Atalanta Sosnoff Capital’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-24,012
| Closed | -$15.1M | – | 110 |
|
|
2024
Q4 | $15.1M | Sell |
24,012
-257
| -1% | -$164K | 0.33% | 50 |
|
|
2024
Q3 | $15.1M | Buy |
24,269
+4,457
| +22% | +$2.84M | 0.32% | 60 |
|
|
2024
Q2 | $13M | Sell |
19,812
-71
| -0.4% | -$44K | 0.29% | 54 |
|
|
2024
Q1 | $12.9M | Sell |
19,883
-1,540
| -7% | -$983K | 0.3% | 61 |
|
|
2023
Q4 | $13.4M | Sell |
21,423
-101
| -0.5% | -$55.7K | 0.35% | 57 |
|
|
2023
Q3 | $11M | Buy |
21,524
+2,513
| +13% | +$1.27M | 0.33% | 61 |
|
|
2023
Q2 | $8.71M | Buy |
19,011
+3,091
| +19% | +$1.35M | 0.24% | 62 |
|
|
2023
Q1 | $7.1M | Sell |
15,920
-20,613
| -56% | -$8.46M | 0.21% | 60 |
|
|
2022
Q4 | $14.2M | Buy |
36,533
+12,696
| +53% | +$5.04M | 0.44% | 56 |
|
|
2022
Q3 | $9.23M | Sell |
23,837
-4,745
| -17% | -$2.05M | 0.29% | 53 |
|
|
2022
Q2 | $11M | Buy |
28,582
+27,202
| +1,971% | +$11.3M | 0.33% | 54 |
|
|
2022
Q1 | $664K | Buy |
1,380
+305
| +28% | +$156K | 0.02% | 86 |
|
|
2021
Q4 | $691K | Sell |
1,075
-10
| -0.9% | -$6.17K | 0.01% | 85 |
|
|
2021
Q3 | $585K | Sell |
1,085
-5
| -0.5% | -$2.69K | 0.01% | 75 |
|
|
2021
Q2 | $534K | Buy |
1,090
+120
| +12% | +$52K | 0.01% | 81 |
|
|
2021
Q1 | $372K | Sell |
970
-5
| -0.5% | -$1.93K | 0.01% | 88 |
|
|
2020
Q4 | $370K | Hold |
975
| – | – | 0.01% | 86 |
|
|
2020
Q3 | $318K | Sell |
975
-10
| -1% | -$3.13K | 0.01% | 88 |
|
|
2020
Q2 | $292K | Buy |
985
+10
| +1% | +$2.74K | 0.01% | 93 |
|
|
2020
Q1 | $224K | Hold |
975
| – | – | 0.01% | 89 |
|
|
2019
Q4 | $255K | Sell |
975
-5
| -0.5% | -$1.31K | 0.01% | 90 |
|
|
2019
Q3 | $261K | Buy |
+980
| New | +$270K | 0.01% | 88 |
|
Other funds holding INTU
