +2% | +$3.95K | 0.01% | 392 |
|
|
2014
Q2 | $211K | Buy |
+2,622
| New | +$211K | ﹤0.01% | 398 |
|